Associate Financial Analyst or Financial Analyst – Treasury Investments Accounting

Job Description

Treasury Services/Investment Accounting-Associate Financial Analyst or Financial Analyst | Sentry

The Tone:
This is a full-time role at Sentry, located in Stevens Point, WI, operating in a hybrid work model. Sentry is a financially strong mutual insurance company, recognized by Forbes as one of America’s Best Midsize Employers, with a long history of success since 1904. This position is integral to the Treasury Services team, offering the opportunity to learn the complexities of investments and separate accounts within a supportive and integrated accounting environment. The role provides career growth opportunities for individuals ready to contribute to the continued success of the team.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Stevens Point, WI

• Team: Treasury Services team
• Mission: Ensure accurate accounting, processing, and reporting for the company’s investments and separate accounts.
• Tech Stack: Microsoft Office, Excel

What You’ll Actually Do
• Accounting: Complete the accounting, processing, and reconciliations for various integrated systems for investments and separate accounts, applying appropriate accounting principles.
• Reporting: Prepare reports and financial statements, complete analysis, and communicate results to internal and external stakeholders related to investments and separate accounts.
• Auditing: Provide primary support to internal and external auditors for several key annual controls and financial audits.
• Collaboration: Develop strong relationships with internal stakeholders and collaborate with them on special projects, which may include recommending, implementing, and testing enhancements to investment and separate account software.
• Software Support: Assist with support, maintenance, upgrades, and enhancement of the investment accounting and separate account software.

The Must-Haves
• Background: Bachelor’s Degree required, with Accounting preferred.
• Experience: 0-2+ years experience; proven ability to work with a high level of independence, exercise sound decision-making, and build relationships with team members and stakeholders.
• Skills: Exceptional communication and analytical skills; ability to multi-task, prioritize, and meet deadlines with personal initiative; proficiency in Microsoft Office with advanced Excel skills or willingness to learn.
• Bonus: CPA, or ability to sit for CPA exam, knowledge of or desire to learn investments, separate accounts, and insurance.