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Budget Analyst - Lead Worker

Job in Helena, Lewis and Clark County, Montana, 59604, USA
Listing for: Montana
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst
  • Government
    Financial Reporting, Financial Analyst
Job Description & How to Apply Below
Position: Budget Analyst 3 - Lead Worker

Overview

Why work with us?

The Montana State Auditor, Commissioner of Securities and Insurance (CSI), has an exciting opportunity for a Budget Analyst 3 – Lead Worker in the Central Services Division. The CSI is a small, family-friendly agency that values unity, effective working relationships, and mutual respect. We challenge our team members to excel as individuals and as part of a supportive team, offering mentorship, education, training, and opportunities for career growth.

CSI Overview

We protect all Montanans by regulating two of the state’s largest industries - securities and insurance. Our mission is to foster a thriving marketplace through education, common-sense regulation, and equitable enforcement of the law, ensuring swift accountability for fraudsters and justice for victims. CSI is a criminal justice agency.

This position works in the Central Management Division with broad policy guidance and direction established by the Deputy State Auditor. This position will report to the Deputy State Auditor.

What can you offer us?

Responsibilities
  • Budget: Work with financial management, accounting processes, auditing, and budgeting.

  • Allocation: Serve as a financial resource and provide guidance and technical assistance to staff as necessary.

  • Monitor
    :
    Monitor the office’s financial affairs, review, and investigate large, unusual, and high-risk transactions.

  • Research: Analyze and research issues and recommend and implement solutions.

  • Advisory: Advise the Commissioner, Deputy State Auditor, the executive team, bureau chiefs, and human resources on fiscal policy, direction, and interpretation.

  • Financial data: Prepare financial schedules and various reports.

  • Detailed fiscal schedules: Prepare schedules and provide projections to the Commissioner and executive team.

  • Auditing: Recommend and draft audit responses, develop and present testimony before legislative committees, and present information and material to defend the CSI budget.

  • Liaison: Serve as the chief agency liaison to the Legislative Auditor’s Office.

  • Funding: Make major reallocation decisions and request additional funds or spending authority.

Competencies

Advanced knowledge of Generally Accepted Accounting Principles (GAAP) and the ability to administer fiscal operations. Strong analytical, critical thinking, problem-solving, and decision-making skills. Ability to plan, prioritize, and execute. Ability to demonstrate discretion, integrity, and fairness. Demonstrate commitment to professionalism, respect, and collaborative teamwork in the workplace. Strong communication skills, both written and verbal, for a variety of audiences.

Strong customer focus with a commitment to exceed expectations for both internal and external customers. Must exhibit strong attention to detail, follow-through, and accuracy. Excellent time management skills with a proven ability to meet deadlines. Ability to function well under pressure and manage multiple priorities simultaneously.

Minimum Qualifications (Education and Experience)
  • Bachelor’s degree in accounting or other related field with a concentration in accounting from an accredited university.

  • Minimum of three (3) years of professional governmental accounting, budgeting.

  • Experience in statewide Accounting, Budgeting, and Human Resource Systems (SABHRS), Internet Budget and Reporting System (IBARS).

  • At least a year of supervisory experience is preferred but not required.

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

Supervision

This position will perform lead worker duties. This will involve oversight of the Central Services Accounting staff and provide feedback to the Deputy State Auditor for the performance appraisal.

Important Tip: When uploading and submitting your application materials, please mark your attachments as “relevant,” or we will be unable to view them.

All application materials are subject to review and verification. CSI will invite a limited number of applicants to at least one structured interview. Those selected are subject to successful reference, background, and fingerprint checks.

Only electronic materials will be accepted. If you need assistance or accommodation, please contact CSI Human Resources. Materials submitted but not requested will not be considered in the selection process.

Applicants claiming employment preference are required to provide proper documentation, i.e., Vet Preference (DD214), Disabled Vet document from U.S. Veterans Administration certifying service-connected disability or Purple Heart medal, disabled (DPHHS Disability Certification), by the closing date. The State of Montana Careers system will generate an email with instructions on how to submit preference documents.

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