Financial Specialist Jobs in New York
Financial Specialist jobs in New York are among the most active in the country, concentrated in banking, investment management, insurance, and government finance across a market that ranges from entry-level analysts to senior portfolio and compliance officers. The heaviest hiring runs through New York City, Buffalo, and Albany, where institutions like JPMorgan Chase, Citigroup, and New York State's Office of the State Comptroller maintain substantial financial operations. The most in-demand specialties include financial analysis, budgeting and forecasting, and regulatory compliance. Find a role that fits below and apply directly.
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INTRODUCTION
While candidates in the listed location(s) are encouraged for this role, candidates in other locations will be considered. We are looking for a highly strategic and execution-oriented Director, Lakebase Sales Specialists, to lead a regional team of specialists responsible for growing the Databricks Lakebase business. Databricks Lakebase extends the Databricks Data Intelligence Platform into operational workloads, enabling customers to build and run real-time, transactional, and AI-powered applications directly on governed enterprise data. This role sits at the center of a major shift in enterprise architecture as organizations move away from fragmented stacks toward a unified data and application platform. In this role, you will manage a team of specialists partnering directly with Account Executives, Solution Architects, and regional Sales Leadership to help customers modernize legacy databases, simplify application architectures, and operationalize AI in production systems. This role requires strong sales leadership, deep domain expertise, and the ability to execute a specialized sales motion across a regional field organization. This is a highly visible role that collaborates closely with Global Sales Leadership, Product, and Engineering to help scale how Databricks engages developer and platform engineering buying centers.
ROLE AND RESPONSIBILITIES
The Impact You Will Have
- Drive Revenue Growth
- Own, manage, and exceed quarterly and annual consumption and booking targets for Lakebase within the region.
- Build and maintain a healthy pipeline across application modernization, database consolidation, and operational workload opportunities.
- Support the team in replacing or consolidating legacy operational databases onto the Databricks platform.
- Execute and scale repeatable sales plays that drive land-and-expand adoption.
- Lead and Develop the Specialist Team
- Recruit, hire, and manage a high-performing team of Lakebase Sales Specialists.
- Provide direct, hands-on coaching on complex deal strategy, technical qualification, and executive engagement.
- Foster a culture of accountability, execution, and customer focus.
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Partner with regional sales leadership (RVSPs/AVPs) to seamlessly integrate specialists into account plans and territory strategies.
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Execute the Developer and Platform Sales Motion
- Implement the global strategy for selling to application developers, platform engineering, and architecture organizations within your region.
- Enable the regional core field sales team to identify and qualify operational workload opportunities.
- Roll out discovery frameworks for application architectures, real-time systems, and transactional workloads.
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Lead architecture workshops and developer engagement initiatives to demonstrate tangible business value.
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Strategic Customer and Partner Engagement
- Establish trusted relationships with regional CIOs, CTOs, Chief Architects, and platform leaders.
- Position Databricks as a premier application data platform alongside its data and AI capabilities.
- Directly support the team on strategic, high-value accounts pursuing application modernization or real-time digital transformation initiatives.
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Collaborate with cloud providers, SIs, and ISVs to accelerate adoption.
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Provide Field Feedback to Product and GTM
- Serve as a critical feedback loop from the regional field to Product, Engineering, and Global Specialist Leadership.
- Provide structured insights on regional customer requirements, competitive dynamics, and blockers.
- Partner with Product Marketing to localize and refine messaging, positioning, and competitive differentiation.
BASIC QUALIFICATIONS
- 8+ years of experience in enterprise software, SaaS, cloud platform, database, or developer platform sales.
- 3+ years of experience directly managing high-performing enterprise sales or specialist teams.
- Demonstrated success in executing specialized GTM motions or scaling new product lines within a larger matrixed organization.
- Strong technical baseline and understanding of modern application architectures, including APIs, microservices, real-time systems, and distributed applications.
- Proven track record of selling into CIO, CTO, architecture, and platform engineering organizations.
- Ability to co-sell and navigate complex, multi-stakeholder enterprise sales cycles alongside core account teams.
- A proven record of meeting or exceeding revenue targets in highly competitive markets.
- Ability to translate complex technical platform capabilities into tangible business value for both executives and developers.
- Excellent communication, coaching, and presentation skills.
PAY RANGE TRANSPARENCY
Databricks is committed to fair and equitable compensation practices. The pay range(s) for this role is listed below and represents the expected base salary range for non-commissionable roles or on-target earnings for commissionable roles. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, relevant certifications and training, and specific work location. Based on the factors above, Databricks anticipated utilizing the full width of the range. The total compensation package for this position may also include eligibility for annual performance bonus, equity, and the benefits listed above. For more information regarding which range your location is in visit our page here.
- Zone 1 Pay Range $430,400—$591,800 USD
- Zone 2 Pay Range $430,400—$591,800 USD
- Zone 3 Pay Range $430,400—$591,800 USD
- Zone 4 Pay Range $430,400—$591,800 USD
ABOUT DATABRICKS
Databricks is the data and AI company. More than 10,000 organizations worldwide — including Comcast, Condé Nast, Grammarly, and over 50% of the Fortune 500 — rely on the Databricks Data Intelligence Platform to unify and democratize data, analytics and AI. Databricks is headquartered in San Francisco, with offices around the globe and was founded by the original creators of Lakehouse, Apache Spark™, Delta Lake and MLflow. To learn more, follow Databricks on Twitter, LinkedIn and Facebook.
BENEFITS
At Databricks, we strive to provide comprehensive benefits and perks that meet the needs of all of our employees. For specific details on the benefits offered in your region click here.
OUR COMMITMENT TO DIVERSITY AND INCLUSION
At Databricks, we are committed to fostering a diverse and inclusive culture where everyone can excel. We take great care to ensure that our hiring practices are inclusive and meet equal employment opportunity standards. Individuals looking for employment at Databricks are considered without regard to age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other protected characteristics.
COMPLIANCE
If access to export-controlled technology or source code is required for performance of job duties, it is within Employer's discretion whether to apply for a U.S. government license for such positions, and Employer may decline to proceed with an applicant on this basis alone.
See All 7 Financial Specialist Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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
- Cgc Financial, P.C.2

- Amazon Web Services1

- Community Financial System1

- Databricks1

- OneMain Financial1

Top Industries Hiring
- Consulting & Professional Services1
- Distribution & Wholesale1
- Education1
- Technology & Software1
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
- Proficiency in financial modeling, Excel, and reporting tools such as SAP or Oracle
- CPA, CFA, or CFP credential preferred for mid-level and senior financial specialist roles
- Two or more years of experience in financial analysis, budgeting, or accounting
- Familiarity with New York State or federal regulatory reporting requirements and compliance standards
- Strong written and verbal communication skills for presenting financial data 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 a bachelor's degree in finance, accounting, or economics as the baseline. From there, the path depends on the specialization: roles in public accounting or auditing often require CPA licensure through the New York State Board of Public Accountancy, while investment-related positions may call for CFA or FINRA Series credentials. Government finance roles with New York State or City agencies may have additional civil service requirements.
How much do financial specialists make in New York?
Financial specialists in New York earn a median of about $107,490 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $55,370 for the lowest 10% to over $230,770 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial specialists in New York?
Employers hiring financial specialists in New York right now include Cgc Financial, P.C., Amazon Web Services, and Community Financial System, based on current listings on Migrate Mate as of June 2026. New York's concentration of global banks, insurance carriers, and state government agencies means openings appear across both private-sector finance and public institutions.
Which New York cities have the most financial specialist jobs?
New York, New Hartford, and Olean have the most financial specialist openings in New York. New York City dominates because of its dense concentration of global financial institutions and corporate headquarters, while Buffalo and Albany generate steady demand through regional banks, insurance firms, and New York State government agencies that maintain large finance and budget departments.
Are there remote financial specialist jobs in New York?
Yes, and more than many fields. Financial specialists work primarily with data, models, and reports, making the role well-suited to remote or hybrid arrangements. About 14% of financial specialist openings tied to New York are remote or hybrid as of June 2026, reflecting how widely employers have adopted flexible work for analytical finance roles. Budgeting, forecasting, and financial analysis positions are the most commonly listed as remote.
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 finance analyst or junior budget analyst role at a New York State agency or large financial institution. New York City government and authorities like the Metropolitan Transportation Authority recruit through structured entry-level programs, and major banks including JPMorgan Chase and Citigroup run analyst training programs for recent graduates. A CPA exam candidacy or progress toward a CFA designation gives a candidate a measurable edge even without years of experience.
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 across the state. Search the listings to find roles that match your experience level and specialization, then apply directly to the ones that fit.
See All 7 Financial Specialist Jobs in New York
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