Mid Level Finance Specialist Jobs
Mid level finance specialist jobs go to professionals ready to own analytical projects, drive reporting decisions with limited oversight, and bring consistency to complex financial processes across the organization. Openings are concentrated in Education, Banking & Financial Services, and Aerospace & Defense, with 14% remote or hybrid availability, and employers like University of Nebraska, PNC Financial Services, and Collins Aerospace hiring at this level now.
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Showing 5 of 39+ Mid Level Finance Specialist jobs
Company Description
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.
Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.
Department Description
Palmetto Home is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.
Location
This position will be based in Charlotte, NC.
Reporting
This position will report into the Senior Manager, Revenue Operations.
Summary of Role
The Revenue Operations Specialist, Comfort owns the "first production" phase for our commercial partnerships. Reporting to the Senior Manager, Revenue Operations, this role ensures the critical gap between onboarding and the first deal is bridged seamlessly for our HVAC and Home Electrification partners. You drive structured, systemic activation so that partner success does not depend on individual follow-up heroics from the field team.
Strategic & Tactical
- Schedule, confirm, and coordinate and situationally, coordinate the initial training sessions for HVAC, Heat Pump, and Home Electrification partners.
- Help in developing educational and sales materials that clearly articulate Palmetto product offerings.
- Deploy program overviews and documentation to partners prior to their first training to ensure they arrive informed and ready to engage.
- Proactively prepare partners for their first opportunity by equipping them with the tools, training, and confidence to effectively engage, interact with, and sell to external customers immediately after onboarding.
- Track non-activated accounts closely, deploying re-engagement strategies to prevent partners from stalling out.
- Hand off successfully activated and transacting partners to their respective CAMs for ongoing relationship management and volume growth.
Qualifications
- 3+ years of experience in sales enablement, training, or partner activation.
- Experience in the HVAC/Heat Pump and Home Electrification industry is preferred.
- Strong interpersonal and relationship building skills.
- Superior communication skills – both oral and written.
- Ability to present complex financial or technical platforms clearly to enterprise-level clients and partners.
Employment is contingent upon the successful completion of a background check.
Equal Employment Opportunity
Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
Company Description
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.
Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.
Department Description
Palmetto Home is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.
Location
This position will be based in Charlotte, NC.
Reporting
This position will report into the Senior Manager, Revenue Operations.
Summary of Role
The Revenue Operations Specialist, Comfort owns the "first production" phase for our commercial partnerships. Reporting to the Senior Manager, Revenue Operations, this role ensures the critical gap between onboarding and the first deal is bridged seamlessly for our HVAC and Home Electrification partners. You drive structured, systemic activation so that partner success does not depend on individual follow-up heroics from the field team.
Strategic & Tactical
- Schedule, confirm, and coordinate and situationally, coordinate the initial training sessions for HVAC, Heat Pump, and Home Electrification partners.
- Help in developing educational and sales materials that clearly articulate Palmetto product offerings.
- Deploy program overviews and documentation to partners prior to their first training to ensure they arrive informed and ready to engage.
- Proactively prepare partners for their first opportunity by equipping them with the tools, training, and confidence to effectively engage, interact with, and sell to external customers immediately after onboarding.
- Track non-activated accounts closely, deploying re-engagement strategies to prevent partners from stalling out.
- Hand off successfully activated and transacting partners to their respective CAMs for ongoing relationship management and volume growth.
Qualifications
- 3+ years of experience in sales enablement, training, or partner activation.
- Experience in the HVAC/Heat Pump and Home Electrification industry is preferred.
- Strong interpersonal and relationship building skills.
- Superior communication skills – both oral and written.
- Ability to present complex financial or technical platforms clearly to enterprise-level clients and partners.
Employment is contingent upon the successful completion of a background check.
Equal Employment Opportunity
Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
See All 39 Mid Level Finance Specialist Jobs
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Find JobsMid Level Finance Specialist Job Market
Who's Hiring
- University of Nebraska3
- PNC Financial Services3
- Collins Aerospace2
- ABM Industries2
- Alight1
Top Industries Hiring
- Education8
- Banking & Financial Services7
- Aerospace & Defense3
- Technology & Software3
- Consulting & Professional Services3
Mid Level Finance Specialist Jobs: Frequently Asked Questions
How do I get a mid level finance specialist job?
Position your experience around ownership and outcomes rather than tasks. Highlight projects you led independently, improvements you drove in reporting accuracy or process efficiency, and any cross-functional work with accounting, operations, or business partners. Applications that show you can operate with limited supervision and deliver measurable results consistently stand out for mid level finance specialist roles.
Which companies hire mid level finance specialists?
Companies hiring mid level finance specialists right now include University of Nebraska, PNC Financial Services, and Collins Aerospace, based on current listings on Migrate Mate as of July 2026. Hiring at this level covers large corporations with structured finance teams, regional firms expanding their planning and analysis functions, and healthcare or professional services organizations building out dedicated specialist roles.
Are there remote mid level finance specialist jobs?
Yes, remote and hybrid options are widely available at this level. About 14% of mid level finance specialist openings are remote or hybrid as of July 2026, reflecting how many finance functions have shifted to flexible arrangements for experienced professionals who can work independently on reporting, analysis, and reconciliation without on-site supervision.
How do I move up to a mid level finance specialist role?
Progressing from entry level into a mid level finance specialist role comes from deepening your technical skills in financial modeling, variance analysis, or regulatory reporting, and taking on progressively larger projects. Demonstrating ownership of a reporting cycle, mentoring a junior colleague, or leading a process improvement shows employers you are ready for the increased scope and accountability that define mid level work.
Which industries hire the most mid level finance specialists?
Mid Level finance specialist roles concentrate in Education, Banking & Financial Services, and Aerospace & Defense, based on current listings on Migrate Mate as of July 2026. These sectors tend to drive hiring at this level because they require ongoing financial planning, compliance oversight, and detailed cost or revenue analysis that benefits from specialists with established technical depth and the ability to work with minimal direction.