Associate Financial Analyst or Financial Analyst – Treasury Services Investments and Banking

Job Description

Treasury Services Accountant or Financial Analyst | Sentry

The Tone:
This is a full-time role at Sentry, located in Stevens Point, WI, in a hybrid work model. Sentry is one of the largest and financially strongest mutual insurance companies in the United States, with a long track record of success since 1904. This position plays an integral role within the integrated Treasury Services team, contributing to the continued success of the company by managing critical financial operations related to investments and banking. This role offers the opportunity to develop expertise in a dynamic financial environment while supporting a well-established organization.

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

• Team: Treasury Services team
• Mission: This person solves or owns the accurate and efficient execution of daily treasury and investment accounting operations to support the company’s financial success.
• Tech Stack: Microsoft Office, advanced Excel, Treasury systems for investment accounting banking and payments, new general ledger

What You’ll Actually Do
• Manage Daily Cash: Perform daily banking, cash positioning, wire transfers, and complete bank reconciliations.
• Process Investment Accounting: Complete accounting, processing, and reconciliations for various integrated systems used for investments and banking.
• Validate Trading Activity: Validate daily trading wires, pricing processes, and reconcile separate accounts trading activity.
• Prepare Financial Reports: Prepare reports and analyses, then communicate the results to internal and external stakeholders concerning investments and treasury operations.
• Support Audits and System Enhancements: Provide primary support to internal and external auditors for key annual controls and financial audits, and assist with Treasury system maintenance, upgrades, and enhancements.

The Must-Haves
• Background: Bachelor’s Degree in Finance or Accounting required for an early career financial role.
• Experience: 0-2+ years of related work experience; internship experience is preferred.
• Skills: Proficiency in Microsoft Office with advanced Excel skills, exceptional analytical skills, and the ability to multi-task, prioritize, and meet deadlines.
• Bonus: CPA, or the ability to sit for the CPA exam, is desirable, along with a knowledge of or desire to learn investments, banking, and insurance.