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Financial Compliance Analyst
2 months ago
Overview of the Role
The State of Montana is dedicated to safeguarding its citizens from fraudulent activities by overseeing two of the most significant sectors - securities and insurance. Our commitment is to cultivate a robust marketplace in Montana through education, sensible regulation, and fair enforcement of laws, ensuring swift accountability for wrongdoers and justice for their victims.
Our Vision
At the State of Montana, we envision a secure environment for consumers by regulating the insurance and securities sectors, investigating fraudulent activities, and prosecuting offenders.
Our Mission
Our mission includes the following objectives:
Educating consumers and industry stakeholders through outreach initiatives Delivering responsive and effective customer service Supporting local businesses by encouraging industry innovation and eliminating unnecessary regulatory barriers Managing State Trust Lands with a focus on long-term stewardship for the benefit of public education.Why Join Us?
All positions within our agency are based in Helena, Montana. Helena offers a wonderful living environment with its vibrant downtown, numerous outdoor activities, excellent educational institutions, and a welcoming small-town atmosphere. The State Auditor's Office is committed to being an equal opportunity employer.
We recognize that you have many career options. However, we aim to attract you not only with the charm of a small city and mountain lifestyle but also by creating a professional environment that fosters growth. The State of Montana is a respected regulatory agency focused on consumer protection in the insurance and securities markets. Our success is built on effective collaboration, mutual trust, and respect for each other's expertise. We challenge you to excel in your individual skills while being a valuable team member. We are committed to providing opportunities for career advancement through mentorship, education, training, and certifications.
About the Opportunity
We are currently looking for a qualified candidate to take on the role of a Financial Compliance Analyst within our Securities Division. The Securities Division plays a crucial role in advocating for Montana's citizens by ensuring fair and transparent access to insurance and securities. Key responsibilities include:
Educating consumers and investors about securities Investigating cases of financial fraud Promoting capital investment in Montana Ensuring uniformity in the market through oversight of the securities industry Conducting examinations of the securities sector for compliance with the Montana Securities Act.This position is integral to our mission, as it involves conducting financial regulatory examinations of registered broker-dealer and investment adviser firms in Montana. The role requires analyzing the financial health of these firms, ensuring adherence to state and federal securities regulations, and contributing to the establishment of a well-regulated securities market that encourages investment. Additionally, this position will involve investigating allegations of securities fraud or violations of the Montana Securities Act.
Your contributions will be rewarded with competitive compensation and a comprehensive benefits package, including:
Work/life balance Medical, dental, and vision insurance Retirement plans Generous paid time off, including vacation, sick leave, and holidays Pre-tax flexible spending accounts A robust Employee Assistance Program Eligibility for student loan forgiveness under the Public Service Loan Forgiveness program.Additional details about the benefits package are available.
What We Seek from You
To thrive in this role, you should possess the following knowledge, skills, and abilities:
Familiarity with the Montana Securities Act and relevant federal regulations, including the Securities and Exchange Acts and Investment Advisors Act. Understanding of economic and accounting principles, auditing techniques, and financial data analysis. Knowledge of law enforcement concepts and criminal investigation methods, with the ability to innovate in investigative approaches. Proficiency in establishing examination procedures and reviewing complex financial data. Competence in database applications and Microsoft Office Suite, including Word, Excel, PowerPoint, Teams, and Outlook. Ability to analyze financial statements of broker-dealer and investment adviser firms. Strong judgment skills to assess technical data and identify discrepancies. A collaborative mindset with the ability to build effective relationships with colleagues, the securities industry, and the public. Excellent communication skills and the ability to work independently and efficiently.Minimum Qualifications
A Bachelor's degree in Accounting, Business, Finance, Criminal Justice, or a related field A minimum of three (3) years of experience in Financial Securities or Investigative roles.*Alternate combinations of education and experience may be considered on a case-by-case basis.
Application Process
Special Instructions:
If you believe you meet the qualifications for this position and are passionate about protecting Montana consumers, please submit the following with your application:
Cover Letter Resume College Transcripts Minimum of Two Professional ReferencesImportant Note:
When submitting your application materials, please ensure that your attachments are marked as 'relevant' to facilitate review.
To be considered, all application materials must be submitted by the specified deadline.
Selected candidates will be invited for structured interviews, and successful applicants will undergo reference, background, and fingerprint checks.
Only electronic submissions will be accepted. If you require assistance or accommodations, please reach out to Human Resources. Materials submitted but not requested will not be considered in the selection process.
Applicants claiming employment preference must provide appropriate documentation by the closing date. The State of Montana Careers system will generate an email with instructions on how to submit preference documents.
