OPT Financial Specialist Jobs
Financial Specialist roles cover financial analysis, reporting, budgeting, and compliance work that typically qualifies as a specialty occupation under OPT. Most positions require a degree in finance, accounting, or economics. STEM OPT extension eligibility depends on your specific degree classification, so confirm your CIP code with your DSO before applying.
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Student Support Specialist 2
Job Family
Student Support Services
Time Type
Full time
Apply before 11: 59 PM Arizona time the day before the posted End Date.
Minimum Qualifications
Bachelor's degree and three (3) years of experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.
Job Profile Summary
Connects students to a variety of academic, professional, and personal support services to overcome academic and non-academic barriers and enhance their skills to increase persistence and graduation rates.
Job Description
Do you excel at helping students in a fast-paced, high-volume environment? Are you familiar with higher education financial aid policies and procedures? Then keep reading below for this EdPlus Financial Intake Specialist opportunity! ASU EdPlus is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. We advance the economic, social, cultural, and overall health of the local, national, and international communities served by ASU. Want to know more about working at EdPlus? Watch this short video! We are seeking a highly motivated, energetic and articulate EdPlus Financial Intake Specialist to join our high-performing team in the Success Coaching Center. Every day you will make a difference in the lives of others by assisting with the completion of necessary financial aid documents to ensure students are eligible for their financial aid certification. You will also perform outreach to students (and where applicable, other institutions) to facilitate collection of documentation to complete files. You will also answer general financial aid questions for students and work to resolve any obstacles to the students’ progress.
Essential Duties
- Collects and reviews financial aid documents for completeness, accuracy, and consistency of data from FAFSA, federal tax returns, financial aid transcripts, and other verification documents.
- Requests additional information regarding incomplete or inconsistent applications.
- Answers questions, inquiries, or requests of students and staff regarding financial aid eligibility and awards.
- Works as a liaison between staff and students to ensure optimal student experience and processing times.
- Serves as part of a support team for online students.
- Manages outbound call/text/email campaigns as instructed by the Lead to ensure financial aid file completion.
- Proactively partners with the FASS team to escalate students requiring tier 2 assistance.
- Follows up on document/student action requests as directed by Lead to ensure accurate, timely receipt of financial aid information.
- Assumes or coordinates other duties or projects as assigned or directed.
Desired Qualifications
- Bachelor’s degree or higher in a related field.
- Experience in providing customer service.
- Experience in supporting students from diverse backgrounds via telephone, email, video, and chat.
- Experience using customer relationship management systems.
- Demonstrated ability to multi-task.
- Demonstrated knowledge of financial aid policies and procedures.
- Experience with Microsoft Office applications.
- Experience in a high-volume, fast-paced call center environment.
- Demonstrated knowledge of government rules, regulations, guidelines, and procedures related to financial aid.
NOTE: Please answer the following questions in your cover letter:
- This role requires frequent outreach to students to resolve issues and support their progress. Provide an example of how you handled a high volume of student interactions (calls, emails, or texts) while maintaining a high level of customer service and ensuring timely resolution.
- Describe your experience reviewing financial aid or similar documentation for accuracy and completeness. How do you ensure compliance with policies and manage follow-up on missing or inconsistent information in a high-volume environment?
Salary & Benefits
$51,500 - $60,200 per year; DOE
The target salary for this position is $52,000 per year. ASU offers a total compensation package that includes valuable employee benefits. See the ASU Benefits website to explore options.
- Healthcare
- Financial Security
- Retirement
- Family Resources
- Tuition Reduction (Eligible ASU Employee, their dependents, and spouse)
- Discounts
Working Environment
EdPlus at ASU is located at SkySong, the ASU Scottsdale Innovation Center. The Center houses a diverse business community that links technology, research, education, and entrepreneurship to position ASU and Greater Phoenix as global leaders in the knowledge economy. EdPlus at ASU supports flexible work options, ranging from alternate work schedules to hybrid remote work schedules, subject to approvals per ASU policy. Applicant must be eligible to work in the United States; EdPlus at ASU will not be a sponsor for this position.
Department Statement
EdPlus defines itself through a culture of curiosity, risk-taking and refusing to accept the status quo. As a central enterprise unit for ASU focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education, our commitments support the university charter. ASU is a national service university and aspires to accelerate positive social outcomes through the seamless integration of cutting-edge technological innovation and scalability. EdPlus employees are valued, respected, and encouraged to be their unique selves. We know that our ability to deliver high-quality services and educational experiences is strengthened by our culture. Our innovative approach drives outcomes through serving learners, achieving milestones, striving for excellence, solving problems, embracing urgency, and being bold.
ASU EdPlus
Driving Requirement
Driving is not required for this position.
Location:
Off-Campus: Scottsdale
Funding
No Federal Funding
Instructions To Apply
Current employees, student workers seeking staff opportunities, and students applying for student worker positions must apply directly through the Workday Jobs Hub. Please use the link below to log in using single sign-on.
To be considered, your application must include all of the following attachments:
- Cover letter
- Resume or CV
Multiple documents may be uploaded in the attachments section. Alternatively, applicants may combine all required materials into a single PDF for submission. Please ensure uploaded documents are clearly labeled and include your name. Please ensure your resume includes all employment information in month and year format, for example 6/04 to 8/14, along with job title, job duties, and employer name for each position. Your resume should clearly demonstrate how your experience and background meet the minimum and desired qualifications for this position. Incomplete applications or missing required materials may not be considered.
Important: Do not withdraw your application to make edits. Once an application is withdrawn, it cannot be edited, reactivated, or replaced with a new submission. If you have questions or need assistance, please contact The Office of Human Resources Talent Acquisition before the posting close date. Graduate Assistant, Intern and part-time positions are counted as half time for experience equivalency, meaning one year equals six months of experience. Only electronic applications will be accepted for this position. By submitting an application, you confirm that the information provided is accurate and complete.
ASU Statement
Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions inclusive excellence, and welcomes students from all fifty states and more than one hundred nations across the globe. ASU is a tobacco-free university. For details visit the ASU wellness website.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other basis protected by law.
Notice of Availability of the ASU Annual Security and Fire Safety Report:
In compliance with federal law, ASU prepares an annual report on campus security and fire safety programs and resources. ASU’s Annual Security and Fire Safety Report is available online. You may request a hard copy of the report by contacting the ASU Police Department at 480-965-3456.
Relocation Assistance
For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit the ASU resources website.
Employment Verification Statement
ASU conducts pre-employment screening which may include verification of work history, academic credentials, licenses, and certifications.
Background Check Statement
ASU conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.
Fingerprint Check Statement
This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.
Job Profile
Student Support Specialist 2
Job Family
Student Support Services
Time Type
Full time
Apply before 11: 59 PM Arizona time the day before the posted End Date.
Minimum Qualifications
Bachelor's degree and three (3) years of experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.
Job Profile Summary
Connects students to a variety of academic, professional, and personal support services to overcome academic and non-academic barriers and enhance their skills to increase persistence and graduation rates.
Job Description
Do you excel at helping students in a fast-paced, high-volume environment? Are you familiar with higher education financial aid policies and procedures? Then keep reading below for this EdPlus Financial Intake Specialist opportunity! ASU EdPlus is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. We advance the economic, social, cultural, and overall health of the local, national, and international communities served by ASU. Want to know more about working at EdPlus? Watch this short video! We are seeking a highly motivated, energetic and articulate EdPlus Financial Intake Specialist to join our high-performing team in the Success Coaching Center. Every day you will make a difference in the lives of others by assisting with the completion of necessary financial aid documents to ensure students are eligible for their financial aid certification. You will also perform outreach to students (and where applicable, other institutions) to facilitate collection of documentation to complete files. You will also answer general financial aid questions for students and work to resolve any obstacles to the students’ progress.
Essential Duties
- Collects and reviews financial aid documents for completeness, accuracy, and consistency of data from FAFSA, federal tax returns, financial aid transcripts, and other verification documents.
- Requests additional information regarding incomplete or inconsistent applications.
- Answers questions, inquiries, or requests of students and staff regarding financial aid eligibility and awards.
- Works as a liaison between staff and students to ensure optimal student experience and processing times.
- Serves as part of a support team for online students.
- Manages outbound call/text/email campaigns as instructed by the Lead to ensure financial aid file completion.
- Proactively partners with the FASS team to escalate students requiring tier 2 assistance.
- Follows up on document/student action requests as directed by Lead to ensure accurate, timely receipt of financial aid information.
- Assumes or coordinates other duties or projects as assigned or directed.
Desired Qualifications
- Bachelor’s degree or higher in a related field.
- Experience in providing customer service.
- Experience in supporting students from diverse backgrounds via telephone, email, video, and chat.
- Experience using customer relationship management systems.
- Demonstrated ability to multi-task.
- Demonstrated knowledge of financial aid policies and procedures.
- Experience with Microsoft Office applications.
- Experience in a high-volume, fast-paced call center environment.
- Demonstrated knowledge of government rules, regulations, guidelines, and procedures related to financial aid.
NOTE: Please answer the following questions in your cover letter:
- This role requires frequent outreach to students to resolve issues and support their progress. Provide an example of how you handled a high volume of student interactions (calls, emails, or texts) while maintaining a high level of customer service and ensuring timely resolution.
- Describe your experience reviewing financial aid or similar documentation for accuracy and completeness. How do you ensure compliance with policies and manage follow-up on missing or inconsistent information in a high-volume environment?
Salary & Benefits
$51,500 - $60,200 per year; DOE
The target salary for this position is $52,000 per year. ASU offers a total compensation package that includes valuable employee benefits. See the ASU Benefits website to explore options.
- Healthcare
- Financial Security
- Retirement
- Family Resources
- Tuition Reduction (Eligible ASU Employee, their dependents, and spouse)
- Discounts
Working Environment
EdPlus at ASU is located at SkySong, the ASU Scottsdale Innovation Center. The Center houses a diverse business community that links technology, research, education, and entrepreneurship to position ASU and Greater Phoenix as global leaders in the knowledge economy. EdPlus at ASU supports flexible work options, ranging from alternate work schedules to hybrid remote work schedules, subject to approvals per ASU policy. Applicant must be eligible to work in the United States; EdPlus at ASU will not be a sponsor for this position.
Department Statement
EdPlus defines itself through a culture of curiosity, risk-taking and refusing to accept the status quo. As a central enterprise unit for ASU focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education, our commitments support the university charter. ASU is a national service university and aspires to accelerate positive social outcomes through the seamless integration of cutting-edge technological innovation and scalability. EdPlus employees are valued, respected, and encouraged to be their unique selves. We know that our ability to deliver high-quality services and educational experiences is strengthened by our culture. Our innovative approach drives outcomes through serving learners, achieving milestones, striving for excellence, solving problems, embracing urgency, and being bold.
ASU EdPlus
Driving Requirement
Driving is not required for this position.
Location:
Off-Campus: Scottsdale
Funding
No Federal Funding
Instructions To Apply
Current employees, student workers seeking staff opportunities, and students applying for student worker positions must apply directly through the Workday Jobs Hub. Please use the link below to log in using single sign-on.
To be considered, your application must include all of the following attachments:
- Cover letter
- Resume or CV
Multiple documents may be uploaded in the attachments section. Alternatively, applicants may combine all required materials into a single PDF for submission. Please ensure uploaded documents are clearly labeled and include your name. Please ensure your resume includes all employment information in month and year format, for example 6/04 to 8/14, along with job title, job duties, and employer name for each position. Your resume should clearly demonstrate how your experience and background meet the minimum and desired qualifications for this position. Incomplete applications or missing required materials may not be considered.
Important: Do not withdraw your application to make edits. Once an application is withdrawn, it cannot be edited, reactivated, or replaced with a new submission. If you have questions or need assistance, please contact The Office of Human Resources Talent Acquisition before the posting close date. Graduate Assistant, Intern and part-time positions are counted as half time for experience equivalency, meaning one year equals six months of experience. Only electronic applications will be accepted for this position. By submitting an application, you confirm that the information provided is accurate and complete.
ASU Statement
Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions inclusive excellence, and welcomes students from all fifty states and more than one hundred nations across the globe. ASU is a tobacco-free university. For details visit the ASU wellness website.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other basis protected by law.
Notice of Availability of the ASU Annual Security and Fire Safety Report:
In compliance with federal law, ASU prepares an annual report on campus security and fire safety programs and resources. ASU’s Annual Security and Fire Safety Report is available online. You may request a hard copy of the report by contacting the ASU Police Department at 480-965-3456.
Relocation Assistance
For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit the ASU resources website.
Employment Verification Statement
ASU conducts pre-employment screening which may include verification of work history, academic credentials, licenses, and certifications.
Background Check Statement
ASU conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.
Fingerprint Check Statement
This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.
See all 122+ OPT Financial Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Financial Specialist Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as a Financial Specialist
Target employers with established visa programs
Banks, asset managers, and Fortune 500 finance teams sponsor OPT workers regularly. Search for companies with a track record of H-1B visa filings in financial analyst and specialist roles, as those employers are far more likely to extend your authorization after OPT ends.
Confirm your STEM OPT eligibility early
Finance degrees under CIP code 52.0801 and economics degrees under 45.0601 often qualify for the 24-month STEM extension. Verify your degree's CIP code with your DSO before applying, since it significantly expands the window employers have to sponsor you.
Frame your authorization timeline upfront
Hiring managers in financial services move quickly. Stating your OPT end date and STEM extension eligibility in your cover letter or recruiter screen prevents late-stage rejections and helps sponsors plan the H-1B filing calendar around your authorization window.
Prioritize roles with clear specialty occupation footing
Financial Specialist positions requiring CPA candidacy, CFA enrollment, or a specific finance degree signal stronger H-1B specialty occupation eligibility. Generalist finance roles with loose degree requirements can complicate future sponsorship, so read job descriptions carefully before applying.
Build technical skills that widen your employer pool
Proficiency in SQL, Python for financial modeling, or ERP platforms like SAP expands your candidacy into fintech and larger enterprises. These employers sponsor OPT workers more aggressively than smaller firms and are more comfortable with the authorization process.
Network within finance professional communities
CFA Society chapters, FP&A forums, and university alumni networks in finance regularly connect students with hiring managers who sponsor visas. Direct referrals into sponsoring employers reduce the time spent filtering out roles that won't support your OPT status.
Financial Specialist OPT: Frequently Asked Questions
Do Financial Specialist jobs typically qualify as a specialty occupation for OPT?
Most Financial Specialist roles qualify as specialty occupations because they require at minimum a bachelor's degree in finance, accounting, economics, or a related field. The degree-to-job connection must be direct, so roles that accept any bachelor's degree regardless of field are weaker candidates for future H-1B sponsorship. Always review the job description's stated degree requirements before applying.
Can I get a STEM OPT extension as a Financial Specialist?
It depends on your degree's CIP code, not your job title. Finance degrees classified under CIP 52.0801 and quantitative economics degrees under 45.0601 are on the STEM designated degree program list, making you eligible for the 24-month extension. Accounting and general business degrees are often not eligible. Confirm your specific CIP code with your DSO before assuming you qualify.
Where can I find Financial Specialist jobs that are open to OPT candidates?
Migrate Mate is built specifically for F-1 OPT and international students, so every listing on the platform is filtered for visa sponsorship openness. Searching there saves you from applying to roles where sponsorship has already been ruled out, which is a significant time drain in a high-volume field like financial services.
How does the 90-day unemployment rule affect my Financial Specialist job search?
During your OPT authorization period, you cannot accumulate more than 90 days of unemployment. Financial services hiring cycles can run six to ten weeks from application to offer. Starting your search at least three months before graduation or your current OPT start date gives you enough runway to secure an offer without burning through your unemployment allowance.
Do I need to report a Financial Specialist job to my DSO?
Yes. Any job you work during OPT must be reported to your DSO within 10 days of starting. The position must be directly related to your degree, full time during standard OPT, and at least 20 hours per week during the STEM extension. Keep a record of your employer's name, address, and job title in your SEVP portal entry.