Senior FP&A Analyst: Budgeting, Forecasting & Insights

Sentry Insurance Agency; Stevens Point (WI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid flexibility

Tuition reimbursement

Comprehensive benefits

401(k) matching

Paid time off

Job summary

Sentry is hiring a Senior Financial Analyst in Stevens Point, WI. This role supports budgeting, forecasting, and financial reporting in a hybrid work model. You will partner with stakeholders to drive results and enhance planning processes.

Requirements include a Bachelor’s in Finance/Accounting and 5+ years of related experience; CPA pursuit is encouraged. The position emphasizes collaboration, analytical rigor, and adherence to controls and reporting standards.

Qualifications

• Bachelor’s degree in Financial Services, Finance or Accounting.
• 5+ years of related work experience in FP&A or accounting.
• CPA designation or pursuing CPA is highly encouraged.
• Strong understanding of financial statements and reporting requirements.
• Excellent analytical, research and documentation skills.

Responsibilities

• Review financial information and reports for accuracy and timeliness.
• Prepare complex financial reporting for internal and external stakeholders.
• Coordinate budgets and forecasts based on data trends and business inputs.
• Advise management on opportunities to improve financial performance.
• Collaborate with stakeholders to support strategic initiatives.
• Perform ad-hoc analyses to support business decisions.

Skills

Financial analysis

Budgeting & forecasting

Data analysis

Communication

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting/Financial Services

CPA pursuit encouraged

Tools

Microsoft Excel

SQL

ERP systems

Job description

Sentry is hiring a Senior Financial Analyst in Stevens Point, WI. This role supports budgeting, forecasting, and financial reporting in a hybrid work model. You will partner with stakeholders to drive results and enhance planning processes.

Requirements include a Bachelor’s in Finance/Accounting and 5+ years of related experience; CPA pursuit is encouraged. The position emphasizes collaboration, analytical rigor, and adherence to controls and reporting standards.