Financial Analyst- Banking
Position: Financial Analyst- Payment and Banking
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 can be filled as a Financial Analyst or a Senior Financial Analyst.
What Youll 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
Bachelors 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 payments or banking experience.
Proven experience to critically identify, analyze, and resolve problems.
Demonstrated experience in analysis, modelling and presenting findings 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 Youll Receive
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that youll 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 our Stevens Point, Wisconsin office. To help you work effectively and comfortably in both locations, we provide you with equipment to work at home and in the office.
Generous Paid-Time Off plan for you to enjoy time out of the office.
401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.
Extensive Work-Life Resources to lend a helping hand.
Sentry Foundation gift matching program to encourage charitable giving.
Continue your
Apply Now
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 can be filled as a Financial Analyst or a Senior Financial Analyst.
What Youll 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
Bachelors 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 payments or banking experience.
Proven experience to critically identify, analyze, and resolve problems.
Demonstrated experience in analysis, modelling and presenting findings 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 Youll Receive
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that youll 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 our Stevens Point, Wisconsin office. To help you work effectively and comfortably in both locations, we provide you with equipment to work at home and in the office.
Generous Paid-Time Off plan for you to enjoy time out of the office.
401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.
Extensive Work-Life Resources to lend a helping hand.
Sentry Foundation gift matching program to encourage charitable giving.
Continue your
Apply Now