Treasury Services/Investment Accounting-Associate Financial Analyst or Financial Analyst

Sentry Insurance Agency•Stevens Point, WI

2d•Hybrid

About The Position

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.

Requirements

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

Responsibilities

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

Benefits

Hybrid work model
In-office workspace and materials for your home office
Laptop provided prior to start
Equipment for home office provided
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
Sentry University (SentryU)
Tuition Reimbursement program
Generous Paid-Time Off plan
Volunteer-Time off
Group Medical, Dental, Vision, Life insurance
Parental leave
Health and Wellness benefits
Well-being and Employee Assistance programs
Sentry Foundation gift matching program