Treasury Services Accountant-Associate Financial Analyst or Financial Analyst

Posted 6 Days Ago
Stevens Point, WI, USA
In-Office
Entry level
Insurance
The Role
Perform daily treasury and investment accounting tasks including cash positioning, wires, reconciliations, trading validations, reporting, audit support, system maintenance, and process improvements to automate and enhance data quality.
Summary Generated by Built In
Unlock your potential by joining an integrated team of accounting professionals in Treasury Services and learn the dynamic world of investments and banking.

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.

What You’ll Do

As a member of our Treasury Services team, you will play an integral role to the continued success of our team by:

  • Daily banking, cash positioning, wire transfers, and bank reconciliations

  • Completing the accounting, processing, and reconciliations for various integrated systems for investments and banking

  • Validating daily trading wires and pricing processes

  • Reconciling and balancing our daily separate accounts trading activity

  • Preparing reports and analysis and communicating results to internal and external stakeholders related to our investments and treasury operations

  • Providing primary support to internal and external auditors for several key annual controls and financial audits

  • Developing strong relationships with our internal stakeholders and collaborates with them on special projects with financial systems, forecasting, investments, 401k, and life

  • Recommending, implementing, and testing enhancements to automate processes and improve data quality, including Sentry’s migration to its new general ledger

  • Assisting with support, maintenance, upgrades, and enhancement of our Treasury systems for investment accounting banking, and payments

What it Takes

  • Bachelor’s Degree in Finance or Accounting required

  • CPA, or ability to sit for CPA exam desirable

  • 0-2+ years of related work experience

  • Internship experience preferred

  • 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, banking, and insurance

What You'll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

  • 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 you’ll work 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.

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Casey Van Der Geest

[email protected] 

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

Skills Required

  • Bachelor's Degree in Finance or Accounting
  • 0-2+ years of related work experience
  • Proficiency in Microsoft Office with advanced Excel skills or willingness to learn advanced Excel
  • 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 personal initiative and self-motivation
  • CPA or ability to sit for CPA exam
  • Internship experience
  • Knowledge of or desire to learn investments, banking, and insurance
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The Company
HQ: Stevens Point, WI
4,225 Employees
Year Founded: 1904

What We Do

Your business. Your employees. Your peace of mind. At Sentry, we understand what matters most to you. Because we’ve been there ourselves. We got our start in 1904, when members of the Wisconsin Retail Hardware Association formed their own insurance company. Establishing the company gave members strength in numbers, but it was the true strength of personalized service and Midwestern roots that became hallmarks of the Sentry name. Today, we’ve grown to become a member of one of the largest and most financially secure insurance groups in the country by never forgetting where we came from. Perhaps that’s why many of our customers have been with us for decades. And we can be there for you. Our customers work in a wide range of industries, including transportation, manufacturing, metalworking, construction, auto dealerships, and more. From 401(k) plans and general liability to commercial property and workers’ compensation, we offer the insurance products that can help protect your business and your employees. Our Stevens Point headquarters is the flagship of our business, which is supported by field offices strategically located throughout the United States. With more than $22.9 billion in assets, a $7.5 billion* policyholder surplus, and an A+ (superior) rating from AM Best,** the industry’s leading rating authority, we continue providing peace of mind. One conversation at a time. To learn more about us, the industries we serve, and the products we offer, visit sentry.com. The content provided here is for informational purposes only: https://www.sentry.com/footer/legal-disclaimer. *Assets and policyholder surplus are as of December 31, 2022, and represent the aggregate total for all members of the Sentry Insurance Group and are not reflective of any individual underwriting company. **Sentry has an AM Best Financial Strength Rating (FSR) of A+ (superior), current as of June 2023. For details about AM Best’s rating scale, see ambest.com/ratings/guide.pdf.

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