Hybrid Financial Analyst: Tax & Regulatory Reporting

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

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.