Financial Compliance Specialist

Job Description - Financial Compliance Specialist (03860) )

Position Title:

Financial Compliance Specialist (03860) - (  )

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. This position verifies and performs an audit of benefit calculations, service purchases and final payments to our members and retirees. It also communicates differing retirement plan provisions to participants across a diverse population of plan participants who are employees from state, university system, school district and local government employers.

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.

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.

Additional requirement:
Successful completion of a criminal background check.

• Work/life Balance
• Health Coverage
• Paid Vacation and Sick Leave and Holidays
• Public Service Loan Forgiveness (PSLF) – Employment with the State of Montana may qualify you to receive student loan forgiveness under the PSLF.

Salary: 70,000.00 – 76,000.00 yearly. Telework Eligibility:
Not Telework Eligible. Benefits Package Eligibility:
Health Insurance, Paid Leave & Holidays, Retirement Plan.

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.