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Financial Specialist Jobs (NOW HIRING)

Financial Specialist

$74K - $97K/yr

Learn more about this agency Duties Help As a Financial Specialist at the GS-0501-11 level, some of your typical work assignments may include: * Overseeing the District financial management program ...

Financial Specialist I will draft, initiate, and process financial execution transactions (e.g., Procurement Requests) in Navy-ERP and other applicable systems within 3 business days of request.

... Financial Specialist will serve as a member of a large project team supporting the client's financial improvement and audit readiness goals through a variety of work streams. The team member must ...

Financial Specialist III Job Summary: The Department of Plant & Agroecosystem Sciences is seeking a highly skilled Financial Specialist III to provide advanced financial support for faculty ...

Financial Specialist III Job Summary: The Financial Specialist III serves as a key member of the Department of Food and Nutritional Sciences administrative team, providing advanced financial and ...

Financial Specialist I

Fairfax, VA · On-site

$60K - $106K/yr

This position works under general supervision of the Financial Specialist III. Performs detailed reconciliations per department policy, ATB-20. Assists in preparation of annual operating budgets and ...

Our distinguished Client is seeking a Financial Specialist to support the Office of Technical Operations (OTO) within the Defense Intelligence Agency (DIA) Headquarters. The selected candidate will ...

$59 - $72/hr

Financial Specialist III Job Summary: The Financial Specialist III serves as a key member of the Department of Food and Nutritional Sciences administrative team, providing advanced financial and ...

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Financial Specialist information

See salary details

$31.5K

$74.5K

$117K

How much do financial specialist jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial specialist in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What is a financial specialist?

Financial specialists work with their clients to determine what their economic goals are and then make recommendations on how to meet those goals. As a financial specialist, you analyze your client’s current financial situation and offer advice on the best securities and other investments to achieve their short- and long-term goals. You may sell your customer various financial services, such as insurance and certificates of deposit, based on their financial needs.

What does a financial specialist do?

A Financial Specialist is responsible for analyzing financial data, preparing reports, and providing guidance on financial matters for individuals or organizations. They may handle budgeting, forecasting, investment analysis, and compliance with financial regulations. Financial Specialists often work in banks, corporations, government agencies, or consulting firms, helping clients make informed financial decisions. Their expertise is crucial for effective financial planning and risk management.

What are the key skills and qualifications needed to thrive as a financial specialist, and why are they important?

To thrive as a Financial Specialist, you need expertise in financial analysis, budgeting, and accounting principles, usually backed by a degree in finance, accounting, or a related field. Familiarity with financial software such as QuickBooks, SAP, or Excel, and certifications like CFA or CPA, are often required. Strong analytical thinking, attention to detail, and effective communication help professionals excel in interpreting data and advising stakeholders. These skills ensure accurate financial planning, regulatory compliance, and strategic decision-making within organizations.

What are some common challenges financial specialists face when working with cross-functional teams?

Financial Specialists often collaborate with departments such as operations, marketing, and IT to develop budgets, forecast financial performance, and support strategic projects. One common challenge is translating complex financial data into actionable insights for non-financial colleagues, requiring strong communication skills and adaptability. Additionally, differing priorities or timelines between teams can create pressure to balance accuracy with responsiveness, making effective time management and relationship-building essential for success in this role.

What is the difference between Financial Specialist vs Financial Analyst?

AspectFinancial SpecialistFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CFP are a plusBachelor's degree in finance, economics, or related; CFA certification often preferred
Work EnvironmentFinancial institutions, corporate finance departments, or consulting firmsInvestment firms, banks, corporate finance teams, or consulting
Employer & Industry UsageUsed across banking, insurance, and corporate sectors for client or internal financial supportCommonly employed in investment analysis, market research, and financial planning

Financial Specialists focus on providing tailored financial advice and managing client accounts, while Financial Analysts primarily analyze data to support investment decisions and financial planning. Both roles require similar credentials and often work in overlapping environments, but their core functions differ in scope and focus.

What cities are hiring for Financial Specialist jobs?

Cities with the most Financial Specialist job openings:

What are the most commonly searched types of Financial Specialist jobs?

The most popular types of Financial Specialist jobs are:

What states have the most Financial Specialist jobs?

States with the most job openings for Financial Specialist jobs include:

Infographic showing various Financial Specialist job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $74,528 per year, or $35.8 per hour.

$74K - $97K/yr

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.


Job description

Summary
This position is located in the District of Puerto Rico, Hato Rey, PR.
The selectee of this position serves as a Financial Specialist. You will be responsible for analyzing existing District procedures to identify more efficient and effective methods for accomplishing program objectives and recommending changes/improvements to District management.
Learn more about this agency
Duties
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As a Financial Specialist at the GS-0501-11 level, some of your typical work assignments may include:
  • Overseeing the District financial management program.
  • analyzing the District's financial obligations and expenditures to ensure compliance with USMS policies and procedures.
  • Tracking the District work plan expenditures and other funding.
  • Monitoring the District budget to ensure funds are obligated and spent in a timely and effective manner.
  • Reviewing and analyzing financial reports.

EEO Statement/Policy: The United States government does not discriminate in employment on the basis of race, color, religion, sex, pregnancy, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service or other non-merit factor. More information can be found here: https://www.justice.gov/jmd/media/1425556/dl?inline.
Requirements
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Conditions of employment
Must complete an initial online questionnaire and additional assessment(s).
This is a bargaining unit position.
Must pass a pre-employment security investigation and drug screening.
May be required to successfully complete a trial/probationary period.
Males born after 12-31-59 must be registered or exempt from Selective Service. Verify Registration here.
Must be a U.S. Citizen or National.
You must meet all qualification requirements by the closing date of this announcement. (i.e. each cutoff date)
Status candidates must meet time-in-grade requirements (52 weeks at the next lower grade level).
Must be able to obtain and maintain a Public Trust Investigation.
Qualifications
GS-11 TIME IN GRADE REQUIREMENTS: Merit promotion applicants must meet applicable time-in-grade requirements to be considered eligible. One year at the GS-9 grade level is required to meet the time-in-grade requirements for the GS-11 grade level. (Must submit your SF-50 that shows Time-in-Grade eligibility and reflects your title, series, and grade. No award SF-50 will be accepted).
You may qualify at the GS-0501-11 level, if you fulfill one of the following qualifications:
A. Specialized Experience: One year (12-months) of full-time specialized work experience equivalent to the GS-09 grade level in the Federal service that demonstrates your ability to: 1) Reviewing financial obligations and expenditures; 2) Conducting audits of individual accounts, vendors, etc.; 3) Assisting management on financial planning and management of funds; 4) Reviewing monthly invoices for accuracy and resolving billing issues/problems. (Note: Your resume must CLEARLY demonstrate this experience.)
OR
B. Education: A Ph.D. or equivalent doctoral degree in an accredited or pre-accredited college or university; 3 full years of progressively higher-level graduate education leading to such a degree; or possession of a LL.M., if related. Graduate level education must demonstrate the competencies necessary to do the work of the position, examples of qualifying fields include Business Management, Finance, Accounting, etc. (Note: You must attach a copy of your transcripts.)
OR
C. Combination of education and experience: A combination of education and experience as listed above. (MUST SUBMIT TRANSCRIPTS).
IN DESCRIBING YOUR EXPERIENCE, PLEASE BE CLEAR AND SPECIFIC. WE CANNOT MAKE ASSUMPTIONS REGARDING YOUR EXPERIENCE.
Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.
Education
ARE YOU USING EDUCATION TO QUALIFY?
Education must be from an accredited school or institution.
Please refer to the following website to locate your school and/ or institution https://ope.ed.gov/accreditation/Search.aspx
You MUST provide transcripts or other documentation to support your educational claims. Unless otherwise stated: (1) unofficial transcripts are acceptable, or (2) you may submit a list with all of your courses, grades, semester, year, and credit for the course. All materials must be submitted by the closing date of the announcement.
GRADUATE EDUCATION: One academic year of graduate education is considered to be the number of credits hours that your graduate school has determined to represent one academic year of full-time study. Such study may have been performed on a full-time basis. If you cannot obtain your graduate school's definition of one year of graduate study, 18 semester hours (or 27 quarter hours) should be considered as satisfying the requirements for one year of full-time graduate study.
FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. For further information, visit: http://www.ed.gov/about/offices/list/ous/international/usnei/us/edlite-visitus-forrecog.html
Additional information
Reasonable Accommodation Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended and Americans with Disabilities Act 1990 as amended, that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a reasonable accommodation in your online application. Requests for Reasonable Accommodations for the USA Hire Competency Based Assessments and appropriate supporting documentation for Reasonable Accommodation must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for Reasonable Accommodations are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments, if you received the link after the close of the announcement. To determine if you need a Reasonable Accommodation, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments here: https://help.usastaffing.gov/Apply/index.php?title=Reasonable_Accommodations_for_USA_Hire
Veterans Employment Opportunity Act (VEOA): To be eligible for a VEOA appointment under Merit Promotion procedures, you must be a preference eligible or a Veteran separated after 3 years or more of continuous active service performed under honorable conditions.
Career Transition Assistance Programs: These programs apply to employees who have been involuntarily separated from a Federal service position within the competitive service or Federal service employees whose positions have been deemed surplus or no longer needed. To receive selection priority for this position, you must: (1) meet CTAP or ICTAP eligibility criteria; (2) be rated well-qualified for the position with a score of 85 or above; and, (3) submit the appropriate documentation to support your CTAP or ICTAP eligibility. For more information visit:
http://www.opm.gov/rif/employee_guides/career_transition.asp
Additional selections may be made from this announcement.
Applications will not be accepted if submitted using Government franked envelopes.
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Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
Benefits
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A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.