Financial Associate (Corporate) jobs in Kalispell, MT

Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Corporate Controller
  • D.A. Davidson Companies
  • Great Falls, MT FULL_TIME
  • Job Description:


    Summary/Function:

    As the Corporate Controller at D.A. Davidson, you will play a pivotal role in overseeing and optimizing our financial operations. You will be responsible for managing the Accounting Close, Accounts Payable, Financial Reporting, and Payroll functions. Your expertise will be instrumental in ensuring the accuracy, efficiency, and compliance of our financial processes. This is a leadership position that requires a deep understanding of accounting principles, strong managerial skills, and the ability to drive automation initiatives within our accounting environment. Additionally, you will be responsible for effectively communicating and presenting financial information to the Audit Committee and liaising with auditors and regulators and ensuring adequate internal controls over financial reporting.
    Experience and Skills:

    Qualifications:
    • Bachelor’s degree in accounting required and an MBA, or a Masters in Accounting or Finance, preferred
    • Minimum of 10 years of relevant professional experience, preferably within a Broker Dealer setting
    • CPA (Certified Public Accountant) certification preferred.
    • Series 27 license required within 90 days of hire.
    • Strong leadership and people management skills, with experience in supervising and developing a team.
    • In-depth knowledge of accounting systems and software
    • Strong communication skills and the ability to effectively present financial information to the Audit Committee
    • Experience in interacting with auditors and regulators, ensuring compliance, and addressing inquiries.
    • Experience in establishing and maintaining adequate internal controls over financial reporting.
    • Thorough understanding of generally accepted accounting principles and FINRA and SEC rules and regulations pertaining to financial reporting for a financial services firm.
    Duties:
    • Lead and supervise the Accounting Close, Accounts Payable, Financial Reporting, and Payroll teams, fostering a collaborating and high-performing work environment.
    • Oversee the month-end, quarterly and year-end financial close processes, ensuring accuracy and timeliness of financial statements.
    • Collaborate with external auditors, regulatory agencies, and the firm’s internal auditors to facilitate audits and ensure compliance with financial regulations.
    • Drive automation initiatives to streamline and improve accounting processes, reducing manual work, and enhancing efficiency.
    • Provide strategic financial insights to senior management, supporting decision-making and long-term financial planning.
    • Monitor financial performance and identify areas for improvement, implementing cost-saving measures where applicable.
    • Stay current on changes in accounting regulations and ensure the company’s compliance.
    • Evaluate and optimize the effectiveness of accounting systems and recommend upgrades or enhancements as needed.
    • Develop and maintain strong internal controls over financial reporting to safeguard company assets and data.
    • Effectively communicate and present financial information to the Audit Committee, ensuring transparency and alignment with company objectives.
    • Act as the primary point of contact for auditors and regulators.
    • Direct the preparation of supporting schedules as requested by the Companies’ independent auditors and regulatory agencies for the annual audits. Maintain an effective working relationship with these parties by explaining accounting procedures, answering inquiries, and providing and/or obtaining information.
    • Manage, direct and control personnel management activities for the Accounting team.
    What we offer:
    Competitive salary plus excellent benefits and perks including, but not limited to:
    • Medical, Dental and Vision
    • Company 401(k)and ESOP contribution
    • Generous sick, vacation, and maternity/parental leave
    • Paid holidays.
    • Professional Development Opportunities
    • Tuition Reimbursement ($15,000 lifetime cap)
    • Discounted personal insurance including home, auto and recreational vehicles.
    • Charitable gift-matching program
    • Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    From: D.A. Davidson Companies

  • 9 Days Ago

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Consumer Loan Sales Specialist
  • OneMain Financial
  • Great Falls, MT FULL_TIME
  • At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
  • 29 Days Ago

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Corporate BSA Officer SAR
  • Glacier Bancorp
  • Kalispell, MT FULL_TIME
  • Glacier Bancorp, Inc. (GBCI) is a regional bank holding company providing commercial banking services in 80 communities through 129 banking offices in Montana, Idaho, Colorado, Utah, Washington and Wy...
  • 10 Days Ago

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Corporate Fair & Responsible Banking Analyst
  • Glacier Bancorp
  • Lewistown, MT OTHER
  • About The Role Summary: This position reports to the Corporate Fair and Responsible Banking (FARB) Manager. They will assist the FARB Manager and Enterprise Compliance Officer in conducting reviews of...
  • 1 Month Ago

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Corporate Chief Admin Officer (CAO)
  • Glacier Bancorp
  • Kalispell, MT FULL_TIME
  • Glacier Bancorp, Inc. (GBCI) is a regional bank holding company providing commercial banking services in 80 communities through 129 banking offices in Montana, Idaho, Colorado, Utah, Washington and Wy...
  • 1 Month Ago

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Front Desk Coordinator
  • Title Financial Corp
  • KALISPELL, MT FULL_TIME
  • Insured Titles is a subsidiary of Title Financial Corporation (TFC). We are looking for a Front Desk Coordinator to join our team in Kalispell, MT. TFC is a family-owned company providing Title and Es...
  • 22 Days Ago

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0 Financial Associate (Corporate) jobs found in Kalispell, MT area

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Houseperson - Housekeeping - Hilton $16-$35/hr
  • Careerbuilder
  • Kalispell, MT
  • No experience requited, hiring immediately, appy now.Position: Houseperson - Housekeeping (FT) - Hilton A Houseperson is...
  • 4/26/2024 12:00:00 AM

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Retail Sales Part Time
  • Lowes
  • Kalispell, MT
  • We are happy you have taken time out of your day to check out this Retail Sales Associate opportunity with Lowe's. Do an...
  • 4/26/2024 12:00:00 AM

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Medical Front Desk Coordinator - Kalispell
  • WS Audiology Americas
  • Kalispell, MT
  • ABOUT US: HearUSA is a leader in hearing health. We are on a mission to make hearing care simpler and more accessible th...
  • 4/25/2024 12:00:00 AM

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Retail Sales Associate
  • Best Buy
  • Kalispell, MT
  • As a Retail Sales Associate, you’ll be the face of Best Buy for everyone who visits our stores. We’ll train you with the...
  • 4/23/2024 12:00:00 AM

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Lead Transportation Security Officer
  • Department Of Homeland Security
  • Kalispell, MT
  • Summary Securing Travel, Protecting People - At the Transportation Security Administration, you will serve in a high-sta...
  • 4/22/2024 12:00:00 AM

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Supervisory Transportation Security Officer
  • Department Of Homeland Security
  • Kalispell, MT
  • Summary Securing Travel, Protecting People - At the Transportation Security Administration, you will serve in a high-sta...
  • 4/22/2024 12:00:00 AM

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Retail Associate - Firearms & Sporting Goods (Full Time)
  • Ranch and Home Supply LLC
  • Kalispell, MT
  • Job Type Full-time Description At Murdoch's, we're big on doing the basics right. We know the value of a hard day's work...
  • 4/22/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Kalispell, MT
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/4/2024 12:00:00 AM

Kalispell (/ˈkæləˌspɛl, ˌkæləˈspɛl/) is a city in, and the county seat of Flathead County, Montana, United States. The 2015 Census estimates put Kalispell's population at 22,052. The Kalispell Micropolitan Statistical Area has a population of 93,068 and it is the largest city and commercial center of northwest Montana. The name Kalispell is a Salish word meaning "flat land above the lake". Kalispell is also the gateway to Glacier National Park....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Corporate) jobs
$84,621 to $101,169
Kalispell, Montana area prices
were up 3.1% from a year ago

Financial Associate (Corporate) in Columbus, OH
An individual who takes the job as a financial associate is excellent in accounting and financial information.
January 13, 2020
Financial Associate (Corporate) in Altus, OK
Financial associates are commonly found in investment, treasury, finance and accounting departments and may advise corporate traders and portfolio managers.
December 08, 2019