Financial Analyst - Financial Planning & Analysis

This posting is scheduled to close on February 18, 2026 at 11:59pm MST. If a sufficient number of qualified applications are received, this posting may close early. Apply today!

About Us:

Montana State Fund (MSF) is more than just an insurance company. We are a team of dedicated professionals committed to making a positive impact. Our mission is to support our community by providing exceptional workers' compensation coverage and promoting workplace safety.
About the job:

We are looking for a Financial Analyst whose primary focus is Financial Planning & Analysis (FP&A). In this role, you will provide the high-level insights that drive our strategic decision-making and long-term trajectory, and will own the budget and projection lifecycle, turning raw data into a narrative that helps our leadership team navigate the complexities of our organization with confidence.

• Take the lead on MSF’s annual budget process, ensuring it serves as a precise and timely reflection of our operational goals.
• Utilize your professional expertise to create dynamic financial projections, giving management the foresight needed for effective resource allocation.
• Identify trends and developments in our financial condition, preparing reports for the Board of Directors that highlight our path forward.
• Administer our technical FP&A solutions with a focus on continuous improvement, ensuring our processes are as efficient as they are accurate.

• You excel at FP&A, possessing the rare ability to see both the minute details of a budget and the "big picture" of a long-term financial trajectory.
• Proven experience monitoring spending against budgets and translating those findings into actionable financial advice.
• You thrive as a subject matter expert on diverse teams, translating complex financial concepts for budget owners across the company.
• You elevate your team through consistent advice, review, and a shared customer-experience mindset.

• You will be part of a team where Values Matter. We prioritize integrity, innovation, and a relentless focus on the customer. In this FP&A-focused role, your insights ensure we remain financially robust and ready to serve the Montana community.

What you will need (minimum qualifications):

• Bachelor’s degree in business administration, finance, accounting, or a related field.
• Three (3) years professional work experience in the financial planning & analysis domain.
• Ability to effectively use technology and digital tools to perform work tasks, solve problems, and communicate, i.e. digital competency.

• Experience with in the insurance industry.
• Experience with accounting processes and principles.
• Experience with the State of Montana’s biennial budget process.
• Experience with project management.

This position requires primarily on-site presence in the Helena, MT office, but is open to supporting a hybrid work arrangement.

Fast paced general office environment. Some stress may occur. Frequent travel expected for servicing policies and other business, traveling with team members, and for organization specific events. Requires sitting for extended periods of time, standing, visual acumen, manual dexterity, detailed verbal communications and fine finger manipulation for working with computer keyboards.

Compensation and Benefits: Starting salary for this Exempt position begins at not applicable in bold $79,500-$99,300 per year.

• Excellent health insurance with dental, vision, life, long-term disability and more, with optional dependent coverage.
• Flexible spending accounts for dependent care and medical expenses.
• Public employees’ retirement plan tax-deferred contributions with a generous employer match.
• Optional 457(b) deferred compensation to further increase retirement savings.
• Higher education reimbursement and other training and development programs.
• Robust personal leave, paid holidays, and extended leave.

Are you interested in this opportunity? Apply today!