Market Leader/Branch Manager
Portfolio Manager Job In Great Falls, MT
This is an opportunity take the reins of our title operation in Great Falls, Montana. We're looking for the right leader to engage the community, win the hearts and minds of realtors, build out operations and the business. You'll have plenty of support from the home office and training, but your ultimate success will be up to you.
Here's what you can expect in this new and exciting role:
Autonomy - Freedom to grow and manage the business as you want it to be. We don't dictate what you do or how you do it. We provide support, guidance and suggestions, but your success will ultimately be up to you, your ambitions, and your ability to fully understand the market and make wise decisions.
Build it Better - If you have ever been frustrated by the bureaucracy or lack of common sense in your organization, this is your chance to do things better. if you don't like the way things are done, you have an opportunity to change the organization. We're not like the big corporate title companies. We think differently because we're independently owned and operated.
Support: We offer a great deal of support for title business operations so you can focus on the three most important activities - hiring an outstanding escrow/title team and retaining valued employees, providing excellent customer service, and building relationships with potential customers. The culture and camaraderie you create in your branch will drive success and your ability to retain a world-class team.
Vision: We co-create the vision with you. We've built many title companies in all types of markets. We can help you craft the right vision and strategic plan to exponentially grow this business - something you can be proud of and build a future around. We know how to do this because we've done it before in many different markets.
Great Falls is a fantastic market opportunity. If this sounds interesting to you, let's have an exploratory conversation. Just drop me an email/InMail and we'll schedule a time to connect. (**********************)
How do you know if this role is right for you? You will need to have strong insight into the title industry and be willing to do the work required to grow and build an elite title organization the right way.
To learn more about Legacy Title
******************************
and ET Investments click here
Essential Duties and Areas of Responsibilities
§ Identify /Build New Business for the Area Territory
§ Recruit Quality Escrow and Sales Team Members
§ Identify New Office Space in areas of opportunities, research lease market rates, aid in lease negotiations with or without tenant representation, oversee build/finish out projects as necessary. Efforts shall be coordinated with Division President and ET Legal Counsel
§ Establish and Manage Revenue Goals for each team member
§ Establish and Manage NDA program with team members
§ Perform 90 day reviews with all new team members to evaluate progress
§ Perform Annual review with all other team members to evaluate progress
§ Maintain and Close own revenue or “book of business” as agreed upon , reviewed quarterly with Division President
Keywords: escrow, title, plant, manager, branch, senior, AVP, VP closer, sales, business development, entrepreneur, American Title, manager, branch, sales, leader, trainer, loan, underwriting, mortgage, insurance, American
Market Leader/Branch Manager
Portfolio Manager Job In Great Falls, MT
Market Leader/Branch Manager in Great Falls Montana
This is an opportunity take the reins of our title operation in Great Falls, Montana. We're looking for the right leader to engage the community, win the hearts and minds of realtors, build out operations and the business. You'll have plenty of support from the home office and training, but your ultimate success will be up to you.
Here's what you can expect in this new and exciting role:
Autonomy - Freedom to grow and manage the business as you want it to be. We don't dictate what you do or how you do it. We provide support, guidance and suggestions, but your success will ultimately be up to you, your ambitions, and your ability to fully understand the market and make wise decisions.
Build it Better - If you have ever been frustrated by the bureaucracy or lack of common sense in your organization, this is your chance to do things better. if you don't like the way things are done, you have an opportunity to change the organization. We're not like the big corporate title companies. We think differently because we're independently owned and operated.
Support: We offer a great deal of support for title business operations so you can focus on the three most important activities - hiring an outstanding escrow/title team and retaining valued employees, providing excellent customer service, and building relationships with potential customers. The culture and camaraderie you create in your branch will drive success and your ability to retain a world-class team.
Vision: We co-create the vision with you. We've built many title companies in all types of markets. We can help you craft the right vision and strategic plan to exponentially grow this business - something you can be proud of and build a future around. We know how to do this because we've done it before in many different markets.
Great Falls is a fantastic market opportunity. If this sounds interesting to you, let's have an exploratory conversation. Just drop me an email/InMail and we'll schedule a time to connect. (**********************)
How do you know if this role is right for you? You will need to have strong insight into the title industry and be willing to do the work required to grow and build an elite title organization the right way.
To learn more about Legacy Title
******************************
and ET Investments click here
Essential Duties and Areas of Responsibilities
§ Identify /Build New Business for the Area Territory
§ Recruit Quality Escrow and Sales Team Members
§ Identify New Office Space in areas of opportunities, research lease market rates, aid in lease negotiations with or without tenant representation, oversee build/finish out projects as necessary. Efforts shall be coordinated with Division President and ET Legal Counsel
§ Establish and Manage Revenue Goals for each team member
§ Establish and Manage NDA program with team members
§ Perform 90 day reviews with all new team members to evaluate progress
§ Perform Annual review with all other team members to evaluate progress
§ Maintain and Close own revenue or “book of business” as agreed upon , reviewed quarterly with Division President
Keywords: escrow, title, plant, manager, branch, senior, AVP, VP closer, sales, business development, entrepreneur, First American Title, manager, branch, sales, leader, trainer, loan, underwriting, mortgage, insurance, American
Heavy Duty Customer Portfolio Manager - Gas Turbine Power Outage Management
Portfolio Manager Job In Helena, MT
Through relentless innovation and continuous collaboration with our customers, GE Gas Power, part of GE Vernova, is providing more advanced, cleaner, and efficient power that people depend on today and building the energy technologies of the future.
What Impact you'll make:
As the Site Customer Portfolio Manager (CPM) located in or near Washington and Utah, you will have a dynamic customer base with multiple locations.
You will lead and influence Gas Power organizations in developing outage plans, scopes, resource requirements, and risk management with Safety as the highest priority.
You'll also be accountable for functional, business, and broad company objectives, responsible for the profitability and customer satisfaction within Gas Power part of GE VERNOVA
Your high levels of operational judgment are required to achieve those objectives.
**Job Description**
What you'll do
+ As the Customer Portfolio Manager, you will serve as a liaison between internal/external organizations and your assigned customer(s), own the customer relationship, customer communication and contribute to the overall business strategy inclusive of the P&L's and Growth Opportunity
+ Develop and own site customer communication plan, coordinate and facilitate regular "Customer meetings" reviewing open items and action plans and reviewing existing and new GE Vernova products/services that could provide value for the customer.
+ Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GE.
+ Be responsible for developing outage scope/communicating scope to the field services team.
+ Be responsible for outage/non-outage parts planning including requests for quotes, providing quotes to customers, placing/managing parts orders through delivery, and invoicing for parts as applicable.
+ Provide leadership in owning and driving all emergent/forced outage matters to resolution.
+ Prepare, organize, and facilitate pre-outage planning meetings, post-outage meetings and outage milestone meetings including On-Site Repairs and Part and Component Repairs performed in GRS addressing repairs issues in the GEV network.
+ Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contract requirements such as LD & Bonus structure.
What you'll bring: (Basic Qualifications)
+ Bachelor's Degree from an accredited University (OR an Associates degree from a college or 7 years of experience in a power generation industry)
+ Minimum of 7+ years of Technical Field with Heavy Duty Gas Turbine/and or Steam Power experience
Other Eligibility Requirement:
+ Ability to travel to customer sites in Washington and Utah is required.
+ During outage events of 2-3 months duration - up to 75% travel may be required.
+ During off-season (non-outage events) - a min of 30% travel internal and customer sites can be expected.
+ National Relocation is offered within the US to support the region as listed.
What will make you stand out:
+ You have a passion for leading by example with exceptional communication skills, time management and leadership in a proactive environment including advanced knowledge in Microsoft tools such as excel, and PowerPoint
+ You are someone who brings _vision_ for Lean Standard Work/Process Improvement with high level of operational judgment to achieve the position's objectives and strong experience in Lean processes and tools.
+ Prior experience in a GE Vernova CPM role is highly desired.
+ You can inspire others to want to be a part of your team.
+ A high level of project management/operational judgement to anticipate risks and analyze/resolve technical and operational issues.
Benefits Available to You
GE Vernova employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: Our Culture | GE Vernova (gecareers.com) (*********************************************************
+ Our compensation & benefits are designed to reward high performers and help you manage your personal and family needs. We offer a robust benefits package depending on your employment status and your national requirements.
+ A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today.
+ GE Vernova invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development.
For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $120,000.00 -$165,000.00 USD Annual. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, geographic location, and skill set. This position is also eligible for a 15% annual performance bonus. This position will stay open on the career website until at least April 5th. 2025. The Company pays a geographic differential of 110%,120% or 130% of salary in certain areas of the USA.
Inclusion & Diversity
At GE, we believe in the value of your unique identity, background, and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong.
GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
**Relocation Assistance Provided:** Yes
\#LI-Remote - This is a remote position
Application Deadline: April 06, 2025
GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Manager, Network Investments
Portfolio Manager Job In Helena, MT
Connecting the world requires alternative approaches to building and deploying telecom network infrastructure. Through direct engagement with partners around the world, the Network Investments Team seeks to foster the development of the infrastructure needed to support Meta's AI and family of applications. This is a great opportunity for someone who's passionate about building large-scale networks that have social impact and a desire to leverage your product development and analytics skill sets to expand into the next phase of network development. As a Network Investments - Manager, you will work closely with internal planning and engineering partners to develop long-term strategy and execution plans, as well as externally with vendors to drive critical infrastructure strategies and acquisitions.
**Required Skills:**
Manager, Network Investments Responsibilities:
1. Drive long-term network acquisition strategies for North America.
2. Manage and grow a team of network acquisition ICs, and participate in their career development.
3. Accelerate the team's efficiency by collaborating with the systems development, planning, engineering, and deployment teams to increase tooling/automation and refine processes.
4. Leads delivery of team goals in alignment with company objectives, through metrics, clear prioritization and accountability management.
5. Work with finance teams to forecast capital and operational expenditures for network expansion.
6. Provide direction and enable ICs to drive strategic acquisition strategy with vendors, and the team.
7. Drive organization team structure and establish clear lines of accountability across initiatives.
8. Develop collaboration across key partner teams (Engineering, Planning, Finance, Legal and Deployment).
9. Strategic execution and problem solving.
10. Measurement and operational delivery.
11. Capacity to travel up to 30% of time.
**Minimum Qualifications:**
Minimum Qualifications:
12. Minimum Bachelor's degree in engineering related field or equivalent experience.
13. 15+ years of experience working within a network supply chain environment for an operator, hyperscaler, or dark fiber provider.
14. 5+ years experience as a people manager.
15. Experience recruiting, developing, and retaining top performing teams.
16. Understanding of the dark fiber market, commercial, and contractual requirements.
17. Experience developing and negotiating multi year strategic sourcing plans.
18. Effective communication with experience presenting and delivering content to leadership teams.
19. Organizational leadership/team development.
**Preferred Qualifications:**
Preferred Qualifications:
20. Managing teams with dark fiber commercial execution experience.
21. Executive level relationships across the North America dark fiber providers.
22. Proven track record of building processes and tools to scale a team's efficiency across capacity demand pillars.
23. P&L responsibility, experience with producing financial reports/insights, budget planning and financial management.
24. Software/Product Development experience as developer and/or manager.
**Public Compensation:**
$191,000/year to $271,000/year + bonus + equity + benefits
**Industry:** Internet
**Equal Opportunity:**
Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment.
Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.
Product Manager for Asset Lifecycle Management
Portfolio Manager Job In Helena, MT
The Asset Lifecycle Product Management team is offering an exciting opportunity in a world class development organization to work on an industry leading Cloud Software Product. We challenge ourselves to be the best product in the market and are holding ourselves to the highest standard of quality. You will be working in a team that embraces team work and where honesty, integrity and excellence but also fun and helping each other out is of the highest importance. The work is much diversified and offers a great potential for professional and personal growth.
As a member of the product development division, you will define product specifications and/or product strategy. Gather and analyze information to define product specifications and review product designs. Communicate product strategy and functionality to management and peers. Initiate and foster relationships with other groups. Review product documentation and collateral. Ensure successful product releases based on corporate priorities. Duties and tasks are varied and complex, needing independent judgment.
This Product Manager position is on the Inbound Product Management team - responsible for the Oracle Maintenance Cloud offering. You should possess a unique blend of business and technical savvy; a big-picture vision, and the drive to make that vision a reality. You should enjoy spending time in the market to understand the problems and find innovative solutions for the broader market. You need to be able to communicate and interact with prospects, customers and across all areas of the company.
Responsibilities
This is a unique opportunity to drive the design and development of innovative Asset Tracking and Maintenance software products. You will identify changing market dynamics, customer challenges, decipher and articulate these challenges into requirements and specifications for the development team. You will work with Asset Maintenance industry experts and a world-class development team to transform complex needs into tangible software solutions.
+ Develop quickly a deep functional knowledge of Oracle Maintenance Cloud products offerings
+ Understand, document and articulate the business problems (needs) of our customers
+ Collaborate with our Product Strategy team and conduct market research to specify market requirements for current and future products
+ Interview subject matter experts, customers, and other stakeholders to identify and clarify problems they are facing
+ Break high level information into thorough, detailed, user-focused specifications focusing on the underlying need
+ Understand the competitive landscape (competitors main products, services and market share)
+ Provide support to the sales and implementation teams as the voice of the product team
+ Partner with outbound teams to help them communicate the value of the product to Oracle and the market
Requirements
+ 5+ years of business analyst and/or product management experience working in an end-user environment, software development or consulting role within the Asset Lifecycle Management industries
+ Demonstrated knowledge of cloud based software implementation methodology (Agile)
+ Demonstrated success understanding the business issues and challenges of individual asset maintenance clients and/or asset maintenance markets and translating these into well-defined business requirements and functional designs
+ A strong background in AI and Machine Learning to lead development of cutting-edge solutions
+ Hands-on experience working closely with development teams through a product life-cycle process
+ Have a passion for technology and be a self-starter who enjoys new challenges
+ Be results driven, with a curiosity for technology and a passion for learning the industry and our clients business
+ Ability to act independently with personal leadership on owned projects
+ Excellent analytical, listening, presentation, and communication skills
+ Exemplary writing skills
+ Ability to thrive in a fast paced environment and learn quickly
Career Level - IC4
**Responsibilities**
As a member of the product development division, you will analyze and integrate external customer specifications. Suggest and justify product directions and specifications. Specify, design and implement moderate changes to existing software architecture. Build new products and development tools. Build and execute unit tests and unit test plans. Review integration and regression test plans created by QA. Communicate with QA and porting engineering to discuss major changes to functionality.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $92,900 to $199,500 per annum. May be eligible for bonus and equity.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
CX Portfolio Manager - Solution Offerings
Portfolio Manager Job In Helena, MT
**A Little About Us** EDB provides a data and AI platform that enables organizations to harness the full power of Postgres for transactional, analytical, and AI workloads across any cloud, anywhere. EDB empowers enterprises to control risk, manage costs and scale efficiently for a data and AI led world. Serving more than 1,500 customers globally and as the leading contributor to the vibrant and fast-growing PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB's data-driven solutions enable customers to modernize legacy systems and break data silos while leveraging enterprise-grade open source technologies. EDB delivers the confidence of up to 99.999% high availability with mission critical capabilities built in such as security, compliance controls, and observability. For more information, visit ********************
Join our team as the Portfolio Manager for Customer Experience Lifecycle Services, an offering designed to provide customers with the services they need (inc. planning, architecture, health checks, training, support) to achieve a successful outcome with EDB Postgres AI.
You will work to design, launch and iterate the offering itself to ensure it provides meaningful customer value and helps them achieve their goals with EDB Postgres AI. This includes ensuring our internal and external stakeholders have a clear understanding of the value they are receiving, have the opportunity to provide meaningful feedback and achieve the measurable outcomes that they expect.
To achieve this you will design and iterate on the definition of the lifecycle services offering(s) to ensure they meet customer needs, execute our GTM motion (creation of GTM collateral and sales enablement), and continuously monitor our performance (track program effectiveness and customer adoption). You will work closely to drive alignment with key stakeholders across Product/Engineering, CX and Sales to ensure a holistic customer experience.
**What your impact will be:**
+ Define offerings based on industry best practices, EDB customer needs and Customer Experience design principles for adoption and expansion of EDB products.
+ Develop sales and marketing messaging and collateral that aligns with customer needs, offering value proposition and deal closure. Identify sales collateral and artifacts that help manage sales pipeline, messaging and conversion.
+ Develop delivery readiness strategy in line with offering definition, coach and train our delivery teams to ensure they are able to effectively leverage the best practices to service our customers.
+ Drive awareness and alignment of the offering roadmap and customer feedback within the CX and Product management organization
+ Partner closely with key stakeholders across Product, Engineering and CX to ensure offerings reflect best practices, product features and messaging
+ Proactively work to ensure training collateral and best practices are kept up-to-date with new releases, service capabilities and customer learnings
+ Ability to influence cross-functional leaders and teams to create a better customer outcome
**What you will bring:**
+ Experience in Services Product Management for an Enterprise Software company or Global Systems Integrator
+ 4+ years of technical solutions, product management, services management and/or consulting experience
+ Experience engaging with multiple stakeholders across functions in sales, marketing, products and engineering
+ Ability to quickly develop a perspective, refine with discussions and execute with urgency
+ Demonstrated experience in fostering deep stakeholder relationships and solutions
+ Evidence of influencing product/service improvements based on customer feedback
+ Proven ability to create and manage technical tools and assets to support service delivery
EDB is committed to supporting our employees' overall well being by offering a range of benefits and resources to promote a healthy work-life balance and wellness. We provide access to CuraLinc to aid employees in health and wellness tips and practices, as well as Wellness Fridays extending to December 2025! Check out our career site for more information on perks and benefits and reach out to our Talent Acquisition team for region specific benefits.
We know it takes a unique mix of people and skills to help us in our mission to supercharge Postgres, and we understand that not everyone will check every box. We'd love to hear from you and we want you to apply!
EDB is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. EDB was built on a commitment to trust and respect each other and to embrace an array of people and ideas. These values remain at the center of our culture and are key to our company's integrity.
EDB does not seek or accept unsolicited resumes or CVs from recruitment agencies. EDB and its affiliates are not responsible for, and will not pay, any fees, commissions, or any other similar payment related to unsolicited resumes or CVs except as required in a written signed agreement between EDB and the recruitment agency or party requesting payment of a fee.
\#LI-Remote #BI-Remote
Tax Manager
Portfolio Manager Job In Billings, MT
Location: Billings, MT Work Arrangement: In-office or Hybrid Typical Day in the Life A typical day as a Tax Manager might include the following: Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entities and industries.
Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects.
Looking at tax situations from various angles to ensure the maximum tax benefit is applied.
Developing solutions and communicating those solutions to the engagement team and client.
Manages client relationships by monitoring client needs and building value into professional service.
Participates in the area of business development.
May assist with client billings to ensure they reflect work performed.
Supervises and delegates duties to Associate and Senior Associate level staff.
Provides mentoring and technical training for employees in the tax department.
Attends training seminars, professional development, and networking events.
Who You Are You have Bachelor's degree in Accounting.
You have CPA license or Enrolled Agent (EA) certification.
You have 5-7 years of tax experience within public accounting.
You have extensive knowledge of tax accounting principles and IRS regulations.
You actively stay up-to-date on the ever-changing tax industry's regulations and policies.
You are a self-starter who enjoys working independently and in a team environment.
You are able to focus on complex tasks and will quickly understand the firm's comprehensive compliance processes.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture.
At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another.
You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first.
Hear what our employees have to say about working at Eide Bailly.
Compensation Our compensation philosophy emphasizes competitive and equitable pay.
Eide Bailly complies with all local/state regulations regarding displaying ranges.
Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals.
In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-AH1
Automotive Finance Manager
Portfolio Manager Job In Kalispell, MT
Job Title: Finance Manager/Finance Director
Company: Noller Automotive Supercenter
Are you ready to be part of something big in the automotive world? Join us at Noller Automotive Supercenter, where we're gearing up to open our brand new, state-of-the-art facility in Kalispell, MT. As part of a longstanding dealer group with a rich history in the automotive industry, we're excited to expand our offerings and make our mark in the community.
About Us:
Noller Automotive Supercenter is an independent lot within a renowned dealer group. Locally owned, operated, and family-owned, we're dedicated to providing exceptional service and a wide variety of vehicles to our customers. With a focus on growth and innovation, we're looking for talented individuals who are ready to grow with us.
Position Overview:
We're seeking a dynamic Finance Manager/Finance Director to join our rapidly growing team. The ideal candidate will have a passion for growth, possess outside-the-box thinking skills, and thrive in a fast-paced environment. As a key member of our team, the Finance Manager/Director will play a crucial role in overseeing finance department, maximizing profitability, and ensuring compliance with regulatory requirements.
Responsibilities:
Manage all aspects of the finance department, including financing, leasing, and reinsurance.
Develop and implement strategies to increase F&I penetration and profitability
Provide leadership and guidance to the team, fostering a culture of excellence and continuous improvement
Stay informed about industry trends and changes in regulations, ensuring compliance with all applicable laws and regulations
Work closely with sales and service departments to optimize revenue opportunities and enhance customer satisfaction
Prepare financial reports and forecasts, analyzing data to identify opportunities for improvement and growth
Ensure funding is in and CIT is up to date and clean
Protect the dealership
Qualifications:
Bachelor's degree in finance, accounting, business administration, or a related field is helpful but not a requirement.
Previous experience in automotive finance management or a related role a must
Strong knowledge of finance and insurance products, regulations, and compliance requirements
Excellent leadership, communication, and interpersonal skills
Ability to think strategically and make sound business decisions
Highly organized with the ability to multitask and work effectively in a fast-paced environment
Benefits:
Competitive salary and bonus potential
Generous PTO and holiday time
Comprehensive health, dental, and vision insurance
401(k) retirement plan with company match
Ongoing training and development opportunities
Employee discounts on vehicle purchases and service
Join us at Noller Automotive Supercenter and be part of an exciting journey as we redefine the automotive retail experience. Apply now and take the next step in your career with us!
Noller is an equal opportunity employer. We firmly stand against discrimination based on gender, religion, sex, or any other factor. We warmly welcome and encourage applications from all individuals.
Job Type: Full-time
Pay: $100,000.00 - $200,000.00 per year
Benefits:
401(k) matching
Parental leave
Relocation assistance
Retirement plan
Experience:
Automotive Finance: 1 year (Required)
Ability to Relocate:
Kalispell, MT 59901: Relocate before starting work (Required)
Work Location: In person
Manager, Revenue Accounting
Portfolio Manager Job In Helena, MT
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Role Summary:**
We're looking for a Senior Manager, Revenue to oversee all aspects of the revenue team. This role will build off our strong momentum and take the revenue team to the next level. This is a high visibility role and will work directly with leaders across the company. Your work will be instrumental in helping Datavant realize its critical mission to transform healthcare.
**Responsibilities:**
+ Oversee all aspects of revenue recognition and the monthly close processes associated with revenue accounts, ensuring compliance with accounting policies
+ Support contract construct for new product offerings
+ Lead improvement of current processes leading system changes to drive automation and controls.
+ Provide subject matter expertise on the treatment of revenue accounting transactions (under ASC 606 and other applicable standards)
+ Lead cross-functional, operational improvement initiatives to further streamline revenue tasks and shorten the revenue close calendar
+ Manage the process of maintaining Corporate Revenue Accounting Policies including regular updates of those policies.
+ Research and prepare written technical accounting policies and positions as-needed for non-standard revenue transactions
+ Coordinate cross functional product and technology teams to drive the above.
+ Lead a team of revenue accountants for optimized efficiency and productivity
+ Partner closely and seek support with cross-functional teams relating to financial reporting, system implementations and other ad hoc projects as needed
+ Assist with M&A integration activities
**Qualifications:**
+ 8+ years of progressive growth in financial roles
+ Bachelor's degree with an emphasis or major in accounting or related field
+ ASC 606 experience required with working knowledge of US GAAP and SOX
+ Strong process and systems expertise in Order to Cash processes.
+ Meticulous attention to detail, highly organized and transparent, and a strong communicator -- able to present financial information clearly and concisely
+ Collaborative working style with colleagues across the organization while confident to make and own critical decisions
+ Good judgment and sensitivity to confidential documents, issues and information
+ High level of diplomacy, tact and discretion. Understands ethical issues and has a proven high level of integrity
+ Team leadership experience
**Desired Qualifications:**
+ Masters Degree/MBA
+ Experience in Healthcare Technology, Life Sciences, or related industries
+ CPA
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$132,000-$150,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please contact us at *********************** . We will review your request for reasonable accommodation on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
Risk Manager
Portfolio Manager Job In Great Falls, MT
Risk Manager
Department: Risk Management
Classification: Exempt Salaried
Job Grade: Officer
The Risk Manager will oversee the Risk Management Department, which consists of four sub-departments: Compliance, Vendor Management, Fraud, and Facilities. This position will be responsible for providing all four sub-departments with direction, resources, and top-down support to implement and run an effective risk management system within the Bank. The Risk Manager is also responsible for the development and ongoing monitoring and maintenance of a enterprise risk framework that synchronizes the elements of risk to create Organization clarity and cross-departmental synergies based on determined risk appetite set forth by the Bank's Board of Directors. This position will report directly to the Chief Financial Officer.
The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.
Essential Functions:
To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Provide management leadership oversight to the four sub-departments of Risk Management: Compliance, Vendor Management, Fraud, and Facilities.
Liaison between each sub-department and the Chief Financial Officer regarding critical issues.
Collaborate with senior management and various departments to integrate risk management into decision making processes.
Oversee the annual corporate insurance renewal process.
Manage claims against corporate insurance and disseminate information as applicable to others within the Bank.
Oversee and maintain Bank policy, procedure, and resource structure using the Bank's management tool.
Manage FDICIA framework including ongoing monitoring of control structure and enhancements as required through growth and change within Bank.
Lead routine regulatory examinations by serving as the primary contact during internal preparation, coordination during, and post-examination follow-up.
Prepare and present risk reports to the Board of Directors, Audit Committee, and senior management.
Lead and participate in multiple committees, including but not limited to: Enterprise Risk Management Committee (ERMC), Audit Committee, etc.
Develop and maintain the Bank's risk assessment framework.
Identify, assess, and mitigate risks across various departments.
Champion the development of a comprehensive fraud department including a fraud framework that is clearly understood at all levels of the Bank.
Provide training and support to staff and Bank on risk-related matters.
Assign the workload of the Risk Manager's direct reports, ensuring they are properly trained to perform their duties, evaluate their performance, and recommend any disciplinary action if necessary.
Assist the Human Resources Department in staffing the Risk Department which includes interviewing, hiring, promoting, and terminating.
Ensure proper coverage and staffing for all direct reports, which includes reviewing and approving time off requests and timesheets.
All employees are expected to exemplify and follow our core values.
Regular attendance and punctuality when reporting to work.
Travel for trade and industry schools and seminars as needed.
This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. The MFA apps are used to authenticate a user's identity to the system for security purposes.
Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures.
Perform other duties as assigned and requested.
Core Values
Humility - We are “blue-collar bankers.” We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.
Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.
Finds A Way - This simply put, is nothing more than attitude. It is a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.
Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.
Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it is about ownership. When an employee says they will do something, they follow through and get it done.
Education and Experience:
Required - High School diploma or GED, etc.
Required - Bachelor's Degree or equivalent experience.
Required - Continuing Education to maintain job knowledge.
Required - Experience managing multiple departments.
Required - Excellent organizational skills.
Required - Excellent Communication skills.
Preferred - Previous work experience using the “Three Lines of Defense” approach to risk management.
Preferred - Strong knowledge of regulatory compliance.
Preferred - Knowledge of corporate insurance.
Preferred - Knowledge of FDICIA requirements and structuring.
Preferred - Experience using PowerDMS.
The employer has the right to revise this position description at any time. The position description is not a contract for employment.
**Position is open to all Citizens Alliance Bank locations. Subject to workspace availability.**
Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.
Accounting Manager / HR
Portfolio Manager Job In Billings, MT
We're looking for a dynamic Accounting Manager to join our management team at our Billings, MT Distribution Facility. Do you have strong experience in accounting? Strong leader? Experience in HR a plus! What is a Accounting Manager responsible for? * Management team member
* Human Resources administration
* Manages day-to-day accounting
* SOX and company policy compliance
* Accounts Receivable
* Process & Business Analysis
* Help drive safety culture
Starting pay 58k-108k DOE + bonus program
A Day in the life of a Accounting Manager:
A Accounting Manager primary responsibility is to oversee all of the accounting-related activities within a branch location, which means their day-to-day often includes the management of people, an admin department, and company policies. They often also review credit transactions and requests, prepare financial statements, collaborate with the management team, participate in safety committee, and help associates with questions related to benefits, onboarding, and payroll.
Responsibilities
Responsible for location accounting and control functions including coordination of associates for month-end closings, order entry, receivables, payables, and inventory/payables reconciliation.
General Accounting: Manages the general accounting cycles related to distribution, information services and payroll functions for a location. Supervises all accounting activities associated with the general ledger, receiving, invoicing, inventory control, accounts receivable and accounts payables. Interact and problems solve daily activities between sales, operations and accounting. Ensure compliance with all policies and processes are followed.
Information Services: Manages the information systems for the operation (hardware and software), trains users, and troubleshoots hardware issues. Interact with division and corporate information services, as necessary. Functions as the branch Agility expert; assisting admin personnel in problem solving for Agility entries.
Administrative Functions:
* Manages all administrative functions for a location. Negotiates procurement contracts for equipment and supplies not handled by division or corporate departments.
* Coordinates with staff to ensure employee relations administration, including the recruiting process, benefit questions, new-employee orientations, and new-hire and termination documentation and other HR tasks including payroll, benefits, workers' compensation, FMLA, EEO and AAP are completed in a professional and timely manner.
* Supervises location and accounting staff members.
* Responsible for payroll administration (record keeping) at the location.
* In conjunction with the product managers, manages periodic inventories of all products physically located on site.
Special Projects: Handles special projects as assigned, such as: Coordinates sales and marketing promotional programs (catalog development by providing administrative and technical support), sales promotions or location "open house," etc.
Responsible for demonstrating a commitment to the process of continuous improvement, identifying and responding actively and with sensitivity to the needs of all customers and be open and responsive to change.
Qualifications
Basic Qualifications: College degree in business or accounting or minimum five (5) years accounting/financial background for Level II; seven (7) years for Level III. Requires supervisory experience, excellent communication skills and demonstrated positive interpersonal skills. Incumbent must have demonstrated leadership qualities and the ability to interface well with customers and all levels of company personnel.
Preferred Qualifications: Basic knowledge of the building materials industry preferred. Proficient in utilizing PC software applications necessary for performing job responsibilities.
Our Benefits
* Medical + Dental + Vision
* Flexible Spending Accounts + HRA
* 401(k) Retirement Savings
* Annual Incentives
* Paid Time Off (20/yr) and holidays (10/yr)
* Paid Parental Leave
Branch Manager
Portfolio Manager Job In Billings, MT
Great company. Great people. Great opportunities.
If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals!
As Branch Manager you will have the opportunity to hire and motivate an amazing team in various roles, from sales and service to maintenance and drivers. You'll ensure enthusiastic and informed customer service. And you will build a profitable location with your business and management skills, ambition and competitive spirit.
Sound challenging and fun? We'll provide the tools, the technology and the support you need to do the job right. You'll be proud of your employees, your branch and the work we all do in providing the equipment that helps build our communities.
What you'll do:
Manage overall branch operations to ensure safety, productivity, customer service and profitability
Oversee sales efforts and business initiatives
Prepare reports, including profit and loss statements, monthly operating reviews, yearly budgets and other reports detailing operational status
Manage personnel matters
Oversee all safety matters, including audits, safety training, OSHA compliance, DOT regulations and drug and alcohol testing
Other duties assigned as needed
Requirements:
Bachelor's Degree Preferred
Minimum 5 years of successful business management experience with profit and loss responsibility at a branch or other individual profit center
An understanding of business accounting principles and budget preparation
Strong sales and customer service experience required, outside sales experience preferred
Effective leadership, motivational, organizational and communication skills
Proficient computer skills and experience using Microsoft Office
Knowledge and experience in the equipment rental industry preferred
Valid driver's license with acceptable driving record
This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures.
Why join us?
We don't just “talk the talk!” We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer:
Paid Parental Leave
United Compassion Fund
Employee Discount Program
Career Development & Promotional Opportunities
Additional Vacation Buy Up Program (US Only)
Early Wage Access through Payactiv (US Hourly Only)
Paid Sick Leave
An inclusive and welcoming culture
Learn more about our full US benefit offerings here.
United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance.
At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career.
United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, education, training, experience, skills, and ability.
Accounting Manager (04040)
Portfolio Manager Job In Helena, MT
Qualifications for this Career Opportunity
Extensive knowledge of the procedures, theories, and concepts of governmental accounting.
Advanced spreadsheet skills.
Extensive knowledge of large accounting systems, with the ability to analyze and interpret data from various reports and information maintained by the system.
Meet minimum qualifications:
Bachelor's degree in accounting, finance, or related field.
Five or more years of job-related work experience.
A combination of education and experience will be considered on a case-by-case basis.
CPA license is preferred but not required.
How to Apply
To be considered for a DPHHS position, submit the following required documents with your application on the State of Montana Careers website. When submitting the required documents, you must check the "relevant document" box to ensure your attachments are uploaded correctly to your application for this position.
Cover Letter
Resume
References
Successful applicants will be subject to background checks relevant to the position and must pass reference checks before an offer will be extended. DPHHS is an equal opportunity employer. Women, minorities, and people with disabilities are encouraged to apply. For a copy of the full job description or if you need a reasonable accommodation in the application or hiring process, contact DPHHS Human Resources listed below.
Additional Information
This position may be eligible for partial telework within the state of Montana. Specific conditions will be provided by the supervisor and must adhere to state policy.
This position is open until filled with frequent screening of applicants. The first screening of candidates will take place on January 29, 2025.
To be considered for this position you must complete the state application and attach all required documents through the Montana State Careers site at ************************
The Montana Department of Public Health and Human Services (DPHHS) has a career opportunity within the Business and Financial Services Division in Helena.
The Cost Accounting Section performs technical accounting services for the department. This section is responsible for ensuring quarterly cost allocation runs are completed on time each quarter; programming and operating the cost allocation system for the department; and establishing and maintaining the complex department accounting structure. This position is responsible for managing two Cost Allocation accountants and a Chartfield accountant and developing and maintaining business processes and policies, which contribute to the overall efficiency and financial control of the department. The position is responsible for developing and maintaining cost allocation processes and procedures and improving workflows within the unit. This position works with the Fiscal Operations Bureau Chief and Administrator to ensure the cost allocation processes are being effectively completed on an ongoing basis.
Why Join DPHHS
Our mission at DPHHS is serving Montanans in their communities to improve health, safety, well-being, and empower independence. By joining our department, you will have the opportunity to perform meaningful work in public service to our state and its residents.
The State of Montana's comprehensive benefits package includes healthcare coverage, retirement plans, paid vacation, sick leave, and holidays, work/life balance, and eligibility to participate in the Public Service Loan Forgiveness (PSLF) program. In addition, DPHHS is the largest state agency with a wide range of advancement opportunities w
Accounting Manager
Portfolio Manager Job In Lewistown, MT
Under general supervision of the Treasurer/Clerk and Recorder and Chief Financial Officer, this position oversees the accounting system and financial reports for Lewis and Clark County. Duties and Responsibilities * Oversees Lewis and Clark County's accounting system and associated software packages, including all related receivables, payables, bank accounts, and other miscellaneous software packages that provide financial data;
* Oversees Lewis and Clark County's general ledger, transaction postings, and specific financial reporting;
* Analyzes and oversees accounting codes to assure accuracy within the finance system;
* Analyzes accounting and reporting requirements for federal and state grants;
* Establishes and monitors accounting policies and procedures;
* Completes numerous financial reports required by state and federal agencies;
* Oversees the completion of the Annual Comprehensive Financial Report (ACFR) in collaboration with an external accounting firm, ensuring accuracy, compliance with accounting standards;
* Reviews and evaluates Government Accounting Standards Board (GASB) regulations and updates and implements new standards;
* Performs internal audits of department's accounting procedures;
* Reviews daily activity in bank accounts for validity and fraud;
* Acts as the point of contact and provides assistance to external auditors;
* Monitors and reports Lewis and Clark County's investments;
* Provides professional accounting and financial management assistance to departments, outside agencies and elected officials;
* Establishes and maintains internal control procedures;
* Responsible for bond transactions for the County and Schools;
* Performs internal and external auditing of accounting transactions and reports;
* Oversees Lewis and Clark County's cash management;
* Provides assistance on special projects requested by County leadership;
* Supervises, directs the work and evaluates assigned accounting staff;
* Makes recommendations for hiring, firing, and disciplinary actions;
* Provides assistance and direction to accounting staff on the accounting functions;
* Performs other duties as assigned.
Required Qualifications - Experience & Education
The above knowledge, skills, and abilities are typically acquired through a combination of education and experience equivalent to bachelor's degree in accounting or related field, five (5) years of experience in accounting and finance including at least one year of experience in government accounting and two years of supervisory experience. Certified Public Accountant Preferred. Local government accounting experience preferred.
Knowledge, Skills & Abilities
Examples of Knowledge
* Generally Accepted Accounting Principles (GAAP);
* Government Accounting Standards Board (GASB) requirements;
* Federal and state laws and regulations pertaining to accountability of funds;
* Lewis and Clark County and department policies and procedures;
* Financial and accounting principles and practices;
* Administrative and clerical procedures and systems;
* Internal control processes and procedures;
* Auditing principles and practices;
* Office management methods, practices and procedures;
* Federal and State Grant administration;
* Supervisory techniques and practices.
Examples of Skills and Abilities
* Perform and supervise others in accounting and financial work requiring independent judgment;
* Use math concepts to find and solve problems;
* Create and maintain complex spreadsheets;
* Direct, supervise, train, and evaluate staff;
* Interpret and understand laws, regulations, policies;
* Communicate effectively orally and in writing;
* Use procedures, processes, and equipment in place to prevent workplace injuries to self and others;
* Works cooperatively with others to carry out the mission of the office and responsibilities of the position;
* Prepare reports according to prescribed standards;
* Establish priorities and manage multiple projects at a time;
* Establish and maintain effective relationships with supervisor, staff, vendors, community, state and federal agency representatives.
Special Requirements
Local travel is required occasionally; travel is primarily local during the business day, but some out-of-area and overnight travel may be expected.
Physical Demands
Duties are generally performed in an office environment where hazards and discomforts are controlled and modifiable. This position requires the ability to bend at the waist, kneel, reach over the head, talk, hear, and see. Must be able to move or lift documents and materials weighing up to 20 pounds. Position requires knowledge and use of typical office equipment including telephone and personal computer. Position requires frequent contact with fellow employees and occasional contact with citizens.
Great Falls Branch Manager
Portfolio Manager Job In Great Falls, MT
Job Details GREAT FALLS, MT Full Time $65,000.00 - $85,000.00 Salary/year Description
Summary/objective
The Branch Manager is responsible for overseeing all operations of the branch. Duties include hiring staff, leading the onboarding and staff training process, building rapport with customers and the community, creating and implementing strategies to improve productivity and sales performance in efforts to achieve the financial targets of the branch.
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Developing key performance goals and managing the performance of staff.
Managing the delivery of products.
Managing vehicle, building, and grounds maintenance.
Creating and implementing strategies for business growth.
Hiring and training new staff within a department or business unit.
Improving internal processes for better productivity.
Managing the budget and monitoring the financial health of a location or business unit.
Managing safe work practices and compliance with OSHA, FDA, DOT, etc.
Managing accounts receivable.
Show excitement for growing the business and acquiring new customers.
As required, capable of completing a work schedule which may be before or beyond regular business hours.
Qualifications
Competencies
Multitask and have excellent time management skills.
Mentor junior employees and lead a team.
Analyze financial records, plan and follow a budget.
Show creative problem-solving.
Focus on customer service and lead by example.
Show strong attention to detail.
Ability to effectively communicate verbally or in writing with internal branch staff, customers, safety compliance officials, and other diverse outside parties.
Required education and experience
Minimum of four years' experience in the areas of distribution management, operations, or sales; background preferably acquired in a welding supplies business environment.
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Accounting Manager
Portfolio Manager Job In Great Falls, MT
Full-Time/Non-Exempt
Great Falls
Position Overview: Performs complex technical accounting duties relative to assisting the Controller/CFO in maintaining MRWH financial records
Manages and oversees the daily operations of the Accounting Department.
Establishes and enforces proper accounting methods, policies, and principles (GAAP).
Prepares weekly cash flow statement and provides analysis.
Assists Controller/CFO with maintenance of accounting systems that may include accounts payable, accounts receivable, general ledger, etc. for MRWH, the Foundation, and Montana Alternative Placement Corp. (collectively referred to simply as the “Center”).
Directs the preparation of monthly journal entries, including cost allocation entries.
Is responsible for preparation/coordination of all balance sheet GL account reconciliations on a monthly/quarterly/annual basis as indicated by the Controller/CFO.
Manages cost accounting duties between Foundation and MRWH.
Prepares monthly/quarterly/annual financial statements for management and the board.
Manages MRWH financial/single audits, work comp audits, and other periodic reviews and reporting requirements.
Directs the posting of cash transactions daily and monitors cash balances.
Manages reconciliation of monthly bank statements.
Performs accounts payable duties when needed.
Contributes relevant financial data to Human Resources in connection with the annual 401(k) audit.
Successfully supervises and trains employees.
Prepares grant reports on a regular and/or as needed basis.
Manages MRWH cost allocation program in accordance with federally allowable cost principles.
Minimum Qualifications:
Bachelor's degree in accounting preferred. High school diploma or GED with 4 years of job-related experience OR Associate Degree in Accounting and 2 years job-related experience is required.
Must have excellent skills in time management and communication skills.
Requires strong computer skills in Microsoft Word, Excel, web-based portals, databases, financial systems, and the abilities to work accurately with details, and record data accurately.
Strong leadership skills with a dedication to driving and achieving results.
Supervisory experience preferred.
Hourly Wage: $28.85+ DOE
Benefits:
401K Matching Contributions
Health Insurance
Dental Insurance
Flexible Spending Account
Health Savings Account
Flexible Work Schedule
Paid Holidays
Paid Birthday
Pet Insurance
All Positions at Many Rivers Whole Health must pass Background and Motor Vehicle Record Checks.
About Us:
Since 1976, we have been dedicated to 14 counties in Montana and seek to serve a variety of both individuals and groups in all settings. We define resilience as the process of adapting well in the face of adversity, trauma, tragedy, threats or significant sources of stress - such as family and relationship problems, serious health problems, or workplace, school place and financial stressors - alongside those of chronic, severe disabling behavioral health conditions. with an integrated team of specialists and a personal approach to wellness. Today, we are focused on becoming Montana's healthcare provider of choice.
We are committed to recruiting qualified employees, continually striving for advancement, and above all, working as a team to meet the health needs of clients living in our 14 counties. Our vision is to be the healthcare provider of choice for clients and employer of choice for employees and providers. We will achieve this vision by committing to a culture of integrity, safety, evidence based exceptional care, compassionate customer service, and great work environment.
Our Mission: Many Rivers Whole Health partners with people and communities to serve the whole person - body, mind, and spirit - by providing expertise in wellness, mental health, and substance use disorders, addressing prevention and treatment with a recovery-based approach.
Our Vision: To be a community based, highly respected organization known for excellence in mental health and addiction recovery services, offering compassionate, client-focused, professional support.
Our Values: Ambassador of Many Rivers, Own it, Individuals Matter, Create Joy, Embrace Change, Show Up. Step In.
About Great Falls:
Great Falls lies about halfway between Yellowstone and Glacier National Parks. With close access to world class fishing and floating, not only on the Missouri River, but also several other lakes and rivers. Great Falls is an active community within 1 hour of two local ski resorts. We encourage a fun, collaborative work environment as well as a good work/home life balance. If you are interested in being a part of a dynamic, impactful team, in a family friendly community, Great Falls and Many Rivers Whole Health is an excellent choice for you. We would love to hear from you and discuss this opportunity.
EQUAL OPPORTUNITY EMPLOYER:
Many Rivers Whole Health is an Equal Opportunity Employer (EOE/AA/M-F/Vet/Disability). We encourage all qualified individuals to apply for employment. We do not discriminate against any applicant or employee based on protected veteran status, race, color, gender, sexual orientation, religion, national origin, age, disability, or any other basis protected by applicable law.
HOA Finance Manager, Private Homes
Portfolio Manager Job In Big Sky, MT
(15110) At One&Only, we exist to create joy for our guests through anticipation, creativity, precision, empathy and warmth. We tailor every aspect of our guests' stay to bring their dreams and desires to life. With an atmosphere that's chic but wonderfully unstuffy, and a team who are meticulous but warm, we seek to exceed our guests' expectations at every possible turn.
Amidst fragrant pines and glistening peaks, One&Only Moonlight Basin is a glamorous return to simplicity. Fill days cascading down cool waters, unearthing the magic of Yellowstone National park, skiing on world renowned slopes and retreating to floating evergreen spaces. With abundant knowledge and generosity, we anticipate our guest's every need and surpass expectations. Whether we are designing the perfect family day out or arranging a romantic private dinner, we approach everything with imagination to spark a sense of playfulness, discovery and adventure. This is not simply our job, it's our passion.
Job Summary
Responsible for ensuring that the financial controls, books, records and reports of the Sub Condominium are accurate and up to date; maintain communication with the owners of private residences in relation to their condominium fees, as well as the results of the rental program.
Key Duties and Responsibilities
* Responsible for the elaboration of detailed budgets, forecast and determination of condominium quotes when need it.
* Maintains, protects and guarantees compliance with the contracts established with the Sub-Condominium.
* Will oversee and coordinate the owners' assemblies for the approval of budgets, as well as the preparation of the reports that will be shown at the assembly.
* This position will be responsible to explain financial differences and to be able to anticipate them and communicate those variances properly and on time to all the stakeholders.
* Maintain communication with the developer on issues of residence delivery dates for budget and for billing purposes of the HOA dues, Home Care, Rental statements to the owner in accordance with the legal terms established for each residence.
* Invoicing of the condominium dues, home care, rental statement, distribution via email to owners and collection.
* Make accurate and updated accounting records of accounts payable, receivable, journal policies.
* Is responsible for managing collections of delinquent accounts of homeowners for their HOA dues, Homecare fees and house accounts.
* Prepare the closing of the month according to the delivery dates of hotel and Sub-Condominium accounting.
* Prepare the financial statements of the Sub-Condominium as required.
* Prepare account statements for owners as requested.
* Is responsible for completing the closing of the month on time and in a proper way.
* Prepare balance sheet reconciliations monthly no later than the 20th day of every month.
* Guarantees compliance with all applicable Resort policies and procedures and those applicable to the Sub-Condominium (SOP's).
* Prepare payments to suppliers and the ability to negotiate and to execute contracts.
* Must be able to maintain good relations with the Resort departments involved in the care of the Sub-Condominium to promote effective internal control.
* Is responsible for the adequate supervision, training and administration of the personnel assigned to this position, as well as preparing annual performance evaluations.
* Implement the necessary procedures for the proper functioning of the Rental Program as well as the administrative part of the Sub-Condominium.
* Determination of payments to owners for the Rent program, accounting record and inform the owner of the results.
* Follow up on billing by the owner of the rental program commission, review it and pass it on to programming payments to accounts payable.
* Performs the duties of the Financial Controller in his/her absence/leave.
* Responsible to execute and monitoring the reserve study to ensure the adequate replacement that guaranty the assets of the homeowners
Skills, Experience & Educational Requirements
* Minimum of 2 years of experience in the position and in accounting for condominium regime, in luxury or ultra-luxury property.
* Knowledge of systems such as Opera, iScala, etc.
* Bachelor's degree in public accounting.
* Must be able to manage multiple priorities and meet deadlines for the preparation and delivery of budgets as well as for the preparation and delivery of financial statements.
* Must have a high degree of professional integrity and be able to work safely, effectively and efficiently.
* Deep knowledge of hotel accounting operations.
* Ability to concentrate and maintain attention on the performance of tasks despite frequent interruptions, emergencies or crises.
* Organized, proactive and focused on meeting priorities in the attention to corporate and owner requirements.
Benefits
* Medical, Dental & Vision Insurance
* PTO (Paid Time Off)
* Subsidized housing based on availability
* Discounted colleague rate for Kerzner Properties worldwide
Our brand is expanding faster than ever before. We are investing in the growth of our company, and that means we are committed to investing in you. Join a team that is open-hearted, intuitive, generous, and spontaneous in spirit. We believe in making our guests happy beyond anything they have ever imagined. We wow them at every turn and create memories that will last a lifetime. You will be at the heart of this vision, to constantly innovate to deliver Amazing Experiences and Everlasting Memories.
Branch Manager - Western Montana District
Portfolio Manager Job In Missoula, MT
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position until the trainee has received certification of program completion and been placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate Branch Manager (ABM) or exempt Branch Manager (BM) role. Employees who are not currently in an ABM or BM role at the time of hire will participate in the Branch Manager Readiness program.
Our Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also driving accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch.
In this role you will:
* Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
* Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
* Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
* Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
* Mentor and guide talent development of direct reports and assist in hiring talent
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 2+ years of leadership experience
Desired Qualifications:
* Management experience including hiring, coaching, and developing direct reports
* Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
* Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
* Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
* Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
* Experience building and maintaining effective relationships with customers, internal partners and within the community
* Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
* Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking
* Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention
* Ability to interact with integrity and professionalism with customers and employees
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************ ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Locations:
Positions may not be available at all locations listed.
3553 Union Pacific, Missoula, MT 59808
1800 S Russell St, MIssoula, MT 59801
Posting End Date:
30 Mar 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Accounting Manager
Portfolio Manager Job In Great Falls, MT
Full-Time/Non-Exempt
Great Falls
Position Overview: Performs complex technical accounting duties relative to assisting the Controller/CFO in maintaining MRWH financial records
Manages and oversees the daily operations of the Accounting Department.
Establishes and enforces proper accounting methods, policies, and principles (GAAP).
Prepares weekly cash flow statement and provides analysis.
Assists Controller/CFO with maintenance of accounting systems that may include accounts payable, accounts receivable, general ledger, etc. for MRWH, the Foundation, and Montana Alternative Placement Corp. (collectively referred to simply as the “Center”).
Directs the preparation of monthly journal entries, including cost allocation entries.
Is responsible for preparation/coordination of all balance sheet GL account reconciliations on a monthly/quarterly/annual basis as indicated by the Controller/CFO.
Manages cost accounting duties between Foundation and MRWH.
Prepares monthly/quarterly/annual financial statements for management and the board.
Manages MRWH financial/single audits, work comp audits, and other periodic reviews and reporting requirements.
Directs the posting of cash transactions daily and monitors cash balances.
Manages reconciliation of monthly bank statements.
Performs accounts payable duties when needed.
Contributes relevant financial data to Human Resources in connection with the annual 401(k) audit.
Successfully supervises and trains employees.
Prepares grant reports on a regular and/or as needed basis.
Manages MRWH cost allocation program in accordance with federally allowable cost principles.
Minimum Qualifications:
Bachelor's degree in accounting preferred. High school diploma or GED with 4 years of job-related experience OR Associate Degree in Accounting and 2 years job-related experience is required.
Must have excellent skills in time management and communication skills.
Requires strong computer skills in Microsoft Word, Excel, web-based portals, databases, financial systems, and the abilities to work accurately with details, and record data accurately.
Strong leadership skills with a dedication to driving and achieving results.
Supervisory experience preferred.
Hourly Wage: $28.85+ DOE
Benefits:
401K Matching Contributions
Health Insurance
Dental Insurance
Flexible Spending Account
Health Savings Account
Flexible Work Schedule
Paid Holidays
Paid Birthday
Pet Insurance
All Positions at Many Rivers Whole Health must pass Background and Motor Vehicle Record Checks.
About Us:
Since 1976, we have been dedicated to 14 counties in Montana and seek to serve a variety of both individuals and groups in all settings. We define resilience as the process of adapting well in the face of adversity, trauma, tragedy, threats or significant sources of stress - such as family and relationship problems, serious health problems, or workplace, school place and financial stressors - alongside those of chronic, severe disabling behavioral health conditions. with an integrated team of specialists and a personal approach to wellness. Today, we are focused on becoming Montana's healthcare provider of choice.
We are committed to recruiting qualified employees, continually striving for advancement, and above all, working as a team to meet the health needs of clients living in our 14 counties. Our vision is to be the healthcare provider of choice for clients and employer of choice for employees and providers. We will achieve this vision by committing to a culture of integrity, safety, evidence based exceptional care, compassionate customer service, and great work environment.
Our Mission: Many Rivers Whole Health partners with people and communities to serve the whole person - body, mind, and spirit - by providing expertise in wellness, mental health, and substance use disorders, addressing prevention and treatment with a recovery-based approach.
Our Vision: To be a community based, highly respected organization known for excellence in mental health and addiction recovery services, offering compassionate, client-focused, professional support.
Our Values: Ambassador of Many Rivers, Own it, Individuals Matter, Create Joy, Embrace Change, Show Up. Step In.
About Great Falls:
Great Falls lies about halfway between Yellowstone and Glacier National Parks. With close access to world class fishing and floating, not only on the Missouri River, but also several other lakes and rivers. Great Falls is an active community within 1 hour of two local ski resorts. We encourage a fun, collaborative work environment as well as a good work/home life balance. If you are interested in being a part of a dynamic, impactful team, in a family friendly community, Great Falls and Many Rivers Whole Health is an excellent choice for you. We would love to hear from you and discuss this opportunity.
EQUAL OPPORTUNITY EMPLOYER:
Many Rivers Whole Health is an Equal Opportunity Employer (EOE/AA/M-F/Vet/Disability). We encourage all qualified individuals to apply for employment. We do not discriminate against any applicant or employee based on protected veteran status, race, color, gender, sexual orientation, religion, national origin, age, disability, or any other basis protected by applicable law.
Automotive Finance Manager
Portfolio Manager Job In Dillon, MT
We are looking for an Automotive Finance Manager to join our team. The Automotive Finance Manager coordinates all activities regarding finance for our customers, which includes working to help customers obtain financing, preparing all associated documentation, and selling extended service contracts and additional protection products. He or she ensures all deals are done in a timely manner and according to all legal requirements and dealership policies. The Automotive Finance Manager will be responsible for preparing and ensuring the accuracy of legal documents, selling products and services to new and used vehicle customers, and enhancing the customer experience while achieving maximum profitability.
Responsibilities include:
Offers vehicle financing to customers and provides them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies
Works with customers to obtain financing through lenders on vehicle purchases in conformance with state and federal law
Prepares all state and federal documents regarding vehicle purchases in a timely manner and in accordance with established laws and procedures.
Understands and complies with all federal, state, and local regulations
Maintains good working relationships with lending institutions to secure competitive interest rates and financing programs
Works with the Sales team to ensure all new sales are referred to the F&I department and that the Sales team has information on finance and lease programs and understands the benefits of the dealership’s financing and extended service programs
Performs other duties as assigned
Requirements / Preferred Experience:
A high school diploma or GED required
Two years of relevant experience required
Negotiation expertise
Highly professional and dependable
Excellent communication, customer service, and problem-solving skills, including the ability to maintain composure under stress
Excellent interpersonal skills to interact professionally with customers, vendors, and staff
Strong organization skills, able to multi-task, and can manage time to meet frequently changing deadlines in a fast-paced environment
Strong computer and internet skills, including Microsoft Office suite
Experienced with business applications and accounting software, including CDK
Industry-leading customer service
Benefits:
Earning potential of up to $80k, Base plus commission
Health, Dental, and Vision Insurance
Voluntary Life, Short, & Long-Term Disability
Paid Time Off
Casual Dress