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:
Completing the accounting, processing, and reconciliations for various integrated systems for investments and separate accounts
Applying appropriate accounting principles and assuring proper recording, assembling, and documentation of accounting data
Preparing reports and financial statements, completing analysis and communicating results to internal and external stakeholders related to our investments and separate accounts
Validating daily trading wires and pricing processes for separate accounts
Providing primary support to internal and external auditors for several key annual controls and financial audits
Developing strong relationships with our internal stakeholders and collaborate with them on special projects which may include recommending, implementing and testing enhancements to investment and separate account software
Assisting with support, maintenance, upgrades, and enhancement of our investment accounting and separate account software
What it Takes
Bachelor’s Degree required (Accounting preferred)
CPA, or ability to sit for CPA exam desirable
0-2+ years experience
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, separate accounts, 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
Talent Acquisition Specialist
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
- Accounting degree
- CPA or ability to sit for CPA exam
- 0-2+ years experience
- Ability to 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 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, separate accounts, and insurance
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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.
