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Financial Case Jobs (NOW HIRING)

EAST HOUSE CORPORATION

Counselor

Rochester, NY · On-site

$20 - $21.50/hr

Coordinates with Program Manager and Financial Case Manager in assisting clients with funding and financial case management. * Be available for weekend, holiday, and/or emergency shifts to ensure ...

EAST HOUSE CORPORATION

Relief Counselor

Rochester, NY · On-site

$17/hr

Coordinates with Program Manager and Financial Case Manager in assisting clients with funding and financial case management. * Be available for weekend, holiday, and/or emergency shifts to ensure ...

Project Canary

Director of Operations

Hayward, CA

Manage the operations budget with a focus on cost reduction and building the financial case for outsourced manufacturing. * Coordinate with engineering on NPI production readiness - ensuring new ...

Project Canary

Director of Operations

Hayward, CA · On-site

$150K - $180K/yr

Manage the operations budget with a focus on cost reduction and building the financial case for outsourced manufacturing. * Coordinate with engineering on NPI production readiness - ensuring new ...

InstantServe LLC

Agile Scrum Master

Lansing, MI · On-site

$52.25 - $69.75/hr

Experience working with debt collection/servicing systems, payment processing workflows, or financial case management platforms. Understanding of user-centered design, accessibility standards, and ...

MedPro Disposal

FP&A Manager

Naperville, IL · On-site

Conduct ad hoc financial analysis and business case development with speed and precision - the kind of work that makes leadership say "this is exactly what I needed" Systems, Technology & AI ...

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Financial Case information

See salary details

$30.5K

$42.7K

$52K

How much do financial case jobs pay per year?

As of Jun 28, 2026, the average yearly pay for financial case in the United States is $42,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $42,000.00 per year, depending on experience, location, and employer.

What are financial case managers?

Financial case managers are professionals who assist clients in managing their financial affairs, often within healthcare, social services, or legal settings. They help individuals navigate complex financial situations, such as medical billing, insurance claims, budgeting, and debt management. Their goal is to ensure clients receive necessary services while reducing financial stress and ensuring compliance with relevant regulations. Financial case managers also educate clients about available resources and advocate on their behalf when dealing with institutions or agencies.

What is the difference between Financial Case vs Financial Analyst?

AspectFinancial CaseFinancial Analyst
Required CredentialsOften requires business or finance degrees, certifications like CFA or CPATypically requires finance, accounting, or economics degrees, CFA preferred
Work EnvironmentInvolves strategic planning, project evaluation, and business case developmentFocuses on data analysis, financial modeling, and market research
Employer & Industry UsageUsed in corporate finance, consulting, and project managementCommon in investment firms, banks, and corporate finance departments

The main difference is that a Financial Case involves creating comprehensive business proposals and justifications for projects, while a Financial Analyst primarily analyzes financial data to support decision-making. Both roles require strong financial knowledge and analytical skills but serve different functions within organizations.

What are the key skills and qualifications needed to thrive as a Financial Case Manager, and why are they important?

To thrive as a Financial Case Manager, you need a solid understanding of financial analysis, budgeting, and case management, typically supported by a degree in finance, accounting, or a related field. Familiarity with financial management software, spreadsheets like Microsoft Excel, and case management systems is often required. Strong communication, problem-solving skills, and attention to detail help you effectively advocate for clients and manage complex cases. These competencies ensure accurate financial guidance and effective case resolutions for clients or organizations.

What are some typical challenges faced by professionals in financial case analysis, and how can they be managed?

Professionals handling financial case analysis often encounter challenges such as interpreting complex financial data, ensuring accuracy under tight deadlines, and communicating findings to non-financial stakeholders. Managing these challenges involves maintaining strong attention to detail, using advanced financial modeling tools, and collaborating closely with team members from finance and other departments. Regular training and staying updated on regulatory changes also help professionals remain effective in this dynamic role.
More about Financial Case jobs
What are the most commonly searched types of Financial Case jobs? The most popular types of Financial Case jobs are:
What job categories do people searching Financial Case jobs look for? The top searched job categories for Financial Case jobs are:
Financial Case jobs near you
Genealogy & Probate Analyst (Case + Operation Coordinator)

Genealogy & Probate Analyst (Case + Operation Coordinator)

Law Office of Victor D. Walker, P.C.

Houston, TX • On-site

$40K - $52K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Key responsibilities

  • Create and prepare detailed family tree exhibits and heirship distribution of interest charts for legal exhibits in Petitions for the Withdrawal of Excess Proceeds.

  • Draft and prepare standard legal sales contracts for confirmed heirs in court-filed cases and ensure proper documentation within the legal practice management system.

  • Conduct comprehensive research and skip tracing to locate and verify heirs, and obtain necessary legal documents from Texas District and County Courts to support client cases.

Job description

Job Summary

The Genealogy & Probate Analyst will be a critical member of our legal team, responsible for complex administrative support, legal document preparation, and proprietary project management across multiple software platforms. This role requires exceptional attention to detail, a high degree of autonomy, and the ability to quickly master legal concepts related to property tax foreclosures, Texas heirship and court procedures. The successful candidate will act as the primary liaison between the legal team and our individual, business and non-profit former property owner clients.

Key Responsibilities

Legal & Case Management Support

  1. Heirship Document Preparation: Create and prepare detailed family tree exhibits and heirship distribution of interest charts for submission as legal exhibits, primarily for Petitions for the Withdrawal of Excess Proceeds.
  2. Contract Drafting: Draft and prepare standard legal sales contracts for all confirmed heirs in court-filed cases and ensure proper documentation and saving within Firm’s legal practice management system.
  3. Legal Research & Due Diligence:
    • Conduct comprehensive research and skip tracing to locate and verify heirs, including obtaining current telephone numbers and email addresses needed for court filings and service.
    • Contact Texas District and County Courts to obtain various legal documents (real estate, probate, family law and property tax foreclosures) to support winning cases for clients.
  4. Case Vetting & Data Acquisition:
  5. Download and manage all related court documents within Firm’s legal practice management system.
  6. Client/Petitioner Verification: Contact and verify the identity and information of new petitioners who execute law firm service agreements.

Database & Project Management

  1. CRM Data Management
    • Enter relevant case data into CRM and attach all relevant court documents for use by the Attorneys, Legal Assistants and Paralegals.
    • Serve as the primary data steward for specific projects, ensuring accuracy and completeness across all platforms.
  2. Performance Auditing & Reporting:
    • Audit activity performed and documents in CRM to ensure compliance and productivity.
    • Develop and generate customized CRM reports for management review and team meetings.
    • Prepare Team Reports and present in weekly law firm huddles.
    • Calculate intestate shares via Excel

Qualifications & Requirements

Required Experience

  • Minimum of 3+ years of professional administrative, paralegal, or project coordination experience, preferably within a law firm, real estate, or financial services environment.
  • Proven experience working with complex legal documents, contracts, or detailed financial/case records.

Required Skills & Knowledge

· Legal/Procedural: Proficient understanding of Texas Intestate Succession and probate heirship rules (or the ability to quickly master them).

· Software Proficiency: Advanced proficiency in Microsoft Office products (Word, Excel, Outlook). Demonstrated experience with or ability to quickly learn MyCase (or similar Legal Practice Management Software), CRM (or similar Customer Relationship Management software), and OneDrive.

· Data & Research: Expert-level attention to detail and accuracy in data entry and document review. Proven ability to conduct effective skip tracing and public records research using online court portals and county records (i.e. Ancestry.com, Lexus Nexus)

· Personal Attributes: Exceptional ability to work autonomously and manage time effectively with minimal supervision. Highly resourceful and possesses a demonstrated ability to learn quickly on the job.

· Collaboration: Excellent written and verbal communication skills, with the ability to collaborate effectively with paralegals, legal assistants, attorneys, ARS, and external management teams. Wear multiple hats. Working with clients, businesses, trustees and courts.

Education

  • Required: Bachelor’s degree in a relevant field (e.g., Business Administration, Legal Studies, Finance).
  • A Plus: Bi-Lingual fluency (e.g., Spanish/English).

Compensation & Benefits

  • Starting Salary: $40,000-$52,000 annually.
  • Bonus Structure: Eligibility for performance bonuses and incentives up to an additional $10,000 annually.
  • Benefits: Comprehensive benefits package, including Medical, Dental, and Vision insurance.
  • Retirement: 401(k) plan with a 4% employer match.
  • Work Schedule: Full-time, on-site position. Monday through Friday, 8:30 AM to 5:30 PM.

Company Description

Call Amy Rodriguez, Hiring Assistant, 713-724-5300.