Financial Specialist Jobs in New York
Financial Specialist jobs in New York concentrate heavily in banking, investment management, insurance, and government finance, with demand at every level from entry-level analysts to senior compliance and budget officers. Most openings are in New York City, Albany, and Buffalo, where employers such as JPMorgan Chase, Citigroup, and New York State agencies have long maintained large finance teams. The most in-demand specialties right now are financial analysis, regulatory reporting, and government accounting. See the openings below and apply to the ones that match your experience.
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Showing 5 of 33+ Financial Specialist jobs
Position Objective
The Institutional Student Financial Assistance Specialist provides student-centered advising and operational support for Canadian financial assistance programs and institutional student loans. The Specialist guides students through eligibility, application, renewal, and repayment-related processes; reviews and processes documentation; supports financial assistance appeals; and coordinates with university colleagues to deliver accurate, timely, and professional service. The position requires sound judgment, attention to detail, discretion, and sensitivity to the financial challenges students may experience. The position primarily supports St. George’s University (SGU) and may support Rocky Vista University (RVU) in the future, based on institutional needs.
Student Advising and Financial Literacy
· Advise Canadian students on applicable federal and provincial financial assistance programs, eligibility requirements, application procedures, and renewals.
· Counsel eligible students on institutional student loan requirements, applications, renewals, financial obligations, and available repayment information.
· Assist students with budgeting, financial planning, and understanding their financial obligations to the University.
· Review changes in student enrollment or curriculum and coordinate appropriate adjustments to student budgets and financial assistance.
Financial Assistance Processing and Administration
· Review and process Canadian financial assistance applications and supporting documentation accurately and within established timelines.
· Process institutional student loan applications and term-by-term renewals, verify required documentation, coordinate eligibility determinations with appropriate colleagues, and complete loan origination activities.
· Maintain accurate student records and documentation in applicable systems, following established procedures and confidentiality requirements.
· Identify incomplete or inconsistent applications, communicate outstanding requirements, and follow through to resolution.
Appeals, Outreach, and Collaboration
· Guide students through the international student financial assistance appeals process, including counseling, application review, collection of supporting documentation, and presentation of appeals to the appropriate committee.
· Present institutional student financial assistance information at admissions events, student information sessions, and webinars.
· Collaborate with Financial Aid, Admissions, Registrar, Bursar, and other university departments to facilitate accurate and timely information exchange and resolve student issues.
· Support daily operations of the Institutional Student Financial Assistance Office, including administrative activities, service requests, and peak-period initiatives.
Other Duties
· Provide coverage for core functions as needed to ensure uninterrupted service to applicants and students.
· Perform other duties and special projects assigned by leadership.
This description is not intended to be all-inclusive. This position may perform other related duties as required to meet the ongoing needs of the department/institution.
Essential Knowledge, Skills, and Abilities
· Strong interpersonal, student counseling, and written and verbal communication skills.
· Ability to interpret and apply detailed program guidelines, manage high volumes of documentation, and maintain accuracy.
· Strong organizational, quantitative, analytical, and problem-solving skills.
· Ability to prioritize competing deadlines, work collaboratively, and provide responsive service in a fast-paced environment.
· Confidence presenting information to individuals and groups.
· Proficiency in Microsoft Excel and Microsoft 365; familiarity with Banner or comparable student information systems.
· Commitment to confidentiality, attention to detail, and high-quality student service.
Qualifications
· Bachelor's degree required.
· At least one year of financial aid or scholarship administration experience preferred.
Hours and Travel
· Typical schedule is Monday through Friday, 9:00 a.m. to 5:00 p.m., totaling 37.5 hours per week.
· Flexibility to work occasional evenings or weekends during peak periods and to accommodate students in different time zones. Overtime must be approved in accordance with institutional policy and applicable law.
· Travel may be required for admissions events, student-facing initiatives, and other institutional activities.
The anticipated salary for this role is $46,000 - $56,409 per year and may vary and will be determined based on factors such as job knowledge, skills, experience, location, and experience of the candidate. This information is provided per local law.
Pay: $46,000.00 - $56,409.00 per year
Work Location: Hybrid remote in Great River, NY 11739
Position Objective
The Institutional Student Financial Assistance Specialist provides student-centered advising and operational support for Canadian financial assistance programs and institutional student loans. The Specialist guides students through eligibility, application, renewal, and repayment-related processes; reviews and processes documentation; supports financial assistance appeals; and coordinates with university colleagues to deliver accurate, timely, and professional service. The position requires sound judgment, attention to detail, discretion, and sensitivity to the financial challenges students may experience. The position primarily supports St. George’s University (SGU) and may support Rocky Vista University (RVU) in the future, based on institutional needs.
Student Advising and Financial Literacy
· Advise Canadian students on applicable federal and provincial financial assistance programs, eligibility requirements, application procedures, and renewals.
· Counsel eligible students on institutional student loan requirements, applications, renewals, financial obligations, and available repayment information.
· Assist students with budgeting, financial planning, and understanding their financial obligations to the University.
· Review changes in student enrollment or curriculum and coordinate appropriate adjustments to student budgets and financial assistance.
Financial Assistance Processing and Administration
· Review and process Canadian financial assistance applications and supporting documentation accurately and within established timelines.
· Process institutional student loan applications and term-by-term renewals, verify required documentation, coordinate eligibility determinations with appropriate colleagues, and complete loan origination activities.
· Maintain accurate student records and documentation in applicable systems, following established procedures and confidentiality requirements.
· Identify incomplete or inconsistent applications, communicate outstanding requirements, and follow through to resolution.
Appeals, Outreach, and Collaboration
· Guide students through the international student financial assistance appeals process, including counseling, application review, collection of supporting documentation, and presentation of appeals to the appropriate committee.
· Present institutional student financial assistance information at admissions events, student information sessions, and webinars.
· Collaborate with Financial Aid, Admissions, Registrar, Bursar, and other university departments to facilitate accurate and timely information exchange and resolve student issues.
· Support daily operations of the Institutional Student Financial Assistance Office, including administrative activities, service requests, and peak-period initiatives.
Other Duties
· Provide coverage for core functions as needed to ensure uninterrupted service to applicants and students.
· Perform other duties and special projects assigned by leadership.
This description is not intended to be all-inclusive. This position may perform other related duties as required to meet the ongoing needs of the department/institution.
Essential Knowledge, Skills, and Abilities
· Strong interpersonal, student counseling, and written and verbal communication skills.
· Ability to interpret and apply detailed program guidelines, manage high volumes of documentation, and maintain accuracy.
· Strong organizational, quantitative, analytical, and problem-solving skills.
· Ability to prioritize competing deadlines, work collaboratively, and provide responsive service in a fast-paced environment.
· Confidence presenting information to individuals and groups.
· Proficiency in Microsoft Excel and Microsoft 365; familiarity with Banner or comparable student information systems.
· Commitment to confidentiality, attention to detail, and high-quality student service.
Qualifications
· Bachelor's degree required.
· At least one year of financial aid or scholarship administration experience preferred.
Hours and Travel
· Typical schedule is Monday through Friday, 9:00 a.m. to 5:00 p.m., totaling 37.5 hours per week.
· Flexibility to work occasional evenings or weekends during peak periods and to accommodate students in different time zones. Overtime must be approved in accordance with institutional policy and applicable law.
· Travel may be required for admissions events, student-facing initiatives, and other institutional activities.
The anticipated salary for this role is $46,000 - $56,409 per year and may vary and will be determined based on factors such as job knowledge, skills, experience, location, and experience of the candidate. This information is provided per local law.
Pay: $46,000.00 - $56,409.00 per year
Work Location: Hybrid remote in Great River, NY 11739
See All 33 Financial Specialist Jobs in New York
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Find Financial Specialist JobsFinancial Specialist Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Specialist Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Technology & Software
- Banking & Financial Services
- Healthcare & Medical Services
What New York Employers Look For
The qualifications that appear most often in financial specialist jobs across New York.
- Bachelor's degree in finance, accounting, economics, or a closely related field
- CPA, CFA, or Series 7 license recognized in New York preferred for many roles
- Proficiency in financial modeling, Excel, and enterprise systems such as SAP or Oracle
- Experience with financial reporting, budgeting, and variance analysis
- Knowledge of New York State or federal regulatory compliance requirements
- Strong written and verbal communication skills for presenting financial findings to stakeholders
Financial Specialist Jobs in New York: Frequently Asked Questions
How do you become a financial specialist in New York?
Most financial specialist roles in New York require at minimum a bachelor's degree in finance, accounting, or economics. State government positions are often filled through the New York State Department of Civil Service, which administers competitive examinations for titles like Financial Analyst and Budget Analyst. Private-sector roles frequently expect a CPA credential from the New York State Education Department or a FINRA-administered license such as the Series 7, depending on the specialty.
Which companies hire financial specialists in New York?
New York financial specialist roles are posted by Bloomberg, City University of New York, and Google and others right now, based on current listings on Migrate Mate as of November 2026. New York's concentration of global banks, insurance carriers, and state agencies means openings appear across a wider range of employer types than in most other states.
Which New York cities have the most financial specialist jobs?
New York, Queens, and Buffalo have the most financial specialist openings in New York. New York City dominates the list because of its concentration of global banks, asset managers, and insurance firms, while Albany's volume is driven largely by New York State agency finance departments and Buffalo draws demand from regional banks, healthcare systems, and manufacturing finance teams.
Are there remote financial specialist jobs in New York?
Yes, and more than many fields. About 60% of financial specialist openings tied to New York are remote or hybrid as of November 2026, reflecting how desk-based and data-focused the work is. Roles in financial analysis, reporting, and budgeting tend to be the most remote-accessible, while positions requiring on-site regulatory audits or direct client interaction typically stay in-person.
How can I get hired as a financial specialist in New York with little or no experience?
The most realistic entry path is through a junior financial analyst or budget analyst associate role, which large New York employers such as JPMorgan Chase, Citigroup, and New York State agencies regularly post for recent graduates. New York State also hires entry-level financial staff through civil service exam lists, making government finance a concrete starting point. Completing a CPA exam part or earning an Excel or Bloomberg certification adds a credential edge that distinguishes candidates without professional history.
Where can I find and apply to financial specialist jobs in New York?
You can find and apply to financial specialist jobs in New York on Migrate Mate, which lists current openings from employers actively hiring in the state. Search the listings to find roles that match your background and apply directly to the ones that fit.
See All 33 Financial Specialist Jobs in New York
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