Senior Level Financial Coach Jobs
Senior level financial coach jobs put experienced professionals in charge of client portfolio strategy, program design, and the coaching teams or practices that deliver measurable financial outcomes. Roles concentrate across Technology & Software, Insurance, and Healthcare & Medical Services, with a mix of on-site, remote, and hybrid settings, and employers like Jobot, CVS Health, and GEICO hiring at this level now.
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Job Title: Oracle Fusion Finance Functional Consultant
Locations: Menlo Park, CA
Qualifications & Experience:
- Bachelor's degree in Accounting, Finance, Business, Computer Science, Information Systems, or a related field, or equivalent experience.
- 8+ years of strong functional experience in Oracle Fusion Finance and Financials modules.
- Expertise in General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Asset Accounting, Intercompany, Procurement, and Payments.
- Strong functional expertise in either Accounting / General Ledger or Revenue Management / Revenue Recognition.
- Experience with Subscription Management, Revenue Accounting, Revenue Contracts, and Receivables is preferred for the Revenue position.
- Strong understanding of end-to-end financial business processes and Oracle Fusion integrations with custom-built and third-party applications.
- Experience gathering business requirements, performing functional analysis, and translating requirements into functional test scenarios.
- Hands-on experience reviewing functional test cases, validating business requirements, and ensuring end-to-end process coverage.
- Experience in UAT, integration testing, regression testing, defect triage, and release readiness.
- Experience monitoring Oracle Fusion quarterly releases, analyzing release notes, and performing patch and regression testing.
- Good understanding of integration technologies such as OIC, REST/SOAP APIs, EDI, and file-based interfaces.
- Experience coordinating offshore QA teams and working with onsite business stakeholders in an onsite-offshore delivery model.
- Strong communication, analytical, troubleshooting, stakeholder management, and documentation skills.
Job Title: Oracle Fusion Finance Functional Consultant
Locations: Menlo Park, CA
Qualifications & Experience:
- Bachelor's degree in Accounting, Finance, Business, Computer Science, Information Systems, or a related field, or equivalent experience.
- 8+ years of strong functional experience in Oracle Fusion Finance and Financials modules.
- Expertise in General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Asset Accounting, Intercompany, Procurement, and Payments.
- Strong functional expertise in either Accounting / General Ledger or Revenue Management / Revenue Recognition.
- Experience with Subscription Management, Revenue Accounting, Revenue Contracts, and Receivables is preferred for the Revenue position.
- Strong understanding of end-to-end financial business processes and Oracle Fusion integrations with custom-built and third-party applications.
- Experience gathering business requirements, performing functional analysis, and translating requirements into functional test scenarios.
- Hands-on experience reviewing functional test cases, validating business requirements, and ensuring end-to-end process coverage.
- Experience in UAT, integration testing, regression testing, defect triage, and release readiness.
- Experience monitoring Oracle Fusion quarterly releases, analyzing release notes, and performing patch and regression testing.
- Good understanding of integration technologies such as OIC, REST/SOAP APIs, EDI, and file-based interfaces.
- Experience coordinating offshore QA teams and working with onsite business stakeholders in an onsite-offshore delivery model.
- Strong communication, analytical, troubleshooting, stakeholder management, and documentation skills.
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Who's Hiring
Top Industries Hiring
- Technology & Software26
- Insurance19
- Healthcare & Medical Services17
- Education16
- Banking & Financial Services10
Senior Level Financial Coach Jobs: Frequently Asked Questions
How do I get a senior level financial coach job?
Employers at this level want candidates who have led client engagements independently, developed curriculum or coaching frameworks, and can point to measurable client outcomes. Certifications like CFP or AFC strengthen your profile, but demonstrable expertise in financial planning methodology and experience mentoring junior coaches or managing a book of business often matter more than credentials alone.
Which companies hire senior level financial coachs?
Companies hiring senior level financial coachs right now include Jobot, CVS Health, and GEICO, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from financial institutions, benefits consulting firms, credit unions, and employer-sponsored wellness programs that need experienced coaches to lead client-facing work.
Are there remote senior level financial coach jobs?
Yes, though availability varies by employer and role scope. About 47% of senior level financial coach openings are remote or hybrid as of November 2026, reflecting strong demand from organizations running virtual coaching programs and distributed client service models. Roles tied to in-person client relationships or team leadership often retain an on-site or hybrid requirement.
What makes a financial coach role senior level?
Senior level financial coach roles involve owning a full client practice or program, setting coaching methodology, and driving outcomes without close supervision. Expectations typically include leading other coaches, designing financial education content, managing complex client situations, and contributing to business development. The focus shifts from executing a process to defining and improving one.
Which industries hire the most senior level financial coachs?
Senior Level financial coach roles concentrate in Technology & Software, Insurance, and Healthcare & Medical Services, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring because they serve clients or employees with complex financial needs and benefit most from experienced coaches who can operate independently and lead program delivery.