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Director of Finance and Operations roles qualify for EB-2 or EB-3 green card sponsorship when employers complete PERM labor certification with the Department of Labor. Because this role sits at the intersection of financial oversight and operational leadership, documenting the specialized degree and experience requirements that justify sponsorship is a critical early step.
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Get Access To All JobsTemple University's School of Medicine is searching for a Director, Research Finance and Operations!
Become a part of the Temple family and you will have access to the following:
Full medical, dental, vision coverage
Paid time off
9 Federally Observed Paid Holidays
3 Personal Days
Tuition remission - eligible employees and their dependents can obtain a degree TUITION FREE
A generous retirement plan and so much more!
Position Summary:
The Director, Research Finance & Operations, provides strategic financial, operational, analytical, and project management support to the Executive Director of Research Administration (EDRA) for the Lewis Katz School of Medicine (LKSOM). This elevated role serves as a key partner in the financial management and operational advancement of the School’s growing research enterprise, with responsibility for research financial analysis, forecasting, reporting, data analytics, process improvement, and strategic project execution.
The Director translates complex financial and operational data into actionable information to support executive decision-making, resource planning, risk management, and the effective stewardship of sponsored research and other research-related activities. The position develops and maintains reporting tools, dashboards, financial models, standardized processes, and other resources that promote consistency, transparency, and informed decision-making across research administration.
Dually reporting to the Executive Director of Research Administration and the Executive Director, Finance, the Director works collaboratively with the Office of the Vice President for Research (OVPR), Business Intelligence, Finance, research administrators, faculty, and other institutional partners. The position supports alignment between School and University priorities, strengthens financial and operational controls, identifies opportunities for improvement, and advances strategic initiatives across the research enterprise.
This position plays a critical role in helping LKSOM manage the complexity and continued growth of its research portfolio by connecting financial analysis, operational data, and strategic planning to improve performance, promote compliance, mitigate risk, and support the School’s research mission.
Job Details:
This position requires the following background checks: criminal history review
Required Education and Experience:
- Bachelor’s degree and at least 6 years of directly related experience. An equivalent combination of education and experience may be considered.
Required Skills and Abilities:
- High-level proficiency with Excel (pivot tables, lookups, modeling), and comfort working with large data sets.
- Experience with research administration systems (e.g. Banner, Oncore, Effort Reporting systems, etc).
- Strong understanding of pre-award and post-award processes, including budgeting, expenditure tracking, effort reporting, and compliance requirements.
- Strong writing skills for reports, justifications, and policy documentation
Preferred Skills and Abilities:
- Experience supporting research service/recharge centers and sponsored program financial operations.
- Ability to maintain, enhance, and integrate data across multiple systems, ensuring accuracy and consistency.
- Ability to analyze complex research, financial, and operational data to support institutional decision-making.
Essential Duties:
Data, Analytics & Reporting
- Lead the collection, organization, validation, and analysis of research-related financial and operational data for internal and external reporting and decision-making.
- Develop and maintain high-level reports, dashboards, metrics, and analytical tools for executive leadership and research administration.
- Monitor research financial and operational trends and identify data discrepancies, gaps, risks, and opportunities for improvement.
- Maintain and enhance databases, spreadsheets, tracking tools, and other resources supporting sponsored programs, research service centers, clinical research, and research administration operations.
- Collaborate with Business Intelligence, Finance, OVPR, and other institutional partners to improve data quality, reporting capabilities, and integration across systems.
- Establish and maintain standardized definitions, reporting methodologies, and documentation for key research administration metrics.
Research Finance & Sponsored Programs
- Provide financial analysis and operational support for sponsored programs and research service centers.
- Prepare grant activity summaries, budget forecasts, expenditure analyses, financial projections, and other financial reports.
- Partner with research administrators and principal investigators to monitor grant expenditures and ensure adherence to approved budgets, University policies, sponsor requirements, and applicable regulations.
- Review expenditure transactions for compliance with sponsor terms, University policies, and applicable accounting requirements.
- Monitor sponsored program closeout activities and coordinate follow-up necessary to bring financial and accounting processes to appropriate conclusion.
- Support preparation and review of final financial reports and required supporting documentation.
- Maintain appropriate records of grant applications, awards, financial activity, and status information in applicable research administration systems.
- Provide guidance to research personnel regarding sponsored program financial matters, including budgeting, expenditures, effort reporting, and financial compliance.
- Develop tools, templates, and standardized processes to improve financial stewardship and consistency across research units.
- Support the development of business cases, financial models, and financial analyses for new research initiatives.
Other Responsibilities
- Prepare and distribute recurring financial and operational reports, including monthly, quarterly, and year-end reports.
- Provide analytical and operational support to the EDRA on special projects and strategic initiatives.
- Serve as a resource to research administrators, faculty, and staff on research-related financial and operational matters.
- Train and/or assist in the training of research personnel to promote effective application of University policies, procedures, practices, and standards.
- Support EDRA in the other areas such as:
- Developing and maintaining practical "how-to" guides, job aids, FAQs, checklists, workflow diagrams, and other resources to support consistent application of research administration processes.
- Identify recurring questions, process gaps, and training needs and develop educational resources to address them.
- Tracking and reporting progress on strategic initiatives led by the EDRA, including policy development, financial modeling, system enhancements, data initiatives, and operational improvements.
- Developing standardized templates and documentation to promote consistency across research administration functions.
- Coordinating periodic review and revision of research administration procedures and guidance.
- Working with appropriate subject matter experts and institutional offices to ensure documentation accurately reflects current University policies and requirements.
- Performs other duties as assigned.
This position is assigned a hybrid work arrangement (on-campus and remote), the duration of this hybrid work arrangement is at the discretion of Temple University and the Department.
Temple University is committed to a policy of equal opportunity for all in every aspect of its operations, including employment, service, and educational programs. The University has pledged not to discriminate on the basis of age, color, disability, marital status, national origin or ethnic origin, race, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information or veteran status.
Compliance Statement: In the performance of their functions as detailed in the position description employees have an obligation to avoid ethical, legal, financial and other conflicts of interest to ensure that their actions and outside activities do not conflict with their primary employment responsibilities at the institution. Employees are also expected to understand and be in compliance with applicable laws, University and employment policies and regulations, including NCAA regulations for areas and departments which their essential functions cause them to interact.
Temple University's Annual Security and Fire Safety Report contains statistics, policies, and procedures related to campus safety. Go here to review: https://safety.temple.edu/reports-logs/annual-security-report
You may request a copy of the report by calling Temple University’s Department of Public Safety at 215-204-7900.
Temple University's School of Medicine is searching for a Director, Research Finance and Operations!
Become a part of the Temple family and you will have access to the following:
Full medical, dental, vision coverage
Paid time off
9 Federally Observed Paid Holidays
3 Personal Days
Tuition remission - eligible employees and their dependents can obtain a degree TUITION FREE
A generous retirement plan and so much more!
Position Summary:
The Director, Research Finance & Operations, provides strategic financial, operational, analytical, and project management support to the Executive Director of Research Administration (EDRA) for the Lewis Katz School of Medicine (LKSOM). This elevated role serves as a key partner in the financial management and operational advancement of the School’s growing research enterprise, with responsibility for research financial analysis, forecasting, reporting, data analytics, process improvement, and strategic project execution.
The Director translates complex financial and operational data into actionable information to support executive decision-making, resource planning, risk management, and the effective stewardship of sponsored research and other research-related activities. The position develops and maintains reporting tools, dashboards, financial models, standardized processes, and other resources that promote consistency, transparency, and informed decision-making across research administration.
Dually reporting to the Executive Director of Research Administration and the Executive Director, Finance, the Director works collaboratively with the Office of the Vice President for Research (OVPR), Business Intelligence, Finance, research administrators, faculty, and other institutional partners. The position supports alignment between School and University priorities, strengthens financial and operational controls, identifies opportunities for improvement, and advances strategic initiatives across the research enterprise.
This position plays a critical role in helping LKSOM manage the complexity and continued growth of its research portfolio by connecting financial analysis, operational data, and strategic planning to improve performance, promote compliance, mitigate risk, and support the School’s research mission.
Job Details:
This position requires the following background checks: criminal history review
Required Education and Experience:
- Bachelor’s degree and at least 6 years of directly related experience. An equivalent combination of education and experience may be considered.
Required Skills and Abilities:
- High-level proficiency with Excel (pivot tables, lookups, modeling), and comfort working with large data sets.
- Experience with research administration systems (e.g. Banner, Oncore, Effort Reporting systems, etc).
- Strong understanding of pre-award and post-award processes, including budgeting, expenditure tracking, effort reporting, and compliance requirements.
- Strong writing skills for reports, justifications, and policy documentation
Preferred Skills and Abilities:
- Experience supporting research service/recharge centers and sponsored program financial operations.
- Ability to maintain, enhance, and integrate data across multiple systems, ensuring accuracy and consistency.
- Ability to analyze complex research, financial, and operational data to support institutional decision-making.
Essential Duties:
Data, Analytics & Reporting
- Lead the collection, organization, validation, and analysis of research-related financial and operational data for internal and external reporting and decision-making.
- Develop and maintain high-level reports, dashboards, metrics, and analytical tools for executive leadership and research administration.
- Monitor research financial and operational trends and identify data discrepancies, gaps, risks, and opportunities for improvement.
- Maintain and enhance databases, spreadsheets, tracking tools, and other resources supporting sponsored programs, research service centers, clinical research, and research administration operations.
- Collaborate with Business Intelligence, Finance, OVPR, and other institutional partners to improve data quality, reporting capabilities, and integration across systems.
- Establish and maintain standardized definitions, reporting methodologies, and documentation for key research administration metrics.
Research Finance & Sponsored Programs
- Provide financial analysis and operational support for sponsored programs and research service centers.
- Prepare grant activity summaries, budget forecasts, expenditure analyses, financial projections, and other financial reports.
- Partner with research administrators and principal investigators to monitor grant expenditures and ensure adherence to approved budgets, University policies, sponsor requirements, and applicable regulations.
- Review expenditure transactions for compliance with sponsor terms, University policies, and applicable accounting requirements.
- Monitor sponsored program closeout activities and coordinate follow-up necessary to bring financial and accounting processes to appropriate conclusion.
- Support preparation and review of final financial reports and required supporting documentation.
- Maintain appropriate records of grant applications, awards, financial activity, and status information in applicable research administration systems.
- Provide guidance to research personnel regarding sponsored program financial matters, including budgeting, expenditures, effort reporting, and financial compliance.
- Develop tools, templates, and standardized processes to improve financial stewardship and consistency across research units.
- Support the development of business cases, financial models, and financial analyses for new research initiatives.
Other Responsibilities
- Prepare and distribute recurring financial and operational reports, including monthly, quarterly, and year-end reports.
- Provide analytical and operational support to the EDRA on special projects and strategic initiatives.
- Serve as a resource to research administrators, faculty, and staff on research-related financial and operational matters.
- Train and/or assist in the training of research personnel to promote effective application of University policies, procedures, practices, and standards.
- Support EDRA in the other areas such as:
- Developing and maintaining practical "how-to" guides, job aids, FAQs, checklists, workflow diagrams, and other resources to support consistent application of research administration processes.
- Identify recurring questions, process gaps, and training needs and develop educational resources to address them.
- Tracking and reporting progress on strategic initiatives led by the EDRA, including policy development, financial modeling, system enhancements, data initiatives, and operational improvements.
- Developing standardized templates and documentation to promote consistency across research administration functions.
- Coordinating periodic review and revision of research administration procedures and guidance.
- Working with appropriate subject matter experts and institutional offices to ensure documentation accurately reflects current University policies and requirements.
- Performs other duties as assigned.
This position is assigned a hybrid work arrangement (on-campus and remote), the duration of this hybrid work arrangement is at the discretion of Temple University and the Department.
Temple University is committed to a policy of equal opportunity for all in every aspect of its operations, including employment, service, and educational programs. The University has pledged not to discriminate on the basis of age, color, disability, marital status, national origin or ethnic origin, race, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information or veteran status.
Compliance Statement: In the performance of their functions as detailed in the position description employees have an obligation to avoid ethical, legal, financial and other conflicts of interest to ensure that their actions and outside activities do not conflict with their primary employment responsibilities at the institution. Employees are also expected to understand and be in compliance with applicable laws, University and employment policies and regulations, including NCAA regulations for areas and departments which their essential functions cause them to interact.
Temple University's Annual Security and Fire Safety Report contains statistics, policies, and procedures related to campus safety. Go here to review: https://safety.temple.edu/reports-logs/annual-security-report
You may request a copy of the report by calling Temple University’s Department of Public Safety at 215-204-7900.
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Get Access To All JobsTips for Finding Green Card Sponsorship in Director of Finance and Operations
Align your credentials to EB-2 requirements
An advanced degree in finance, accounting, business administration, or a closely related field supports EB-2 eligibility. If your highest credential is a bachelor's degree, five years of progressive post-degree experience in a finance and operations leadership role can substitute under the advanced-degree pathway.
Search employers with PERM filing history
Use Migrate Mate to identify companies that have already sponsored Director of Finance and Operations roles through PERM. Employers with that filing history understand the recruitment test, prevailing wage process, and multi-year timeline, which significantly reduces the risk of a sponsorship commitment falling through mid-process.
Verify prevailing wage before negotiating offers
Your employer must pay at least the DOL-determined prevailing wage for your occupation and work location before filing PERM. Run the OFLC Wage Search using your SOC code and geography so you enter salary negotiations knowing the floor DOL will certify, not just what the employer prefers to pay.
Target companies with multi-entity structures
Large corporations, private equity portfolio companies, and organizations with separate finance and operations functions regularly sponsor Director-level roles because they can document distinct duties that require specialized credentials. Regional headquarters and holding companies often have in-house immigration counsel already familiar with PERM requirements for senior roles.
Secure your priority date as early as possible
Your priority date is set when USCIS receives your I-140 petition. For nationals of India and China, that date determines how long you wait before adjustment of status becomes available. If your current employer is open to sponsorship, initiating PERM before you need to change jobs preserves the earliest possible priority date.
Understand AC21 portability before changing jobs
Once your I-485 has been pending for 180 days or more, AC21 portability lets you move to a new employer in the same or a similar occupation without losing your place in the green card queue. For a Director of Finance and Operations, document how the new role's duties overlap with the original sponsored position to support a portability claim.
Green Card Director of Finance and Operations: Frequently Asked Questions
Does a Director of Finance and Operations role qualify for EB-2 or EB-3 green card sponsorship?
Most Director of Finance and Operations positions qualify for EB-2 sponsorship because the role typically requires an advanced degree in finance, accounting, or business administration, or a bachelor's degree plus five years of progressive experience in a combined finance and operations leadership capacity. If the employer documents the role at the bachelor's-plus-two-years level, EB-3 is also an available pathway.
How does the PERM process work for a senior finance and operations role?
PERM labor certification requires your employer to obtain a prevailing wage determination from DOL, conduct a formal recruitment test to confirm no qualified U.S. workers are available, and then file the ETA Form 9089 with the Department of Labor. For director-level roles, the job requirements stated in the PERM application must reflect what the position genuinely demands, not inflated criteria designed to screen out candidates.
How is green card sponsorship different from H-1B sponsorship for this role?
H-1B visa sponsorship is temporary and employer-tied, requiring renewal every three years. Green card sponsorship through PERM, I-140, and adjustment of status leads to lawful permanent residence, meaning you're not dependent on a single employer for your immigration status once the process completes. The tradeoff is that PERM requires a multi-step recruitment process and a government-certified prevailing wage, and nationals from high-demand countries face priority date backlogs before adjustment of status becomes available.
How do I find employers who actively sponsor Director of Finance and Operations roles through PERM?
Migrate Mate shows employers with verified green card sponsorship history for finance and operations leadership roles, so you can focus your search on companies that have already navigated PERM rather than trying to persuade an employer to start from scratch. That PERM filing history is one of the strongest signals that an employer will follow through on a sponsorship commitment.
Can I change jobs after my employer files my PERM application?
Changing jobs before your I-485 has been pending for 180 days puts your green card process at risk, because PERM and I-140 approval are tied to the sponsoring employer. Once your I-485 has been pending 180 days or more, AC21 portability allows you to move to a new employer in the same or a similar occupation. A previously approved I-140 can also allow your priority date to carry over to a new employer's petition.