Green Card Financial Consultant Jobs
Financial Consultant roles qualify for EB-2 and EB-3 green card sponsorship when the position requires a bachelor's degree or higher in finance, economics, or a related field. Employers file a PERM labor certification with DOL before sponsoring you permanently, and your degree-to-role alignment is what USCIS scrutinizes most closely.
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Get Access To All JobsINTRODUCTION
This position is National Remote. You'll enjoy the flexibility to telecommute from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week.
ABOUT THE JOB
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.
Whole Health Solutions is seeking a Senior Financial Consultant to join our team. This role will serve as the primary finance business partner to the Transplant Solutions leadership team within the Optum Whole Health Solutions product portfolio. The Senior Financial Consultant will provide comprehensive support across financial planning and analysis activities, including month-end close, forecasting, long-range modeling, and serving as a strategic partner to help senior leadership develop, execute, and manage overall business growth and profitability. Whole Health Solutions is a business comprised of Optum's Behavioral solutions and its Clinical solutions that address needs across a diverse set of conditions along the continuum of care.
This position is full time (40 hours / week), Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm local time.
We offer weeks of on-the-job training. The hours of the training will be based on schedule or will be discussed on your first day of employment.
PRIMARY RESPONSIBILITIES:
- Own and manage financial reporting for the Transplant P&L from month-end close, quarterly forecasting, allocation determination, long range planning and partnership on strategic projects and initiatives.
- Drive growth and profitability initiatives within the Transplant Solutions portfolio by partnering with product and technology leaders to develop insightful analysis, evaluate new and evolving strategies through complex scenario modeling, bringing loose concepts into clarity through a financial focus.
- Translate complex product concepts into clear, actionable financial models to support decision-making and strategic planning.
- Manage the development of client pricing and profitability analysis, collaborating cross functionally to gather inputs, challenge assumptions, and clarify financial narratives.
- Deliver concise, insight-driven financial reporting to senior leadership, highlighting key levers and variances to enable strategic decision making.
- Serve as a trusted finance partner to line of business operators, operations, product, and technology teams - bridging business strategy with financial execution.
- Flex across a wide range of finance responsibilities as needed to support the Whole Health Solutions finance organization.
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
BASIC QUALIFICATIONS:
- BA / BS Bachelor's Degree (or higher) in Finance OR Accounting
- 6+ years of relevant financial analysis and solid analytical experience
- Advanced presentation skills and leadership presence
- Advanced skills in Microsoft Excel and Microsoft PowerPoint
- Advanced modeling capabilities
- Healthcare experience and / OR experience with working in a large matrixed environment
- Experience with AI reporting integration (Microsoft CoPilot, GPT, Claude)
- Ability to work any of our full time (40 hours / week), shift schedules during our normal business hours of 8:00 am - 5:00 pm local time from Monday - Friday
TELECOMMUTING REQUIREMENTS:
- Ability to keep all company sensitive documents secure (if applicable)
- Required to have a dedicated work area established that is separated from other living areas and provides information privacy
- Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary for this role will range from $91,700 - $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable.
APPLICATION DEADLINE: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone - of every race, gender, sexuality, age, location, and income - deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
INTRODUCTION
This position is National Remote. You'll enjoy the flexibility to telecommute from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week.
ABOUT THE JOB
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.
Whole Health Solutions is seeking a Senior Financial Consultant to join our team. This role will serve as the primary finance business partner to the Transplant Solutions leadership team within the Optum Whole Health Solutions product portfolio. The Senior Financial Consultant will provide comprehensive support across financial planning and analysis activities, including month-end close, forecasting, long-range modeling, and serving as a strategic partner to help senior leadership develop, execute, and manage overall business growth and profitability. Whole Health Solutions is a business comprised of Optum's Behavioral solutions and its Clinical solutions that address needs across a diverse set of conditions along the continuum of care.
This position is full time (40 hours / week), Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm local time.
We offer weeks of on-the-job training. The hours of the training will be based on schedule or will be discussed on your first day of employment.
PRIMARY RESPONSIBILITIES:
- Own and manage financial reporting for the Transplant P&L from month-end close, quarterly forecasting, allocation determination, long range planning and partnership on strategic projects and initiatives.
- Drive growth and profitability initiatives within the Transplant Solutions portfolio by partnering with product and technology leaders to develop insightful analysis, evaluate new and evolving strategies through complex scenario modeling, bringing loose concepts into clarity through a financial focus.
- Translate complex product concepts into clear, actionable financial models to support decision-making and strategic planning.
- Manage the development of client pricing and profitability analysis, collaborating cross functionally to gather inputs, challenge assumptions, and clarify financial narratives.
- Deliver concise, insight-driven financial reporting to senior leadership, highlighting key levers and variances to enable strategic decision making.
- Serve as a trusted finance partner to line of business operators, operations, product, and technology teams - bridging business strategy with financial execution.
- Flex across a wide range of finance responsibilities as needed to support the Whole Health Solutions finance organization.
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
BASIC QUALIFICATIONS:
- BA / BS Bachelor's Degree (or higher) in Finance OR Accounting
- 6+ years of relevant financial analysis and solid analytical experience
- Advanced presentation skills and leadership presence
- Advanced skills in Microsoft Excel and Microsoft PowerPoint
- Advanced modeling capabilities
- Healthcare experience and / OR experience with working in a large matrixed environment
- Experience with AI reporting integration (Microsoft CoPilot, GPT, Claude)
- Ability to work any of our full time (40 hours / week), shift schedules during our normal business hours of 8:00 am - 5:00 pm local time from Monday - Friday
TELECOMMUTING REQUIREMENTS:
- Ability to keep all company sensitive documents secure (if applicable)
- Required to have a dedicated work area established that is separated from other living areas and provides information privacy
- Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary for this role will range from $91,700 - $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable.
APPLICATION DEADLINE: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone - of every race, gender, sexuality, age, location, and income - deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Financial Consultant
Document your degree-to-role alignment early
USCIS and the PERM process require your degree field to match the Financial Consultant role. If your degree is in a tangentially related field, gather transcripts, course syllabi, and employer letters that connect your academic background to financial advisory work.
Identify employers with PERM filing history
Target firms that have sponsored foreign nationals through PERM before, not just those listing 'visa sponsorship available.' DOL's OFLC disclosure data shows which employers have filed PERM applications for financial roles, helping you focus on genuinely sponsorship-ready companies.
Search green card jobs using Migrate Mate
Migrate Mate filters Financial Consultant openings by employers with active EB-2 and EB-3 sponsorship history, so you're not cold-applying to firms that have never navigated the PERM process for this role type.
Clarify the job description before offer stage
The PERM application locks in the job duties and minimum requirements. If an employer later narrows or inflates the posted requirements, your certification can be challenged. Review the draft job description carefully and confirm it reflects your actual responsibilities before signing.
Understand your priority date and EB category
EB-3 professional filings for most countries outside India and China face shorter backlogs than EB-2. Ask prospective employers which category they plan to file under and check the USCIS Visa Bulletin to estimate how long you'll wait for a current priority date.
Use OFLC Wage Search to verify prevailing wage
DOL sets the prevailing wage for your specific Financial Consultant role based on location and experience level. Use OFLC Wage Search to check whether an employer's offer meets the required wage tier before the PERM process begins, since underpayment delays or voids the certification.
Green Card Financial Consultant: Frequently Asked Questions
Does a Financial Consultant role qualify for EB-2 or EB-3 sponsorship?
Financial Consultant positions typically qualify under EB-3 professional when the employer requires a bachelor's degree in finance, economics, accounting, or a closely related field. EB-2 applies if the role genuinely requires an advanced degree or the candidate holds a master's or higher and the employer can demonstrate that need. The degree-to-role alignment in the PERM job description determines which category fits.
How does PERM green card sponsorship differ from H-1B for Financial Consultant roles?
PERM is the first step toward permanent residency, not a temporary work visa. Unlike the H-1B visa, there's no annual lottery for EB-3 filings, and the process isn't capped by registration slots. PERM requires the employer to conduct a formal recruitment test before filing, which adds three to six months at the start, but the end result is a green card, not a status that expires every three years.
What does the PERM recruitment process involve for a Financial Consultant position?
Employers must advertise the Financial Consultant role through specific DOL-mandated channels, including print ads, job postings, and internal notices, to demonstrate no qualified U.S. workers are available. This recruitment phase typically takes 60 to 90 days. The employer documents the results and files the PERM ETA-9089 with DOL. Analyst review, once submitted, currently averages several months depending on DOL workload.
How do I find Financial Consultant employers that actually sponsor green cards?
Most job postings don't distinguish between H-1B sponsorship and PERM sponsorship. Migrate Mate identifies employers with a documented history of sponsoring foreign nationals for employment-based green cards in financial roles, so you can direct your applications to firms that have completed the PERM process before rather than those encountering it for the first time.
Can I switch jobs after my PERM is approved but before I have a green card?
Portability rules allow you to change employers or roles after your I-140 is approved and your I-485 has been pending for 180 days or more, as long as the new job is in the same or a similar occupational classification. For Financial Consultant roles, moving to a comparable advisory or financial analysis position at a new employer generally qualifies. USCIS evaluates the new role against your approved petition's occupational category.