How to hire a finance management specialist

How to hire a finance management specialist, step by step

Here's a step-by-step finance management specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a finance management specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance management specialist
• Step 8: Go through the hiring process checklist

What does a finance management specialist do?

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1. Identify your hiring needs

   Before you start hiring a finance management specialist, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A finance management specialist's background is also an important factor in determining whether they'll be a good fit for the position. For example, finance management specialists from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of finance management specialist salaries for various roles:

   Type of Finance Management Specialist	Description	Hourly rate
   Finance Management Specialist	Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.	$23-48
   Corporate Controller	A corporate controller is a professional who is responsible for supervising the overall daily accounting operations of an organization. Integral to the financial health of the organization, corporate controllers are required to help the organization with strategic financial decisions through forecasting reports and financial statements... Show more	$47-100
   Division Controller	A division controller is typically in charge of overseeing a company division's financial activities and human resources operations. Their role is to set objectives and guidelines, perform audits and assessments, evaluate the workforce performance, handle budgets and timelines, and develop strategies to optimize processes... Show more	$36-75

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Resources
   • Financial Reports
   • Financial Data
   • Budget Formulation
   • Budget Execution
   • Financial Management Systems
   • Automated Financial
   • Grants Management
   • DOD
   • Process Improvement
   • Internal Controls
   • Financial Analysis
   • Reconciliations
   • Logistics

   Check all skills

   Responsibilities:

   • Specialize in data collection logistics and documentation on specific vehicles and manage inventory using CRM applications.
   • Project team member on ERP implementations for several clients.
   • Execute and, validate all credit card purchases in ERP and with DFAS.
   • Process incoming checks from employees & other outside sources for deposit to the U.S. Treasury.
   • Ensure GAAP compliance in revenue recognition, forecasting, internal account structure management, reporting & analysis.
   • Prepare monthly, quarterly, and annual forecasts including trend/margin analysis, and ensuring proper GAAP revenue recognition.

   More finance management specialist duties

3. Make a budget

   Including a salary range in the finance management specialist job description is a good way to get more applicants. A finance management specialist salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for a finance management specialist in Tennessee may be lower than in New York, and an entry-level engineer typically earns less than a senior-level finance management specialist. Additionally, a finance management specialist with lots of experience in the field may command a higher salary as a result.

   Average finance management specialist salary

   $70,219yearly

   $33.76 hourly rate

   ---

   Entry-level finance management specialist salary

   $48,000 yearly salary

   Updated January 2, 2026

   Average finance management specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	District of Columbia	$91,332	$44
   2	New York	$90,240	$43
   3	Ohio	$88,184	$42
   4	Connecticut	$87,155	$42
   5	Illinois	$85,626	$41
   6	Delaware	$85,091	$41
   7	Pennsylvania	$83,348	$40
   8	Massachusetts	$82,199	$40
   9	Missouri	$79,546	$38
   10	California	$79,280	$38
   11	Virginia	$77,267	$37
   12	Minnesota	$73,085	$35
   13	Kansas	$72,975	$35
   14	Colorado	$68,559	$33
   15	North Carolina	$68,372	$33
   16	Georgia	$66,081	$32
   17	Indiana	$65,828	$32
   18	Texas	$65,285	$31
   19	Washington	$64,210	$31
   20	Mississippi	$63,377	$30

   Average finance management specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	PayPal	$132,015	$63.47	18
   2	McKinsey & Company Inc	$112,743	$54.20	1
   3	JPMorgan Chase & Co.	$107,855	$51.85	1,344
   4	J.P. Morgan	$107,048	$51.47
   5	University of Maryland Medical System	$105,163	$50.56	34
   6	Santander Private Banking International	$104,849	$50.41	18
   7	Abbott	$102,955	$49.50	29
   8	National Science Foundation	$101,528	$48.81
   9	Goldman Sachs	$101,464	$48.78	141
   10	Amgen	$98,864	$47.53	11
   11	Stanford University	$96,033	$46.17	25
   12	Smithsonian Institution	$95,377	$45.85
   13	Stryker	$95,052	$45.70	17
   14	Bank of America	$93,952	$45.17	2,023
   15	Ernst & Young	$92,663	$44.55	1,165
   16	Asure Software	$91,997	$44.23	3
   17	New York Life Insurance	$91,011	$43.76	244
   18	Harvard University	$91,010	$43.75
   19	IBC Bank	$90,998	$43.75
   20	Matrix Absence Management, Inc.	$90,627	$43.57	1

4. Writing a finance management specialist job description

   A good finance management specialist job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a finance management specialist job description:

   Finance management specialist job description example

   Long View. A career that helps you get more out of life.
   
   A Long View career helps you get more out of life. We don't just say it, we prove it. Every day. We're proud of our reputation as one of North America's most dynamic IT providers - and we're even prouder of our culture that allows our people to live life to its fullest. At Long View, we create an environment of collaboration and support, of innovation and enthusiasm, of inclusion and belonging. As a member of the Long View team, you'll see how our company's core pillars - Integrity, Competence, Value, and Fun - resonate through the workplace. And in a recent survey, 90% of Long View team members rated Long View as a good or great place to work!
   
   Are you passionate about technology and working for a company that values fun?
   
   We are looking for a detail-oriented and dynamic Global Service Desk Workforce Management Specialist for our IGS branch located in Calgary, or Toronto! In this role you will work closely with all levels of the Global Service Desk to optimize its day-to-day operations. You will do this by gathering and analyzing data across multiple sources. You will also work directly with the service desk teams to ensure SLAs and KPIs are being met as per client requirements.
   A day in the life:Monitor Global Service Desk (GSD) contact queues and delegate responsibilities to assigned client pods Perform needs analysis, gather, and analyze business and technical requirements and provide recommendations for solutions and business process modifications Optimize analyst schedules to ensure there is adequate coverage across all GSD Contact Centre Pods Support the GSD reporting requirements such as data collection, analysis, and compilation Responsible for adjusting workforce throughout the day to ensure that service level agreements (SLAs) are being met Manage workforce management tool, Calabrio, by accepting and inputting analyst schedule requests Process analyst vacation requests Process analyst sick and absence calls Call out to analysts on shift that are out of adherence.Coordinate and resolve analyst equipment tickets for defective/missing hardware/software Manage stakeholder needs, especially when conflicting, to drive stakeholders to a consensus
   What you bring to Long View:1+ years' professional IT industry experience in a business analyst role within large, complex environment2+ years' experience working in a call center environment Exceptional customer engagement, interpersonal, presentation, and strong verbal and written communication skills Articulate and proficient public speaking skills with the ability to host and deliver presentations and workshops to stakeholders Comfortable operating in a fast-paced, team-oriented environment that requires quick decisions based on business objectives, reliant on understanding of departmental and company strategy Ability to collaborate with other team members to develop and enhance deliverables Capacity to continuously improve team processes to ensure information is of the highest quality, contributing to the overall effectiveness of the team Capability to quickly learn and adapt to new business and technical concepts Experience with Microsoft OfficeWorking knowledge of ServiceNowKnowledge in Contact Centre WFM systems (Calabrio, Verint, Avaya, Genesys) Previous experience interpreting Call Centre statistics is an asset
   What makes you Awesome:Multilingual; English, with Spanish and/or French an asset
   Why work at Long View:Great people and culture Comprehensive benefits package from day one3 weeks' vacation to start Recognition programs
   Want to learn more about our culture and life at Long View? Check us out on LinkedIn, Twitter and Instagram!
   
   Long View's mission of building the best and most sustainable team-driven organization requires dedicated and ambitious people. Through employee resource groups, impactful and effective conversations, townhalls and various company-wide training, including how to reduce unconscious bias, we are fostering an inclusive environment. We are committed to taking consistent, positive and lifelong action to be a diverse and equitable workplace because we know that the most effective companies are made up of people with varied identities, experiences and backgrounds.
   
   Long View is an equal opportunity employer. If you have any accommodation requests for your interview or the role, please let your friendly Recruiter know.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right finance management specialist for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your finance management specialist job on Zippia to find and recruit finance management specialist candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting finance management specialists requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new finance management specialist

   Once you have selected a candidate for the finance management specialist position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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