Financial Analyst-Premium Tax

In the Finance-Premium Tax unit, you’ll handle diverse financial and accounting tasks to control and report organizational finances, ensuring compliance with regulations and laws.

This team works with business stakeholders to plan, analyze, and prepare tax filings and ensure the related financial activities are properly managed and accounted for. The Financial Analyst will analyze and project financial, economic, and other data to provide accurate and timely information for financial reporting and operational decisions.

This opening can be filled at the Associate Financial Analyst or Financial Analyst level, dependent upon background and experience.

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

• Analyzes and interprets standard financial activity and identifies trends to contribute to the overall goals of the company. Includes analysis and interpretation of budget, forecast, and actual financial performance, operating ratios and trends, and industry, competitor, and economic data.

• Performs financial activities, including maintaining general ledger account balances, reconciliations, and journal entries in accordance with accounting principles and reporting schedules to ensure organization has a full and accurate statement of its financial position.

• Assists in the preparation and filing of state premium tax returns for the Sentry group of companies.

• Collects, interprets, verifies and documents data for standard reporting, including financial statements, regulatory filings, system interfaces, for internal and external reporting.

• Corresponds and communicates with taxing authorities to resolve notices of other filing discrepancies.

• Collaborates with other business units to consider tax implications of activities and answer tax related questions.

• Leverages current and available platforms and technology to improve processes, documentation, efficiencies, and transparency of financial information.

• Supports other areas within finance, especially regulatory reporting, budgeting, and financial reporting.

What it Takes

• Bachelors Degree in Financial service field required (Accounting, Finance, Actuarial Science, or Management Information Systems)

• 0-2+ years of related work experience

• Internship or Co-Op experience preferred

• Previous financial analysis and/or accountant experience, particularly in the insurance industry, is preferred.

• Able to demonstrate research and analytical skills, including the ability to use appropriate accounting theory, practices and analytical skills to review, interpret and communicate accounting data through the application of accounting principles, theories and concepts.

• Ability to work within business systems. Intermediate to advanced Excel experience and financial software experience is a plus.

• Demonstrated organizational and interpersonal skills, including the ability to request, coordinate, and control data from various sources.

• Certified Public Accountant (CPA) or other relevant designation is strongly encouraged (ie. CIA)

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.

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.