J2T Recruiting Montana is partnering with a Bozeman fintech company to hire a finance and accounting leader who can own core operational finance work and support data-driven decision-making. The role reports directly to the CFO and operates in a hybrid schedule with two office days per week.
Role Overview
The Director of Finance and Accounting Operations owns day-to-day accounting and leads the month-end close, with a stated objective of keeping close completion at day 5. The position also expands into forecasting and pricing models, transaction data reporting, and key operational processes that help keep finance leadership focused on broader strategy.
Key Responsibilities
- Own the month-end close process and maintain it through day 5.
- Refine the month-end close workflow in partnership with the CFO.
- Build forecasting and pricing models alongside the CFO.
- Convert transaction data from processing platforms into reporting used by leadership.
- Manage invoices and improve them after they are issued on day 2.
- Ensure volume-based billing and commissions align with underlying contracts.
- Oversee bank reconciliations.
- Assess whether balance sheet reconciliations can be handled in-house.
- Relieve the CFO from operational items including payroll (via the PEO), insurance, vendor contracts, and corporate filings.
- Mentor the junior accountant and other junior team members.
Required Qualifications
- About 5 to 6 years of accounting or finance experience, with sufficient accounting background to close the books.
- Strong Excel skills and comfort investigating transaction data when items do not tie.
- A data-focused mindset (“a bit of a data junkie”).
- Xero or BILL.com experience is a plus.
- SQL is a bonus, or interest in learning it.
- Bachelor’s degree preferred; CPA is nice to have.
Technology and Tools
- Excel
- Xero
- BILL.com
- Vena
- SQL
Compensation and Location
Location: Bozeman, MT 59715 (hybrid, in office 2 days per week).
Base Salary: USD 125,000 - 140,000 per year.
Compensation includes a stated bonus and equity in addition to the base salary.
Benefits
- Health insurance through their PEO; individual coverage may come at no cost to you
- Dental, vision and life insurance
- 401(k)
- About 3 weeks PTO plus 10 holidays
Team and Role Fit
The company is a Bozeman-based fintech business focused on high volume transactions and is expected to double revenue over the next few years. The leadership team has previously built and sold multiple companies and taken one public, and the role provides direct learning alongside the CFO. The team is described as small and data-forward, leveraging AI so growth does not depend on building a large finance headcount. This position is structured for someone who wants to go beyond debits and credits and contribute more directly to financial operations and data analytics.
Working Style
The role includes hybrid working with some schedule flexibility, with an emphasis on meeting deadlines.
