Financial Analyst- Payment and Banking

Sentry; Stevens Point (WI); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Join a leading mutual insurance company as a Financial Analyst focusing on payments and banking. This hybrid role in Stevens Point involves delivering analysis and collaborating with stakeholders to improve customer payment experiences. You'll benefit from flexible work arrangements, ongoing career development, and a strong compensation package.

Benefits

Hybrid work model

401(K) plan with match

Tuition Reimbursement

Generous Paid-Time Off

Group Medical, Dental, Vision, Life Insurance

Well-being and Employee Assistance programs

Qualifications

• 2+ years of related work experience in Accounting and/or Finance.
• Knowledge of internal controls, fraud schemes, and system flows.
• Certified Public Accountant (CPA) or Certified Treasury Professional (CTP) designation encouraged.

Responsibilities

• Research and analyze new payment types and services.
• Provide ongoing and ad hoc business analysis.
• Collaborate with teams to execute business strategies.

Skills

Analysis

Collaboration

Problem Solving

Customer Service

Education

Bachelor's degree in accounting, finance or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

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.

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

• 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

[e-mail]

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.