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Financial Analyst- Payment and Banking

  • ... Posted on: Jun 07, 2025
  • ... Sentry Insurance
  • ... Stevens Point, Wisconsin
  • ... Salary: Not Available
  • ... Full-time

Financial Analyst- Payment and Banking   

Job Title :

Financial Analyst- Payment and Banking

Job Type :

Full-time

Job Location :

Stevens Point Wisconsin United States

Remote :

Yes

Jobcon Logo 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.Based on qualifications and experience, this position can be filled as an Associate Financial Analyst, Financial Analyst, or Senior Financial Analyst.What You’ll DoResearch 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 TakesBachelor’s degree in accounting, finance, management information systems or a related field, is required 0-5+ years of related work experience in Accounting and/or Finance, with a preference to those with risk assessment, internal controls, payments or banking experienceProven experience to critically identify, analyze, and resolve problemsDemonstrated 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 simultaneouslyAbility 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 encouragedWhat You’ll ReceiveAt 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 SentryWe 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  Equal Employment OpportunitySentry 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.

View Full Description

Jobcon Logo Position Details

Posted:

Jun 07, 2025

Employment:

Full-time

Salary:

Not Available

Snaprecruit ID:

SD-APP-2292c6c939715808abb8fe4e668ff945cbe52e8f2a54bf1d90c05da7e4bf0f59

City:

Stevens Point

Job Origin:

APPCAST_CPA

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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.Based on qualifications and experience, this position can be filled as an Associate Financial Analyst, Financial Analyst, or Senior Financial Analyst.What You’ll DoResearch 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 TakesBachelor’s degree in accounting, finance, management information systems or a related field, is required 0-5+ years of related work experience in Accounting and/or Finance, with a preference to those with risk assessment, internal controls, payments or banking experienceProven experience to critically identify, analyze, and resolve problemsDemonstrated 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 simultaneouslyAbility 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 encouragedWhat You’ll ReceiveAt 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 SentryWe 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  Equal Employment OpportunitySentry 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.

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