Financial Analyst-Financial Planning and Analysis

Sentry Insurance Agency•Stevens Point, WI

2d•Hybrid

About The Position

Sentry is seeking a self-motivated Financial Analyst to join its Financial Planning & Analysis team. The role focuses on staff planning, expense tracking, actual-to-plan variance reporting, and other FP&A duties. It is based at the Stevens Point, Wisconsin office in a hybrid work model and is not fully remote. The role is not offered to holders of F-1, J-1, or H-1 visas. The analyst monitors financial activity in accordance with accounting principles and reporting schedules, analyzes results and variances, identifies trends and corrective actions, and recommends actions to management. The position handles ad hoc analysis and reporting, advises managers on budgets and financial reports, supports strategic initiatives, and reviews financial activity, system interfaces, and reporting for compliance. It also responds to finance-related inquiries, interprets policies and plan documents, provides work direction and learning opportunities to team members, and troubleshoots escalated issues. Sentry offers a hybrid schedule with optional work from home on Mondays and Fridays and office attendance Tuesday through Thursday. The company provides technology and tools for office and home workspaces. Compensation and benefits include a comprehensive benefits package, learning and tuition reimbursement opportunities, paid time off, paid volunteer time, and a 401(k) match.

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 effectively identify, analyze, and resolve problems.
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 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 accurate statements 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 from the team or referred by management.
Perform other job-related duties as assigned.

Benefits

Optional work from home on Mondays and Fridays, with in-office work Tuesday through Thursday.
Technology and tools for both office and home workspaces.
Depending on location, a stipend for the on-site cafeteria or a meal allowance.
Sentry University and tuition reimbursement.
Group medical, dental, and vision insurance.
Parental leave, pet insurance, caregiver leave, and wellness resources.
HSA, 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; funds vest immediately.