Mid Level Financial Management Specialist Jobs
Mid level financial management specialist jobs go to professionals ready to own budget cycles, lead analysis projects, and deliver financial recommendations with limited oversight. Openings are spread across on-site, remote, and hybrid settings in Technology & Software, Healthcare & Medical Services, and Banking & Financial Services, with employers like Amazon, Jobot, and Riveron hiring at this level now.
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Showing 5 of 398+ Mid Level Financial Management Specialist jobs
Location: Plano, TX (Fully Onsite, Monday – Friday)
Duration: 12+ Month Contract-to-Hire (with multi-extension capabilities)
Compensation: $53.00 / hour (W2)
Core Focus: Financial Analysis | Business Analysis | Root Cause Analysis
Position Overview
We are seeking an analytical and detail-oriented Financial & Business Operations Analyst to join our team in Plano, TX. In this role, you will be instrumental in managing program spend, validating claims, reconciling monthly accruals, and driving financial and business analysis for our Distribution Channel. You will act as an expert resource on internal processes, perform root cause analysis on operational discrepancies, and partner closely with Finance and Product Marketing to ensure operational compliance and financial accuracy.
Key Responsibilities & Tasks
- Financial & Claims Management: Review and submit condition requests across all categories to guarantee proper funding and claims processing. Validate program claims and coordinate with the Finance department to ensure timely, accurate payments.
- Accrual & Budget Tracking: Reconcile monthly accruals for regional accounts, partner with finance to close operational gaps, and provide weekly updates on program/budget accruals to give account managers clear visibility into available customer funds.
- Spend & Resource Coordination: Assist in managing program spend and product marketing requests for the Distribution Channel.
- Operational & Logistics Support: Lead the sample management process, execute procurement tracking audits, and support refurbished goods operations.
- Process Governance: Serve as an expert resource on internal processes and procedures, ensuring strict compliance across all sales and operational activities.
Qualifications & Requirements
- Education & Experience: Bachelor’s degree required with 3+ years of directly related professional experience. Prior operational experience in technology sales, business development, Original Equipment Manufacturers (OEMs), and/or Carrier sales.
- Analytical Expertise: Demonstrated experience in Financial Analysis, Business Analysis, and Root Cause Analysis—with the ability to interpret data, identify trends, understand business objectives, and develop KPIs for success.
- Technical Proficiency: Advanced technical skills using Microsoft Office Suite (especially expert-level Excel) and demonstrated experience with enterprise reporting and CRM tools such as SAP BI, Tableau, or Power BI.
- Industry Background: Prior experience working with consumer electronic products and existing relationships with key accounts is strongly preferred.
Location: Plano, TX (Fully Onsite, Monday – Friday)
Duration: 12+ Month Contract-to-Hire (with multi-extension capabilities)
Compensation: $53.00 / hour (W2)
Core Focus: Financial Analysis | Business Analysis | Root Cause Analysis
Position Overview
We are seeking an analytical and detail-oriented Financial & Business Operations Analyst to join our team in Plano, TX. In this role, you will be instrumental in managing program spend, validating claims, reconciling monthly accruals, and driving financial and business analysis for our Distribution Channel. You will act as an expert resource on internal processes, perform root cause analysis on operational discrepancies, and partner closely with Finance and Product Marketing to ensure operational compliance and financial accuracy.
Key Responsibilities & Tasks
- Financial & Claims Management: Review and submit condition requests across all categories to guarantee proper funding and claims processing. Validate program claims and coordinate with the Finance department to ensure timely, accurate payments.
- Accrual & Budget Tracking: Reconcile monthly accruals for regional accounts, partner with finance to close operational gaps, and provide weekly updates on program/budget accruals to give account managers clear visibility into available customer funds.
- Spend & Resource Coordination: Assist in managing program spend and product marketing requests for the Distribution Channel.
- Operational & Logistics Support: Lead the sample management process, execute procurement tracking audits, and support refurbished goods operations.
- Process Governance: Serve as an expert resource on internal processes and procedures, ensuring strict compliance across all sales and operational activities.
Qualifications & Requirements
- Education & Experience: Bachelor’s degree required with 3+ years of directly related professional experience. Prior operational experience in technology sales, business development, Original Equipment Manufacturers (OEMs), and/or Carrier sales.
- Analytical Expertise: Demonstrated experience in Financial Analysis, Business Analysis, and Root Cause Analysis—with the ability to interpret data, identify trends, understand business objectives, and develop KPIs for success.
- Technical Proficiency: Advanced technical skills using Microsoft Office Suite (especially expert-level Excel) and demonstrated experience with enterprise reporting and CRM tools such as SAP BI, Tableau, or Power BI.
- Industry Background: Prior experience working with consumer electronic products and existing relationships with key accounts is strongly preferred.
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Find JobsMid Level Financial Management Specialist Job Market
Who's Hiring
- Amazon35
- Jobot18
- Riveron9
- State Farm9
- Lpl Financial9
Top Industries Hiring
- Technology & Software44
- Healthcare & Medical Services42
- Banking & Financial Services35
- Education34
- Insurance26
Mid Level Financial Management Specialist Jobs: Frequently Asked Questions
How do I get a mid level financial management specialist job?
Position your existing experience around ownership and outcomes, not just task completion. Highlight projects where you managed budgets, produced financial forecasts, or advised stakeholders independently. Tailor your resume to show increasing scope, name the tools and systems you work in, and demonstrate that you can operate with minimal oversight. Mid level hiring managers are screening for readiness to lead work, not just execute it.
Which companies hire mid level financial management specialists?
Companies hiring mid level financial management specialists right now include Amazon, Jobot, and Riveron, based on current listings on Migrate Mate as of November 2026. Organizations at this hiring level tend to include federal agencies, defense contractors, large corporations, and consulting firms with dedicated financial management functions that require experienced professionals to own analytical and reporting responsibilities.
Are there remote mid level financial management specialist jobs?
Yes, though availability varies by employer and industry. About 33% of mid level financial management specialist openings are remote or hybrid as of November 2026, reflecting strong demand for experienced professionals who can deliver accurate financial analysis and reporting without being on site every day. Government and regulated-industry roles are more likely to require on-site presence.
How do I move up to a mid level financial management specialist role?
Moving from entry level to mid level requires building a record of independent contributions over your first few years. Focus on deepening your skills in financial analysis, budget formulation, and reporting systems, then seek out projects where you own a deliverable from start to finish. Demonstrating measurable impact, earning relevant certifications, and showing you can guide junior colleagues are the signals that mark you as ready for mid level responsibility.
Which industries hire the most mid level financial management specialists?
Mid Level financial management specialist roles concentrate in Technology & Software, Healthcare & Medical Services, and Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. These sectors drive mid level hiring because they maintain large budgets, face regulatory reporting requirements, or operate complex multi-departmental financial structures that need experienced specialists to manage planning, compliance, and performance analysis.