State of Montana Financial Specialist (04923) in Helena, Montana

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/ To be considered for any DPHHS Agency position, applicants must complete and submit their application online, as well as upload any required application materials. Successful applicant(s) are required to successfully pass all DPHHS specific background check(s) relevant to each position. /

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Materials Required of Applicants:

(To be considered in this pool, please submit the following)

  • Cover letter

  • 3 Professional references

  • Supplemental question(s ):

o / Please describe your professional financial experience. Include your level of responsibilities with complex budgets and financial reports. /

(Please type responses in a Word document and attach to application. HELPFUL HINT: When attaching a document, you much check the “relevant document” box to ensure your attachments are uploading correctly to the specific application. Please do not attach more than requested. If you have more than 25 attachments in the system you will need to email these to: . Failure to attach the required material will conclude in an incomplete application. You must also keep those relevant boxes checked once you submit your application; if you uncheck the box with an active application it will delete the attachment.)

Job Overview: The Fiscal and Operations Bureau is responsible for the administration and management of all the financial, accounting and budget responsibilities for two divisions: Health Resources and Medicaid Health Services Management. The bureau coordinates Medicaid, Montana Health and Economic Livelihood Partnership Plan (HELP) , Healthy Montana Kids (HMK), and other grant expenditures between the Medicaid/HELP/HMK bureaus; prepares forecasting information for all the bureaus, and provides it to other department staff to utilize. Montana Medicaid, HELP, and the Children’s Health Insurance Program (CHIP) have a combined budget in excess of $1 billion and provide services to more than 190,000 Montanans.

The job includes preparing and analyzing the budget and financial reports, along with legislative requirements. Other duties include researching and providing expenditure controls; analyzing financial fiscal data, provider/claim data and payments; and analyzing management information systems data. The position must provide recommendations on financial or claim information.

Major Duties or Responsibilities:

Budget Development, Analysis, Monitoring and Reporting

  • Evaluates and prepares multiple budgets, revenue and expenditure level reports.

  • As part of the management team, identifies and reports budgetary or expenditures issues to the Administrator and the Fiscal Bureau Chief and ensures proper budgetary controls.

  • Develops and maintains projection models to accurately forecast program expenses and other benefits and advises management of potential issues in a clear and logical form.

  • Maintains ongoing knowledge of state and federal regulations; and funding ratios to account for diverse funding sources including multiple federal funds, transferred funds, state special revenue, and general fund.

  • Prepares and analyzes monthly budgets and financial reports, projects expenditures, and reports anomalies.

  • Creates monthly internal reports and fiscal year end reports.

  • Researches accounting and budget problems using Statewide Accounting Budgeting and Human Resources System (SABHRS)/Query Path/electronic data exchange; advises management of corrective actions and recommends solutions.

  • Develops budget proposals through the executive planning process, and identifies issues to be presented to Legislature. Processes budget change documents.

  • Researches and analyzes legislative appropriation actions for their impact on the divisions.

  • Prepares fiscal notes for various bill types (statutory/vs non statutory) during the Legislative session.

Fiscal and Program Operations - Researching, Analyzing and Evaluating

  • Identifies, conducts and reviews research and compilation of fiscal and programmatic information.

  • Evaluates, designs and provides management information and assurances regarding the financial operations of the bureau.

  • Maintains expenditure controls and accountability through fiscal quality assurance .

  • Interprets and analyzes complex fiscal matters and policy direction.

  • Verifies information accuracy recorded in accounting, human resources, travel, payroll, contracts, and purchasing systems.

  • Works with fiscal staff from other divisions/agencies to assign expenditures associated with shared resources.

  • Participates in work groups for system enhancements and ensures division needs are met.

  • Reviews cost allocated expenditures and provides justification for adjustments within the cost allocation plan to remain in compliance with federal grant regulations.

  • Advises management on allowable expenditures and availability of funds.

  • Authorizes payment for purchases and approves monthly bills.

  • Prepares employee change of status documents and verifies position information prior to filling positions.

  • Oversight *

  • Indirect oversight of testing systems operational data for financial reports, and data integrity.

  • Indirect oversight of general policy and bureau operations.

  • Provides expert guidance to staff and interprets federal rules and regulations to create viable approaches and options to maintain or increase federal participation in Medicaid and CHIP Programs.

  • Answers or coordinates answers to the Centers for Medicare and Medicaid Systems (CMS), Office of Inspector General, General Accounting Office, and other surveys or inquiries regarding operation of the Montana Medicaid, HELP and CHIP Programs.

Physical and Environmental Demands:

Work takes place in a typical office environment during regular business hours. On rare occasions, workdays may exceed eight hours. The job has multiple overlapping deadlines that must be complied with.

Knowledge, Skills and Abilities (Behaviors):

Required for the first day of work:

  • Knowledge of budget and audit principles and practices.

  • Strong analytical and critical thinking skills.

  • Skill in technical writing and verbal communication.

  • Skill in organizational methods and time management.

  • Ability to interact with a diverse groups, federal officers, staff, and subject matter experts.

  • Ability to research and interpret federal and state regulations.

  • Ability to proactively recognize and solve problems.

  • Ability to operate a personal computer and general office equipment as necessary to complete the essential functions, including using spreadsheets (excel), word processing, database, email, internet and other computer programs.


  • Certified Public Accountant (CPA), SABHRS and Internet Budget Analysis and Reporting System (IBARS) experience.

  • Medicaid, HELP, or Children’s Health Insurance Program (CHIP) program experience and knowledge of related federal and state laws, rules and regulations.

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Minimum Qualifications (Required Education and Experience):

  • Bachelor’s degree in accounting, economics, math or closely related field.

  • Five years’ experience in accounting, budgeting, or financial management.

  • Other combinations of education and experience may be considered on a case-by-case basis.

Job: *Accounting/Finance

Title: Financial Specialist (04923)

Location: Helena

Requisition ID: 18142600