Green Card Financial Planning And Analysis Jobs
Financial Planning and Analysis roles qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification, which requires employers to document recruitment efforts before filing your I-140 petition. FP&A positions typically satisfy specialty occupation standards, making permanent residency sponsorship a realistic path for qualified foreign professionals in budgeting, forecasting, and corporate finance.
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Job Title: Financial Planning and Analysis Management
Working Title: University of Utah Health Financial Planning and Analysis Manager
Career Progression Track: M00
Track Level: M5 - Associate Director, M4 - Senior Manager
FLSA Code: Administrative
Patient Sensitive Job Code?: No
Standard Hours per Week: 40
Full Time or Part Time?: Full Time
Shift: Day
Work Schedule Summary: Work location expectations for Coordinated Services roles will follow University policy for remote, hybrid, and in-person work arrangements. Currently expected to work a minimum three days per week on site. Managers work location will be with the units they support, dependent on workspace availability.
VP Area: President
Department: 00286 - Budget and Analysis
Location: Campus
City: Salt Lake City, UT
Type of Recruitment: External Posting
Pay Rate Range: $130,000-$165,000 dependent on level placement
Close Date: 12/18/2026
Priority Review Date (Note - Posting may close at any time): 11/18/2026
Job Summary
Financial Planning and Analysis (FP& A) Manager
The FP&A Manager provides leadership and oversight for FP&A Partners, ensuring accurate forecasting, budgeting, and transactional financial activities. The role supports complex financial planning needs and oversees consistent execution of FP&A processes within assigned units. It serves as a mid-level management role where workload and complexity require dedicated oversight.
Responsibilities
Financial Oversight
- Maintain a comprehensive understanding of assigned unit(s) financial position and advise leaders on resource availability, constraints, and trade-offs.
- Develop and prepare department budgets as part of the annual budget cycle, ensuring accuracy, completeness, and alignment with institutional budget guidance.
- Monitor and review departmental budget performance throughout the year to ensure expenditures align with approved allocations and identify variances requiring corrective action.
- Collaborate with Financial Services on budgeting matters, new initiatives, and tax-related issues impacting assigned units.
- Develop specialized financial reports and analysis for institutional leadership, coordinating with FP&A Directors in units and departments to meet area-specific needs.
- Design the financial strategy for assigned area(s) in alignment with institutional goals, Central Finance guidance, and work with FP&A Directors to ensure alignment to region strategy.
- Provide position management and workforce funding oversight by reviewing and validating position funding, payroll distributions, and staffing-related financial impacts to ensure alignment with approved budgets, funding sources, and institutional requirements.
- Identify opportunities to support FP&A staff development and engagement by assessing unit needs and coordinating appropriate financial resources.
- Analyze and address finance-related complaints, concerns, and recommendations; resolve moderately complex issues independently and escalate more complex or sensitive matters to the FP&A Director as appropriate.
- Lead the annual budget cycle for assigned units by consolidating departmental budget submissions, preparing required documentation, and ensuring accuracy and completeness of operating and capital budget requests.
- Represent the portfolio in institutional budget hearings and present budget requests to the CFO, providing justification, analysis, and funding rationale.
- Partner with unit leadership to implement action plans informed by feedback from internal and external stakeholders served by FP&A Partners.
- Ensure department leaders understand their sources of financial support, applicable funding restrictions, and institutional requirements.
People Leadership
- Supervise, coach, and prioritize the work of FP&A Partners assigned to supported units.
- Provide guidance and subject-matter expertise to FP&A Partners on complex or escalated financial issues.
- Advise college & division leadership on financial best practices and principles of fiscal stewardship.
- Coordinate with FP&A Directors and/or Partners to assess unit level training needs are met for FP&A and other administrative staff, related to financial skills and process knowledge.
Policy & Compliance
- Evaluate and document unit-level financial processes; monitor adherence to established standard operating procedures (SOPs); and identify opportunities for improvement or escalation, as appropriate.
- Collaborate with other regional directors and central partners to establish and maintain standard operating procedures (SOPs) that promote consistency, efficiency, and compliance across the institution.
- Ensure consistent execution of standard FP&A processes across assigned units.
- Advise and support units on proper and timely month-end and year-end close procedures.
- Advise unit leaders on university financial policies and procedures and monitor adherence to applicable guidelines.
Minimum Qualifications
Requires:
- A bachelor’s degree (or equivalency) +8 years of directly related work experience OR:
- A master’s degree (or equivalency) + 6 years of directly related work experience.
Note: 1 year of higher education can be substituted for 1 year of directly related work experience.
Department may place employee at one of the following job levels:
Senior Manager, Financial Planning and Analysis Management: Serves as a mid-level management role where workload and complexity require dedicated oversight. Requires a bachelor’s (or equivalency) + 8 years or a master’s (or equivalency) + 6 years of directly related work experience.
This is a Senior Manager-Level position in the Management track.
Job Code: M29134
Grade: M21
Expected Pay Range: $130,000 - $150,000
Associate Director, Financial Planning and Analysis Management: Serves as a mid-level management role where workload and complexity require dedicated oversight. Third-level manager. Manage the activities of first-level and second-level managers and/or supervisors. Responsible for hiring, firing, performance appraisals, and pay reviews. Broad knowledge of the field with proven leadership skills.
Requires a bachelor’s (or equivalency) + 10 years or a master’s (or equivalency) + 8 years of directly related work experience.
This is an Associate Director-Level position in the Management track.
Job Code: M29135
Grade: M23
Expected Pay Range: $150,000 to $165,000
Preferences
Type: Benefited Staff
Special Instructions Summary
Additional Information
The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
The University of Utah values candidates who have experience working in settings with students and possess a strong commitment to improving access to higher education.
Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Title IX (OEO). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at the: University of Utah Non-Discrimination page.
Online reports may be submitted at https://oeo.utah.edu.
https://publicsafety.utah.edu/safetyreport/ This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.
As per University of Utah policy 5-108: Transfer of Benefits Eligible Staff Members, a new hire to the University of Utah who is still serving a 12 month probationary period will not be hired into another University of Utah job (a transfer) until the successful completion of the probationary period.
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Get Access To All JobsTips for Finding Green Card Sponsorship in Financial Planning And Analysis
Translate your credentials for PERM documentation
PERM requires your employer to define the minimum requirements for your FP&A role. If your finance degree is from outside the U.S., get a credential evaluation that maps it to a U.S. bachelor's or master's equivalency before your employer drafts the job description.
Target employers with dedicated FP&A teams
Companies running multi-entity consolidations, FP&A system implementations, or business unit finance partnerships are more likely to sponsor green cards because the role complexity justifies specialty occupation classification. Publicly traded companies and private equity-backed firms often have established PERM filing infrastructure.
Search green card sponsors through Migrate Mate
Filter FP&A openings by employers with active EB-2 and EB-3 filing history using Migrate Mate. This surfaces companies that have already navigated PERM for finance roles, cutting the time you spend vetting employers who haven't sponsored before.
Understand how prevailing wage affects your offer
Before accepting an offer, use the OFLC Wage Search to look up the prevailing wage for your specific FP&A title and location. DOL must certify that your offered salary meets this threshold, and mismatches delay PERM filing. Knowing the number before negotiations protects you.
Ask HR about PERM recruitment timing upfront
PERM requires the employer to run a mandatory recruitment period before filing. That process takes months and must be completed before your I-140 can be submitted. Confirm during your offer stage whether the employer can start PERM immediately or whether internal approvals will add lag time.
Use your O*NET profile to defend specialty occupation
FP&A roles occasionally face PERM or I-140 scrutiny on whether they constitute a specialty occupation. The O*NET profile for financial analysts documents the standard education requirements and analytical depth typical of the role, which your employer's attorney can reference to support the petition.
Green Card Financial Planning And Analysis: Frequently Asked Questions
Do Financial Planning and Analysis roles qualify for EB-2 or EB-3 green card sponsorship?
FP&A roles typically qualify for both EB-2 and EB-3 depending on the position's requirements and your credentials. EB-2 applies when the role requires an advanced degree or your employer can demonstrate a business necessity exception. EB-3 covers roles requiring at least a bachelor's degree in a relevant field like finance, accounting, or economics. Your employer's job description drives which category fits.
How does green card sponsorship differ from H-1B for FP&A professionals?
Green card sponsorship through PERM targets permanent residency, not a temporary work period. Unlike H-1B visa, there's no annual lottery for EB-3 filings, and EB-2 priority dates for most countries outside India and China are current or near-current. The trade-off is timeline: PERM labor certification alone takes six to twelve months before USCIS even receives your I-140 petition, making total processing significantly longer than an H-1B visa approval.
What does the PERM process look like for an FP&A role specifically?
Your employer files an Application for Permanent Employment Certification with DOL after completing a supervised recruitment period, typically 30 to 60 days of active advertising. For FP&A roles, the job description must specify degree requirements and duties with enough precision to withstand an audit. DOL then certifies or denies the application before your employer can file the I-140 immigrant petition with USCIS.
How can I find FP&A employers that have sponsored green cards before?
Migrate Mate lets you search FP&A job listings filtered by employers with documented EB-2 and EB-3 filing history. Prioritizing companies that have already run PERM for finance roles reduces your risk of accepting an offer from an employer unfamiliar with the process, which is one of the most common reasons green card sponsorship stalls after a job offer is made.
Can my employer start PERM while I'm on H-1B, and does job-hopping reset the clock?
Yes, your employer can file PERM while you hold H-1B status, and the two processes run in parallel. If you change employers before your I-140 is approved, PERM generally must restart from the beginning with the new employer. If your I-140 is already approved and has been pending for 180 days or more, USCIS allows portability to a similar FP&A role under AC21, preserving your priority date.