Financial Specialist Jobs in the United States

Golden Reserve LLC

$70000 - $95000

Cleveland, OH

As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution. · CSS Captains – you will have a three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.

New York Life-NJ General Office

$60000 - $90000

Newark, NJ

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.

Marriott Vacations Worldwide

Lakeland, FL

This includes preparing documentation internally, providing financial information and supporting legal documents to our legal vendors, communicating with legal vendors for and transferring all reacquired units in the system of record. Prepare and review written documents (e.g., daily logs, business letters, reporting, SOP’s, and Procedures), including proofreading and editing written information to maintain accuracy and completeness.

Inland Regional Center

$24.0366

SAN BERNARDINO, CA

Accurately calculate payment from vendorized rates, Schedule of Maximum Allowance (SMA), Current Procedural Terminology (CPT) or negotiated rate, and/or bill for third party payments, proportionate cost, and absences. Verify level of supervision with rate tools; verify source of fund (SOF) information, payee status, and ensure SOF amounts cover basic cost of care.

Morin Associates, LLC

$58000 - $75000

Groton, CT

We are seeking a Financial Services Assistant who will work directly with a Certified Financial Planner and transition into a licensed advisor over time. The right candidate will receive hands-on training in financial planning, insurance, and retirement strategies.

Berkeley Research Group, LLC

$80000 - $135000

Boston, MA

Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition.

Workforce Connections

$70 - $75

Boston, MA

The ideal candidate will serve as a subject matter expert, partnering with internal teams and external sponsors to drive accurate budgeting and efficient financial operations. This role is responsible for developing and negotiating study budgets, ensuring compliance with regulatory requirements, and providing financial analysis across clinical research initiatives.

Ascension

Derby, KS

Our legitimate email communications will always come from an @ascension.org email address; do not trust other domains, and an official offer will only be extended to candidates who have completed a job application through our authorized applicant tracking system. Via Christi associates are eligible for tuition discounts and priority placement in select healthcare programs through our academic partnership with Wichita State University.

Flagstar Bank

$72189.75 - $96253

Remote, MI

Loan Structuring & Underwriting: Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within assigned specialized vertical or region. The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region.

GEICO

$25.81 - $37.65

Hempstead, NY

Claim your career growth as a Claims Service Specialist at GEICO’s Melville, NY office and be a part of one of the fastest-growing auto insurers in the United States! Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.

Flagstar Bank

$72187 - $123815

Beverly Hills, CA

Loan Structuring & Underwriting: Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within assigned specialized vertical or region. The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region.

Edward Jones

$43200 - $66800

Tempe, AZ

Work closely with branch-office teams and/or clients in response to incoming telephone calls and written correspondence by solving problems and providing easy access to information, professional and courteous support, as well as reliable solutions. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Flagstar Bank

$72189 - $107666

Charlotte, NC

Loan Structuring & Underwriting: Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within assigned specialized vertical or region. The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region.

Ascension

Derby, KS

Rapid Response & Assessment: You’ll carry the stroke phone, responding immediately to Code Stroke Alerts in the ER and in-house to perform assessments and expedite life-saving diagnostics and treatments. Patient Advocacy & Education: You will guide patients and their families through the complexities of a stroke diagnosis, providing the education and clarity they need for a successful recovery.

Ascension

Wichita, KS

Our legitimate email communications will always come from an @ascension.org email address; do not trust other domains, and an official offer will only be extended to candidates who have completed a job application through our authorized applicant tracking system. Recognized as one of the Best 150+ Places to Work in Healthcare and a Military-Friendly Gold Employer, you’ll find an inclusive and supportive environment where your contributions truly matter.

Vaco LLC

$130000 - $150000

Atlanta, GA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Flagstar Bank

Hicksville, NY

This position plays a critical role in reinforcing the enterprise risk management framework by leading risk-based reviews of first line activities, validating the design and effectiveness of controls, and delivering actionable insights to strengthen governance and compliance practices. The Senior Enterprise Testing Specialist is responsible for independently planning and executing testing and monitoring activities to assess whether business units are effectively operating in accordance with applicable laws, regulations, internal policies, and control expectations.

Flagstar Bank

$80939 - $116049

Remote, MI

The Senior Operations Specialist– Asset Based Finance serves as a senior resource within the ABL Operations team, acting as a key partner to the ABL Operations Lead in the coordination, execution, and oversight of day-to-day functions. Minimum experience required: 6+ Years in Asset-Based Lending operations, including experience with collateral monitoring, loan servicing, and system reconciliation.

Flagstar Bank

$72187 - $123815

New York, NY

Loan Structuring & Underwriting: Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within assigned specialized vertical or region. The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region.

Vaco LLC

$90000 - $115000

Atlanta, GA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

USAA

Phoenix, AZ

As a dedicated Life, Annuity, and Health Service Specialist, you will support company goals to become the financial services provider of choice and ensure financial security for our members by building relationships when assisting members with life, annuity, and health product or service requests and acquisition. Utilizes the tools and resources available to process transactions accurately and compliantly to create exceptional member service experiences while minimizing transfers, escalations, and call backs with assistance as needed.

Hajoca Corporation

$16 - $24

Boynton Beach, FL

Be responsible for receiving incoming vendor shipments and customer return material; for stocking and maintaining the warehouse and counter sales areas; and for picking, documenting, and packing customer orders. Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as directed by management.

CFS

$65000 - $75000

New York, NY

Record daily cash activity across operating bank accountsQualifications for the Accounts Payable Specialist: • 2–3+ years of hands-on accounts payable or billing experience. • Competitive compensation package within a professional finance teamKey Responsibilities for the Accounts Payable Specialist: • Manage the AP/billing inbox and respond to vendor inquiries.

Flagstar Bank

$141299 - $168468

New York, NY

As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. The Senior Credit Products Specialist - Private Banking is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships.

Flagstar Bank

Hicksville, NY

As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.

Heritage Bank

$20 - $25

Bremerton, WA

The Bank Operations team is seeking temporary deposit operations specialists (April - December 2026) who will be responsible providing accurate and efficient operational support for deposit products and services and exceptional customer service to internal and external customers in accordance with department and regulatory guidelines, and within prescribed deadlines. Basic understanding of debit/credit relationships and negotiable instruments; general math skills to balance accounts and locate routine and non-routine mathematical errors, to process debits and credits accurately, and adhere to customer instructions.

Commonwealth Central Credit Union

$30.25 - $37.8

San Jose, CA

Responsible for executing and optimizing digital campaigns, managing member communications, and leveraging tools such as the website, social media, email platform, CRM, and online banking systems to deliver meaningful and seamless digital experiences. Help maintain a user-friendly, high performing website, optimize digital channels, and execute coordinated marketing campaigns that drive brand awareness, engagement, member growth, and product acquisition.

Flagstar Bank

Troy, MI

Knowledge of various fraud schemes and Loss Prevention concepts including but not limited to; online fraud, check fraud, card related fraud, deposit fraud, and employee fraud, understanding prevention and investigation methods for each. Establishes, maintains and/or enhances the Flagstar reputation through professionally respected relationships with local, state, and federal law enforcement agencies as well as fraud prevention/investigation professionals throughout the financial community.

Flagstar Bank

$123524 - $198417

Remote, TX

As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Complex Credit Structuring & Underwriting: Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs with the assigned specialized vertical or region.

Jobot

$100000 - $110000

Westfield, IN

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will play a crucial role in our manufacturing industry, providing financial insights that drive the company's strategic decisions.

Agile Global Solutions, Inc.

Taylor, TX

Lead end-to-end RFP/RFQ processes for complex IT procurements including enterprise software, SaaS platforms, cloud infrastructure, cybersecurity solutions, managed services, and professional IT services. • Demonstrated ability to communicate effectively and tactfully across diverse organizational domains and stakeholder levels, with a track record of successfully navigating competing priorities and building cross-functional alignment.

Wegmans Food Markets

$22.5 - $27.5

Pottsville, PA

Collaborate with the Distribution Operations teams to provide the highest level of service to our stores by monitoring and coordinating inbound and outbound system activities; prioritize workflow to meet customer needs. As a Supply Chain Specialist you will be responsible for executing Warehouse Management System work that supports the receiving, selection and inventory workflow in our dynamic distribution environment.

Way Forward Consulting

$33 - $35

Plano, TX

Background/Experience to qualify for this position, the following minimal background and skill levels are required: • Bachelor’s degree in Finance, Business, Accounting, Information Systems, or related field and 2 – 4 years of progressive, post-baccalaureate experience in the job offered. The position will be mainly responsible for the SAP system management for Sales Deduction modules including POS data management, master data management, system troubleshooting, and project management.

DivIHN Integration Inc

$45 - $48

Atlanta, GA

We are seeking a highly motivated and detail-oriented Senior Accountant to support global accounting operations, strengthen internal controls, and drive process improvements. Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.

Carle Health

Peoria, IL

Participates in multidisciplinary rounds and initiates timely referrals to other internal healthcare team members (quality improvement, risk manager, social workers, pharmacy, therapy services, etc.) Performs case management activities of assessment, coordination, planning, monitoring, implementation, and evaluation. Ensures patients receive proactive initial assessment of needs, ongoing evaluations, and initiation of discharge planning while facilitating a safe and timely transition from the acute care/hospital setting to an appropriate level of care outside the hospital.

OnPoint Medical Group

$65000 - $80000

Highlands Ranch, CO

Reporting to the VP of FP&A, the Financial & Data Analyst will play a key role in supporting company-wide performance through advanced financial analysis, data modeling, and dashboard development. OnPoint Medical Group is a physician-led network with a progressive model of physician leadership across family medicine, internal medicine, OB-GYN, and pediatric practices.

Vaco LLC

$26

Jersey city, NJ

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Carle Health

Normal, IL

Certifications: Licensed Registered Professional Nurse (RN) - Illinois Department of Financial and Professional Regulation (IDFPR); Certified Case Manager within 3 years - Commission for Case Manager Certification (CCMC); Accredited Case Manager (ACM) within 3 years - American Case Management Association (ACMA), Education: Associate‘s Degree: Nursing, Work Experience: Acute care . Participates in multidisciplinary rounds and initiates timely referrals to other internal healthcare team members (quality improvement, risk manager, social workers, pharmacy, therapy services, etc.) Performs case management activities of assessment, coordination, planning, monitoring, implementation, and evaluation.

Carle Health

$34.01 - $58.5

Urbana, IL

Certifications: Accredited Case Manager (ACM) within 3 years - American Case Management Association (ACMA); Basic Life Support (BLS) within 30 days - American Heart Association (AHA); Licensed Registered Professional Nurse (RN) - Illinois Department of Financial and Professional Regulation (IDFPR), Education: College Diploma: Nursing, Work Experience: Responsibilities. Ensures patients receive proactive initial assessment of needs, ongoing evaluations, and initiation of discharge planning while facilitating a safe and timely transition from the acute care/hospital setting to an appropriate level of care outside the hospital.

Chestnut Health Systems

$19 - $24.31

Madison & St Clair Counties, IL

Must be 21 years of age and have a high school diploma or equivalent and 6 months peer or social service experience; Or have a high school diploma or equivalent, and five years’ social service or peer experience; or high school diploma or equivalent and be a Certified Recovery Support Specialist (CRSS) or Certified Peer Recovery Specialist (CPRS) in good standing with the State of Illinois; or have a Bachelor’s degree in counseling, social work, education, psychology or related human service field; Or have a Bachelor’s degree in counseling, social work, education, psychology or related human service field and be a Certified Alcohol and Drug Counselor (CADC); Or have a Master’s degree in counseling, social work, education, psychology or related human service field. Provide services identified in the IM-CANS to meet consumer needs that are consumer driven and meet the program requirements, including: Maintaining a minimum of assigned consumer service levels, Completing pre-authorizations and re-authorizations of services, timely and as needed, Services primarily to include IATP, therapy, community support & medication training and monitoring; and services to support systems; including maintaining a regular group and individual consumer service schedule, Providing services in the location most conducive to the consumer’s level of change, including his/her apartment, or another community location, Linking to additional clinical resources when needed and.

ProKatchers

Owosso, MI

2. Certified Healthcare Finance Professional (HFMA), Certified Revenue Cycle Professional (HFMA) or Certified Revenue Cycle Specialist (AAHAM) preferred . Minimum of five (5) years’ experience working within hospital and or physicians practice accounts receivable highly preferred.

CarePartners

Hickory, NC

Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. Located in Asheville, North Carolina, it’s services include a Rehabilitation Hospital, Home Health, Outpatient Rehabilitation, Hospice, Palliative Care, Private Duty, PACE (Program of All-inclusive Care for the Elderly) and Orthotics & Prosthetics.

USAA

Plano, TX

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.

Chestnut Health Systems

$44400 - $50575

Bloomington, IL

This position involves working closely with faith communities, community partners, and internal teams to deliver training, support grant-funded programs, and strengthen community capacity across Illinois. Master’s degree in behavioral health, public health, education, or related field with a minimum of 2 years of related experience; OR bachelor’s degree in behavioral health, public health, education, or related field with a minimum of 5 years of related professional experience.

CHS Inc

Inver Grove Heights, MN

Manage and improve the legal department tech stack, including the existing e-billing system (Tymetrix T360) and related workflow; identify opportunities for technology improvements and process automation (e.g., SAP integration). This position serves as a strategic partner to stakeholders within and beyond the Legal Department, enabling attorneys and legal professionals to focus on delivering high-value legal services that support CHS business objectives.

UCSB/HUMAN RESOURCES

Santa Barbara, CA

High School Diploma or equivalent experience; 1-3 years General Office Administration; Financial analysis skills; Good Verbal and written communication skills and ability to multitask; Bachelor's Degree; 1-3 years Experience working in college/university housing; 1-3 years Experience with managing complex projects with multiple stakeholders. Manages accounting for student council groups (SACC, GSAC, Tenants Union) using QuickBooks accounting software.

CornerStone Staffing

$20 - $22

Houston, TX

Success in this role is defined by your ability to maintain detailed account documentation, deliver excellent customer service, and meet recovery and productivity targets in a healthcare billing environment. As a Senior Medical Collections Specialist, you will drive the resolution of medical account balances, supporting both patient and insurance collections with professionalism and compliance.

Calibre Systems

Alexandria, VA

The ideal candidate will demonstrate a strong background in Commercial Payments, IPAC payments, obligations and grants, and Travel payments. This position requires a bachelor’s degree in accounting or a related field and a minimum of two years of experience in government accounting.