Credit Analyst II supporting daily duties of underwriting and credit monitoring at Fifth Third Bank. Responsible for risk analysis while collaborating with Portfolio Managers on financial modeling.
About the role
- Lead Expense Analyst at Zurich Canada driving performance and optimizing financial management for enterprise expenses and technology investments. Collaborating with multiple teams to ensure alignment with business goals.
Responsibilities
- Deliver timely and accurate monthly, quarterly, and annual expense reports and presentations with commentary and insights to a broad range of executive audiences
- Partner with cost center leaders during annual business planning cycle and quarterly forecast cycles to develop operating expense budget and forecast
- Partner with executive leaders including Head of Planning & Performance Management to provide data-driven insights to support operating expense optimization initiatives
- Manage technology spend across CAPEX and OPEX, ensuring proper classification and alignment with asset life cycles and benefit realization while ensuring compliance with IFRS standards and group accounting policy
- Manage all financial aspects of strategic project investments, including developing business case benefit models, tracking and reporting expenses against approved budgets and project KPIs, and ensuring project teams remain accountable to funding allocations
- Drive automation and process improvements to enhance reporting efficiency and accuracy
- Identify and implement enhancements to planning/forecasting tools, processes, and methodologies
Requirements
- Advanced Microsoft Excel and financial modelling skills
- Experience with ERP/Planning tools (SAP/Oracle/Anaplan) and Coupa
- Deep understanding of IFRS and Group Accounting Policy for technology assets
- Strong analytical and problem-solving skills with the ability to synthesize complex data
- Detail-oriented, proactive, and comfortable working in a fast-paced environment
- Excellent communication and stakeholder management skills
- Proven ability to influence without authority and collaborate across functions
- AN MBA and/or CPA designation is preferred but not mandatory
- Knowledge of insurance P&C/Life business drivers impacting expense dynamics
- Expertise in amortization schedules and cost‑benefit analysis for IT investments
- Experience with cloud cost accounting and FinOps practices
- Bachelor's Degree and 6 or more years of experience in the Accounting or Finance area OR High School Diploma or Equivalent and 8 or more years of experience in the Accounting or Finance area OR Zurich Certified Insurance Apprentice including Associate Degree and 6 or more years of experience in the Accounting or Finance area
Benefits
- Health insurance
- Comprehensive health/benefits plan with varying levels of coverage to suit specific needs
- A minimum of four weeks of vacation per year
- Four personal days per year to be used at discretion
- Access to a comprehensive range of training and development opportunities
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