Treasury Services/Investment Accounting-Associate Financial Analyst or Financial Analyst
Unlock your potential by joining an integrated team of Accounting professionals in Treasury Services and learn the dynamic world of investments and separate accounts. This position can be filled as an Associate Financial Analyst or Financial Analyst based on the selected candidate’s qualifications and experience. This position offers career growth opportunities for the right candidate. This position will be located at our Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas. What You’ll Do As a member of our Treasury Services team, you will play an integral role to the continued success of our team by:
- Completing the accounting, processing, and reconciliations for various integrated systems for investments and separate accounts
- Applying appropriate accounting principles and assuring proper recording, assembling, and documentation of accounting data
- Preparing reports and financial statements, completing analysis and communicating results to internal and external stakeholders related to our investments and separate accounts
- Validating daily trading wires and pricing processes for separate accounts
- Providing primary support to internal and external auditors for several key annual controls and financial audits
- Developing strong relationships with our internal stakeholders and collaborate with them on special projects which may include recommending, implementing and testing enhancements to investment and separate account software
- Assisting with support, maintenance, upgrades, and enhancement of our investment accounting and separate account software
What it Takes
- Bachelor’s Degree required (Accounting preferred)
- CPA, or ability to sit for CPA exam desirable
- 0-2+ years experience
- Work with a high level of independence and exercise sound decision making
- Proven ability to build relationships with team members and stakeholders
- Exceptional communication and analytical skills
- Ability to multi-task, prioritize and meet deadlines with a high degree of personal initiative and self-motivation
- Proficiency in Microsoft Office with advanced Excel skills or willingness to learn advanced Excel skills Knowledge of or desire to learn investments, separate accounts, and insurance
What You'll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.
- 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 you’ll work 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.
About Sentry We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Get ready to own your future at Sentry. Opportunities await! Casey Van Der Geest Talent Acquisition Specialist [email protected] Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.