Financial Analyst-Premium Tax

3M HEALTHCARE; Stevens Point (WI); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible hybrid work model

Meal subsidy

401(k) plan with match

Tuition reimbursement

Generous paid time off

Health benefits

Employee Assistance Program

Gift-matching

Job summary

Sentry, located in Stevens Point, WI, is seeking an Associate Financial Analyst or Financial Analyst to manage financial and accounting tasks in the Finance‑Premium Tax unit. The role supports tax filings, regulatory reporting, and finance operations in a hybrid setting, with in‑office presence required several days per week.

You will analyze financial data, prepare reports, and coordinate with taxing authorities while leveraging systems to improve processes and transparency.

Qualifications

• Bachelor’s degree in Accounting, Finance, Actuarial Science, or MIS.
• 0-2+ years of related work experience; internship or co‑op experience preferred.
• Prior financial analysis and/or accountant experience, particularly in the insurance industry, is preferred.
• Demonstrated research and analytical skills, including the application of accounting theory and practices.
• Ability to work within business systems.
• Intermediate to advanced Excel experience and financial software experience is a plus.
• Certified Public Accountant (CPA) or other relevant designation strongly encouraged (e.g., CIA).

Responsibilities

• Analyze and interpret standard financial activity, identifying trends that contribute to the company's overall goals.
• Analyze budget, forecast, and actual financial performance, operating ratios and trends, and industry, competitor, and economic data.
• Perform financial activities, including maintaining general ledger account balances, reconciliations, and journal entries in accordance with accounting principles and reporting schedules.
• Assist in the preparation and filing of state premium tax returns for the Sentry group of companies.
• Collect, interpret, verify, and document data for standard reporting, including financial statements, regulatory filings, and system interfaces.
• Correspond and communicate with taxing authorities to resolve notices and other filing discrepancies.
• Collaborate with other business units to consider tax implications of activities and answer tax‑related questions.
• Leverage current platforms and technology to improve processes, documentation, efficiencies, and transparency of financial information.
• Support other areas within finance, especially regulatory reporting, budgeting, and financial reporting.

Skills

Analytical skills

Excel proficiency

Regulatory reporting

Interpersonal skills

Education

Bachelor's degree in a financial service field

Tools

Excel

Job description

Job Overview

In the Finance‑Premium Tax unit, you’ll handle diverse financial and accounting tasks to control and report organizational finances while ensuring compliance with regulations and laws. This team works with business stakeholders to plan, analyze, and prepare tax filings and manage related financial activities. 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, depending on background and experience. The position will be located at our office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity.

What You’ll Do

• Analyze and interpret standard financial activity, identifying trends that contribute to the company's overall goals.
• Analyze budget, forecast, and actual financial performance, operating ratios and trends, and industry, competitor, and economic data.
• Perform financial activities, including maintaining general ledger account balances, reconciliations, and journal entries in accordance with accounting principles and reporting schedules.
• Assist in the preparation and filing of state premium tax returns for the Sentry group of companies.
• Collect, interpret, verify, and document data for standard reporting, including financial statements, regulatory filings, and system interfaces.
• Correspond and communicate with taxing authorities to resolve notices and other filing discrepancies.
• Collaborate with other business units to consider tax implications of activities and answer tax‑related questions.
• Leverage current platforms and technology to improve processes, documentation, efficiencies, and transparency of financial information.
• Support other areas within finance, especially regulatory reporting, budgeting, and financial reporting.

What It Takes

• Bachelor’s degree in a 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.
• Prior financial analysis and/or accountant experience, particularly in the insurance industry, is preferred.
• Demonstrated research and analytical skills, including the application of accounting theory and practices.
• Ability to work within business systems.
• Intermediate to advanced Excel experience and financial software experience is a plus.
• Strong organizational and interpersonal skills, with the ability to request, coordinate, and control data from various sources.
• Certified Public Accountant (CPA) or other relevant designation strongly encouraged (e.g., CIA).

What You’ll Receive

• Flexible hybrid work model: work from home Monday and Friday, in‑office Tuesday through Thursday.
• Home office equipment provided prior to start.
• Meal subsidy for associates who report to an office.
• 401(k) plan with dollar‑for‑dollar match on your first eight percent, plus immediate vesting.
• Tuition reimbursement program and Sentry University education opportunities.
• Generous paid‑time‑off plan, including volunteer time off.
• Comprehensive health benefits: medical, dental, vision, life insurance, parental leave, and wellness programs.
• Employee Assistance Program and well‑being resources.
• Self‑funded benefits such as gift‑matching for charitable contributions.

About Sentry

Founded in 1904, Sentry has been helping businesses succeed and protect their futures for nearly a century. We are one of the largest and financially strongest mutual insurance companies in the United States, rated A+ by A.M. Best. Our headquarters is in Stevens Point, Wisconsin, with offices throughout the United States.

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.