H-1B Visa Financial Operations Specialist Jobs
Financial Operations Specialist roles qualify for H-1B visa sponsorship as specialty occupations requiring at least a bachelor's degree in finance, accounting, or a related field. Employers in banking, fintech, and corporate treasury actively file LCAs with the DOL, making this one of the more sponsorship-active titles in financial services.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Main point of contact for Prime Brokerage Clients for settlement related queries within BofA across products, markets, entity, trade status. Candidate must provide premium Client service and manage the risk and exposure of the clients' trading activity. Continuous Improvement efforts in the form of process enhancements, client analysis, or pushing strategic change are key in the role and achieving operational efficiency. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients and business partners on all settlement operational issues.
Responsibilities:
- Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
- Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
- Resolution and escalation of matched and unmatched trades for Clients settling in the Americas markets (US, Canada and Latin America)
- Timely response to client queries regarding the settlement of their trades
- Client fails reporting
- Break reconciliation investigation and resolution
- Performing and presenting client metrics analysis, being able to articulate a story via data with the aim to be an influencer for efficiency
BASIC QUALIFICATIONS
- 1-3 years of financial services experience
- Presentable, confident and client focused
- Client facing experience or ability to conduct discussions with Clients in a confident manner
- Excellent communications skills and ability to present to an audience
- Ability to work under pressure in a team environment
- Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds
PREFERRED QUALIFICATIONS
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
- Excels in working among diverse viewpoints to determine the best path forward
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
- Commitment to challenging the status quo and promoting positive change
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
SKILLS
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Main point of contact for Prime Brokerage Clients for settlement related queries within BofA across products, markets, entity, trade status. Candidate must provide premium Client service and manage the risk and exposure of the clients' trading activity. Continuous Improvement efforts in the form of process enhancements, client analysis, or pushing strategic change are key in the role and achieving operational efficiency. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients and business partners on all settlement operational issues.
Responsibilities:
- Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
- Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
- Resolution and escalation of matched and unmatched trades for Clients settling in the Americas markets (US, Canada and Latin America)
- Timely response to client queries regarding the settlement of their trades
- Client fails reporting
- Break reconciliation investigation and resolution
- Performing and presenting client metrics analysis, being able to articulate a story via data with the aim to be an influencer for efficiency
BASIC QUALIFICATIONS
- 1-3 years of financial services experience
- Presentable, confident and client focused
- Client facing experience or ability to conduct discussions with Clients in a confident manner
- Excellent communications skills and ability to present to an audience
- Ability to work under pressure in a team environment
- Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds
PREFERRED QUALIFICATIONS
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
- Excels in working among diverse viewpoints to determine the best path forward
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
- Commitment to challenging the status quo and promoting positive change
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
SKILLS
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
See all 4,134+ H-1B Visa Financial Operations Specialist Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Financial Operations Specialist
Map your degree to the role
USCIS evaluates whether your specific degree field directly relates to Financial Operations Specialist duties. A finance, accounting, or business administration degree aligns cleanly. A general management degree may trigger an RFE, so document any specialized coursework before applying.
Target LCA-active employers in fintech
Use Migrate Mate to filter Financial Operations Specialist postings by employers with verified H-1B LCA filing history. Fintech firms and global banks file far more frequently than regional employers, so filtering by filing activity saves weeks of outreach.
Verify prevailing wage before negotiating
Your employer's LCA must certify a wage at or above the DOL prevailing wage for your SOC code and location. Run the OFLC Wage Search before salary discussions so you know the minimum the employer is legally required to offer.
Ask employers about cap-exempt status early
Universities, nonprofit research organizations, and certain government-affiliated entities are cap-exempt, meaning your petition bypasses the annual H-1B lottery. Financial operations roles at these institutions can start any time of year, not just October 1.
Confirm your job duties meet specialty occupation criteria
The O*NET profile for Financial Operations Specialists outlines the analytical and reporting duties USCIS uses to evaluate specialty occupation status. If your offer letter describes only clerical tasks, request a revised description that reflects your actual responsibilities before the petition is filed.
File premium processing when timelines are tight
USCIS premium processing guarantees a decision within 15 business days. If your OPT or current status expires close to the cap-gap window, ask your employer to elect premium processing on Form I-907 at the time of filing.
H-1B Visa Financial Operations Specialist: Frequently Asked Questions
Does a Financial Operations Specialist role qualify as a specialty occupation for H-1B purposes?
Yes, provided the position requires at least a bachelor's degree in a directly related field such as finance, accounting, or economics. USCIS looks at whether the duties are complex enough that a specific degree is a minimum requirement, not just a preference. Offer letters that list a degree as 'preferred' rather than 'required' can create specialty occupation challenges, so confirm the language before your employer files.
Which industries sponsor H-1B visas most frequently for this role?
Banking, fintech, insurance, and corporate treasury functions at large multinational companies generate the highest volume of H-1B LCA filings for Financial Operations Specialist titles. Professional services firms that embed financial operations staff at client sites also file regularly. You can browse verified sponsoring employers on Migrate Mate, filtered specifically for this role.
How does the H-1B lottery affect my job search timeline for this role?
USCIS accepts H-1B cap-subject registrations in March each year, with employment start dates no earlier than October 1. If you're selected, your employer files the full petition after the lottery. If you're not selected, cap-exempt employers, O-1 visa petitions, or employer-sponsored green card paths are alternatives worth discussing with your employer during the offer stage.
Can my employer transfer my H-1B to a Financial Operations Specialist role if I was originally sponsored for a different position?
Yes. An H-1B transfer to a new employer is possible even if your original petition covered a different title, as long as the new role independently qualifies as a specialty occupation. The new employer files a fresh I-129 petition, and you can begin work as soon as USCIS receives it under portability rules, without waiting for approval.
What documents should I have ready before an employer starts the H-1B petition for this role?
You'll need your official degree transcripts and diploma, a credential evaluation if your degree is from outside the U.S., your current passport and any prior visa stamps, your most recent I-94 record, and any prior H-1B approval notices if applicable. Having these organized before the employer engages their attorney shortens the LCA-to-filing timeline by several weeks.