Green Card Financial Planning Analyst Jobs
Financial Planning Analyst roles qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process, which requires employers to document that no qualified U.S. worker is available before filing your I-140 petition. Sponsorship timelines vary by country of birth, but the path leads to permanent residency.
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Get Access To All JobsINTRODUCTION
Function: Finance is responsible for the accounting, tax, financial plans, and policies of the organization, establishing and maintaining fiscal controls, preparing, and interpreting financial reports, oversight of financial systems, strategic decisions, support, and safeguarding the organization's assets.
Family: Financial Planning & Analysis - Financial Planning & Analysis is responsible for being objective and strategic financial partners, leading collaborative cross-functional effort to drive relevant, flexible, and efficient financial planning and analysis that supports our key business decisions.
JOB SUMMARY
At Navista, our mission is to empower community oncology practices to deliver patient-centered cancer care. Navista, a Cardinal Health company, is an oncology practice alliance co-created with oncologists and practice leaders that offer advanced support services and technology to help practices remain independent and thrive.
This is a high impact analyst role driving Navista Network initiatives. The ideal candidate will have 2+ years of experience in financial planning, analysis, and reporting, preferably within the healthcare sector, with a strong preference for prior oncology experience. An understanding of GPO rebates is a major plus. They should demonstrate proficiency in financial modeling, forecasting, and variance analysis, with advanced Excel skills and familiarity with planning systems like Workday Adaptive Planning or similar tools. This position will report to the Senior Leader of Finance, Navista. Through successful completion of initial goals & objectives, the right candidate will have exposure to further opportunities and growth within Navista Finance.
Responsibilities
- Lead the improvement and accuracy of GPO rebate tracking, validation, accruals, performance and transparent reporting independently and through cross-collaboration with pharmacy, physicians, GPO team, accounting and finance to scale this process to best-in-class
- Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning across multiple oncology practices
- Analyze monthly financial performance against budgets and forecasts, identifying key variances and trends to inform operational and executive decisions
- Collaborate with accounting, clinical and operational leaders to understand cost drivers, revenue cycles, and productivity metrics unique to oncology care delivery
- Prepare and present financial reports and dashboards to operational leadership, translating complex data into clear, actionable insights
- Contribute to the ongoing integration of ION into Navista / Cardinal Health, including learning and standardizing reporting in the new Workday ERP
- Assist with end of month forecasts, including Workday Adaptive input and modeling
- Monitor KPI performance and investigative analytics for operational excellence and to improve overall earnings
- Opportunity to expand current analytics tools and work on mapped out KPI initiatives
LEADERSHIP & COMMUNICATION
- Proficient at presenting to operational & financial leadership
- Growth mindset and change/transformation capabilities
- Timely & effective communication with other departments around practice performance, challenges, opportunities, and other relevant topics
QUALIFICATIONS
- BA or BS in finance or accounting, preferred
- 2+ years of experience, preferred
- Previous experience owning complex performance/tier based analytics, highly preferred
- Prior experience in community oncology, highly preferred, or clinic-based healthcare, preferred
- Prior experience in MSO / practice roll-up structure is a plus
- Strong financial modeling skills required
- Experienced and comfortable with high-volume, multi-variable reconciliations
- Proficient with Microsoft Excel, including pivot tables, embedded formulas, etc.
- Experience in PowerBI, preferred
- Self-starting and problem-solving mindset
LOCATION
- If local to Dublin, OH, candidate will be required to come into the Dublin, OH office 1-2 days per week with remote work the other days. Otherwise, fully remote.
COMPENSATION
- Anticipated salary range: $68,500 - $97,800
Bonus eligible: No
BENEFITS
Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
- Medical, dental and vision coverage
- Paid time off plan
- Health savings account (HSA)
- 401k savings plan
- Access to wages before pay day with myFlexPay
- Flexible spending accounts (FSAs)
- Short- and long-term disability coverage
- Work-Life resources
- Paid parental leave
- Healthy lifestyle programs
APPLICATION WINDOW
Application window anticipated to close: 9/30/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate’s geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.
Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
INTRODUCTION
Function: Finance is responsible for the accounting, tax, financial plans, and policies of the organization, establishing and maintaining fiscal controls, preparing, and interpreting financial reports, oversight of financial systems, strategic decisions, support, and safeguarding the organization's assets.
Family: Financial Planning & Analysis - Financial Planning & Analysis is responsible for being objective and strategic financial partners, leading collaborative cross-functional effort to drive relevant, flexible, and efficient financial planning and analysis that supports our key business decisions.
JOB SUMMARY
At Navista, our mission is to empower community oncology practices to deliver patient-centered cancer care. Navista, a Cardinal Health company, is an oncology practice alliance co-created with oncologists and practice leaders that offer advanced support services and technology to help practices remain independent and thrive.
This is a high impact analyst role driving Navista Network initiatives. The ideal candidate will have 2+ years of experience in financial planning, analysis, and reporting, preferably within the healthcare sector, with a strong preference for prior oncology experience. An understanding of GPO rebates is a major plus. They should demonstrate proficiency in financial modeling, forecasting, and variance analysis, with advanced Excel skills and familiarity with planning systems like Workday Adaptive Planning or similar tools. This position will report to the Senior Leader of Finance, Navista. Through successful completion of initial goals & objectives, the right candidate will have exposure to further opportunities and growth within Navista Finance.
Responsibilities
- Lead the improvement and accuracy of GPO rebate tracking, validation, accruals, performance and transparent reporting independently and through cross-collaboration with pharmacy, physicians, GPO team, accounting and finance to scale this process to best-in-class
- Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning across multiple oncology practices
- Analyze monthly financial performance against budgets and forecasts, identifying key variances and trends to inform operational and executive decisions
- Collaborate with accounting, clinical and operational leaders to understand cost drivers, revenue cycles, and productivity metrics unique to oncology care delivery
- Prepare and present financial reports and dashboards to operational leadership, translating complex data into clear, actionable insights
- Contribute to the ongoing integration of ION into Navista / Cardinal Health, including learning and standardizing reporting in the new Workday ERP
- Assist with end of month forecasts, including Workday Adaptive input and modeling
- Monitor KPI performance and investigative analytics for operational excellence and to improve overall earnings
- Opportunity to expand current analytics tools and work on mapped out KPI initiatives
LEADERSHIP & COMMUNICATION
- Proficient at presenting to operational & financial leadership
- Growth mindset and change/transformation capabilities
- Timely & effective communication with other departments around practice performance, challenges, opportunities, and other relevant topics
QUALIFICATIONS
- BA or BS in finance or accounting, preferred
- 2+ years of experience, preferred
- Previous experience owning complex performance/tier based analytics, highly preferred
- Prior experience in community oncology, highly preferred, or clinic-based healthcare, preferred
- Prior experience in MSO / practice roll-up structure is a plus
- Strong financial modeling skills required
- Experienced and comfortable with high-volume, multi-variable reconciliations
- Proficient with Microsoft Excel, including pivot tables, embedded formulas, etc.
- Experience in PowerBI, preferred
- Self-starting and problem-solving mindset
LOCATION
- If local to Dublin, OH, candidate will be required to come into the Dublin, OH office 1-2 days per week with remote work the other days. Otherwise, fully remote.
COMPENSATION
- Anticipated salary range: $68,500 - $97,800
Bonus eligible: No
BENEFITS
Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
- Medical, dental and vision coverage
- Paid time off plan
- Health savings account (HSA)
- 401k savings plan
- Access to wages before pay day with myFlexPay
- Flexible spending accounts (FSAs)
- Short- and long-term disability coverage
- Work-Life resources
- Paid parental leave
- Healthy lifestyle programs
APPLICATION WINDOW
Application window anticipated to close: 9/30/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate’s geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.
Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
See all 986+ Green Card Financial Planning Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Financial Planning Analyst Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Financial Planning Analyst
Align your credentials with EB-2 requirements
A master's degree in finance, economics, or a related field positions you for EB-2 classification. If you hold only a bachelor's, document five or more years of progressive financial planning experience to support an EB-3 skilled-worker petition instead.
Target employers with active PERM filing history
Search DOL PERM disclosure data to identify financial services firms, corporations, and consulting groups that have previously sponsored Financial Planning Analyst roles. Recent filings in this specific occupation signal an employer already understands the sponsorship process.
Use Migrate Mate to find sponsoring employers
Filter by role and sponsorship type on Migrate Mate to surface companies actively hiring Financial Planning Analysts through employment-based green card pathways, saving you from applying to employers who have no history of PERM filings for this occupation.
Verify your prevailing wage tier before negotiating
Look up the prevailing wage for Financial Planning Analysts in your target metro using the OFLC Wage Search before salary discussions. Your offered wage must meet DOL's prevailing wage level or USCIS may reject the I-140 petition outright.
Raise sponsorship early in the interview process
Ask specifically whether the employer has filed PERM for Financial Planning Analyst roles before, not just whether they sponsor visas generally. Many firms sponsor H-1B visa transfers but have no process built for the multi-year PERM recruitment and documentation cycle.
Understand how priority dates affect your timeline
Your country of birth determines your EB-2 or EB-3 wait after I-140 approval. Nationals of India and China often face multi-year backlogs even at EB-3 level, so confirm your priority date category with your employer's immigration counsel before accepting an offer.
Green Card Financial Planning Analyst: Frequently Asked Questions
Does a Financial Planning Analyst role qualify for EB-2 or EB-3 green card sponsorship?
Financial Planning Analyst positions typically qualify for both EB-2 and EB-3 depending on the specific requirements of the role and your credentials. Employers offering roles that formally require a master's degree or equivalent can file under EB-2. Roles requiring a bachelor's degree with no advanced degree requirement generally fall under EB-3 skilled worker. The O*NET occupation profile for Financial Analysts lists a typical educational requirement of a bachelor's or higher, which supports either category.
How does PERM green card sponsorship differ from H-1B sponsorship for this role?
H-1B sponsorship is temporary and subject to an annual lottery cap, while PERM green card sponsorship leads to permanent residency with no cap concerns at the EB-3 level for most countries other than India and China. PERM requires your employer to complete a formal recruitment process documenting that no qualified U.S. worker was available for the role, which takes six to twelve months before USCIS even receives the I-140 petition. The overall timeline from PERM filing to green card approval typically runs two to four years for most nationalities.
What documentation should I prepare before a Financial Planning Analyst employer begins PERM?
Gather academic transcripts showing your degree in finance, economics, accounting, or a closely related field, along with any professional certifications such as CFA or CFP credentials. Compile employment records that clearly outline your job duties in prior roles to establish that your experience aligns with the PERM job description. Your employer's immigration attorney will need these to write a job description that accurately reflects the actual position without overstating requirements, which is a common PERM audit trigger.
How can I find Financial Planning Analyst jobs that include green card sponsorship?
Search specifically for employers with documented PERM filing history in the financial planning and analysis occupation rather than relying on job postings that vaguely mention visa sponsorship. Migrate Mate lets you filter Financial Planning Analyst roles by employers that sponsor employment-based green cards, so you're applying to companies with an established PERM process rather than ones that may only support H-1B transfers.
Can my employer start the green card process while I'm on H-1B status?
Yes, PERM and the subsequent I-140 petition can be filed while you remain on H-1B status. Once your I-140 is approved and your priority date becomes current, you can file for adjustment of status to permanent residency without leaving the U.S. Filing early matters because the PERM recruitment process alone takes several months, and any delay pushes back your priority date, which directly affects your place in the queue under EB-2 or EB-3.