Financial Compliance Specialist

Munro Footwear Group; Helena (MT); On-site; USD 70,000 - 76,000; Full time

Benefits offered by this job

Health Insurance

Paid Leave & Holidays

Retirement Plan

Job summary

Montana Public Employee Retirement Administration (MPERA) in Helena, MT, is seeking a Financial Compliance Specialist to audit and verify retirement benefit calculations, service purchases, and final payments for members and retirees. You will communicate complex plan provisions and provide training to benefit specialists in their calculation roles within a regulatory framework.

The role requires a bachelor's degree in accounting/finance/economics, at least 3 years' accounting or auditing

Qualifications

• Bachelor’s degree with coursework emphasis in accounting, finance, economics or closely related fields.
• Demonstrated professional experience performing accounting or auditing work with at least 3 years of experience.
• Strong aptitude for using moderate to advanced functions of Excel.

Responsibilities

• Verify and audit benefit calculations, service purchases, and final payments to members and retirees.
• Explain and interpret retirement plan provisions to diverse plan participants across state, university, school district, and local government employers.
• Advise and train benefit specialists in their calculation role and ensure compliance with rules and regulations.

Skills

Accounting

Auditing

Excel

Education

Bachelor's degree in accounting/finance/economics

Job description

Job Description - Financial Compliance Specialist (03860) (26142061)

Position Title:

Financial Compliance Specialist (03860) - ( 26142061 )

The Montana Public Employee Retirement Administration (MPERA) is committed to providing secure and sustainable retirement benefits to nearly 60,000 members and retirees. The agency administers ten retirement plans and is dedicated to customer service, member education, and operational efficiency.

We are seeking an individual with a balance of solid accounting/auditing expertise and soft skills to work with a wide variety of participating members, providing retirement benefit information on ten separate retirement plans in our highly driven Fiscal Services Bureau. This position verifies and performs an audit of benefit calculations, service purchases and final payments to our members and retirees. Communicates differing retirement plan provisions to participants to the diverse population of plan participants who are employees from state, university system, school district and local government employers. Given the work we do is largely regulatory in nature, we would prefer if you had a strong foundation in auditing or accounting.

What are we seeking? Education and Experience:

• Bachelor’s degree with coursework emphasis in accounting, finance, economics or closely related fields; AND
• Demonstrated professional experience performing accounting or auditing work with at least 3 years of experience; AND
• Strong aptitude for using moderate to advanced functions of Excel.
• Other combinations of education and experience will be assessed on a case-by-case basis

Knowledge of, or ability to quickly learn:

• State retirement statutes, administrative rules, regulations and policies.
• Actuarial principles related to the calculation of retirement benefits.
• Advise and train benefit specialists in their calculation role.

Ability to:

• Recommend actions to address violations, corrections, or new requirements in rules/regulations.
• Problem-solving: ability to effectively look at a problem and break it down using critical thinking skills.
• Operate comfortably with moderate to advanced Excel functions.
• Analyze and interpret data effectively as well as identify errors.
• Provide effective and professional customer service.
• Communicate effectively and diplomatically, both verbally and in writing with staff members, agencies, and members of the public.
• Research and analyze employment data and apply critical thinking to problem solve.
• Communicate complex plan provisions and resolve member questions, with courtesy, respect and without influence.
• Effectively work both in a team environment and independently to achieve business objectives and timelines.
• Maintain high attention to detail: ability to pay attention to the little details.
• Manage workload and juggle multiple tasks while identifying order of priority.
• Adapt to changing conditions and work responsibilities.

What can you expect from us in return for your work at our agency?

Work/life Balance

Health Coverage

Paid Vacation and Sick Leave and Holidays

Public Service Loan Forgiveness (PSLF) – Employmentwith the State of Montana may qualify you to receive student loan forgiveness under the PSLF. Other important information to be aware of.

• This position requires the successful completion of a criminal background check.
• Only online applications are accepted. By applying online, you are able to receive updates and monitor the status of your application.

The Department of Administration participates in E-Verify to confirm employment eligibility. After accepting a job offer and completing form I-9, your information will be submitted to the Department of Homeland Security and Social Security Administration for verification. For more information about E-Verify, please visit the E-Verify website found here, https://www.e-verify.gov/ .

Applicant Pool Statement : If another department vacancy occurs in this job title within six months, the same applicant pool may be used for the selection. Training Assignment : Not Applicable

Salary

$70,000.00 - 76,000.00 Yearly Telework Eligibility : Not Telework Eligible Benefits Package Eligibility : Health Insurance, Paid Leave & Holidays, Retirement Plan

Number of Openings

1 Employee Status : Regular Schedule : Full-Time

Job Type

Standard

Shift

Day Job

Travel

No

Primary Location

Helena Agency : Montana Public Employee Retirement Administration - MPERA Union : 000 - None

Posting Date

Aug 11, 2026, 3:39:54 PM Closing Date (based on your computer's timezone) : Aug 26, 2026, 5:59:00 AM

Required Application Materials : Cover Letter, Resume

Contact Name : Shannon Voss | Contact Email : [e-mail] | Contact Phone : [phone] Anyone who needs to request a reasonable accommodation in the application or hiring process should contact the HR staff identified on the job listing or by dialing the Montana Relay at 711. Montana Job Service Offices also offer services including assistance with submitting an online application.

State government does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, pregnancy, childbirth or medical conditions related to pregnancy or childbirth, age, physical or mental disability, genetic information, marital status, creed, political beliefs or affiliation, veteran status, military service, retaliation, or any other factor not related to merit and qualifications of an employee or applicant.