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Finance Optimization Jobs (NOW HIRING)

Finance Optimization Intern

Dallas, TX · On-site

$17.50 - $23/hr

The Finance Optimization Intern will work closely with our Finance teams and other departments to gain hands-on experience in the profession while assisting with several key initiatives across the ...

Finance Optimization Intern

Dallas, TX · On-site

$17.50 - $23/hr

The Finance Optimization Intern will work closely with our Finance teams and other departments to gain hands-on experience in the profession while assisting with several key initiatives across the ...

$250/hr

The Vice President, Finance Optimization will lead the transformation of Finance across CVS Health - common systems, an Enterprise process for forecasting and planning, and data that is structured ...

The Vice President, Finance Optimization will lead the transformation of Finance across CVS Health - common systems, an Enterprise process for forecasting and planning, and data that is structured ...

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Finance Optimization information

See salary details

$21K

$53.4K

$93.5K

How much do finance optimization jobs pay per year?

As of Sep 9, 2026, the average yearly pay for finance optimization in the United States is $53,410.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $60,000.00 per year, depending on experience, location, and employer.

What is finance optimization?

Finance optimization refers to the process of improving financial operations, strategies, and resource allocation within an organization to maximize efficiency and profitability. This involves analyzing financial data, identifying areas where costs can be reduced, and implementing systems or technologies that streamline financial processes. The goal is to ensure that a company uses its financial resources in the most effective way possible, leading to better decision-making and improved financial performance.

What are some common challenges faced in a finance optimization role, and how can job seekers prepare to address them?

Professionals in Finance Optimization often encounter challenges such as integrating new technologies with legacy systems, streamlining processes across diverse business units, and ensuring data accuracy during financial transformations. To prepare, candidates should become familiar with process improvement methodologies (like Lean or Six Sigma), build strong cross-functional communication skills, and stay updated on financial software trends. Proactively seeking experience with change management and collaborating closely with IT and operations teams can also help address these challenges effectively.

What are the key skills and qualifications needed to thrive in finance optimization, and why are they important?

To thrive in Finance Optimization, you need strong analytical skills, financial modeling expertise, and a solid background in finance or accounting, often supported by a relevant degree or certification such as CFA or CPA. Familiarity with ERP systems, data analytics tools like Power BI or Tableau, and advanced Excel skills are typically required. Exceptional problem-solving, communication, and project management abilities set top performers apart in this role. These skills are essential for identifying inefficiencies, implementing cost-saving measures, and driving strategic financial improvements within organizations.

What is the difference between Finance Optimization vs Financial Analyst?

AspectFinance OptimizationFinancial Analyst
Required CredentialsBachelor's in Finance, Economics, or related field; certifications like CFA beneficialBachelor's in Finance, Economics, or related field; CFA often preferred
Work EnvironmentCorporate finance teams, consulting firms, or financial departmentsInvestment firms, corporate finance, or banking sectors
Employer & Industry UsageUsed in companies seeking to improve financial processes and strategiesUsed to analyze financial data, market trends, and support decision-making

Finance Optimization focuses on improving financial processes and strategies within organizations, often involving modeling and efficiency improvements. Financial Analysts primarily analyze financial data, market trends, and prepare reports to support investment and business decisions. While both roles require finance knowledge and similar credentials, their core functions differ: optimization aims at enhancing financial performance, whereas analysis supports decision-making through data interpretation.

What are popular job titles for Finance Optimization?

Popular job titles for Finance Optimization:

Infographic showing various Finance Optimization job openings in the United States as of July 2026, with employment types broken down into 92% Full Time, 5% Part Time, and 3% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution, with an average salary of $53,410 per year, or $25.7 per hour.

Finance Optimization Intern

Dallas, TX • On-site

Hilltop Holdings
Finance and Insurance • 5 - 10K employees

$17.50 - $23/hr

Full-time

Posted 16 days ago


Job description

Hilltop Holdings is seeking a Finance Optimization Intern. The Finance Optimization Intern will work closely with our Finance teams and other departments to gain hands-on experience in the profession while assisting with several key initiatives across the company. They will develop entry-level experience in the financial services industry, including development and delivery of initiatives, and effective practices.

Founded in 1998 and headquartered in Dallas, Texas, Hilltop Holdings offers a diverse range of financial services through its three primary subsidiaries, PlainsCapital Bank, PrimeLending, and HilltopSecurities. PlainsCapital Bank is a leading commercial bank with locations throughout Texas. PrimeLending is a national mortgage provider focused on purchase mortgage originations. HilltopSecurities provides financial advisory, clearing, retail brokerage, and other investment banking services. Hilltop Holdings seeks to build the premier Texas-based diversified financial services holding company through acquisitions and organic growth. To learn more, please visit www.hilltop.com.


The Finance department at Hilltop Holdings is a vital component of our organization. We are responsible for managing and optimizing the financial health of the company. Our team is comprised of highly skilled professionals who possess a deep understanding of the intricate workings of the financial world. We analyze and interpret financial data, ensure accurate reporting and compliance with regulations. With a focus on strategic financial planning and forecasting, we provide valuable insights to guide decision-making processes throughout the organization. From budgeting and forecasting to financial analysis and risk management, our department plays a crucial role in driving the success and sustainability of Hilltop. We work closely with other departments to support their objectives, provide financial guidance, and facilitate effective resource allocation. With a commitment to integrity, transparency, and fiscal responsibility, the Finance department at Hilltop is dedicated to achieving and maintaining financial excellence. 
  • High school diploma, GED, or equivalent.  
  • Rising Senior pursuing business, finance, economics, accounting, statistics or related field is preferred 
  • Some experience (1 - 2 years) is preferred but not required  
  • Computer hardware, operating system (Windows or Mac), and software/application (MS Office, Internet Explorer, Outlook etc.) skills. 
  • Knowledge of Microsoft office (particularly Excel and PowerPoint), PowerBI is a plus 
  • Excellent verbal, written, and communication skills 
  • Proven self-starter who can initiate tasks and follow up to completion 
  • Exceptional time management and organizational skills 
  • Desire to learn about career opportunities in the financial services industry 
  • Candidate MUST have authorization to work for any employer in the US without requiring sponsorship, whether in student status or not 
  • The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
  • This individual will gain exposure to the basic functions in Finance, Accounting, or Tax and will develop entry level experience in the financial services industry. This includes exposure to different functions across the organization and involvement in finance organization transformation tasks. 
  • Provide clerical and administrative support 
  • Provide strategic planning support by assisting with monthly analysis, projections and identifying trends for revenues and expenses 
  • Provide project support related to analyzing firm performance and compiling reports 
  • Ad hoc work, which includes interaction and support of requests from c-suite and members of the executive leadership team 
  • Other duties as assigned 
  • High school diploma, GED, or equivalent. Â