Financial Analyst-Financial Planning and Analysis

Sentry Insurance•Stevens Point, WI

5h•Hybrid

About The Position

The Financial Analyst will join Sentry’s Financial Planning & Analysis team and focus on staff planning, expense tracking, actual-to-plan variance reporting, and other FP&A duties as assigned. The role monitors financial activities in accordance with accounting principles and reporting schedules, analyzes financial results and variances, identifies trends and corrective actions, and makes recommendations to management. It also supports business leaders with budgeting and financial responsibilities, responds to ad hoc analysis and reporting requests, and helps advance strategic initiatives while maintaining compliance with external rules and internal controls. The position is based at Sentry’s Stevens Point, Wisconsin office in a hybrid work model and is not fully remote. The stated hybrid schedule offers optional work from home on Mondays and Fridays, with in-office work Tuesday through Thursday. The role may provide work direction and learning opportunities to team members and help troubleshoot complex issues. Sentry does not offer employment in this position to holders of F-1, J-1, or H-1 visas.

Requirements

Bachelor’s degree in a financial services field, such as Accounting, Finance, or Actuarial Science.
At least 2 years of related work experience in Accounting and/or Finance.
Ability to prepare financial statements for internal and external stakeholders.
Knowledge and application of fundamental accounting, financial analysis, and financial control principles.
Ability to identify, analyze, and resolve problems effectively.
Analytical, 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 written and verbal communication.
Ability to set priorities and meet deadlines.

Nice To Haves

Certified Public Accountant (CPA) designation, or the ability to work toward attaining the designation, such as having 150 credits, is highly encouraged.

Responsibilities

Monitor and perform financial activities in accordance with accounting principles and reporting schedules to ensure an accurate statement of the organization’s financial position.
Analyze and interpret financial results, monitor and document variances, identify trends and corrective actions, and make recommendations to management.
Manage ad hoc analysis and reporting requests by collaborating with appropriate areas, conducting analysis, and communicating results effectively.
Provide technical advice to functional-area managers to help develop revenue and expense budgets, understand financial reports, and manage financial responsibilities.
Collaborate with business stakeholders to support strategic initiatives and goals.
Review and monitor financial activity, system interfaces, and reporting to ensure compliance with external rules and internal controls.
Respond to inquiries regarding finance department issues and programs.
Interpret policy guidelines and plan documents, and advise the business on possible solutions.
Provide work direction and learning opportunities to team members and troubleshoot complex issues escalated by the team or referred by management.
Perform other job-related duties as assigned.

Benefits

Optional work from home on Mondays and Fridays, with office collaboration Tuesday through Thursday.
Technology and tools for office and home workspaces provided from day one.
Depending on location, an on-site cafeteria stipend or meal allowance may be provided.
Sentry University learning opportunities.
Tuition reimbursement.
Group medical insurance.
Dental insurance.
Vision insurance.
Parental leave.
Pet insurance.
Caregiver leave.
Wellness resources.
Health Savings Account (HSA), Flexible Spending Account (FSA), and Dependent Care FSA options.
Paid Time Off.
Paid Volunteer Time Off.
401(k) with a 100% company match on the first 8% contributed each pay period; matched funds vest immediately.