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Sentry · 1 week ago

Associate Financial Analyst-Financial Planning and Analysis

Stevens Point, WI

Full-time

Hybrid

New Grad, Entry Level

Sentry is a leading mutual insurance company based in Stevens Point, Wisconsin, and they are seeking an Associate Financial Analyst to join their Financial Planning & Analysis team. The role involves assisting with staff planning, expense budgeting, and financial reporting, while also analyzing financial data to support the company's goals.

Insurance

No H1B

Responsibilities

Analyze and interpret standard financial activity and identify trends to contribute to the overall goals of the company. Includes analysis and interpretation of budget, forecast and actual financial performance, operating rations and trends, and industry, competitor and economic data

Perform financial activities, including maintaining general ledger account balances, reconciliations, and journal entries in accordance with accounting principals and reporting schedules to ensure organization has a full and accurate statement of its financial position

Collect, interpret, verify and document data for standard reporting, including financial statements, regulatory filings and systems interfaces, for internal and external reporting

Assemble applicable standard business, industry, and economic data to support the generation of budgets and forecasts

Review and monitor financial activity, system interfaces, and reporting to ensure strong financial compliance to external rules and internal controls

Execute correspondence and data gathering with internal and external customers ensuring data is complete and accurate

Participate in various ad hoc projects intended to address specific financial and operational related needs/issues

Perform other job-related duties as assigned from time to time

Qualification

Financial analysisAccounting principlesBudgetingCPA designationPC-based business softwareResearch skillsCommunication skillsTime management

Required

Bachelor's degree in a Financial Services field required (Accounting, Finance, Actuarial Science, etc.)

Knows fundamental accounting and financial analysis principles

Knows general applicable and accepted auditing standards, control framework, and regulatory requirements

Familiarity with principles involved with, and analysis and interpretation required for, preparing financial statements for internal and external stakeholders

Financial analytical, interpretive, research and documentation skills

Applied knowledge of PC-based business software, including word processing, spreadsheet, database and presentation applications

Ability to listen effectively and convey ideas through various forms of communication including written and verbal

Ability to set priorities and meet deadlines

Certified Public Accountant (CPA) designation, or the ability to work towards attaining the designation is strongly encouraged

Preferred

Internship experience preferred

Benefits

Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office.

As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.

Meal Subsidy available for associates who report to an office.

401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.

Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program

Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off

Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.

Well-being and Employee Assistance programs

Sentry Foundation gift matching program to encourage charitable giving.

Company

Sentry

Glassdoor3.5

In 1904, members of the Wisconsin Retail Hardware Association founded their own insurance company—one built on mutual support, shared strength, and a commitment to service.

Founded in 1904