Financial Analyst-Premium Tax
About The Position
In the Finance-Premium Tax unit, you’ll handle diverse financial and accounting tasks to control and report organizational finances, ensuring compliance with regulations and laws. This team works with business stakeholders to plan, analyze, and prepare tax filings and ensure the related financial activities are properly managed and accounted for. The Financial Analyst will analyze and project financial, economic, and other data to provide accurate and timely information for financial reporting and operational decisions. This opening can be filled at the Associate Financial Analyst or Financial Analyst level, dependent upon background and experience. 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
- Bachelors Degree in Financial service field required (Accounting, Finance, Actuarial Science, or Management Information Systems)
- 0-2+ years of related work experience
- Able to demonstrate research and analytical skills, including the ability to use appropriate accounting theory, practices and analytical skills to review, interpret and communicate accounting data through the application of accounting principles, theories and concepts.
- Ability to work within business systems.
- Demonstrated organizational and interpersonal skills, including the ability to request, coordinate, and control data from various sources.
Nice To Haves
- Internship or Co-Op experience preferred
- Previous financial analysis and/or accountant experience, particularly in the insurance industry, is preferred.
- Intermediate to advanced Excel experience and financial software experience is a plus.
- Certified Public Accountant (CPA) or other relevant designation is strongly encouraged (ie. CIA)
Responsibilities
- Analyzes and interprets standard financial activity and identifies trends to contribute to the overall goals of the company. Includes analysis and interpretation of budget, forecast, and actual financial performance, operating ratios and trends, and industry, competitor, and economic data.
- Performs financial activities, including maintaining general ledger account balances, reconciliations, and journal entries in accordance with accounting principles and reporting schedules to ensure organization has a full and accurate statement of its financial position.
- Assists in the preparation and filing of state premium tax returns for the Sentry group of companies.
- Collects, interprets, verifies and documents data for standard reporting, including financial statements, regulatory filings, system interfaces, for internal and external reporting.
- Corresponds and communicates with taxing authorities to resolve notices of other filing discrepancies.
- Collaborates with other business units to consider tax implications of activities and answer tax related questions.
- Leverages current and available platforms and technology to improve processes, documentation, efficiencies, and transparency of financial information.
- Supports other areas within finance, especially regulatory reporting, budgeting, and financial reporting.
Benefits
- Hybrid work model
- In-office workspace and materials 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
