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Financial Associate Jobs in Helena, MT (NOW HIRING)

H&R Block

Tax Associate

Helena, MT · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Helena, MT · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Helena, MT · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

DSG Supply

Warehouse Associate

Helena, MT · On-site

$15.25 - $18/hr

Warehouse Associate Factors that may be used to determine your actual salary include your job ... Build your financial future through multiple retirement savings opportunities, including a 401(k) ...

Walmart

Stocking Team Associate

Helena, MT · On-site

$17 - $30/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Dakota Supply

Warehouse Associate

Helena, MT · On-site

$15.25 - $18/hr

As a Warehouse Associate, you will be responsible for all aspects of warehouse operations ... Build your financial future through multiple retirement savings opportunities, including a 401(k) ...

Walmart

Janitorial Associate

Helena, MT · On-site

$17 - $30/hr

... associates ensure customers have a great first and last impression of our stores. They look after ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Checkout Team Associate

Helena, MT · On-site

$17 - $30/hr

... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Deli/Bakery Team Associate

Helena, MT · On-site

$19 - $32/hr

Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...

CVS Health

Store Associate

Helena, MT

$15 - $18/hr

Position Summary Retail Store Associates play a meaningful role within the CVS Health family. At ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

Walmart

Online Order Filling Team Associate

Helena, MT · On-site

$17 - $30/hr

... associates have one focus: to fill and dispense online orders. They locate, prepare, and package ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

AutoZone

Retail Sales Associate - Full Time

Helena, MT

$14.25 - $16.25/hr

Join our team as a Senior Retail Sales Associate, where you'll play a key role in delivering WOW ... financial management. Keep store operations running smoothly. * Process Orientation & Safety ...

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Financial Associate information

See Helena, MT salary details

$28.9K

$66.7K

$130.8K

How much do financial associate jobs pay per year?

As of Aug 29, 2026, the average yearly pay for financial associate in Helena, MT is $66,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $73,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Helena, MT?

The most popular types of Financial jobs in Helena, MT are:

What job categories do people searching Financial Associate jobs in Helena, MT look for?

The top searched job categories for Financial Associate jobs in Helena, MT are:

What cities near Helena, MT are hiring for Financial Associate jobs?

Cities near Helena, MT with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Helena, MT as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $66,687 per year, or $32.1 per hour.

Provider Compensation & Financial Analyst

St. Peter's Health

Helena, MT • On-site

Full-time

Posted 27 days ago

Job description


St. Peter's Health is seeking a Financial Analyst Supervisor to support the financial performance of our clinics and medical group. This position is responsible for budgeting, forecasting, financial analysis, and provider compensation administration while partnering with Finance, Clinic Leadership, and physician leaders to support strategic decision-making.
Key Responsibilities
  • Lead annual operating and capital budgeting and prepare monthly and quarterly forecasts.
  • Analyze financial performance, budget variances, and operational trends, providing recommendations to leadership.
  • Develop financial models, dashboards, and reports to support business decisions.
  • Administer provider compensation programs, including wRVU and value-based compensation models.
  • Calculate provider compensation and ensure compliance with employment agreements.
  • Partner with Finance, People Services, Payroll, and operational leaders to support financial planning and provider compensation.
  • Present financial information to both financial and non-financial stakeholders and support special projects as needed.

Qualifications
Required
  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
  • Three to five years of experience in financial analysis, budgeting, forecasting, or provider compensation.
  • Strong Excel, financial modeling, analytical, and communication skills.
  • Ability to manage multiple priorities while maintaining accuracy and confidentiality.

Preferred
  • Healthcare finance or medical group experience.
  • Knowledge of provider compensation models, including wRVU.
  • Experience with Oracle, Adaptive Insights, Strata, Epic, Workday, Lawson, or similar financial and healthcare systems.
  • MBA or Master's degree in a related field.

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