Financial Specialist Jobs
Financial Specialist jobs are open across banking, government, healthcare, insurance, and corporate finance, from entry-level analyst to senior specialist, with common specializations in budget analysis, grants management, and accounts management. Find a role that fits from the openings below and apply directly.
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Showing 5 of 442+ Financial Specialist jobs
INTRODUCTION
We are seeking a detail-oriented and patient-focused Financial Specialist to join our medical office team. In this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient.
Responsibilities
Key Responsibilities:
- Schedule patient appointments efficiently and accurately
- Collect co-payments, pre-payments, and other patient balances
- Review and discuss outstanding balances with patients in a professional manner
- Enter charges promptly and accurately into the system
- Process referrals in accordance with practice protocols
- Verify and update patient demographics and insurance information
- Provide a friendly, professional point of entry and exit for patients
- Maintain a comfortable and organized waiting room experience
- Support clinic operations by floating to other practices or adjusting schedules as needed
MINIMUM QUALIFICATIONS
- High school diploma or equivalent required
- One (1) year of experience in financial services, business, physician office, or customer service required
- Two (2) years of relevant business/financial/physician practice experience preferred
- Associate degree or equivalent coursework may substitute for the required experience
Required Skills & Qualifications:
- Strong knowledge of verifying patient demographics and insurance information
- Excellent customer service and phone communication skills
- Ability to collect payments professionally and courteously
- Familiarity with CPT and diagnosis coding preferred
- Strong attention to detail and organizational skills
- Ability to multitask and manage responsibilities effectively
- Problem-solving skills and a proactive approach to work
- Team-oriented mindset with a willingness to support colleagues
WORK ENVIRONMENT
This position may require flexibility, including floating between practices or adjusting work hours to meet staffing needs.
INTRODUCTION
We are seeking a detail-oriented and patient-focused Financial Specialist to join our medical office team. In this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient.
Responsibilities
Key Responsibilities:
- Schedule patient appointments efficiently and accurately
- Collect co-payments, pre-payments, and other patient balances
- Review and discuss outstanding balances with patients in a professional manner
- Enter charges promptly and accurately into the system
- Process referrals in accordance with practice protocols
- Verify and update patient demographics and insurance information
- Provide a friendly, professional point of entry and exit for patients
- Maintain a comfortable and organized waiting room experience
- Support clinic operations by floating to other practices or adjusting schedules as needed
MINIMUM QUALIFICATIONS
- High school diploma or equivalent required
- One (1) year of experience in financial services, business, physician office, or customer service required
- Two (2) years of relevant business/financial/physician practice experience preferred
- Associate degree or equivalent coursework may substitute for the required experience
Required Skills & Qualifications:
- Strong knowledge of verifying patient demographics and insurance information
- Excellent customer service and phone communication skills
- Ability to collect payments professionally and courteously
- Familiarity with CPT and diagnosis coding preferred
- Strong attention to detail and organizational skills
- Ability to multitask and manage responsibilities effectively
- Problem-solving skills and a proactive approach to work
- Team-oriented mindset with a willingness to support colleagues
WORK ENVIRONMENT
This position may require flexibility, including floating between practices or adjusting work hours to meet staffing needs.
See All 442+ Financial Specialist Jobs
Jump back to the full list of openings and apply to any financial specialist role that fits.
Find Financial Specialist JobsFinancial Specialist Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- OneMain Financial162
- Purpose Financial36
- Kestra Financial31
- Ensemble Health Partners12
- Wintrust Financial Corporation9
Top Industries Hiring
- Consulting & Professional Services166
- Banking & Financial Services76
- Healthcare & Medical Services58
- Education20
- Insurance19
What Employers Look For
The qualifications that appear most often in financial specialist jobs.
- Bachelor's degree in accounting, finance, or a closely related field
- Proficiency in financial management software such as SAP, Oracle, or Workday
- Experience with budget analysis, financial reporting, and reconciliation
- Knowledge of federal or state financial regulations and compliance requirements
- Strong proficiency in Microsoft Excel including pivot tables and financial modeling
- Certified Government Financial Manager (CGFM) or CPA credential preferred for government roles
Tips for Your Financial Specialist Job Search
Tailor your resume to the posting
Financial specialist job descriptions vary significantly between government, nonprofit, and private-sector roles. Mirror the exact terminology in each posting, whether that's 'budget execution,' 'financial reconciliation,' or 'funds control,' so your resume clears applicant tracking filters.
Earn the right certifications first
Many federal and state government financial specialist roles require or strongly prefer a Certified Government Financial Manager credential. If you're targeting the public sector, starting that certification process before you apply puts you ahead of candidates who list it as 'in progress.'
Apply early to roles that fit
Migrate Mate lists financial specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Highlight your systems proficiency clearly
Generic mentions of 'financial software' don't stand out. Name the specific platforms you've used, such as SAP, Oracle Financials, or Workday, and describe the tasks you completed in each. Hiring managers scan for system names, not categories.
Prepare case-based answers for interviews
Interviewers for financial specialist roles frequently ask you to walk through a specific reconciliation error you caught, a budget shortfall you resolved, or a compliance issue you flagged. Prepare two or three concrete examples with measurable outcomes before your first round.
Negotiate using role-specific benchmarks
Before accepting an offer, compare it against BLS data for your occupation code and region. Financial specialist roles in government often have published pay bands, so confirming the grade level in the offer letter tells you exactly how much room exists to negotiate.
Financial Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most financial specialists?
The companies hiring the most financial specialists right now include OneMain Financial, Purpose Financial, and Kestra Financial, with the largest share of openings in Texas, Florida, and Illinois, based on current listings on Migrate Mate as of June 2026. Federal agencies, large hospital systems, and financial services firms consistently represent the highest volume of postings.
How many financial specialist jobs are remote?
About 12% of financial specialist openings are fully remote or hybrid as of June 2026, with availability varying by sector and seniority. Roles focused on financial reporting, grants management, and budget analysis tend to have the highest remote share, while positions requiring on-site audit access or in-person client work are more commonly office-based.
How do you become a financial specialist?
Start with a bachelor's degree in accounting, finance, economics, or business administration. Build foundational experience through roles in accounts payable, budget coordination, or financial analysis. Gain proficiency in financial management systems used in your target sector, whether government, healthcare, or corporate finance. Earning a credential like the CGFM or CPA strengthens your candidacy, particularly for federal and state government positions.
Can you get hired as a financial specialist without much experience?
Yes, entry-level financial specialist roles exist, particularly in federal agencies and large corporations that hire new graduates into structured analyst programs. Focus on demonstrating Excel proficiency, coursework in financial analysis or accounting, and any internship or co-op experience with budgets or financial reporting. Government positions at lower grade levels are often accessible with a qualifying degree alone.
What does the financial specialist interview process look like?
Most financial specialist hiring processes include an initial screening call with HR, followed by one or two rounds with the hiring manager and sometimes a panel of finance team members. Expect behavioral questions about how you've handled budget discrepancies, compliance issues, or reporting deadlines, along with technical questions covering reconciliation methods, financial software, and relevant regulations specific to the employer's sector.
Where can I find and apply to financial specialist jobs?
You can find and apply to financial specialist jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your background, experience level, and preferred location, then apply directly to each opening that fits.
See All 442+ Financial Specialist Jobs
Jump back to the full list of openings and apply to any financial specialist role that fits.
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