Zurich, also known as Zurich Insurance and Zurich Insurance Group, is a leading provider of multi-line insurance products for customers around the world. Since
Regional Finance & Insurance Manager
Location
California
Posted
7 days ago
Salary
$85.5K - $140K / year
Seniority
Senior
Job Description
Regional Finance & Insurance Manager
Zurich Insurance Group
• Responsible for profitable growth and development of Finance & Insurance Sales Professionals • Analyze and provide strategic direction to a highly successful team of Sales Professionals • Oversee cross-team sales initiatives as needed • Maintain responsibility for customer issues and/or challenges in the region • Leadership activities will include planning, budgeting, coaching, interviewing/selection, and performance management within the region
Job Requirements
- Bachelors Degree and 4 or more years of experience in the Field Sales area OR High School Diploma or Equivalent and 6 or more years of experience in the Field Sales area
- Experience managing product knowledge of legal and regulatory environment within area of responsibility
- Experience with Microsoft Office
- Experience analyzing financial results
Benefits
- Competitive pay
- Comprehensive benefits for employees and their families
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Senior Finance Functional Consultant
ReplyReply designs and implements innovative solutions in the areas: Digital Services, Technology and Consulting.
• Lead the implementation of the financial modules of Dynamics 365 F&O (Finance, Accounts Payable, Accounts Receivable, General Ledger, Fixed Assets, Cash & Bank Management) • Conduct requirements-gathering workshops (Blueprint) and present solutions to stakeholders • Configure and parameterize the system according to the client's business rules • Prepare functional documentation (BBP, FDD, test cases, user manuals) • Support and mentor junior and mid-level consultants throughout the project • Manage client expectations and ensure delivery quality • Participate in integrated testing, UAT, and Go-Live support
• Prepare and submit all billing and invoicing • Input accounting data into the accounting system • Prepare and reconcile bank deposits • Record AP and AR transactions and cash posting • Maintain precise records of all incoming payments • Verify validity of account discrepancies • Research, negotiate, and reconcile chargeback and third-party claims • Review and entry of financial documentation • Review of bank and credit card transactions • Process business expenses • Manage day-to-day transactions • Liaise with customers and vendors • Close invoices • Perform additional job-related tasks
• Lead the Company's financial planning, forecasting, strategic analysis, and business partnering functions. • Serve as a key partner to the VP FP&A and executive leadership team, providing financial leadership to support R&D and Technical operations strategy, operational execution, commercialization readiness, and long-term value creation. • Oversee enterprise budgeting, long-range planning, cash forecasting, Board reporting, and strategic decision support while building scalable financial processes and capabilities to support the Company's growth. • Lead enterprise-wide annual operating planning, long-range planning, and rolling forecast processes for all R&D and Tech Ops functions. • Develop financial frameworks that support strategic decision-making and capital allocation. • Translate corporate strategy into actionable financial plans and performance metrics. • Partner with executive leadership to evaluate strategic alternatives and growth opportunities. • Assist VP FP&A with preparation of financial materials for Executive Leadership Team, Board of Directors, Audit Committee, and external stakeholders. • Deliver actionable insights regarding operating performance, cash runway, and strategic initiatives. • Own cash forecasting and liquidity planning processes for R&D and Tech Ops. • Assist VP FP&A on financing initiatives and capital strategy. • Assess investment opportunities and resource prioritization across the organization. • Assist VP FP&A and CFO with financial due diligence and valuation support for business development, licensing, M&A, and partnership opportunities.




