Financial Operations Specialist Jobs
Financial Operations Specialist jobs are open across banking, fintech, healthcare, insurance, and corporate services, at levels from entry-level analyst to senior and lead specialist, with concentrations in accounts payable, treasury operations, and financial reporting. Find a role that fits from the openings below and apply directly.
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Showing 5 of 54+ Financial Operations Specialist jobs
INTRODUCTION
Implements and evaluates special projects that support financial & operational goals of a specific field or business unit operation. Partners with hospital and departmental leadership to assess opportunities for improvement. Conducts business initiative analysis, monitors status of initiatives and projects and makes recommendations for improvements.
ROLE AND RESPONSIBILITIES
- Collaborates with stakeholders and departments to coordinate major organization-based initiative applications and contract submissions in support of a specific field or business unit operation. Under the mentorship of assigned hospital and department leadership, participates in strategic, operational and administrative development to support goal attainment.
- Partners with management to define project scope, goals, objectives, and timeline; assists with project design and implementation.
- Collaborates with management to develop tools and metrics to evaluate performance of target initiatives.
- Provides data management support. Collects data for review and analysis. Prepares comparative analysis reports including trending and improvement recommendations for review by senior leadership.
- Produces comprehensive executive summaries and reports; presents data in effective, clear formats tailored to the needs of specific audiences including managers and staff.
- Operates under general guidance and work assignments are varied and require interpretation and independent decisions on course of action.
- Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
BASIC QUALIFICATIONS
- Bachelor's Degree required, or equivalent combination of education and related experience.
- 1-3 years of relevant experience, required.
- Some general finance experience, preferred.
ADDITIONAL SALARY DETAIL
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
INTRODUCTION
Implements and evaluates special projects that support financial & operational goals of a specific field or business unit operation. Partners with hospital and departmental leadership to assess opportunities for improvement. Conducts business initiative analysis, monitors status of initiatives and projects and makes recommendations for improvements.
ROLE AND RESPONSIBILITIES
- Collaborates with stakeholders and departments to coordinate major organization-based initiative applications and contract submissions in support of a specific field or business unit operation. Under the mentorship of assigned hospital and department leadership, participates in strategic, operational and administrative development to support goal attainment.
- Partners with management to define project scope, goals, objectives, and timeline; assists with project design and implementation.
- Collaborates with management to develop tools and metrics to evaluate performance of target initiatives.
- Provides data management support. Collects data for review and analysis. Prepares comparative analysis reports including trending and improvement recommendations for review by senior leadership.
- Produces comprehensive executive summaries and reports; presents data in effective, clear formats tailored to the needs of specific audiences including managers and staff.
- Operates under general guidance and work assignments are varied and require interpretation and independent decisions on course of action.
- Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
BASIC QUALIFICATIONS
- Bachelor's Degree required, or equivalent combination of education and related experience.
- 1-3 years of relevant experience, required.
- Some general finance experience, preferred.
ADDITIONAL SALARY DETAIL
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
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Find JobsFinancial Operations Specialist Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Kestra Financial7
- Wintrust Financial Corporation5
- Ameriprise Financial4
- Indiana University3
- OneMain Financial3
Top Industries Hiring
- Investment & Asset Management12
- Education7
- Healthcare & Medical Services5
- Insurance5
- Banking & Financial Services4
What Employers Look For
The qualifications that appear most often in financial operations specialist jobs.
- Bachelor's degree in accounting, finance, or a related business field
- Proficiency in ERP systems such as Oracle, SAP, NetSuite, or Workday
- Experience with month-end close, account reconciliation, and financial reporting
- Strong understanding of accounts payable, accounts receivable, and general ledger processes
- Advanced Excel skills including pivot tables, VLOOKUP, and financial modeling formulas
- Familiarity with internal controls, compliance standards, and audit support procedures
Tips for Your Financial Operations Specialist Job Search
Quantify reconciliation and close cycle results
Hiring managers scan for measurable impact, so replace vague duties with specifics like the number of accounts you reconciled monthly or how much you reduced close cycle time. Concrete figures signal real operational ownership, not just task completion.
List your ERP and accounting software clearly
Many applicant tracking systems filter by tool names before a human reads your resume. Name every system you have used, including Oracle, SAP, NetSuite, Workday, or QuickBooks, in a dedicated skills section so you don't get screened out automatically.
Apply early to roles that fit
Migrate Mate lists financial operations specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by industry vertical intentionally
Financial operations work differs significantly between a regional bank, a health system, and a Series B startup. Target industries where your specific experience with reconciliations, compliance workflows, or revenue cycle aligns, so your resume reads as a direct match rather than a transferable one.
Prepare a technical walkthrough for your interview
Interviewers often ask you to walk through a month-end close or a discrepancy resolution process step by step. Practice narrating your actual workflow out loud, including the controls you applied and the stakeholders you coordinated with, before you get on the call.
Negotiate title and scope alongside compensation
Financial operations roles vary widely in what they own. Before accepting, confirm whether you will have signing authority, system admin access, or cross-functional reporting responsibilities, because those factors affect your career trajectory more than base pay adjustments in the first year.
Financial Operations Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most financial operations specialists?
The companies hiring the most financial operations specialists right now include Kestra Financial, Wintrust Financial Corporation, and Ameriprise Financial, with the largest share of openings in Texas, Illinois, and Indiana, based on current listings on Migrate Mate as of June 2026. Demand tends to be highest at large financial institutions, health systems, and mid-market companies undergoing system migrations or rapid growth.
How many financial operations specialist jobs are remote?
About 33% of financial operations specialist openings are fully remote or hybrid as of June 2026, making it one of the more flexible roles in finance. Sub-functions like financial reporting, accounts payable processing, and treasury support tend to have the highest share of remote-eligible postings compared to cash handling or on-site audit support roles.
How do you become a financial operations specialist?
Start with a bachelor's degree in accounting, finance, or business administration, then build hands-on experience in accounts payable, receivable, or general ledger work, often through entry-level accounting or finance coordinator roles. Gaining proficiency in at least one major ERP system and learning month-end close procedures moves you firmly into specialist territory. Certifications like the Certified Bookkeeper or coursework toward a CPA can accelerate advancement.
Can you get hired as a financial operations specialist without much experience?
Yes, many employers hire candidates with one to two years of experience in a related role such as accounting clerk, billing coordinator, or finance assistant. The strongest entry-level applicants demonstrate proficiency in Excel and at least one accounting software, show familiarity with reconciliation processes, and can point to a specific operational problem they helped solve, even in a supporting capacity.
What does the financial operations specialist interview process look like?
The process typically involves a phone screen with a recruiter, followed by a technical interview where you walk through your reconciliation or close cycle experience in detail. Many employers add a practical assessment, such as an Excel exercise or a scenario-based question about resolving a discrepancy. A final round with a finance manager or controller often focuses on process judgment and cross-functional communication skills.
Where can I find and apply to financial operations specialist jobs?
You can find and apply to financial operations specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your experience level and industry background, then apply directly to each one that fits.
See All 54+ Financial Operations Specialist Jobs
Jump back to the full list of openings and apply to any financial operations specialist role that fits.
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