Mid Level Financial Services Coordinator Jobs
Mid level financial services coordinator jobs go to professionals ready to own client workflows end to end, guide junior staff, and resolve compliance or operational issues with limited oversight. Hiring is active across Technology & Software, Healthcare & Medical Services, and Education, with Amazon, Jobot, and Riveron competing for coordinators at this level now.
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Job Description
- APD Financial Analyst supports the financial management of APDs and MES initiatives. Position assists with monitoring project budgets and expenditures, reviewing financial information for accuracy, and ensuring compliance with CMS funding requirements.
- The APD Financial Analyst supports the financial management and oversight of Advance Planning Document (APD) activities to help ensure compliance with CMS-approved federal funding requirements. This position works closely with the APO Finance Manager, ITD Finance, and DHB Budget teams to assist with tracking Medicaid Enterprise System (MES) project expenditures, monitoring budgets, and supporting financial reporting activities.
- The APD Financial Analyst helps maintain the accuracy and integrity of financial information included in APDs by reviewing project budget data, validating cost information, and ensuring alignment with CMS funding requirements. The position assists with the preparation and maintenance of APD budget tables, including updates to the Medicaid Detailed Budget Table (MDBT), and supports the development of financial documentation and budget narratives.
- Responsibilities include gathering cost estimates from project teams and stakeholders, monitoring project expenditures, identifying potential budget concerns, and assisting in the analysis of financial data. The analyst will work with the APO Finance Manager to help ensure project budgets are aligned with program objectives and approved funding.
- The APD Financial Analyst also participates in budget discussions with internal and external stakeholders, documents financial assumptions, and helps ensure budget information is accurate, complete, and well understood. The role provides support for APD development efforts and contributes to the successful management of federal funding across the MES portfolio.
- This role will also support the MES Certification space during an active ORR and CR.
- Assist with monitoring APD-related expenditures and budgets.
- Review and validate financial information included in APD submissions.
- Maintain and update the Medicaid Detailed Budget Table (MDBT).
- Support the preparation of APD budget tables and financial documentation.
- Gather and verify cost estimates from project teams and stakeholders.
- Monitor project spending and identify potential budget issues.
- Assist with developing financial narratives and supporting documentation.
- Participate in budget planning and review meetings.
- Collaborate with Finance, Budget, and project teams to support financial compliance and reporting.
- Support the APO Finance Manager with financial analysis and budget management activities.
- Experience executing against multiple priorities/projects. Required 5 Years
- Demonstrated project management, training and facilitating experience. Required 5 Years
- Prior MDBT development, budget or accounting experience. Required 3 Years
- Experience writing, reviewing, or drafting financial narratives for APDs. Required 3 Years
- Prior state government/public sector experience with health and human services programs. Required 3 Years
- Demonstrated stakeholder engagement and collaboration experience. Required 5 Years
Required Skills
Job Description
- APD Financial Analyst supports the financial management of APDs and MES initiatives. Position assists with monitoring project budgets and expenditures, reviewing financial information for accuracy, and ensuring compliance with CMS funding requirements.
- The APD Financial Analyst supports the financial management and oversight of Advance Planning Document (APD) activities to help ensure compliance with CMS-approved federal funding requirements. This position works closely with the APO Finance Manager, ITD Finance, and DHB Budget teams to assist with tracking Medicaid Enterprise System (MES) project expenditures, monitoring budgets, and supporting financial reporting activities.
- The APD Financial Analyst helps maintain the accuracy and integrity of financial information included in APDs by reviewing project budget data, validating cost information, and ensuring alignment with CMS funding requirements. The position assists with the preparation and maintenance of APD budget tables, including updates to the Medicaid Detailed Budget Table (MDBT), and supports the development of financial documentation and budget narratives.
- Responsibilities include gathering cost estimates from project teams and stakeholders, monitoring project expenditures, identifying potential budget concerns, and assisting in the analysis of financial data. The analyst will work with the APO Finance Manager to help ensure project budgets are aligned with program objectives and approved funding.
- The APD Financial Analyst also participates in budget discussions with internal and external stakeholders, documents financial assumptions, and helps ensure budget information is accurate, complete, and well understood. The role provides support for APD development efforts and contributes to the successful management of federal funding across the MES portfolio.
- This role will also support the MES Certification space during an active ORR and CR.
- Assist with monitoring APD-related expenditures and budgets.
- Review and validate financial information included in APD submissions.
- Maintain and update the Medicaid Detailed Budget Table (MDBT).
- Support the preparation of APD budget tables and financial documentation.
- Gather and verify cost estimates from project teams and stakeholders.
- Monitor project spending and identify potential budget issues.
- Assist with developing financial narratives and supporting documentation.
- Participate in budget planning and review meetings.
- Collaborate with Finance, Budget, and project teams to support financial compliance and reporting.
- Support the APO Finance Manager with financial analysis and budget management activities.
- Experience executing against multiple priorities/projects. Required 5 Years
- Demonstrated project management, training and facilitating experience. Required 5 Years
- Prior MDBT development, budget or accounting experience. Required 3 Years
- Experience writing, reviewing, or drafting financial narratives for APDs. Required 3 Years
- Prior state government/public sector experience with health and human services programs. Required 3 Years
- Demonstrated stakeholder engagement and collaboration experience. Required 5 Years
Required Skills
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Find JobsMid Level Financial Services Coordinator Job Market
Who's Hiring
- Amazon35
- Jobot18
- Riveron9
- State Farm9
- Lpl Financial9
Top Industries Hiring
- Technology & Software44
- Healthcare & Medical Services42
- Education35
- Banking & Financial Services35
- Insurance26
Mid Level Financial Services Coordinator Jobs: Frequently Asked Questions
How do I get a mid level financial services coordinator job?
Position your experience around ownership, not just task completion. Highlight accounts or processes you managed independently, compliance issues you resolved, and any cross-functional coordination you led. Tailor your resume to show measurable impact, such as error rate reductions or faster client onboarding. Employers at this level want to see that you can handle ambiguity and drive outcomes without close supervision.
Which companies hire mid level financial services coordinators?
Companies hiring mid level financial services coordinators right now include Amazon, Jobot, and Riveron, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes from a mix of regional banks, insurance carriers, investment firms, and financial technology companies that need experienced coordinators to manage client relationships and operational workflows.
Are there remote mid level financial services coordinator jobs?
Yes, though availability varies by employer and function. About 34% of mid level financial services coordinator openings are remote or hybrid as of November 2026, with fully on-site roles most common at firms handling sensitive client funds or regulatory filings. Hybrid arrangements are increasingly standard at larger financial institutions and fintech companies.
How do I move up to a mid level financial services coordinator role?
Moving from entry level into mid level means building consistent ownership over time. Focus on taking full responsibility for client files or operational workflows rather than just supporting others. Develop fluency in compliance requirements, financial systems, and reporting tools specific to your sector. Demonstrating measurable improvements and the ability to coordinate across teams signals readiness for mid level responsibilities.
Which industries hire the most mid level financial services coordinators?
Mid Level financial services coordinator roles concentrate in Technology & Software, Healthcare & Medical Services, and Education, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they require experienced coordinators to manage regulatory compliance, client documentation, and operational processes that go well beyond entry-level execution.