Financial Compliance Specialist (03860)

Job Description - Financial Compliance Specialist (03860) (26141599)

Position Title:

Financial Compliance Specialist (03860) - (26141599)

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.

Competencies:

Knowledge of, or ability to quickly learn:

• State retirement statues, 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.

Does this sound like you?

Please tell us how and why by submitting your resume and cover letter. (Please Note: You do not need to complete the "work experience" or the "education & certifications" portion of the application process in our recruiting system. You only need to upload the requested documentation.)

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

Look here to see the additional benefits! They include:

• Work/life Balance

• Health Coverage

• Retirement plans

• Paid Vacation and Sick Leave and Holidays

• And more…

• Public Service Loan Forgiveness (PSLF) - Employment with 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: This agency may use a training assignment. Employees in training assignments may be paid below the base pay established by the agency pay rules. Conditions of the training assignment will be stated in writing at the time of hire.

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

: Jul 1, 2026, 8:49:44 PM

Closing Date (based on your computer''s timezone)

: Jul 24, 2026, 11:29:00 AM

Required Application Materials: Cover Letter, Resume

Contact Name: Shannon Voss | Contact Email: Shannon.Voss2@mt.gov | Contact Phone: 406-444-5583 The State of Montana has a decentralized human resources (HR) system. Each agency is responsible for its own recruitment and selection. Anyone who needs a reasonable accommodation in the application or hiring process should contact the agency''s 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.