Finance Manager - Cost & Planning Lead (Flexible Hours)

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

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