E-3 Visa Financial Planning Analyst Jobs
Financial Planning Analyst roles qualify for E-3 visa sponsorship because they meet the specialty occupation standard, a bachelor's degree in finance, economics, or a related field is required. Australian professionals benefit from no lottery and indefinite two-year renewals, making long-term U.S. career planning straightforward.
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Support the department with broad responsibilities for financial planning, forecasting, business unit and project support for the executive group. Support corporate-wide business planning and performance monitoring processes, including ensuring appropriate integration and support exists between processes and areas, including development of appropriate dashboards, metrics and schedules as requested. Serve as the Finance representative on cross functional strategic projects.
Duties and Responsibilities
- Coordinate and manage the annual budgeting and monthly forecasting processes for allotted corporate reporting departments and assure that plans are integrated, consistent and supportive of the Company’s overall strategic direction
- Manage allotted corporate department reporting processes, including collection, analysis, preparation, distribution and presentation of monthly expense and capital reports to business unit presidents and department heads
- Manage corporate department forecasting process to ensure all impacted parties are informed of spend variances and aligned on future expectations
- Provide necessary support for the preparation and facilitation of the Company’s monthly business reviews and strategic direction meetings
- Assist in the development of presentations to the Executive Council and the Board of Directors, as needed
- Assist in the development and evaluation of key performance metrics and objectives
- Proactively identify opportunities for process improvements, cost savings, and operational efficiencies that positively impact bottom-line results and cash flow
- Support the identification, analysis, and assessment of various projects for business units and Executive Council as required for additional sustained corporate growth. Oversee the development of business cases by gathering and assessing background and research data; supporting economic, financial, and performance analysis; providing quality assurance, due diligence and review support as appropriate
- Support the development, implementation, and upgrade of systems and processes to support business planning, forecasting and reporting processes
Essential Characteristics
- Ability to demonstrate the core and job category competencies: customer-focused, results-driven, teamwork, communication, adaptability, initiative, problem solving and quality
- Ability to lead by example in support of the Company’s essential characteristics and values: strong ethics and integrity, dedication to a safe work environment, commitment to a diverse workforce that recognizes and respects every individual’s unique skills and perspectives
- Recognize problems and respond, systematically gather information, sort through complex issues, understand consequences of decisions, seek input from others
- Ability to make difficult decisions and effectively communicate those decisions to others
- Ability to set challenging and productive objectives and effectively monitor performance to consistently meet or surpass objectives
- Ability to work semi-independently and manage time effectively to meet individual objectives and deadlines
- Ability to work as part of a team and display a positive attitude for this dynamic environment
- Ability to work under pressure and meet tight deadlines
- Ability to adapt in a fast-moving and changing culture
Supervisory Responsibilities
N/A
Required Education (certifications, licenses)
- Bachelor degree in Accounting, Finance or similar business discipline
- Master’s degree in Business Administration (or similar) preferred
- 1+ years of relevant planning and/or analytical experience (e.g., working as a planning, financial or budget analyst)
- Experience with developing Oracle/OBIEE/Hyperion based management reporting strongly preferred
- Experience must extend beyond accounting and financial reporting of historical results
- Understanding business models and how value is created and strategic and business planning, key financial performance metrics, and managerial performance reporting
- Able to utilize data from a variety of sources to identify relevant industry and market trends, understand implications, develop and assess new business opportunities, and evaluate potential strategic transaction
Required knowledge, skill and abilities
- Knowledge of Microsoft Office applications, with advanced knowledge of Excel and PowerPoint preferred
- Strong ethics and integrity, dedication to a safe work environment, and a commitment to diverse work environment
- Strong interpersonal skills with the proven ability to build and establish rapport with a diverse array of people
Physical demands, environment and schedule
- Shared office work environment
- Hybrid work schedule (three days in office, two days remote)
- Overtime as needed
- Travel unlikely, but possible
Company Overview
We are committed to understanding the needs of the homes and businesses we serve. That's why we're always looking for driven, collaborative people to join our team. Because we believe that offering our customers the best service means bringing together the best people.
And we find the best by hiring those who share our values of safety, inclusion and integrity, and demonstrate the competencies that bring the Spire vision, mission and culture to life:
- Adaptability: We embrace change, continuously seeking opportunities for improvement while remaining open-minded and flexible in response to evolving conditions and customer, stakeholder and company needs.
- Collaboration: We achieve more together through a foundation of respect, embracing healthy conflict, actively seeking and providing actionable feedback and fostering an environment where everyone’s input is welcomed.
- Ownership: We see things through, demonstrate accountability, honor commitments, take responsibility for outcomes and demonstrate initiative.
By living our values and competencies, we strive to create an environment where employees feel welcome, respected and valued.
Posting Requirements
Spire accepts online applications through our career site at jobs.spireenergy.com
Posting requirements: The above posting description is intended to describe the general nature of the level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. To perform this job successfully, an individual must be able to perform each duty and responsibility satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Spire, Inc., and its subsidiaries are Affirmative Action and Equal Employment Opportunity employer.
We are committed to providing equal employment opportunity in all areas, including but not necessarily limited to, recruitment, selection, training, education, compensation, benefits, promotion, job transfer, upgrading, separation and recall regardless of the individual’s race, color, sex, age, religion, national origin, genetics, sexual orientation, gender identity, disability, veteran status, and/or other protected categories under all Federal, State, and local laws. For more information, please view our Integrity and Inclusion pages of our career site.
Job Location: St Louis
Job Req ID: 11819
Job Segment: ERP, Financial Analyst, Quality Assurance, Database, Oracle, Technology, Finance
Summary
Support the department with broad responsibilities for financial planning, forecasting, business unit and project support for the executive group. Support corporate-wide business planning and performance monitoring processes, including ensuring appropriate integration and support exists between processes and areas, including development of appropriate dashboards, metrics and schedules as requested. Serve as the Finance representative on cross functional strategic projects.
Duties and Responsibilities
- Coordinate and manage the annual budgeting and monthly forecasting processes for allotted corporate reporting departments and assure that plans are integrated, consistent and supportive of the Company’s overall strategic direction
- Manage allotted corporate department reporting processes, including collection, analysis, preparation, distribution and presentation of monthly expense and capital reports to business unit presidents and department heads
- Manage corporate department forecasting process to ensure all impacted parties are informed of spend variances and aligned on future expectations
- Provide necessary support for the preparation and facilitation of the Company’s monthly business reviews and strategic direction meetings
- Assist in the development of presentations to the Executive Council and the Board of Directors, as needed
- Assist in the development and evaluation of key performance metrics and objectives
- Proactively identify opportunities for process improvements, cost savings, and operational efficiencies that positively impact bottom-line results and cash flow
- Support the identification, analysis, and assessment of various projects for business units and Executive Council as required for additional sustained corporate growth. Oversee the development of business cases by gathering and assessing background and research data; supporting economic, financial, and performance analysis; providing quality assurance, due diligence and review support as appropriate
- Support the development, implementation, and upgrade of systems and processes to support business planning, forecasting and reporting processes
Essential Characteristics
- Ability to demonstrate the core and job category competencies: customer-focused, results-driven, teamwork, communication, adaptability, initiative, problem solving and quality
- Ability to lead by example in support of the Company’s essential characteristics and values: strong ethics and integrity, dedication to a safe work environment, commitment to a diverse workforce that recognizes and respects every individual’s unique skills and perspectives
- Recognize problems and respond, systematically gather information, sort through complex issues, understand consequences of decisions, seek input from others
- Ability to make difficult decisions and effectively communicate those decisions to others
- Ability to set challenging and productive objectives and effectively monitor performance to consistently meet or surpass objectives
- Ability to work semi-independently and manage time effectively to meet individual objectives and deadlines
- Ability to work as part of a team and display a positive attitude for this dynamic environment
- Ability to work under pressure and meet tight deadlines
- Ability to adapt in a fast-moving and changing culture
Supervisory Responsibilities
N/A
Required Education (certifications, licenses)
- Bachelor degree in Accounting, Finance or similar business discipline
- Master’s degree in Business Administration (or similar) preferred
- 1+ years of relevant planning and/or analytical experience (e.g., working as a planning, financial or budget analyst)
- Experience with developing Oracle/OBIEE/Hyperion based management reporting strongly preferred
- Experience must extend beyond accounting and financial reporting of historical results
- Understanding business models and how value is created and strategic and business planning, key financial performance metrics, and managerial performance reporting
- Able to utilize data from a variety of sources to identify relevant industry and market trends, understand implications, develop and assess new business opportunities, and evaluate potential strategic transaction
Required knowledge, skill and abilities
- Knowledge of Microsoft Office applications, with advanced knowledge of Excel and PowerPoint preferred
- Strong ethics and integrity, dedication to a safe work environment, and a commitment to diverse work environment
- Strong interpersonal skills with the proven ability to build and establish rapport with a diverse array of people
Physical demands, environment and schedule
- Shared office work environment
- Hybrid work schedule (three days in office, two days remote)
- Overtime as needed
- Travel unlikely, but possible
Company Overview
We are committed to understanding the needs of the homes and businesses we serve. That's why we're always looking for driven, collaborative people to join our team. Because we believe that offering our customers the best service means bringing together the best people.
And we find the best by hiring those who share our values of safety, inclusion and integrity, and demonstrate the competencies that bring the Spire vision, mission and culture to life:
- Adaptability: We embrace change, continuously seeking opportunities for improvement while remaining open-minded and flexible in response to evolving conditions and customer, stakeholder and company needs.
- Collaboration: We achieve more together through a foundation of respect, embracing healthy conflict, actively seeking and providing actionable feedback and fostering an environment where everyone’s input is welcomed.
- Ownership: We see things through, demonstrate accountability, honor commitments, take responsibility for outcomes and demonstrate initiative.
By living our values and competencies, we strive to create an environment where employees feel welcome, respected and valued.
Posting Requirements
Spire accepts online applications through our career site at jobs.spireenergy.com
Posting requirements: The above posting description is intended to describe the general nature of the level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. To perform this job successfully, an individual must be able to perform each duty and responsibility satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Spire, Inc., and its subsidiaries are Affirmative Action and Equal Employment Opportunity employer.
We are committed to providing equal employment opportunity in all areas, including but not necessarily limited to, recruitment, selection, training, education, compensation, benefits, promotion, job transfer, upgrading, separation and recall regardless of the individual’s race, color, sex, age, religion, national origin, genetics, sexual orientation, gender identity, disability, veteran status, and/or other protected categories under all Federal, State, and local laws. For more information, please view our Integrity and Inclusion pages of our career site.
Job Location: St Louis
Job Req ID: 11819
Job Segment: ERP, Financial Analyst, Quality Assurance, Database, Oracle, Technology, Finance
See all 229+ E-3 Visa Financial Planning Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Financial Planning Analyst Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Financial Planning Analyst
Frame your Australian credentials for U.S. employers
A three-year Australian bachelor's degree in finance or economics satisfies E-3 visa specialty occupation requirements. When applying, explicitly note your degree equivalency so hiring managers and their HR teams don't flag it as a gap during the sponsorship review.
Target employers with active LCA filing history
DOL certifies Labor Condition Applications for each E-3 hire. Search the OFLC disclosure database to identify financial services firms that have filed LCAs for analyst roles recently, this tells you which employers already understand the process.
Distinguish E-3 from H-1B when speaking to recruiters
Many U.S. recruiters assume visa sponsorship means H-1B lottery risk. Clarify upfront that the E-3 has no lottery, no cap pressure, and can be filed in weeks, this removes the most common reason financial services firms decline Australian candidates.
Get your CPA or CFA credentials recognised before applying
U.S. employers in financial planning often expect CPA or CFA progression. If you hold Australian qualifications, confirm equivalency with NASBA or the CFA Institute before your interview so credential questions don't stall your offer or the LCA filing.
Use Migrate Mate's E-3 filing service after receiving your offer
Once an employer extends an offer, use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork end-to-end. This avoids the compliance errors that often delay start dates when employers attempt to self-file a new visa category for the first time.
Confirm your employer's USCIS compliance before signing
Before accepting an offer, verify the employer is registered with E-Verify if required in their state and can post the LCA public access file. Employers unfamiliar with this step have had LCA certifications revoked, pushing back your start date.
E-3 Visa Financial Planning Analyst: Frequently Asked Questions
How do I find Financial Planning Analyst jobs with E-3 visa sponsorship?
Use Migrate Mate to search Financial Planning Analyst roles filtered by E-3 sponsorship. Most standard job boards don't let you filter by visa type, so you end up cold-applying to roles where sponsorship was never on the table. Migrate Mate surfaces employers who have sponsored or are open to sponsoring Australian professionals on the E-3, saving you from weeks of unproductive applications.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Financial Planning Analyst role qualify as a specialty occupation for the E-3?
Yes. USCIS treats Financial Planning Analyst positions as specialty occupations because they require at minimum a bachelor's degree in finance, economics, accounting, or a closely related field. The key is that the job description must reflect analytical duties tied to that degree field, a generalist business role dressed up as a financial analyst title won't hold up to consular scrutiny.
How does the E-3 compare to the H-1B for Financial Planning Analyst roles?
The E-3 has no annual lottery and no cap, so your start date depends on processing time rather than lottery luck. H-1B registration opens once a year and selection is random, even strong candidates miss out. For Financial Planning Analysts, the E-3 also renews in two-year increments indefinitely, giving you and your employer far more planning certainty than the H-1B's six-year initial limit.
Can I change employers while on an E-3 as a Financial Planning Analyst?
Yes, but you need a new LCA certified by DOL and a new E-3 visa stamp before you can start with the new employer. Unlike some visa portability rules, the E-3 doesn't allow you to transfer status directly, the new employer files fresh. If you're currently outside a visa stamp validity period, factor in consulate appointment wait times before committing to a start date.