Helena, MT

Finance Jobs in Helena, MT

2 jobs found

Include remote jobs

3mo ago

Finance Director

City of Helena Montana Helena, MT

Helena, MT

3mo ago Closed

$110k - $121k/yr Full time Finance Director Accounting Budgeting

This position is no longer accepting applications (closed Jun 19, 2026).

Job Description

Executive-level Finance Director responsible for long-range financial and budget planning for the City of Helena, overseeing accounting, debt management, reporting, and financial operations across city funds.

Responsibilities

Lead budget, accounting, investments, debt service, utility billing and customer service, business and other licenses, grants administration, city-wide procurement, IT special projects, city-wide revenue analysis, billing and forecasting including fees, charges for services, mill levies, and special assessments.
Develop and evaluate goals and performance metrics for the finance division; establish and assess policies and procedures; improve service delivery; lead continuous improvement efforts and drive automation of functions to enhance financial management.
Recruit and lead staff; evaluate workloads, assign responsibilities; provide staff training and professional development; implement and assist with performance improvement plans, discipline and termination recommendations.
Represent the City on various committees or boards as appointed by the City Manager; provide financial analysis and recommendations to support decision making.
Support strategic city initiatives through deliberate budget management, financial planning, analysis and reporting; forecast long-term revenue and expenditures and monitor fiscal health.
Analyze financial data to prepare periodic reports and recommendations for the City Manager, Commission and Department Heads; coordinate fee schedules and rate resolutions; establish financial operational strategies by analyzing trends.
Support the City Manager’s Office in financial management strategies and operations, including analysis of legislative proposals, funding for capital improvements, economic development initiatives, interlocal agreements, and development or approval of key business models; analyze investment strategies for excess funds in permitted investments; periodically report on the City’s borrowing activities.
Analyze and prepare long-term revenue forecasts for general revenues; assist department heads with department or division revenue forecasts and trend analysis; maintain historical revenue records; use forecasts to estimate taxes, assessments, investments and other revenues; analyze fee and charge changes and assist with cost/benefit and service cost recovery proposals.
Advise on best practices in budget policies and procedures, including cost allocation methodologies, reserve policies, performance metrics and budget presentation.
Actively collaborate with community stakeholders on city budgeting and public engagement.
Design, establish and maintain effective accounting systems and sound policies for complex accounting of financial transactions, payroll, operating and capital budgeting, project accounting and internal controls in accordance with GAAP and GASB.
Oversee debt service financing to support operations and capital investments; coordinate debt issuance, recording and payments; work with bond counsel, underwriters and financial advisors; ensure debt service reserves, budgets and payments are recorded; monitor debt capacity and defeasance potential.
Collaborate with the City Controller to coordinate annual audits and comprehensive financial statements to secure recognitions such as the GFOA Certificate of Achievement; execute technical accounting standards and prepare audit workpapers and financial statements, MD&A, and notes.
Oversee coordination, accounting and monitoring for all city grants; serve as a principal resource for fiscal compliance with grant contracts, GAAP, OMB circulars and other regulations; establish grant administration policies and ensure centralized grant accounting for financial information, expenses, revenue tracking and grant closeouts.
Oversee centralized procurement practices for the City; plan, organize, direct and control purchasing and contract administration; ensure policies and practices meet legal, risk management and ethical standards; train departments on procurement methods.
Oversee the City’s utility billing, utility customer service and licensing division; establish policies on cash handling, billing, collections, customer relations and account adjustments; ensure timely creation, collection and posting of bills, delinquency management, rate changes and sewer calculations.

Technologies

Enterprise Resource Planning (ERP) software

Benefits

Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Physical Demands

Sedentary work with occasional lifting up to 50 pounds; some file handling and records management activities.

Safety

Adheres to safety policies and procedures; participates in safety trainings; reports unsafe conditions and incidents promptly.

Minimum Qualifications

Bachelor's Degree in Business Administration, Finance or related field with emphasis in accounting from an accredited college or university; master's degree preferred.
Six years of progressively responsible experience with emphasis on public administration, government finance and budgeting; at least four years of management and supervisory experience; familiarity with ERP software.
Other relevant combinations of education and experience may be evaluated on a case-by-case basis.

Licenses and Certifications

Possession of certification as a Certified Public Accountant (CPA) and/or Certified Public Finance Officer, or ability to obtain within one year of hire.

Supervision

Supervision Received: Supervised by the City Manager
Supervision Exercised: Direct and delegated supervision over finance division staff, approximately 12 employees

Compensation

Salary: $110,036.24 - $121,314.95 per year

Work Location

Helena, Montana, onsite

View full job page →

5mo ago

FINANCIAL SERVICE REPRESENTATIVE

Vocal Credit Union Helena, MT

Helena, MT

5mo ago Closed

$46k - $73k/yr Full time Banking BSA/AML Client Service

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Location: Helena, Montana 59601

Position Summary

The Financial Service Representative provides essential support for real estate loans, consumer loans, and VISA credit cards. Primary duties include underwriting and funding loans, cross selling ancillary loan products such as debt protection, GAP insurance, and extended warranties, completing all loan documentation, and obtaining required signatures. The role also involves opening new accounts and actively cross selling credit union services, along with providing additional support for the financial service area as needed.

Job Relationships

Reports to the Vice President.
Maintains frequent contact with all levels and types of credit union staff, members, potential members, and the public; occasional contact with outside sources such as vendors, credit union partners, and other financial institutions.
Requires a high level of interpersonal skills to effectively represent Vocal Credit Union and cross sell appropriate products and services to current and prospective members.
May assist other employees, requiring maturity and the ability to coach others to perform in a respectful, professional manner without actual supervisory authority.
Frequent exposure to sensitive and confidential information; requires a tactful and trustworthy individual to protect the credit union’s interests and member confidentiality.
Performs tasks with a strong commitment to ethical standards and confidentiality, including compliance with internal policies, procedures, and applicable laws such as BSA; supports high quality member service and proper handling of member information and transactions; avoids or discloses relationships that may present conflicts of interest or compromise the credit union’s values.
Establishes and maintains effective working relationships with credit union personnel and management; promotes a collaborative team atmosphere.
Serves as a Vocal Credit Union advocate, representing the organization in a courteous and professional manner at all times.
Performs tasks safely in accordance with credit union procedures, contributing to overall safety; assists with safety issue resolution and security monitoring during daily operations, including building access and monitoring those present in the facility.

Position Responsibilities

Assumes primary responsibility for support services in the Financial Service area, engaging with members in person, by telephone, text, or email, and resolving inquiries promptly and courteously; conducts member interviews to determine the best route of assistance.
Actively cross sells Real Estate loans, Consumer loans, and VISA credit cards.
Conducts loan interviews, collects required underwriting documents, and analyzes data to approve or deny loan requests.
Underwrites, funds, and finalizes all loan processes in accordance with regulations, policies, and procedures.
Prepares and mails Adverse Action Notices.
Sets up and maintains automatic payments including ACH origination, ACH deductions, and automatic transfers.
Cross sells and maintains ancillary loan products including debt protection, GAP, and extended warranties; explains features, issues contracts, files claims, processes cancellations, and documents the member’s account accordingly.
Analyzes credit reports and provides financial education to applicants.
Maintains existing loans, performing payment reversals, due date adjustments, updates to automatic payments, and skip payments.
Submits all documents to various agencies to ensure proper lien filings and accurate recording of real estate documents, returning them to Vocal.
Opens new member accounts and actively cross sells credit union products and services.
Maintains existing accounts, including updates to joint owners and beneficiaries, changes to address and contact information, online banking password resets, and obtaining updated identification.
Keeps the work area clean, well maintained, and secure at all times.

Marginal Functions

May perform Notary services.
Maintain loan vault, organizing paper documents for record retention and disposing of documents that have reached record retention maturity.
May serve as a backup Loan Processor.
Other duties as assigned.

Knowledge, Skills and Abilities

High school diploma or equivalent required; additional training in financial services, bookkeeping, or accounting is required.
At least two years of prior similar customer service experience; prior credit union experience may be preferred.
Strong emphasis on sales and public relations skills; professional business attire and presentation required.
Ability to conduct member interviews within regulatory guidelines, assist members in accurate completion of product applications, perform basic analysis of member needs, and provide initial recommendations and basic financial services counseling.
After hire, complete all required E-training coursework as outlined by credit union procedures within defined timeframes; continuous skill upgrading, including suggested completion of other E-training modules, may be required at management’s discretion.
In the first 90 days, develop extensive knowledge of Credit Union policies and internal procedures to function effectively.
Good math skills and attention to detail to ensure proper member assistance and accurate documentation of the loan process.
Must know and comply with all laws and regulations applicable to financial institutions, particularly the BSA and anti-terrorism laws.
Excellent communication and public relations skills; ability to interview members and prospective members, analyze situations and data, and guide members toward the most appropriate product or service while maintaining the Credit Union’s integrity.
Strong organizational skills with the ability to gather and present data in a clear, understandable format; solid business writing skills with proper grammar and formatting for legally supportive loan documentation.
Must have the ability to type and operate general office equipment and computer software including computers, laptops, printers, fax machines, calculators, and scanners; familiarity with Windows-based systems, Word, Excel, and the Credit Union’s internal operating software system.

View full job page →

Finance Jobs in Helena, MT

Finance Director

FINANCIAL SERVICE REPRESENTATIVE

Get Finance Jobs in Helena, MT alerts