Accounting and Finance Manager

The Wendt Agency; Great Falls (MT); On-site; USD 65,000 - 95,000; Full time

Job summary

The Wendt Agency in Great Falls, MT seeks an Accounting & Finance Manager to oversee day-to-day financial operations, ensure GAAP-compliant reporting, and maintain strong internal controls.

You will partner with senior leadership to support budgeting, forecasting, audits, and regulatory reporting while advancing automated processes and financial insights for strategic decisions.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• 3–5 years in accounting/financial operations.
• Experience with general ledger, accounts payable, accounts receivable, payroll, and reporting.
• Working knowledge of GAAP and accounting principles.
• Proficient in accounting software and Excel.
• Strong organizational skills with attention to detail.
• High integrity, accountability, and sound judgment.
• Curious, proactive, and eager to grow professionally.

Responsibilities

• Oversee day-to-day accounting operations including general ledger, AP, AR, and month-end close.
• Ensure transactions are accurate, timely, and GAAP-compliant.
• Prepare accurate financial statements, reports, and reconciliations for leadership.
• Maintain accurate records and documentation; support budgeting and forecasting.
• Partner with managers on project billing and financial reporting.
• Coordinate annual audits and regulatory reporting.

Skills

GAAP knowledge

Excel

Accounting software

General ledger

Payroll

Financial reporting

Reconciliations

Attention to detail

Independence

Team collaboration

Education

Bachelor's degree in accounting, finance, business administration, or related field

Job description

The Accounting & Finance Manager is responsible for the accuracy, integrity, and day-to-day management of Wendt's financial operations. This role oversees the accounting function, ensuring financial reporting, compliance, internal controls, and operational processes are completed accurately and consistently. By providing reliable financial information and maintaining a strong financial foundation, the Accounting & Finance Manager helps agency leadership make informed business decisions and supports the long-term success of the agency.

This role works closely with the Vice President of Development & Finance and has the opportunity to grow over time, taking on a greater role in financial planning, business insights, and supporting the long-term success of the agency.

Key Responsibilities

Financial Operations

• Oversee day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, and month-end/year-end close
• Ensure financial transactions are accurate, timely, and compliant with generally accepted accounting principles (GAAP)
• Prepare accurate and timely financial statements, reports, and reconciliations to ensure leadership has reliable information regarding the agency's financial position
• Maintain accurate financial records and supporting documentation
• Partner with account managers overseeing project billing, client financial reporting, and account analysis
• Support budgeting, forecasting, cash flow management, and financial planning
• Develop an understanding of financial performance and contribute insights that support informed business decisions
• Maintain and strengthen internal controls, accounting procedures, and financial safeguards
• Ensure compliance with tax, reporting, licensing, and regulatory requirements
• Manage banking relationships, insurance administration, and other financial partnerships
• Coordinate annual audits, tax preparation, and regulatory reporting

Partnership, Process, and Growth

• Partner closely with the Vice President of Development & Finance to support sound financial decision making
• Collaborate with agency leadership to provide financial guidance and business insights
• Identify opportunities to improve financial systems, reporting, workflows, and operational efficiency
• Recommend and help implement process improvements and automation that support a growing agency
• Continue developing financial leadership skills while contributing to the agency's long‑term success

Key Strengths & Qualifications

• Bachelor's degree in accounting, finance, business administration, or related field preferred
• 3–5 years of accounting or financial operations experience preferred
• Experience managing core accounting functions including general ledger, accounts payable, accounts receivable, payroll, reconciliations, and financial reporting
• Working knowledge of GAAP and sound accounting principles
• Experience using accounting software and Microsoft Excel
• Strong organizational skills with exceptional attention to detail
• High level of integrity, accountability, and sound judgment
• Curious, proactive, and excited to continue growing professionally
• Ability to work independently while collaborating closely with agency leadership

General Agency Responsibilities/Requirements

• Work to find opportunities for professional and personal growth.
• Understand Wendt’s culture, philosophies, and range of capabilities.
• Keep work area neat and organized.
• Monitor schedules and deadlines for all projects. If a conflict arises, meet with the Operations Manager to find a solution.
• Contribute to a positive, supportive environment.
• Provide industry best practices and maintain the highest level of ethics and standards.
• Strive to love and live Wendt’s brand pillars.
• Wendt strives to work as a team, and employees are often required to perform various duties for the overall good of the organization and our clientele. These duties may sometimes fall outside the job description.

Visit www.thewendtagency.com to learn more about our agency!