Finance Manager

Investment Advisory Group; Helena (MT); On-site; USD 87,000 - 139,000; Full time

Job summary

Investment Advisory Group in Helena, MT seeks a Finance Manager fluent in margins, accruals, and forecasts. Own your projects, manage controlled workbooks, and oversee accounts, expenses, and equity rollforwards.

The role emphasizes SOX compliance, budget reviews, and cash-flow metrics in a dynamic, fast-paced environment. You will work across the finance function to reconcile FX gains, cost accounting, and product-line profitability while maintaining transparent insights for leadership and

Qualifications

• Hands-on finance experience with ability to respond to follow-up questions
• Excellent communication discipline, able to over-share early and trim later
• Strong interpersonal skills to collaborate with teammates and stakeholders
• Ownership mindset and willingness to take on new responsibilities
• Customer-focused outlook with ability to work with clients and teams

Responsibilities

• Turn a sprawling spreadsheet into a controlled, auditable workbook
• Maintain the chart of accounts and ensure consistent coding
• Administer the company expense policy and audit reimbursement claims
• Reconcile equity rollforwards to keep the cap table aligned with the books
• Build budget-vs-actual reviews for managers across Helena
• Monitor DSO and DPO together as part of cash flow analysis
• Reconcile foreign-exchange gains as Helena, MT operations settle abroad
• Run the cost-accounting layer beneath every finance product line

Skills

Hands-on finance experience

Strong communication

Interpersonal skills

Ownership mindset

Customer-focused

Team-oriented

Job description

Margins, accruals, and forecasts are the language here, and Investment Advisory Group seeks a Finance Manager fluent in all three. Own your projects, earn $87,000 - $139,000, and grow with a team that turns 6 years of Strategic Planning into real results.

Key Responsibilities

• Turn a sprawling spreadsheet into a controlled, auditable workbook
• Maintain the chart of accounts and ensure consistent coding
• Administer the company expense policy and audit reimbursement claims
• Reconcile equity rollforwards so the cap table never argues with the books
• Build budget-vs-actual reviews managers across Helena look forward to
• Watch DSO and DPO together, not as isolated numbers
• Reconcile foreign-exchange gains as Helena, MT operations settle abroad
• Run the cost-accounting layer beneath every finance product line

What You'll Bring

• Calm under the flexible chaos a manager role tends to generate
• The communication discipline to over-share early and trim later
• Hands-on finance experience that holds up to follow-up questions
• The kind of listening that makes the other person feel heard
• Eagerness to take ownership and run with new responsibilities
• Customer-focused outlook with strong interpersonal skills
• Working familiarity with full-time schedules and team norms at Investment Advisory Group

We started Investment Advisory Group in a Helena garage because the finance status quo deserved a transparent reckoning. We move fast on SOX Compliance but slow down whenever someone says they feel rushed past good judgment.

Your compensation opens at $87,000 - $139,000, your mentor is waiting, your benefits are ready, and your hours are yours to flex.

The Investment Advisory Group team is expanding in Helena, MT this quarter, and this seat is part of that growth.

Ready to put your Fixed Assets and Strategic Planning skills to work?