Financial Analyst-Financial Planning and Analysis

About the role

This position focuses on staff planning, expense tracking, actual-to-plan variance reporting, and additional Financial Planning and Analysis (FP&A) duties as assigned.

We're seeking a self-motivated professional with technical and analytical skills to join our Financial Planning & Analysis team as a Financial Analyst. If you have a passion for helping others and our goal is to turn that passion into action. At Sentry, we care about delivering long-term results. Our associates embody this same future-focused approach - meeting challenges head-on and offering solutions and pricing that keeps customers coming back down the line.

This position will be located at our office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity.

Sentry does not offer employment in this position to holders of F-1, J-1, and H-1 Visas.

What You'll Do

• Monitor and perform financial activities in accordance with accounting principles and reporting schedules to ensure the organization has a full and accurate statement of its 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 in an effective manner
• Provide technical advice within area of expertise to functional areas' managers to help them develop revenue and expense budgets, understand financial reports, and manage their financial responsibilities
• Collaborate with business stakeholders to support strategic initiatives and goals
• Review and monitor financial activity, system interfaces, and reporting to ensure strong financial compliance to external rules and internal controls

Additionally you will

• Respond to inquiries regarding finance department issues and programs. Interpret policy guidelines and plan documents, provide dialogue and advise the business on possible solutions.
• Provide work direction and learning opportunities to other team members and troubleshoot complex issues that are escalated from the team or referred from management.
• Perform other job-related duties as assigned from time to time.

What it Takes

• Bachelor's Degree in a financial services field is required (i.e. Accounting, Finance, Actuarial Science, etc.)
• 2+ years of related work experience in Accounting and/or Finance
• Ability to prepare financial statements for internal and external stakeholders.
• Knows and applies fundamental accounting, financial analysis, and financial control principles.
• Ability to effectively identify, analyze, and resolve problems.
• Applies 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 various forms of communication including written and verbal.
• Ability to set priorities and meet deadlines.
• Certified Public Accountant (CPA) designation, or the ability to work towards attaining the designation (i.e. 150 credits), is highly encouraged.

Pay and benefits

At Sentry, your total rewards go beyond competitive compensation. We're committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.

• Hybrid Flexibility: Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
• Dining on Us: Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
• Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
• Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
• Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
• Investing in Your Future: We're committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
• Giving Back: Through the Sentry Foundation, we're proud to support the United Way and make a difference in our communities.

Building on a Legacy

Our future is bright, but it's anchored in a long history of stability. Since our founding in 1904, we've dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We're proud to have maintained an A+ rating from A.M. Best, the industry's leading authority, for over 30 years.

Your Career, Our Community

Whether you're working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you'll find a challenging and rewarding environment. Explore the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.

Ready to own your future? Join us at Sentry, opportunities await!

Casey Van Der Geest

Talent Acquisition Specialist