Senior Level Financial Service Specialist Jobs
Senior level financial service specialist jobs place experienced professionals in charge of portfolio oversight, compliance frameworks, and the client-facing or operational teams that execute on them. Openings are concentrated across Technology & Software, Insurance, and Healthcare & Medical Services, with a mix of on-site, hybrid, and remote positions available, 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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Find JobsSenior Level Financial Service Specialist Job Market
Who's Hiring
Top Industries Hiring
- Technology & Software26
- Insurance19
- Healthcare & Medical Services17
- Education16
- Banking & Financial Services10
Senior Level Financial Service Specialist Jobs: Frequently Asked Questions
How do I get a senior level financial service specialist job?
Employers at this level look for candidates who have owned complex client relationships, resolved compliance or regulatory issues independently, and mentored junior staff. Demonstrating measurable outcomes, such as portfolio growth or process improvements you led, carries more weight than credentials alone. Certifications like CFP, ChFC, or Series 65 can sharpen your profile for competitive roles.
Which companies hire senior level financial service specialists?
Companies hiring senior level financial service specialists right now include Jobot, CVS Health, and GEICO, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from regional banks, national wealth management firms, insurance carriers, and credit unions that need experienced specialists to lead client teams or oversee product lines.
Are there remote senior level financial service specialist jobs?
Yes, though availability varies by employer and function. About 47% of senior level financial service specialist openings are remote or hybrid as of November 2026, with fully remote roles more common in advisory, operations, and compliance functions than in branch-based or client-facing relationship management positions.
What makes a financial service specialist role senior level?
Senior level roles expect you to own outcomes, not just execute tasks. That means managing full client books or complex accounts independently, making judgment calls on products and risk without close supervision, contributing to process or policy decisions, and actively developing less experienced colleagues. The scope is broader and the accountability is direct.
Which industries hire the most senior level financial service specialists?
Senior Level financial service specialist 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 at this level because they handle complex, high-value client relationships and face regulatory requirements that demand experienced specialists rather than generalists.