Associate Financial Analyst-Financial Planning and Analysis

Sentry Insurance Agency • Stevens Point, WI

21h • Hybrid

About The Position

This role will assist corporate areas with staff planning, expense budgeting and tracking, reporting of actual to plan variances, and additional FP&A tasks as assigned. We’re seeking a self-motivated professional with technical and analytical skills to join our Financial Planning & Analysis team as an Associate Financial Analyst. You’ve got a passion for helping others and our goal is to turn that passion into action. At Sentry, we care about delivering long-term results. Our associates embody this same future-focused approach – meeting challenges head-on and offering solutions and pricing that keeps customers coming back down the line. This position will be located at our Home Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. Sentry does not offer employment in this position to holders of F-1, J-1, and H-1 Visas for the purpose of obtaining practical experience.

Requirements

• Bachelor’s degree in a Financial Services field required (Accounting, Finance, Actuarial Science, etc.)
• Internship experience preferred
• 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

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees