Financial Analyst- Payment and Banking Job at Sentry Insurance, Stevens Point, WI

YXhHOW12RGZpMzZ3V0ZPNm1WOWYrNE44VlE9PQ==
  • Sentry Insurance
  • Stevens Point, WI

Job Description

In Treasury Services, we focus on the payment, banking, separate accounts, and investments of our company. We have a unique opportunity for a Financial Analyst to specialize in payments and banking. In this role, we are seeking a naturally curious professional who will be responsible for analysis, research, and projects to support our business stakeholders. Through identifying opportunities for improvement and collaborating with cross-functional teams, this position is crucial to improving the customer/claimant payment experience and creating automation and efficiencies for our back-office processes.

As part of our Treasury Services department in Finance, the Financial Analyst will perform a variety of banking and payment activities (from routine to complex) and collaborate with key stakeholders. This position will also be a part of our daily banking rotation and may assist with our investment accounting and separate accounts processes.

What You’ll Do

  • Research and analyze new payment types, services, and vendors. to improve our payment offerings across the business.

  • Provide ongoing and ad hoc business analysis to provide insightful and actionable recommendations to our business stakeholders.

  • Learn the needs of our business stakeholders and collaborate with various teams to ensure the successful execution of their strategies and initiatives.

  • Answer ad hoc payment questions and investigate customer service and accounting issues, working with our internal systems and external vendors. 

  • Support our relationship management with our payment vendors.

  • Recommend innovative payment solutions and test processes and payment flows.

  • Use your knowledge of internal controls, fraud schemes, and system flows to strengthen the resiliency and effectiveness of payment processes.

  • Monitor payment trends and new payment compliance requirements, assessing and communicating the impact.

  • Analyze the business results of recently introduced and existing services or systems.

  • Backup our banking team on daily cash positioning, general ledger posting and reconciliation, wire processing, and other related banking tasks.

What it Takes

  • Bachelor’s degree in accounting, finance, management information systems or a related field, is required 

  • 2+ years of related work experience in Accounting and/or Finance, with a preference to those with risk assessment, internal controls, payments or banking experience

  • Proven experience to critically identify, analyze, and resolve problems

  • Demonstrated experience in analysis, modelling and presenting finding and recommendations to internal and external stakeholders.

  • Ability to thrive in a fast-paced environment, identify priorities and new strategies, and handle multiple projects simultaneously

  • Ability to listen effectively, collaborate, and convey ideas and initiatives verbally and in writing.

  • Knows and applies fundamental accounting, financial analysis, and internal control principles.

  • Applied knowledge of PC-based business software, including Microsoft Word, Excel and PowerPoint. VISIO or other flowcharting experience is a plus.

  • Certified Public Accountant (CPA) or Certified Treasury Professional (CTP) designation or the ability to work towards attaining the designation, is highly encouraged

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 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

Casey.VanDerGeest@sentry.com

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.

Job Tags

Work experience placement, Bank staff, Immediate start, Work from home, Home office, Monday to Friday,

Similar Jobs

Home Instead

In-Home Caregiver Job at Home Instead

 ...appointments \n Light housekeeping \n Assisting with personal care such as \n \n - Bathing \n - Grooming \n - Toileting \n \n Providing advanced Alzheimers/Dementia care \n Offering hospice care \n Encouraging client connection with home office \n... 

PeopleReady

Skilled Construction Laborer Job at PeopleReady

As a Skilled Construction Laborer with PeopleReady Skilled Trades, you'll support different construction job sites in Lodi, CA and surrounding areas. In this temporary role, you'll enjoy weekly pay, health insurance benefits and a flexible work schedule. Plus, the more... 

MVP Consulting Plus

Java developer with ESRI ArcGIS JS API experience Job at MVP Consulting Plus

Java Developer with ESRI ArcGIS JS API Experience Client requests candidate work at least 50% onsite in Albany, NY:Java developer with ESRI GIS JS API knowledgeSpring/Spring SecurityHibernate/JPA, SQL (Oracle)Wicket (not mandatory)Deployment of apps on Tomcat app... 

Host Healthcare

Local Contract Inpatient Case Manager (Utilization Review) - $66-70 per hour Job at Host Healthcare

 ...Host Healthcare is seeking a local contract nurse RN Case Management for a local contract nursing job in Carmichael, California. Job Description & Requirements ~ Specialty: Case Management ~ Discipline: RN ~ Start Date: 06/10/2025~ Duration: 13 weeks ~40... 

firstPRO, Inc

Senior Project Manager Job at firstPRO, Inc

 ...firstPRO is now accepting resumes for a Senior IT Project Manager role in Newton, MA. This is a contract to hire role and onsite 3 days per...  ...organizations through Agile transformations Mentors junior Scrum Masters Experience serving Scrum teams in a variety...