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Investment Financial Officer

2 months ago

Helena, Montana, United States State of Montana Full time

Position Overview:

The State of Montana is seeking a dedicated professional to join the Board of Investments (BOI) as an Investment Accounting Specialist. This role is essential in ensuring the effective management of state and local government funds through meticulous accounting practices.

Key Responsibilities:

  • Efficiently process, record, and document daily investment transactions across various accounting platforms.
  • Conduct thorough reviews of accounting systems to guarantee accuracy and completeness in transaction processing and financial controls.
  • Investigate and resolve discrepancies, ensuring all financial data is precise.
  • Prepare and maintain reconciliations and supporting documentation to verify the integrity of financial information, performed on a daily, monthly, quarterly, and annual basis.
  • Coordinate with team members to accurately process monthly and fiscal year-end entries and reconciliations.
  • Generate reports and present findings to the Board as necessary, collaborating with other staff members.
  • Assist in the preparation of financial statements and disclosures in compliance with Generally Accepted Accounting Principles (GAAP).
  • Provide training and backup support for other accounting personnel to ensure efficient investment account processing and reporting.
  • Research and analyze investment accounting methodologies, recommending best practices for operational efficiency.
  • Participate in special studies aimed at enhancing internal controls and the accuracy of accounting functions.
  • Engage in additional technical accounting duties as required, including attending relevant meetings and training sessions.

Team Culture:

The BOI promotes a collaborative environment focused on the success of all team members. We value diverse perspectives and encourage open communication to enhance outcomes. Our organization prioritizes continuous learning, reliability, and mutual support.

Qualifications:

  • Strong understanding of economic and accounting principles, financial markets, and data analysis.
  • Proficiency in mathematics, including arithmetic and statistics, to solve complex problems.
  • Ability to apply critical thinking to evaluate various solutions and approaches.
  • Excellent active listening skills to fully comprehend discussions and feedback.
  • Deductive reasoning skills to apply general rules to specific scenarios effectively.
  • Knowledge of GAAP and GASB standards, with a commitment to ongoing education.
  • A bachelor's degree in Finance, Accounting, or a related discipline, along with four or more years of relevant experience.
  • Proficient in Excel, with experience in creating and troubleshooting pivot tables.

This position requires the successful completion of a background check.