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Financial Analyst - Financial Reporting

Montana State Fund

Financial Analyst - Financial Reporting

Tucker, GA
Full Time
Paid
  • Responsibilities

    This posting is scheduled to close on April 26th, 2026 at 11:59pm MST. If a sufficient number of qualified applications are received, this posting may close early. Apply today!


    **About Us:
    ** Montana State Fund (MSF) is more than just an insurance company. We are a team of dedicated professionals committed to making a positive impact. Our mission is to support our community by providing exceptional workers' compensation coverage and promoting workplace safety. **

    About the job:
    **

    As the Financial Analyst – Financial Reporting, you will serve as MSF’s key accounting expert, ensuring the accuracy, integrity, and transparency of our financial statements. Your work directly supports MSF’s financial stewardship and long-term stability, helping us fulfill our mission to protect Montana’s workforce. This is a role for someone who thrives on precision, analytical depth, and cross-functional collaboration. You will coordinate MSF’s financial reporting processes, oversee the general ledger and accounting structure, and provide strategic insights that inform organizational decision-making. Your expertise will help shape MSF’s financial narrative and ensure compliance with both statutory and GASB accounting standards.

    What You Bring to the Team:

    • Professionalism & Integrity in representing MSF’s financial stewardship.
    • Analytical Excellence with strong attention to detail and accuracy.
    • Communication Strength, including the ability to explain complex financial concepts clearly.
    • Strategic Thinking to identify insights and anticipate financial impacts.
    • Adaptability & Flexibility in a dynamic regulatory and operational environment.
    • Curiosity & Learning Agility to stay current on accounting standards and industry trends.
    • Collaborative Relationship Building across finance, actuary, and enterprise teams.
    • Self-Driven Work Style with strong prioritization and time management.

    Why Join Us?

    • You will be part of a team where Values Matter. We prioritize integrity, innovation, and a relentless focus on the customer. In this Financial Reporting-focused role, your insights ensure we remain financially robust and ready to serve the Montana community.

    What you will do:

    • Financial Reporting: Coordinate and oversee MSF’s quarterly financial reporting process to produce timely and accurate financial statements and accompanying reports on both a statutory and GASB accounting basis. Oversee MSF’s accounting structure, general ledger, and financial internal controls with a goal of continuous improvement.
    • Management Reporting: Prepare internal financial projections, financial statement narratives, and presentations for use by MSF management and MSF’s Board of Directors.
    • Audit Support: Coordinate the completion of annual, independent financial statement audits on both statutory and GASB accounting bases.
    • Strategic Financial Analysis: Employ a strategic mindset to identify insights regarding MSF’s financial condition, trends and developments, and long-term trajectory. Participate on cross-functional teams as financial subject matter expert as needed.
    • Finance & Actuary Team Participation: Foster engagement within yourself and the Finance & Actuary team. Promote a customer experience mindset. Provide advice and mentorship to other members of the team. Review and approve the work of other members of the team as needed

    Required Skills

    Required Experience

    What you will need (minimum qualifications):

    • Bachelor’s degree in business administration, finance, accounting, or a related field.
    • Three (3) years professional work experience in accounting or financial reporting.
    • Ability to effectively use technology and digital tools to perform work tasks, solve problems, and communicate, i.e. digital competency.

    Preferred:

    • CPA designation
    • Experience within the insurance industry.
    • Experience performing technical accounting research.

    Job location:

    This position requires primarily on-site presence in the Helena, MT office, but is open to supporting a hybrid work arrangement.

    Working conditions:

    Fast paced general office environment. Some stress may occur. Requires sitting for extended periods of time, standing, visual acumen, manual dexterity, detailed verbal communications and fine finger manipulation for working with computer keyboards.


    Compensation and Benefits: Starting salary for this Exempt position begins at $80,700-$100,800 per year.

    Montana State Fund offers excellent benefits, paid time off, and a competitive compensation program, including:

    • Excellent health insurance with dental, vision, life, long-term disability and more, with optional dependent coverage.
    • Flexible spending accounts for dependent care and medical expenses.
    • Public employees’ retirement plan tax-deferred contributions with a generous employer match.
    • Optional 457(b) deferred compensation to further increase retirement savings.
    • Higher education reimbursement and other training and development programs.
    • Robust personal leave, paid holidays, and extended leave.

    Learn more about working at MSF: click here

    Are you interested in this opportunity? Apply today!

  • Qualifications

    Bachelor’s degree, two to four years of experience in a program management role or the equivalent training and applicable experience, and zero to four years of supervisory experience.

    • Knowledge of with the Agency’s software development life cycle process and tools, including Service Desk Tickets, Confluence, and Jira.

    • Broad understanding of the Federal Student Aid Handbook and the federal financial aid guidelines.

    • Track record of paying attention to details.

    • Excellent written and oral communication skills.

    • Demonstrated exemplary customer service.

    • Demonstrated ability to conduct research and summarize the results.

    • Proven ability to manage multiple activities and varying priorities while ensuring accurate and timely results.

    • Exposure to project management.

    Preferred Qualifications: Master’s Degree and knowledge of higher education industry and experience in procedure or workflow development.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT

    • Perform work required for this position in an office environment and/or via remote or hybrid arrangement.

    • Remain sedentary for significant periods of time.

    • Must be able to perform analysis and draw conclusions.

    • Must be able to perform basic math.

    • Must be able to use a personal computer.

    ADDITIONAL KNOWLEDGE, SKILLS, AND ABILITIES

    • Ability to analyze and interpret written and moderately complex numerical information.

    • Ability to exercise judgment and discretion in developing, applying, and interpreting regulations, guidelines, and procedures.

    • Ability to manage and prioritizes multiple assignments and competing priorities in a rapidly growing, fast paced environment.

    • Ability to develop and promote effective working relationships with all levels of internal management as well as externally.

    • Must possess excellent written and verbal communication skills.

    • Proficient use of Microsoft Office.

    • Ability to promote and support a consistent and professional customer focus.

    • Ability to work effectively in a team environment.

    PHEAA’s environment welcomes and supports our employees, customers, and stakeholders; we seek out and value differing perspectives and contributions. Our organizational culture promotes diversity, equity, and inclusion at all levels of the organization.