Financial Specialist Jobs in Texas
Financial Specialist jobs in Texas are concentrated in Houston, Dallas, and Austin, where major employers like JPMorgan Chase, Bank of America, and USAA maintain large finance and operations teams. The state ranks among the most active markets in the country for this role, with consistent demand in government contracting, corporate treasury, and defense finance. Openings range from entry-level analyst positions to senior specialist roles overseeing complex portfolio and compliance functions. Find a role that fits below and apply directly.
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Showing 5 of 39+ Financial Specialist jobs
Training Tomorrow's Technicians to Become Skilled, Employable, and Essential
ABOUT US - Big Changes, Better Benefits - Join us today!
At Cotulla Education, home to the Aviation Institute of Maintenance, Centura College, Tidewater Tech, and American Lineman College, we are dedicated to transforming lives through hands-on, career-focused education. Our mission is to empower students to achieve their professional dreams in high-demand fields like aviation, healthcare, information technology, and skilled trades. With experienced faculty providing personalized support, our graduates emerge as future leaders ready to make a significant impact in their communities. Join us in shaping the careers of those who will build and maintain our world and embark on a transformative journey towards a fulfilling career.
Location: Remote - must be based in the US
Work Schedule: Mon–Fri, standard business hours (flexibility for evenings/weekends as needed)
Compensation: The anticipated rate for this role is between $30-$32/hr. However, actual compensation will be based on a variety of factors, including the candidate's skills, experience, and geographic location.
About the Role
We're seeking a detail-driven Financial Aid Specialist III to support continuing student financial aid operations. This role focuses on repackaging aid, validating eligibility, and ensuring full Title IV compliance across subsequent academic years.
You'll play a key role in maintaining audit readiness while helping students continue their education with accurate and timely financial support.
What You'll Do
- Review and repackage financial aid for continuing students in compliance with federal and institutional guidelines
- Analyze ISIRs, prior awards, and academic progression to determine eligibility
- Manage verification and resolve conflicting information
- Monitor daily reports (ISIRs, student status changes, document tracking) to identify and resolve issues
- Ensure COA, loan limits, grade level progression, and eligibility are accurately applied
- Process enrollment changes, including Pell recalculations, loan adjustments, and R2T4 impacts
- Support academic year transitions, including crossover terms and loan proration
- Advance eligible students to Ready to Pay (RTP) status
- Maintain audit-ready documentation and accurate student records
- Collaborate with campus teams and provide student support on aid changes and eligibility
What You Bring
Education
- High school diploma or GED required
- Associate's or bachelor's degree preferred
Experience & Skills
- 3+ years of financial aid experience (5+ preferred), with focus on repackaging and Title IV compliance
- Experience with Pell recalculations, loan proration, R2T4, and enrollment changes
- Strong analytical and problem-solving skills
- Experience with verification and resolving discrepancies
- Detail-oriented with a strong compliance mindset
- Strong communication and teamwork skills
- Proficiency in Microsoft Office (Excel, Word, Outlook, Teams, SharePoint)
- Advanced Excel skills preferred
- Campus Nexus/Anthology experience a plus
- Professional, accountable, and able to work independently
- Flexibility for occasional evenings, weekends, and travel
Why This Role Matters
Your work ensures students receive the funding they need to stay enrolled and succeed—while maintaining the highest standards of compliance.
What We Offer
Full-time employees are eligible for:
- 401(k) with company match
- Health, Dental, and Vision insurance
- Life insurance
- Parental leave
- Paid time off
- Employee Assistance Program
- Tuition reimbursement
We're committed to supporting your professional growth and overall well-being.
Cotulla Education is a proud equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by applicable law. We believe that a diverse workforce contributes to the success of our company and are dedicated to fostering a culture of respect, equity, and inclusion.
Training Tomorrow's Technicians to Become Skilled, Employable, and Essential
ABOUT US - Big Changes, Better Benefits - Join us today!
At Cotulla Education, home to the Aviation Institute of Maintenance, Centura College, Tidewater Tech, and American Lineman College, we are dedicated to transforming lives through hands-on, career-focused education. Our mission is to empower students to achieve their professional dreams in high-demand fields like aviation, healthcare, information technology, and skilled trades. With experienced faculty providing personalized support, our graduates emerge as future leaders ready to make a significant impact in their communities. Join us in shaping the careers of those who will build and maintain our world and embark on a transformative journey towards a fulfilling career.
Location: Remote - must be based in the US
Work Schedule: Mon–Fri, standard business hours (flexibility for evenings/weekends as needed)
Compensation: The anticipated rate for this role is between $30-$32/hr. However, actual compensation will be based on a variety of factors, including the candidate's skills, experience, and geographic location.
About the Role
We're seeking a detail-driven Financial Aid Specialist III to support continuing student financial aid operations. This role focuses on repackaging aid, validating eligibility, and ensuring full Title IV compliance across subsequent academic years.
You'll play a key role in maintaining audit readiness while helping students continue their education with accurate and timely financial support.
What You'll Do
- Review and repackage financial aid for continuing students in compliance with federal and institutional guidelines
- Analyze ISIRs, prior awards, and academic progression to determine eligibility
- Manage verification and resolve conflicting information
- Monitor daily reports (ISIRs, student status changes, document tracking) to identify and resolve issues
- Ensure COA, loan limits, grade level progression, and eligibility are accurately applied
- Process enrollment changes, including Pell recalculations, loan adjustments, and R2T4 impacts
- Support academic year transitions, including crossover terms and loan proration
- Advance eligible students to Ready to Pay (RTP) status
- Maintain audit-ready documentation and accurate student records
- Collaborate with campus teams and provide student support on aid changes and eligibility
What You Bring
Education
- High school diploma or GED required
- Associate's or bachelor's degree preferred
Experience & Skills
- 3+ years of financial aid experience (5+ preferred), with focus on repackaging and Title IV compliance
- Experience with Pell recalculations, loan proration, R2T4, and enrollment changes
- Strong analytical and problem-solving skills
- Experience with verification and resolving discrepancies
- Detail-oriented with a strong compliance mindset
- Strong communication and teamwork skills
- Proficiency in Microsoft Office (Excel, Word, Outlook, Teams, SharePoint)
- Advanced Excel skills preferred
- Campus Nexus/Anthology experience a plus
- Professional, accountable, and able to work independently
- Flexibility for occasional evenings, weekends, and travel
Why This Role Matters
Your work ensures students receive the funding they need to stay enrolled and succeed—while maintaining the highest standards of compliance.
What We Offer
Full-time employees are eligible for:
- 401(k) with company match
- Health, Dental, and Vision insurance
- Life insurance
- Parental leave
- Paid time off
- Employee Assistance Program
- Tuition reimbursement
We're committed to supporting your professional growth and overall well-being.
Cotulla Education is a proud equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by applicable law. We believe that a diverse workforce contributes to the success of our company and are dedicated to fostering a culture of respect, equity, and inclusion.
See All 39 Financial Specialist Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Specialist JobsFinancial Specialist Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Financial Specialist Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Education
- Healthcare & Medical Services
- Human Resources
- Banking & Financial Services
- Investment & Asset Management
What Texas Employers Look For
The qualifications that appear most often in financial specialist jobs across Texas.
- Bachelor's degree in finance, accounting, or a related business field required
- Proficiency in financial analysis tools including Excel, SAP, or Oracle financials
- Experience preparing financial reports, forecasts, and variance analyses
- Knowledge of federal and state regulatory compliance standards relevant to Texas operations
- Strong data interpretation skills with ability to present findings to senior stakeholders
- Certified Financial Planner or CFA designation preferred for senior specialist roles
Financial Specialist Jobs in Texas: Frequently Asked Questions
How do you become a financial specialist in Texas?
Most financial specialist roles in Texas require a bachelor's degree in finance, accounting, economics, or business administration as the baseline qualification. Texas does not require a state-issued license specifically for the financial specialist title, but employers in securities, investment advising, and insurance often require FINRA registrations or a Series 65 license overseen by the Texas State Securities Board. Earning a CFA or CFP designation strengthens candidacy significantly for higher-level specialist positions.
Which companies hire financial specialists in Texas?
Texas financial specialist roles are posted by CHRISTUS Health, Ensemble Health Partners, and American National Bank of Texas and others right now, based on current listings on Migrate Mate as of September 2026. Texas's concentration of energy companies, defense contractors, and large financial institutions creates a broad and steady base of specialist demand across the state.
Which Texas cities have the most financial specialist jobs?
Irving, San Antonio, and Austin lead Texas in financial specialist openings. Houston's energy sector and large corporate headquarters drive the bulk of demand there, Dallas anchors a dense finance and banking corridor, and Austin's rapid growth in technology and state government operations has created a strong and expanding market for financial specialists in central Texas.
Are there remote financial specialist jobs in Texas?
Yes, and more than many finance roles, since financial specialist work is largely analytical and document-based rather than requiring a physical presence. About 44% of financial specialist openings tied to Texas are remote or hybrid as of September 2026, reflecting consistent employer flexibility for this role. Budgeting, forecasting, and financial reporting functions are the areas most commonly offered on a remote or hybrid basis.
How can I get hired as a financial specialist in Texas with little or no experience?
The most realistic entry path is through a financial analyst or junior budget analyst role, which large Texas employers such as defense contractors, state agencies, and major banks regularly post as new-graduate positions. Texas state government agencies like the Texas Comptroller of Public Accounts run structured entry programs that accept recent graduates. Pursuing a FINRA registration or completing the CFP coursework while applying adds a measurable credential edge that Texas employers in banking and wealth management actively look for.
Where can I find and apply to financial specialist jobs in Texas?
You can find and apply to financial specialist jobs in Texas on Migrate Mate, which lists current Texas openings across industries and experience levels. Find roles that fit your background and apply directly to the employers posting them.
See All 39 Financial Specialist Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Specialist Jobs