Financial Services Officer Jobs
Financial Services Officer jobs are open across banking, credit unions, insurance, and wealth management, at every level from entry-level to senior and branch manager, with specializations in lending, compliance, and retail banking. See the openings below and apply to the ones that match your experience.
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Chief Financial Svcs Ofcr SOM
Requisition ID req38417
Working Title Chief Financial Svcs Ofcr SOM
Position Grade 19
Position Summary
The University of New Mexico School of Medicine (SOM) invites applications for the position of Chief Financial Services Officer (CFSO), a senior executive leadership role responsible for providing strategic financial leadership and oversight for the School of Medicine.
Reporting directly to the Dean of the School of Medicine, the Chief Financial Services Officer serves as the School's senior financial leader and strategic advisor. The CFSO works in close executive partnership with the Dean and the System Vice President for Finance and Administration to advance the School's priorities through coordinated financial planning, resource allocation, and shared stewardship. The CFSO works closely with Department Chairs and Administrators, Senior Associate Deans, Health Sciences leadership, UNM Hospital, and university administrative offices to ensure fiscal stewardship, operational excellence, regulatory compliance, and long-term financial sustainability.
The CFSO reports to and is accountable to the Dean for advancing the School’s financial and operational objectives. In carrying out these responsibilities, the CFSO works in close coordination with the System Vice President for Finance and Administration to support the integrity of financial planning and reporting, alignment with institutional fiscal standards, and coordination of financial commitments and funding arrangements affecting the broader Health Sciences and Health System enterprise.
The successful candidate will be a strategic and collaborative leader with extensive experience managing complex financial operations and leading organizational change within higher education, academic medicine, healthcare, government, or similarly complex organizations.
This position offers a unique opportunity to serve as the School of Medicine's senior financial leader and trusted advisor to the Dean during a period of significant organizational growth, transformation, and innovation. The CFSO will help shape the School's financial strategy, strengthen business operations, support research and educational excellence, and contribute to the long-term success of the institution and the communities it serves throughout New Mexico.
About the School of Medicine
The UNM School of Medicine is New Mexico's premier academic medical institution and a critical component of the UNM Health Sciences Center. The School supports a diverse portfolio of educational, research, and clinical programs, including nationally recognized research initiatives, graduate medical education programs, faculty practice activities, and broad partnerships across the state's healthcare system.
The School of Medicine is undergoing significant transformation and growth, including initiatives related to clinical integration, faculty compensation modernization, research expansion, operational excellence, and administrative transformation. The CFSO will play a central role in advancing these strategic priorities.
Key Responsibilities
Strategic Financial Leadership
- Serve as a principal advisor to School of Medicine leadership on financial strategy, fiscal planning, resource allocation, and organizational sustainability.
- Lead development of short- and long-range financial plans aligned with institutional goals and strategic priorities.
- Provide executive-level financial analyses, forecasts, performance metrics, and recommendations to support strategic decision-making.
- Participate as a member of senior leadership teams, committees, and strategic planning initiatives.
- Lead financial strategy for clinical funds flow, faculty compensation, and the financial implications of faculty effort allocation across missions.
Financial Operations & Administration
- Direct and oversee the school’s financial operations, including budgeting, forecasting, financial reporting, compliance, internal controls, and fiscal management.
- Ensure integrity, transparency, and accountability in financial processes and reporting.
- Establish and monitor fiscal controls to safeguard institutional assets and resources.
- Lead development of financial policies, procedures, and operational standards.
Research & Sponsored Programs Collaboration
- Partner with research administration and departmental leadership to strengthen post-award financial management and sponsored project compliance.
- Support efficient administration of grants, contracts, and other externally funded activities.
- Promote continuous improvement in research financial processes while maintaining compliance with federal, state, sponsor, and university requirements.
- Provide financial leadership for research investment decisions, including startup packages, bridge funding, cost sharing, indirect cost recovery, and institutional commitments.
- Partner with educational leaders to assess program economics and plan for the resources required to support educational growth, accreditation needs, and learner success.
Systems & Process Improvement
- Provide leadership for financial systems strategy, implementation, optimization, and reporting capabilities.
- Collaborate with institutional stakeholders to modernize business processes and leverage technology to improve efficiency and decision support.
- Evaluate emerging technologies, reporting tools, and financial management solutions that support organizational excellence.
- Develop and maintain multiyear operating forecasts, liquidity assessments, and financial models for major facilities, program growth, and other long-term institutional commitments.
Organizational Leadership
- Lead, mentor, and develop high-performing financial teams.
- Foster a culture of accountability, collaboration, innovation, customer service, and continuous improvement.
- Design and maintain organizational structures that support evolving business needs and strategic goals.
- Direct recruitment, professional development, performance management, and succession planning activities.
Compliance, Audit & Risk Management
- Ensure compliance with applicable federal and state regulations, university policies, accounting standards, and reporting requirements.
- Oversee financial audits and related regulatory reviews.
- Identify fiscal risks and implement strategies to strengthen internal controls and institutional resilience.
See the Position Description for additional information.
Conditions of Employment
- Employees in this job title are subject to the terms and conditions of an employment contract. Employment contracts are typically subject to review and renewal on an annual basis.
- Employees who provide services or work in patient care or clinical areas are required to be in compliance with the University's influenza vaccination requirement.
Minimum Qualifications
Bachelor's degree in Finance, Accounting, Business Administration, or an equivalent field; at least 9 years of directly related duties and responsibilities specified, including progressively responsible senior financial leadership experience managing complex, multi-source budgets in academic medicine, higher education, healthcare, or a similarly complex organization.
Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.
Preferred Qualifications
The most competitive candidates will demonstrate:
- Master's degree in Business Administration, Finance, Accounting, Public Administration, Healthcare Administration, or a related field.
- CPA or other relevant professional certification.
- Significant senior financial leadership experience within academic medicine, higher education, healthcare, or similarly complex organizations.
- Experience overseeing large, multi-source budgets that include state, clinical, research, philanthropic, and other funding streams.
- Experience supporting faculty-led organizations and partnering effectively with department chairs, senior academic leaders, and executive administration.
- Experience leading financial systems implementation, process improvement, and organizational transformation initiatives.
- Demonstrated success balancing strategic planning with operational execution.
- Exceptional leadership, communication, and relationship-building skills.
Additional Requirements
Campus Health Sciences Center (HSC) - Albuquerque, NM
Department School of Medicine Finance (043B)
Employment Type Staff
Staff Type Contract
Status Exempt
Pay Monthly: $12,242.53 - $17,520.53
Benefits Eligible This is a benefits eligible position. The University of New Mexico provides a comprehensive package of benefits including medical, dental, vision, and life insurance. In addition, UNM offers educational benefits through the tuition remission and dependent education programs. See the Benefits home page for more information.
ERB Statement As a condition of employment, eligible employees working greater than .25 FTE as determined by the New Mexico Education Retirement Act must make mandatory retirement contributions. For more information, review the Benefits Eligibility at a Glance grid.
Background Check Required Yes
For Best Consideration Date 11/20/2026
Eligible for Hiring Incentive
Eligible for Remote Work Yes
Eligible for Remote Work Statement Although on-site presence is a requirement of this position, the opportunity for a flexible telecommuting schedule may be available.
Application Instructions
Only applications submitted through the official UNMJobs site will be accepted. If you are viewing this job advertisement on a 3rd party site, please visit UNMJobs to submit an application.
A complete application will include:
1. Complete Online Application
2. Curriculum vitae/Resume
3. Cover Letter connecting experience to key responsibilities
4. Provide phone and email contact information for three references. Supervisory references are preferred. Applications that do not include a cover letter or are otherwise incomplete may not be considered for the position.
Positions posted with a Staff Type of Regular or Term are eligible for the Veteran Preference Program. See the Veteran Preference Program webpage for additional details.
The University of New Mexico is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability, or any other protected class.
The University of New Mexico requires all regular staff positions successfully pass a pre-employment background check. This may include, but is not limited to, a criminal history background check, New Mexico Department of Health fingerprint screening, New Mexico Children, Youth, and Families Department fingerprint screening, verification of education credentials, and/or verification of prior employment. For more information about background checks, visit https://policy.unm.edu/university-policies/3000/3280.html. Refer to https://policy.unm.edu/university-policies/3000/3200.html for a definition of Regular Staff.
Chief Financial Svcs Ofcr SOM
Requisition ID req38417
Working Title Chief Financial Svcs Ofcr SOM
Position Grade 19
Position Summary
The University of New Mexico School of Medicine (SOM) invites applications for the position of Chief Financial Services Officer (CFSO), a senior executive leadership role responsible for providing strategic financial leadership and oversight for the School of Medicine.
Reporting directly to the Dean of the School of Medicine, the Chief Financial Services Officer serves as the School's senior financial leader and strategic advisor. The CFSO works in close executive partnership with the Dean and the System Vice President for Finance and Administration to advance the School's priorities through coordinated financial planning, resource allocation, and shared stewardship. The CFSO works closely with Department Chairs and Administrators, Senior Associate Deans, Health Sciences leadership, UNM Hospital, and university administrative offices to ensure fiscal stewardship, operational excellence, regulatory compliance, and long-term financial sustainability.
The CFSO reports to and is accountable to the Dean for advancing the School’s financial and operational objectives. In carrying out these responsibilities, the CFSO works in close coordination with the System Vice President for Finance and Administration to support the integrity of financial planning and reporting, alignment with institutional fiscal standards, and coordination of financial commitments and funding arrangements affecting the broader Health Sciences and Health System enterprise.
The successful candidate will be a strategic and collaborative leader with extensive experience managing complex financial operations and leading organizational change within higher education, academic medicine, healthcare, government, or similarly complex organizations.
This position offers a unique opportunity to serve as the School of Medicine's senior financial leader and trusted advisor to the Dean during a period of significant organizational growth, transformation, and innovation. The CFSO will help shape the School's financial strategy, strengthen business operations, support research and educational excellence, and contribute to the long-term success of the institution and the communities it serves throughout New Mexico.
About the School of Medicine
The UNM School of Medicine is New Mexico's premier academic medical institution and a critical component of the UNM Health Sciences Center. The School supports a diverse portfolio of educational, research, and clinical programs, including nationally recognized research initiatives, graduate medical education programs, faculty practice activities, and broad partnerships across the state's healthcare system.
The School of Medicine is undergoing significant transformation and growth, including initiatives related to clinical integration, faculty compensation modernization, research expansion, operational excellence, and administrative transformation. The CFSO will play a central role in advancing these strategic priorities.
Key Responsibilities
Strategic Financial Leadership
- Serve as a principal advisor to School of Medicine leadership on financial strategy, fiscal planning, resource allocation, and organizational sustainability.
- Lead development of short- and long-range financial plans aligned with institutional goals and strategic priorities.
- Provide executive-level financial analyses, forecasts, performance metrics, and recommendations to support strategic decision-making.
- Participate as a member of senior leadership teams, committees, and strategic planning initiatives.
- Lead financial strategy for clinical funds flow, faculty compensation, and the financial implications of faculty effort allocation across missions.
Financial Operations & Administration
- Direct and oversee the school’s financial operations, including budgeting, forecasting, financial reporting, compliance, internal controls, and fiscal management.
- Ensure integrity, transparency, and accountability in financial processes and reporting.
- Establish and monitor fiscal controls to safeguard institutional assets and resources.
- Lead development of financial policies, procedures, and operational standards.
Research & Sponsored Programs Collaboration
- Partner with research administration and departmental leadership to strengthen post-award financial management and sponsored project compliance.
- Support efficient administration of grants, contracts, and other externally funded activities.
- Promote continuous improvement in research financial processes while maintaining compliance with federal, state, sponsor, and university requirements.
- Provide financial leadership for research investment decisions, including startup packages, bridge funding, cost sharing, indirect cost recovery, and institutional commitments.
- Partner with educational leaders to assess program economics and plan for the resources required to support educational growth, accreditation needs, and learner success.
Systems & Process Improvement
- Provide leadership for financial systems strategy, implementation, optimization, and reporting capabilities.
- Collaborate with institutional stakeholders to modernize business processes and leverage technology to improve efficiency and decision support.
- Evaluate emerging technologies, reporting tools, and financial management solutions that support organizational excellence.
- Develop and maintain multiyear operating forecasts, liquidity assessments, and financial models for major facilities, program growth, and other long-term institutional commitments.
Organizational Leadership
- Lead, mentor, and develop high-performing financial teams.
- Foster a culture of accountability, collaboration, innovation, customer service, and continuous improvement.
- Design and maintain organizational structures that support evolving business needs and strategic goals.
- Direct recruitment, professional development, performance management, and succession planning activities.
Compliance, Audit & Risk Management
- Ensure compliance with applicable federal and state regulations, university policies, accounting standards, and reporting requirements.
- Oversee financial audits and related regulatory reviews.
- Identify fiscal risks and implement strategies to strengthen internal controls and institutional resilience.
See the Position Description for additional information.
Conditions of Employment
- Employees in this job title are subject to the terms and conditions of an employment contract. Employment contracts are typically subject to review and renewal on an annual basis.
- Employees who provide services or work in patient care or clinical areas are required to be in compliance with the University's influenza vaccination requirement.
Minimum Qualifications
Bachelor's degree in Finance, Accounting, Business Administration, or an equivalent field; at least 9 years of directly related duties and responsibilities specified, including progressively responsible senior financial leadership experience managing complex, multi-source budgets in academic medicine, higher education, healthcare, or a similarly complex organization.
Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.
Preferred Qualifications
The most competitive candidates will demonstrate:
- Master's degree in Business Administration, Finance, Accounting, Public Administration, Healthcare Administration, or a related field.
- CPA or other relevant professional certification.
- Significant senior financial leadership experience within academic medicine, higher education, healthcare, or similarly complex organizations.
- Experience overseeing large, multi-source budgets that include state, clinical, research, philanthropic, and other funding streams.
- Experience supporting faculty-led organizations and partnering effectively with department chairs, senior academic leaders, and executive administration.
- Experience leading financial systems implementation, process improvement, and organizational transformation initiatives.
- Demonstrated success balancing strategic planning with operational execution.
- Exceptional leadership, communication, and relationship-building skills.
Additional Requirements
Campus Health Sciences Center (HSC) - Albuquerque, NM
Department School of Medicine Finance (043B)
Employment Type Staff
Staff Type Contract
Status Exempt
Pay Monthly: $12,242.53 - $17,520.53
Benefits Eligible This is a benefits eligible position. The University of New Mexico provides a comprehensive package of benefits including medical, dental, vision, and life insurance. In addition, UNM offers educational benefits through the tuition remission and dependent education programs. See the Benefits home page for more information.
ERB Statement As a condition of employment, eligible employees working greater than .25 FTE as determined by the New Mexico Education Retirement Act must make mandatory retirement contributions. For more information, review the Benefits Eligibility at a Glance grid.
Background Check Required Yes
For Best Consideration Date 11/20/2026
Eligible for Hiring Incentive
Eligible for Remote Work Yes
Eligible for Remote Work Statement Although on-site presence is a requirement of this position, the opportunity for a flexible telecommuting schedule may be available.
Application Instructions
Only applications submitted through the official UNMJobs site will be accepted. If you are viewing this job advertisement on a 3rd party site, please visit UNMJobs to submit an application.
A complete application will include:
1. Complete Online Application
2. Curriculum vitae/Resume
3. Cover Letter connecting experience to key responsibilities
4. Provide phone and email contact information for three references. Supervisory references are preferred. Applications that do not include a cover letter or are otherwise incomplete may not be considered for the position.
Positions posted with a Staff Type of Regular or Term are eligible for the Veteran Preference Program. See the Veteran Preference Program webpage for additional details.
The University of New Mexico is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability, or any other protected class.
The University of New Mexico requires all regular staff positions successfully pass a pre-employment background check. This may include, but is not limited to, a criminal history background check, New Mexico Department of Health fingerprint screening, New Mexico Children, Youth, and Families Department fingerprint screening, verification of education credentials, and/or verification of prior employment. For more information about background checks, visit https://policy.unm.edu/university-policies/3000/3280.html. Refer to https://policy.unm.edu/university-policies/3000/3200.html for a definition of Regular Staff.
Financial Services Officer Jobs by Experience Level
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Find JobsFinancial Services Officer Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in financial services officer jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Experience with core banking or loan origination software systems
- Active FINRA Series 6 or Series 7 license for investment-related roles
- Knowledge of federal and state banking regulations including BSA and AML compliance
- Proven ability to meet sales or loan volume targets in a customer-facing environment
- Strong written and verbal communication skills for client interaction and regulatory documentation
Tips for Your Financial Services Officer Job Search
Tailor your resume to each listing
Financial services officer postings vary widely between lending-focused roles and deposit or compliance roles. Pull the exact language from each job description and mirror it in your work history so your resume clears automated screening for the right specialization.
Highlight licenses and regulatory credentials
Many employers filter early for FINRA licenses, state insurance licenses, or notary commissions. List every active credential with its license number and expiration date in a dedicated section so recruiters don't have to dig for them.
Apply early to roles that fit
Migrate Mate lists financial services officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Quantify your loan or account portfolio
Generic phrases like 'managed client relationships' don't stand out. Replace them with concrete output: volume of loans processed, number of accounts serviced, or error rates on compliance audits. Numbers give hiring managers an instant benchmark for your experience level.
Prepare for scenario-based interview questions
Interviewers for these roles frequently ask how you handled a client dispute, identified a fraud indicator, or explained a loan denial. Practice structured answers that name the situation, your action, and the outcome in under two minutes.
Negotiate your offer using the full compensation picture
Base salary is only one part of the package. Financial services roles often include performance bonuses, referral incentives, and tuition reimbursement for continuing education. Ask for the full breakdown before comparing offers or accepting.
Financial Services Officer Jobs: Frequently Asked Questions
Which companies are hiring the most financial services officers?
The companies hiring the most financial services officers right now include Banc of California, Ascend Federal Credit Union, and ORNL FEDERAL CREDIT UNION, with the largest share of openings in Tennessee, California, and New York, based on current listings on Migrate Mate as of November 2026. Regional banks and credit unions consistently account for a significant portion of open roles alongside national institutions.
How many financial services officer jobs are remote?
About 50% of financial services officer openings are fully remote or hybrid as of November 2026, with remote availability concentrated in back-office functions like compliance review, underwriting support, and financial analysis rather than branch-based retail or lending roles that require in-person client contact.
How do you become a financial services officer?
Most employers require a bachelor's degree in finance, business, or a related field, followed by entry-level experience in banking, lending, or customer service. Earning a relevant license such as a FINRA Series 6 or Series 7 improves your candidacy for investment-focused roles. Many officers move up from teller or customer service representative positions within the same institution.
Can you get a financial services officer job with little experience?
Yes, some financial services officer roles are open to candidates with limited direct experience, particularly at credit unions and community banks that value customer service backgrounds. Internships in banking or insurance, coursework in financial regulations, and an entry-level license like the Series 6 can substitute for years of direct officer experience when applying to associate or junior-level postings.
What does the financial services officer interview process look like?
The process typically begins with a phone screen from HR covering your background and licensing status, followed by one or two in-person or video interviews with a branch manager or department head. Candidates are often asked to walk through past experience handling compliance situations or client objections. Some employers add a written assessment covering basic financial regulations or product knowledge before making an offer.
Where can I find and apply to financial services officer jobs?
You can find and apply to financial services officer jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits.
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