Education Finance Specialist 1, Education Finance Specialist Trainee 1 (NY HELPS), Box CFO-807/20059

NY HELP Yes

Agency Education Department, State

Title Education Finance Specialist 1, Education Finance Specialist Trainee 1 (NY HELPS), Box CFO-807/20059

Occupational Category No Preference

Salary Grade 18

Bargaining Unit PS&T - Professional, Scientific, and Technical (PEF)

Salary Range From $66951 to $85138 Annually

Employment Type Full-Time

Appointment Type Contingent Permanent

Jurisdictional Class Competitive Class

Travel Percentage 0%

Workweek Mon-Fri

Hours Per Week 37.5

Workday

From 9 AM

To 5 PM

Flextime allowed? No

Mandatory overtime? No

Compressed workweek allowed? No

Telecommuting allowed? Yes

County Albany

Street Address Chief Financial Officer

Office of State Aid

City Albany

State NY

Zip Code 12234

Duties Description The New York State Education Department (NYSED) is seeking candidates for an Education Finance Specialist 1 position in the Office of State Aid, Payment Unit. This unit handles the calculation and disbursement of payments of over $37 billion in State Aid distributed annually to school districts and BOCES in support of public elementary and secondary education in New York State. Duties of this position may include, but are not limited to, the following:- Perform appropriate tests, reviews, reconciliations, and evaluations prior to authorizing payment to ensure that transactions are processed accurately and accounted for properly;- Respond to requests for information by preparing data queries and producing financial reports;- Assist in the review of enacted legislation and determine appropriate action related to payments;- Provide information and guidance to school administrators regarding the calculations of payments;- Provide support and technical assistance to school district administrators on proper procedures for submitting required forms for claiming school financial aid and payments;- Prepare various memos and documentation required for assigned payments;- Prepare reports using a variety of software tools for transmission to school districts and BOCES, state agencies and NYSED offices;- Supervise clerical staff, as assigned;- Participate in activities related to the redesign of State Aid Payment systems, including incorporation into the State Aid Management System (SAMS); and - Perform other assignments as required.

Minimum Qualifications MINIMUM QUALIFICATIONS: NY HELPS This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS).For the duration of the NY HELPS Program, this title may be filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply. At a future date (within one year of permanent appointment), it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all of the same rights and privileges of competitive class employees of New York State. While serving permanently in a NY HELPS title, employees may take part in any promotion examination for which they are qualified.NON-COMPETITIVE MINIMUM QUALIFICATIONS: To be considered for appointment through NY HELPS, or 55 b/c, candidates must meet the open-competitive minimum qualifications for this position. The qualifications are:Appointment to Education Finance Specialist 1: Six years of experience calculating financial support, reviewing criteria and authorizing payments, auditing or reviewing fiscal transactions, monitoring and overseeing financial activity, or analyzing financial data in an educational entity regulated under federal or New York State education laws, rules, or regulations.Appointment to Education Finance Specialist Trainee 1: Four years of experience calculating financial support, reviewing criteria and authorizing payments, auditing or reviewing fiscal transactions, monitoring and overseeing financial activity, or analyzing financial data in an educational entity regulated under federal or New York State education laws, rules, or regulations.Appointment to Education Finance Specialist Trainee 2: Five years of experience calculating financial support, reviewing criteria and authorizing payments, auditing or reviewing fiscal transactions, monitoring and overseeing financial activity, or analyzing financial data in an educational entity regulated under federal or New York State education laws, rules, or regulations.* Substitution - An associate degree may substitute for two years of experience; a bachelor's degree may substitute for four years of experience; a master's degree may substitute for five years of experience; and a doctorate may substitute for six years of experience.All candidates that have taken and passed the most recent Professional Career Opportunities (PCO) exam are encouraged to apply.COMPETITIVE MINIMUM QUALIFICATIONS:Reassignment: Candidates must have one year of permanent competitive or 55b/c service as an Education Finance Specialist 1.Eligible List Appointment: Candidates who are reachable on the New York State Education Department's Public Administration Trainee Transition (PATT) eligible list or the Professional Career Opportunities (PCO) or the Professional Career Opportunities (PCO) Select Title eligible list may be considered for appointment. If you are on the Civil Service eligible list for this title, you may receive a canvass letter. You must complete and return it as instructed on the letter. For a description of the minimum qualifications that candidates must possess to be appointed from the PCO Select Education Finance Specialist 1 eligible list, please visit . For PCO Select eligible list minimum qualifications for appointment to Education Finance Specialist Trainee, please visit .Section 70.1 Transfer to Education Finance Specialist 1: Candidates must have one year of permanent competitive or 55b/c service in a title SG-16 or above deemed eligible for transfer under Section 70.1 of the Civil Service Law. Section 70.1 Transfer to Education Finance Specialist Trainee 1: Candidates must have one year of permanent competitive or 55b/c service in a title SG-11 or above deemed eligible for transfer under Section 70.1 of the Civil Service Law. Section 70.4 Transfer to Education Finance Specialist 1: Candidates may be eligible for nomination for transfer under Section 70.4 of the Civil Service Law to Education Finance Specialist 1 if they are a current NYS employee with one year of permanent competitive or 55b/c service in a title SG-16 or higher AND have standing on the Professional Career Opportunities (PCO) eligible list or the Public Administration Traineeship Transition (PATT) eligible list AND possess a Bachelor's degree.Section 70.4 Transfer to Education Finance Specialist Trainee 1: Candidates may be eligible for nomination for transfer under Section 70.4 of the Civil Service Law to Education Finance Specialist Trainee 1 if they are a current NYS employee with one year of permanent competitive or 55b/c service in a title SG-11 or higher AND have standing on the Professional Career Opportunities (PCO) eligible list or the Public Administration Traineeship Transition (PATT) eligible list AND possess a Bachelor's degree.Section 52.6 Transfer: Candidates must have one year of permanent competitive or 55b/c service in a title allocated SG-16 or higher eligible to transfer under Section 52.6 of the Civil Service Law. For information regarding the transfer options of your current title, please visit the Civil Service Career Mobility Office Website. Appointment: This position is eligible for 55b/c designation and candidates with 55b/c eligibility are encouraged to apply. Candidates must possess a current 55b/c eligibility letter and meet the minimum qualifications.It is essential that candidates clearly and concisely indicate exactly how they meet the above minimum qualifications in their resume. Failure to show how you meet the minimum qualifications above may result in disqualification and removal from consideration.

Additional Comments CONDITIONS OF EMPLOYMENT: This will be a contingent-permanent competitive appointment or a contingent- permanent non-competitive appointment. For a 55b/c appointment, candidates must possess the minimum qualifications, a current 55b/c eligibility letter and is subject to verification of applicant eligibility. Promotions and transfers may change appointees' negotiating unit. Candidates should be aware that changes in negotiating units may affect their salary, insurance, and other benefits. Verification of education and experience will be required at the time of interview for all candidates. This position allows for the opportunity to telecommute up to 30% each bi-weekly pay period. This position may be filled as traineeship. The starting salaries for these positions are outlined below. For current New York State employees, salary is based on the candidate's salary at the time of hire. Candidates appointed at the trainee level will be required to successfully complete the traineeship to advance to the full performance level title and salary.Current starting salaries:- $53,764 (Trainee 1- NS equated to SG-14)- $59,994 (Trainee 2- NS equated to SG-16)- $66,951 (Full Performance level SG-18)This position leads to a maximum salary of $85,138 based on annual performance advances and traineeship advances. APPLICATION: Qualified candidates should send a resume and letter of interest to View email address on jobs.institutedata.com (email submissions are preferred) by June 10, 2026. Your resume must clearly indicate how you meet the minimum qualifications for this position. You must include the job title (CFO-807/20059) of the position in the subject line of your email and cover letter to ensure receipt of your application. Links to application materials will not be accepted (i.e., Google Docs). Your social security number may be required to confirm your eligibility.New York State Education Department (NYSED) is an equal opportunity/affirmative action employer. NYS Human Rights Law prohibits discrimination because of age, race, creed, color, national origin, sexual orientation, military status, sex, disability, predisposing genetic characteristics, marital status, domestic violence victim status, gender identity, prior conviction records, prior arrests, youthful offender adjudications, or sealed records. Interested in a job with New York State, but don't know where to start? Visit these links for information on working for New York State: - - benefits of working for New York State, including, but not limited to, the following:Holiday & Paid Time Off- Thirteen (13) paid holidays annually.- Thirteen (13) days of paid vacation leave in year one, increasing to 20+ days with additional years of service. - Five (5) days of paid personal leave annually.- Thirteen (13) days of paid sick leave annually for PEF/CSEA and eight (8) days paid sick leave annually for M/C. - Annual professional leave and educational leave opportunities for eligible staff.Health Care Benefits- Eligible employees and dependents can choose from a variety of affordable and generous health insurance programs.- Family dental and vision benefits at no additional cost.Additional Benefits- Enrollment in the New York State pension system which has earned the distinction of being one of the best-managed and best-funded plans in the nation OR Optional Retirement Defined Contribution Plan with 8% salary match (eligibility requirements apply).- NYS Deferred Compensation and an exclusive 403(b) Optional Retirement Savings Plan.- Paid Parental Leave for all employees and Paid Family Leave (M/C Only). - Public Service Loan Forgiveness (PSLF).- Eligibility for various life insurance options.

Some positions may require additional credentials or a background check to verify your identity.

Name Office of Human Resources Management

Telephone View phone number on jobs.institutedata.com

Fax View phone number on jobs.institutedata.com

Email Address View email address on jobs.institutedata.com

Address

Street NYS Education Department

89 Washington Avenue, OHRM Room 528EB

City Albany

State NY

Zip Code 12234

Notes on Applying APPLICATION: Qualified candidates should send a resume and letter of interest to View email address on jobs.institutedata.com (email submissions are preferred) by June 10, 2026. Your resume must clearly indicate how you meet the minimum qualifications for this position. You must include the job title (CFO-807/20059) of the position in the subject line of your email and cover letter to ensure receipt of your application. Links to application materials will not be accepted (i.e., Google Docs). Your social security number may be required to confirm your eligibility.