Mid Level Financial Service Specialist Jobs
Mid level financial service specialist jobs go to professionals ready to own client portfolios, guide complex transactions, and deliver results with limited oversight across diverse financial service environments. Openings are concentrated in Technology & Software, Healthcare & Medical Services, and Banking & Financial Services, with 33% remote or hybrid availability, and employers like Amazon, Jobot, and Riveron hiring at this level now.
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Showing 5 of 398+ Mid Level Financial Service 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 Service 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 Service Specialist Jobs: Frequently Asked Questions
How do I get a mid level financial service specialist job?
Position your experience around ownership, not just task completion. Highlight accounts you managed independently, compliance processes you led, or service improvements you drove. Tailor your resume to show measurable outcomes, such as portfolio retention rates or processing accuracy. Mid level hiring managers want to see that you can take a problem from start to finish without constant direction.
Which companies hire mid level financial service specialists?
Companies hiring mid level financial service specialists right now include Amazon, Jobot, and Riveron, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers regional banks, national financial institutions, insurance carriers, and wealth management firms that need specialists who can handle client relationships and regulatory requirements with minimal supervision.
Are there remote mid level financial service specialist jobs?
Yes, though availability varies by function and employer. About 33% of mid level financial service specialist openings are remote or hybrid as of November 2026, with client-facing roles and those involving sensitive account work more likely to require on-site or hybrid arrangements. Roles focused on processing, analysis, or back-office operations tend to offer the most location flexibility.
How do I move up to a mid level financial service specialist role?
Moving into a mid level role requires building a record of independent ownership over your first few years. Focus on deepening your knowledge of financial products, regulations, and client service processes beyond what your job description requires. Seek out stretch projects, volunteer to mentor newer teammates, and document the measurable impact of your contributions so you can demonstrate readiness for greater scope.
Which industries hire the most mid level financial service specialists?
Mid Level financial service 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 consistent demand because they handle high volumes of regulated transactions, complex client relationships, and compliance requirements that benefit from specialists who already have foundational experience and can operate with confidence.