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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EDUCATION & EXPERIENCE:
Minimum Qualifications:
- Associate’s Degree in related field or equivalent
- 3 years’ experience with billing, financial screening, insurance verification, collections, and/or customer service.
Preferred Qualifications:
- Knowledge of patient coverages and funding types.
JOB SUMMARY:
This position facilitates access to UTMB services for new and returning patients, coordinates financial arrangements including financial screening and communicates with patients, referral sources, and the treatment team regarding patient access and financial issues. A PRS II is a resource of information for a PRS I.
ESSENTIAL JOB FUNCTIONS:
- Responsible for a higher level of knowledge in patient registration activities of verifying demographic and Third Party Payer information.
- Perform and teach COR, ED, Admitting Registrations functions as defined in each area’s customized CBO tool.
- Verifies all patient demographic, insurance coverage, benefits, and authorization requirements for all services.
- Screens patient for financial responsibility and possible cash collections.
- Determines potential reimbursement sources available to the patient and directs patient toward financial assistance programs.
- Determines and collects appropriate deposit.
- Facilitation of referrals/prior authorizations.
- Eligibility determination of third party programs.
- Regularly utilize and perform additional duties acquired through advance training of all area job functions for primary area.
- Serves as information resources for patients, physicians, nurses, and other health care professionals by providing accurate and currently applicable information to accomplish patient satisfaction and maximum reimbursement.
- Individual department specific knowledge and training of ABN and PPA agreement forms
- Meets minimum job performance standards for successful probationary and annual review, or as needed on an individual basis.
- Demonstrate ability to maintain Registration Quality Assurance (Q/A) expectations as defined by specific departmental area as measured monthly and annually on performance review, scoring includes any errors reported via internal and outside sources not included in random Q/A process.
- Errors are to be corrected (or acknowledged) and returned within designated timeframe and will be monitored for excessive delayed response and compliance as monitored continuously and on annual performance review.
- Demonstrate ability to maintain acceptable Productivity Standard as defined by specific departmental area and measured monthly and annually on performance review.
- Reads and applies all announcements and relevant communications related to job duties as observed and monitored by Q/A process.
- Assists in the training and mentoring of new employees.
- Prioritizes and completes all work in an accurate, effective and efficient manner.
- Participates in team meetings/activities and supports the philosophy and goals of the team, department, and UTMB.
- Look for trends and address accordingly, bring unresolved issues to team leaders/managers.
- Excellent Customer Service Skills.
- Setting the example of professionalism and exemplifying core values, standards of excellence and appropriate conduct.
- Perform all other duties as assigned.
WORKING ENVIRONMENT/EQUIPMENT:
- Standard hospital, clinical, laboratory and/or office environments.
- Standard office equipment
SALARY RANGE:
Actual salary commensurate with experience.
WORK SCHEDULE:
Hybrid remote in Galveston, Tuesday through Saturday , during the work hours of 10 AM - 7 PM.
Equal Employment Opportunity
UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.
See All 44 Financial Specialist Jobs in Texas
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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
- Banking & Financial Services
- Human Resources
- 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 Tarrant County College, CHRISTUS Health, and UTHealth Houston and others right now, based on current listings on Migrate Mate as of November 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?
Houston, 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 48% of financial specialist openings tied to Texas are remote or hybrid as of November 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 44 Financial Specialist Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Specialist Jobs