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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This is a hybrid role with the expectation that time working will regularly take place inside and outside of our Jacksonville, FL office.
This position provides operational support to the Equipment Finance Division. Facilitates processes and workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Post payment transactions, update account information, answers inquiries and resolve issues in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. Guide and assist less experienced team members as needed.
Duties & Responsibilities:
- Contract and Asset Maintenance - The ongoing upkeep and support of contracts and assets for the business. This includes activities such as regular review and assessment of contract terms, ensuring compliance with contract requirements, resolving disputes, monitoring performance, and making necessary amendments or updates.
-
Cash Posting - Receive and review incoming cash payments, including checks, electronic funds transfers, credit card payments, and other forms of remittance.
Refunds - Process customer/dealer refunds for overpayments. Obtain proper authorization and approvals. - ACH Setups/Updates/Cancellations - Setting up new ACH payments or modifying existing ACH setups as required, ensuring and accurate and up to date information for successful transactions.
- GAO Reconciliation - Regularly reconcile cash posting transactions with bank deposits to identify and resolve discrepancies. Investigate and resolve any payment processing errors.
- Suspense Management - Conduct regular reviews and analysis of suspense items to identify trends and opportunities for process improvement. Utilize the Five9 system to perform weekly outreach and research activities, partnering with customers and internal stakeholders to resolve outstanding suspense items in a timely manner.
Basic Qualifications:
Bachelor's Degree and 1 year of experience in Banking, Finance, Accounting
-OR-
High School Diploma or GED/Equivalent and 5 years of experience in Banking, Finance, Accounting
Position Specific Skills:
- Multitask: The ability to perform multiple tasks or activities simultaneously or in quick succession. It involves managing and switching between different tasks, often with limited time and resources.
- Problem Solving Skills: The ability to identify, analyze, and find effective solutions for challenges or issues. These skills involve using critical thinking, creativity, and logical reasoning to address complex or ambiguous problems.
- Cases: Complete Cases assigned within SLA parameters and accurate acumen
- Reports: Complete daily, weekly, and monthly reports. MS Access and Excel familiarity
- Policies and Procedures: Follow, Develop and implement quality assurance procedures and methodologies to identify potential issues, discrepancies, or risks within financial operations.
- Quality Assurance: Resolve comprehensive audits and reviews of financial transactions, records, and processes to ensure compliance with regulatory standards and company policies.
- Training: Learn group and business policies and procedures. Learn business systems. Learn/Implement core values. Timely complete compliance/regulatory courses within the assigned deadline.
- Support: Complete any tasks or assignments within contemplated times. Support Management Initiatives and special projects launched in support of maximizing portfolio performance including cross functional assignments. Willingness to learn new skills and support various functions.
- Testing: Perform system testing as required by management.
- Variances: Assist with research and clearing up all types of variances.
Preferred Qualifications:
- Large Financial Institution experience
- Advanced Access and Excel skills
- Pega and/or InfoLease experience
- Proven ability to follow policies and procedures
This is a hybrid role with the expectation that time working will regularly take place inside and outside of our Jacksonville, FL office.
This position provides operational support to the Equipment Finance Division. Facilitates processes and workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Post payment transactions, update account information, answers inquiries and resolve issues in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. Guide and assist less experienced team members as needed.
Duties & Responsibilities:
- Contract and Asset Maintenance - The ongoing upkeep and support of contracts and assets for the business. This includes activities such as regular review and assessment of contract terms, ensuring compliance with contract requirements, resolving disputes, monitoring performance, and making necessary amendments or updates.
-
Cash Posting - Receive and review incoming cash payments, including checks, electronic funds transfers, credit card payments, and other forms of remittance.
Refunds - Process customer/dealer refunds for overpayments. Obtain proper authorization and approvals. - ACH Setups/Updates/Cancellations - Setting up new ACH payments or modifying existing ACH setups as required, ensuring and accurate and up to date information for successful transactions.
- GAO Reconciliation - Regularly reconcile cash posting transactions with bank deposits to identify and resolve discrepancies. Investigate and resolve any payment processing errors.
- Suspense Management - Conduct regular reviews and analysis of suspense items to identify trends and opportunities for process improvement. Utilize the Five9 system to perform weekly outreach and research activities, partnering with customers and internal stakeholders to resolve outstanding suspense items in a timely manner.
Basic Qualifications:
Bachelor's Degree and 1 year of experience in Banking, Finance, Accounting
-OR-
High School Diploma or GED/Equivalent and 5 years of experience in Banking, Finance, Accounting
Position Specific Skills:
- Multitask: The ability to perform multiple tasks or activities simultaneously or in quick succession. It involves managing and switching between different tasks, often with limited time and resources.
- Problem Solving Skills: The ability to identify, analyze, and find effective solutions for challenges or issues. These skills involve using critical thinking, creativity, and logical reasoning to address complex or ambiguous problems.
- Cases: Complete Cases assigned within SLA parameters and accurate acumen
- Reports: Complete daily, weekly, and monthly reports. MS Access and Excel familiarity
- Policies and Procedures: Follow, Develop and implement quality assurance procedures and methodologies to identify potential issues, discrepancies, or risks within financial operations.
- Quality Assurance: Resolve comprehensive audits and reviews of financial transactions, records, and processes to ensure compliance with regulatory standards and company policies.
- Training: Learn group and business policies and procedures. Learn business systems. Learn/Implement core values. Timely complete compliance/regulatory courses within the assigned deadline.
- Support: Complete any tasks or assignments within contemplated times. Support Management Initiatives and special projects launched in support of maximizing portfolio performance including cross functional assignments. Willingness to learn new skills and support various functions.
- Testing: Perform system testing as required by management.
- Variances: Assist with research and clearing up all types of variances.
Preferred Qualifications:
- Large Financial Institution experience
- Advanced Access and Excel skills
- Pega and/or InfoLease experience
- Proven ability to follow policies and procedures
Financial Operations Specialist Jobs by Experience Level
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Find JobsFinancial Operations Specialist Job Market
Who's Hiring
Top Industries Hiring
- Healthcare & Medical Services
- Education
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 Amazon, Truist, and Siertek, with the largest share of openings in Ohio, Texas, and North Carolina, based on current listings on Migrate Mate as of September 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 55% of financial operations specialist openings are fully remote or hybrid as of September 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.
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