Financial Planning And Analysis Fp A Green Card Jobs
Financial Planning and Analysis (FP&A) roles qualify for employment-based green card sponsorship under EB-2 for advanced-degree professionals and EB-3 for skilled professionals. Employers file PERM labor certification with DOL before sponsoring your I-140 petition, making this a permanent residency pathway tied directly to your FP&A position.
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Get Access To All JobsINTRODUCTION
Arcadia is dedicated to happier, healthier days for all. We believe that there is a better healthcare world – one powered by data. Our platform transforms complex, diverse data into a unified foundation for health, helping organizations deliver better care, boost revenue, and lower costs.
We’re a team of fiercely driven individuals committed to making healthcare more sustainable—and we’re looking for passionate people to help us get there.
ROLE AND RESPONSIBILITIES
The Director of Financial Planning & Analysis (FP&A) will serve as a key partner to the CFO and senior leaders, translating financial data into actionable insights that drive business performance. This role owns the company’s planning processes—including annual budgeting, rolling forecasts, and long-range planning—while ensuring accuracy, transparency, and accountability across the organization.
This individual will lead the development and maintenance of Arcadia’s financial models, provide clear visibility into business performance, and identify risks and opportunities to support strategic decision-making. As a player/coach, the Director will balance hands-on analytical work with team leadership, helping to scale FP&A capabilities as the business grows.
What Success Looks Like
In 3 months
- Develop a strong understanding of Arcadia’s SaaS and services business model, key drivers, and financial structure
- Build relationships with CFO, Controller, Director of Finance, cross-functional leaders and entire Finance team
- Take ownership of monthly reporting, variance analysis, and forecasting cadence
- Gain fluency in financial systems (e.g., Workday Adaptive, NetSuite)
In 6 months
- Lead the forecasting process with improved accuracy and transparency into key drivers
- Deliver clear, actionable insights to senior leadership on performance, risks, and opportunities
- Partner effectively with business leaders to support decision-making and resource allocation
- Identify and implement improvements in reporting and planning processes
In 12 months
- Fully own the annual budgeting and long-range planning processes
- Enhance financial modeling to support scale, growth, and scenario planning
- Provide high-quality materials for executive leadership and Board discussions
- Develop and mentor FP&A team members while elevating overall function maturity
What You'll Be Doing
- Modernize FP&A Practices: Integrate advanced analytics, modern planning tools, and real-time data to transform FP&A into a proactive, strategic partner to the Business. Implement processes that enable continuous forecasting and agile decision-making. Develop, maintain, and enhance the company’s financial models (including full P&L and key SaaS metrics).
- Enable SaaS Revenue Insights: Incorporate key metrics such as ARR, CARR, churn, and healthcare-specific performance indicators / KPIs into financial planning and analysis. Develop customer-centric metrics and leverage external benchmarking to improve forecasting accuracy to surface trends and support business planning.
- Lead Planning & Forecasting: Drive the annual operating plan, rolling forecasts and long-range planning process, incorporating scenario modeling, sensitivity analysis, and strategic investment recommendations. Ensure plans are granular, dynamic, and aligned with evolving business models.
- Deliver Actionable Insights & Reporting: Source and monitor core KPIs, identify internal and external industry trends, and translate complex data into clear, compelling narratives for senior leadership and private equity investors. Provide insights that influence resource allocation, operational efficiency, and create business activities to improve revenue growth.
- Collaborate Across Functions: Partner closely with Sales Operations, Marketing, Product, Development, and Customer teams to validate assumptions, align financial strategies with business goals, and challenge inputs constructively to improve accuracy and impact.
- Build High-Performing Team: Recruit, mentor, and develop FP&A talent, fostering a culture of analytical rigor, collaboration, and continuous improvement. Champion best practices and innovation within the team.
BASIC QUALIFICATIONS
Education
Bachelor’s degree in Finance, Accounting, Economics, or related field
Experience
8–12+ years of progressive experience in FP&A or corporate finance, including experience scaling FP&A processes in a high-growth and/or investor-backed business
- Expertise in SaaS and subscription-based metrics to support scenario planning and advanced financial modeling
- Experience owning budgeting and forecasting processes
- Experience managing or mentoring team members
- Experience supporting Board-level reporting
Qualities
- Strong business partnership mindset with the ability to influence decision-making
- High integrity, ownership, and attention to detail
- Comfortable operating in a fast-paced, evolving environment
- Player/coach mentality—willing to roll up sleeves while leading others
Skills
- Advanced financial modeling and analytical skills, including fluency with Microsoft Excel (Claude AI + Excel experience a plus)
- Strong communication skills, with the ability to translate financial data into clear insights
- Experience working with core financial planning & ERP systems (e.g., Workday Adaptive, NetSuite, Salesforce)
- Ability to manage multiple priorities and drive projects to completion
PREFERRED QUALIFICATIONS
- MBA or advanced degree
What You'll Get
- Be a part of a mission driven company that is transforming the healthcare industry by changing the way patients receive care
- A flexible, remote friendly company with personality and heart
- Employee driven programs and initiatives for personal and professional development
- Become a member of the talented, energized, diverse and purpose-driven Arcadian Community.
About Arcadia
Arcadia.io helps innovative providers and payers across the country transform healthcare to reduce cost while improving patient health. We do this by aggregating large amounts of disparate data, applying algorithms to identify opportunities to provide better patient care, and making those opportunities actionable by physicians at the point of care in near-real time. We are passionate about helping our customers drive meaningful outcomes. We are growing fast and have emerged as a market leader in the highly competitive population health management software market and have been recognized by industry analysts KLAS, IDC, Forrester, and Chilmark for our leadership.
Protect Yourself
If you have concerns about the authenticity of a job offer or recruitment-related communication claiming to be from Arcadia, we encourage you to verify by contacting us directly at (781) 202-3600 and select option 3. For more information, visit our website.
This position is responsible for following all Security policies and procedures in order to protect all PHI under Arcadia's custodianship as well as Arcadia Intellectual Properties. For any security-specific roles, the responsibilities would be further defined by the hiring manager.
INTRODUCTION
Arcadia is dedicated to happier, healthier days for all. We believe that there is a better healthcare world – one powered by data. Our platform transforms complex, diverse data into a unified foundation for health, helping organizations deliver better care, boost revenue, and lower costs.
We’re a team of fiercely driven individuals committed to making healthcare more sustainable—and we’re looking for passionate people to help us get there.
ROLE AND RESPONSIBILITIES
The Director of Financial Planning & Analysis (FP&A) will serve as a key partner to the CFO and senior leaders, translating financial data into actionable insights that drive business performance. This role owns the company’s planning processes—including annual budgeting, rolling forecasts, and long-range planning—while ensuring accuracy, transparency, and accountability across the organization.
This individual will lead the development and maintenance of Arcadia’s financial models, provide clear visibility into business performance, and identify risks and opportunities to support strategic decision-making. As a player/coach, the Director will balance hands-on analytical work with team leadership, helping to scale FP&A capabilities as the business grows.
What Success Looks Like
In 3 months
- Develop a strong understanding of Arcadia’s SaaS and services business model, key drivers, and financial structure
- Build relationships with CFO, Controller, Director of Finance, cross-functional leaders and entire Finance team
- Take ownership of monthly reporting, variance analysis, and forecasting cadence
- Gain fluency in financial systems (e.g., Workday Adaptive, NetSuite)
In 6 months
- Lead the forecasting process with improved accuracy and transparency into key drivers
- Deliver clear, actionable insights to senior leadership on performance, risks, and opportunities
- Partner effectively with business leaders to support decision-making and resource allocation
- Identify and implement improvements in reporting and planning processes
In 12 months
- Fully own the annual budgeting and long-range planning processes
- Enhance financial modeling to support scale, growth, and scenario planning
- Provide high-quality materials for executive leadership and Board discussions
- Develop and mentor FP&A team members while elevating overall function maturity
What You'll Be Doing
- Modernize FP&A Practices: Integrate advanced analytics, modern planning tools, and real-time data to transform FP&A into a proactive, strategic partner to the Business. Implement processes that enable continuous forecasting and agile decision-making. Develop, maintain, and enhance the company’s financial models (including full P&L and key SaaS metrics).
- Enable SaaS Revenue Insights: Incorporate key metrics such as ARR, CARR, churn, and healthcare-specific performance indicators / KPIs into financial planning and analysis. Develop customer-centric metrics and leverage external benchmarking to improve forecasting accuracy to surface trends and support business planning.
- Lead Planning & Forecasting: Drive the annual operating plan, rolling forecasts and long-range planning process, incorporating scenario modeling, sensitivity analysis, and strategic investment recommendations. Ensure plans are granular, dynamic, and aligned with evolving business models.
- Deliver Actionable Insights & Reporting: Source and monitor core KPIs, identify internal and external industry trends, and translate complex data into clear, compelling narratives for senior leadership and private equity investors. Provide insights that influence resource allocation, operational efficiency, and create business activities to improve revenue growth.
- Collaborate Across Functions: Partner closely with Sales Operations, Marketing, Product, Development, and Customer teams to validate assumptions, align financial strategies with business goals, and challenge inputs constructively to improve accuracy and impact.
- Build High-Performing Team: Recruit, mentor, and develop FP&A talent, fostering a culture of analytical rigor, collaboration, and continuous improvement. Champion best practices and innovation within the team.
BASIC QUALIFICATIONS
Education
Bachelor’s degree in Finance, Accounting, Economics, or related field
Experience
8–12+ years of progressive experience in FP&A or corporate finance, including experience scaling FP&A processes in a high-growth and/or investor-backed business
- Expertise in SaaS and subscription-based metrics to support scenario planning and advanced financial modeling
- Experience owning budgeting and forecasting processes
- Experience managing or mentoring team members
- Experience supporting Board-level reporting
Qualities
- Strong business partnership mindset with the ability to influence decision-making
- High integrity, ownership, and attention to detail
- Comfortable operating in a fast-paced, evolving environment
- Player/coach mentality—willing to roll up sleeves while leading others
Skills
- Advanced financial modeling and analytical skills, including fluency with Microsoft Excel (Claude AI + Excel experience a plus)
- Strong communication skills, with the ability to translate financial data into clear insights
- Experience working with core financial planning & ERP systems (e.g., Workday Adaptive, NetSuite, Salesforce)
- Ability to manage multiple priorities and drive projects to completion
PREFERRED QUALIFICATIONS
- MBA or advanced degree
What You'll Get
- Be a part of a mission driven company that is transforming the healthcare industry by changing the way patients receive care
- A flexible, remote friendly company with personality and heart
- Employee driven programs and initiatives for personal and professional development
- Become a member of the talented, energized, diverse and purpose-driven Arcadian Community.
About Arcadia
Arcadia.io helps innovative providers and payers across the country transform healthcare to reduce cost while improving patient health. We do this by aggregating large amounts of disparate data, applying algorithms to identify opportunities to provide better patient care, and making those opportunities actionable by physicians at the point of care in near-real time. We are passionate about helping our customers drive meaningful outcomes. We are growing fast and have emerged as a market leader in the highly competitive population health management software market and have been recognized by industry analysts KLAS, IDC, Forrester, and Chilmark for our leadership.
Protect Yourself
If you have concerns about the authenticity of a job offer or recruitment-related communication claiming to be from Arcadia, we encourage you to verify by contacting us directly at (781) 202-3600 and select option 3. For more information, visit our website.
This position is responsible for following all Security policies and procedures in order to protect all PHI under Arcadia's custodianship as well as Arcadia Intellectual Properties. For any security-specific roles, the responsibilities would be further defined by the hiring manager.
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Get Access To All JobsTips for Finding Green Card Sponsorship in Financial Planning And Analysis Fp A
Document Your FP&A Credentials Early
Gather degree transcripts, CFA or CPA certifications, and employer verification letters before applying. PERM requires your qualifications to match the posted job requirements exactly, so gaps between your credentials and the job description can delay or derail the labor certification.
Target Employers With Established PERM Pipelines
Search DOL's OFLC disclosure data to identify companies that have filed PERM applications for FP&A or financial analyst roles. Firms with repeat filings have internal processes and immigration counsel already in place, which shortens your path from offer to petition filing.
Understand How EB-2 and EB-3 Apply to Your Role
FP&A positions requiring a master's degree or substantial specialized experience typically qualify under EB-2. Roles requiring only a bachelor's degree usually fall under EB-3. Your priority date and wait time depend on which category your employer files, so clarify this before accepting an offer.
Use Migrate Mate to Find Green Card Sponsoring Employers
Filter job searches specifically for FP&A roles at companies with documented green card sponsorship history. Migrate Mate surfaces employers who have sponsored EB-2 or EB-3 candidates in finance functions, so you can focus applications where PERM filings are already an established practice.
Clarify PERM Job Requirements During Negotiation
Before signing an offer, confirm the employer will post the PERM job description matching your actual duties, not a generic template. DOL requires the advertised minimum requirements to reflect what the job genuinely needs, and overstated requirements can reject qualified U.S. applicants and invalidate the entire certification.
Account for PERM Timing in Your Career Planning
PERM labor certification currently takes 12 to 18 months with DOL, and that is before I-140 adjudication at USCIS. If you are on a temporary visa with a limited timeline, discuss filing premium processing for the I-140 and concurrent I-485 eligibility with your employer before your authorization expires.
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Find Financial Planning And Analysis Fp A JobsFinancial Planning And Analysis Fp A Green Card Sponsorship: Frequently Asked Questions
Do FP&A roles qualify for EB-2 or EB-3 green card sponsorship?
Most FP&A positions qualify for EB-3 sponsorship as professional roles requiring at least a bachelor's degree in finance, accounting, or a related field. Senior or specialized roles that require a master's degree or its equivalent in progressively responsible FP&A work may qualify under EB-2. Your employer's immigration attorney will determine the appropriate category based on the specific job requirements when filing PERM with DOL.
How does green card sponsorship differ from H-1B sponsorship for FP&A professionals?
H-1B sponsorship is temporary, capped annually, and subject to lottery selection. Employment-based green card sponsorship through PERM leads to permanent residency with no annual cap at the EB-3 level for most countries outside India and China. The PERM process requires DOL labor certification before USCIS adjudicates your I-140 petition, making the overall timeline longer but the outcome permanent.
What does the PERM process look like for FP&A job candidates?
Your employer initiates PERM by conducting a supervised recruitment campaign to confirm no qualified U.S. workers are available for the FP&A role. If recruitment is unsuccessful, the employer submits the ETA 9089 to DOL. Analyst review at DOL currently averages over a year. Once certified, your employer files the I-140 immigrant petition with USCIS, and you can then pursue adjustment of status or consular processing depending on your current immigration status.
How do I find employers who sponsor green cards for FP&A positions?
Use Migrate Mate to search for FP&A roles at companies with verified green card sponsorship history. Many finance roles at mid-to-large companies qualify, but sponsorship willingness varies significantly. Companies in financial services, healthcare, technology, and manufacturing tend to have established PERM pipelines for FP&A functions. Filtering by sponsorship history before applying saves time and targets employers who have already built immigration support processes.
Can my FP&A job description change after my employer files PERM?
Significant changes to your FP&A duties after PERM certification but before your green card is approved can create complications. DOL requires the certified position to reflect the job you will actually perform. If your role evolves substantially, your employer may need to file a new PERM application. Minor expansions of duties within the same occupational category are generally acceptable, but your employer's immigration counsel should evaluate any changes before they occur.
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