Finance & Accounting Professional

WHITEFISH, MT

A unique opportunity to join one of the nation’s “Top 100 Independent Financial Advisors”

Stack Financial Management (SFM) is searching for a top-tier Finance & Accounting Professional with the desire to join a dedicated team who thrives in a high-energy work environment. Located in Whitefish, Montana, our nationally renowned financial investment firm offers a challenging and rewarding career for the motivated professional with a high attention to detail. This position will be responsible for numerous accounting related functions and is an excellent opportunity for someone that is committed to managing diverse responsibilities in a fast-paced environment.

Responsibilities:

• Perform accounting activities of our two affiliated businesses, including the processing and recording of revenue, expenses, journal entries, and credit card activity in QuickBooks
• Perform daily, month-end, and year-end accounting functions, ensuring they are completed timely and accurately
• Perform payroll-related activities, including coordination with third-party processor
• Work with the leadership team to create, manage and distribute timely financial reports
• Evaluate and make improvements to accounting processes and internal controls while ensuring that practices comply with applicable regulations
• Maintain strict confidentiality of company and personnel data
• Interact with all company personnel, third-party service providers and vendors, and regulatory bodies
• Provide operational support when necessary

Qualifications:

• Bachelor’s degree in accounting or finance required, with CPA license preferred
• Minimum 5-7 years accounting experience, with background in public accounting preferred
• Independent, organized, detail-oriented, and able to prioritize and manage diverse responsibilities in a fast-paced environment
• Strong analytical and technical skills
• Excellent collaboration and communication skills
• Advanced Excel skills, with experience in QuickBooks
• Knowledge of accounting principles and internal controls, along with general awareness of regulatory requirements of payroll, business registration, workers compensation, and tax filing/payment activities

Compensation:

$100,000 DOE, plus generous retirement plan, paid vacation, and health/dental insurance. Additional information can be found on our Careers page: www.stackfinancialmanagement.com/careers/

How to Apply (all inquiries kept confidential):

Qualified candidates may send a cover letter and resume to careers@stackfinancialmanagement.com or:

Stack Financial Management

625 Wisconsin Avenue

Whitefish, MT 59937