H-1B Visa Financial Planning Jobs
Financial planning roles qualify as H-1B visa specialty occupations when the position requires at least a bachelor's degree in finance, economics, or a related field. Large banks, wealth management firms, and insurance companies file H-1B petitions regularly for planners, analysts, and advisors. The annual cap applies, so timing your job search around the April lottery window matters.
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Get Access To All JobsINTRODUCTION
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Job Category: Finance
ABOUT SALESFORCE
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
THE EXPERIENCE
We are looking for a high-impact Sr. Manager of Finance to join our Topline Data and Insights team. This individual will own the analytical workstreams that drive a consolidated view of company performance — partnering across Corporate Finance, Investor Relations, Product, and Go-To-Market (GTM) to surface insights that connect operational activity to financial outcomes. The role requires both the business acumen to engage credibly with senior stakeholders across functions and the technical depth to independently build the models and datasets that underpin the work.
WHAT YOU'LL ACTUALLY BE DOING
Topline Insights & Performance Analytics:
- Own the development and delivery of consolidated topline performance views that integrate signals across business segments, products, and geographies
- Proactively identify trends, headwinds, and tailwinds in company performance before they surface in standard reporting
- Build bespoke analytical frameworks and datasets - leveraging SQL, Python, and AI-assisted tools - to answer complex, multi-dimensional business questions
- Execute ad-hoc strategic deep-dives for senior leadership, with structured, well-documented outputs suited for executive audiences
Cross-Functional Partnership:
- Partner with Corporate Finance, Investor Relations (IR), Product Finance, and GTM teams to align on metric definitions, data sources, and analytical frameworks
- Serve as the analytical connective tissue across functions - ensuring a consistent, reconciled view of topline performance across all reporting contexts
- Synthesize findings and present analytical conclusions to senior stakeholders, translating quantitative outputs into clear business narratives
- Support IR and Corporate Finance & Strategy (F&S) with scenario modeling, growth decompositions, and earnings-cycle analytics
Reporting & Data Infrastructure:
- Maintain authoritative, source-of-truth datasets that serve as the trusted baseline for topline reporting across Corporate, IR, Product, and GTM
- Develop and maintain Tableau dashboards that enable self-service visibility into topline metrics for cross-functional partners
- Identify and drive automation of manual, repeatable reporting workflows using SQL, Python, and AI-enabled tooling to improve cycle time and analytical throughput
YOU'RE OUR PERSON IF...
- 8+ years of experience in FP&A, corporate finance, or strategic analytics
- Strong financial modeling and analytical skills, with experience building scenario models and multi-dimensional performance frameworks
- Advanced SQL proficiency and working knowledge of Python; experience with Snowflake, Tableau, or equivalent modern data stack tools
- Demonstrated ability to partner across functions (Finance, IR, Product, GTM) and communicate complex analytical findings to executive audiences
- Comfort leveraging AI tools (e.g., LLMs, copilots, automation platforms) to accelerate data preparation, pattern identification, and narrative development
- Exceptional attention to detail - comfortable owning analysis reviewed at the Board and investor level
EVEN BETTER IF...
- Experience in a SaaS or high-growth technology environment
- Deep familiarity with SaaS topline metrics (Annual Recurring Revenue (ARR), Bookings, Current Remaining Performance Obligation (CRPO), Attrition) and the operational drivers behind them
This role is hybrid and goes into the office 3 days per week.
ACCOMMODATIONS
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form. Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
EEO STATEMENT
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.
INTRODUCTION
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Job Category: Finance
ABOUT SALESFORCE
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
THE EXPERIENCE
We are looking for a high-impact Sr. Manager of Finance to join our Topline Data and Insights team. This individual will own the analytical workstreams that drive a consolidated view of company performance — partnering across Corporate Finance, Investor Relations, Product, and Go-To-Market (GTM) to surface insights that connect operational activity to financial outcomes. The role requires both the business acumen to engage credibly with senior stakeholders across functions and the technical depth to independently build the models and datasets that underpin the work.
WHAT YOU'LL ACTUALLY BE DOING
Topline Insights & Performance Analytics:
- Own the development and delivery of consolidated topline performance views that integrate signals across business segments, products, and geographies
- Proactively identify trends, headwinds, and tailwinds in company performance before they surface in standard reporting
- Build bespoke analytical frameworks and datasets - leveraging SQL, Python, and AI-assisted tools - to answer complex, multi-dimensional business questions
- Execute ad-hoc strategic deep-dives for senior leadership, with structured, well-documented outputs suited for executive audiences
Cross-Functional Partnership:
- Partner with Corporate Finance, Investor Relations (IR), Product Finance, and GTM teams to align on metric definitions, data sources, and analytical frameworks
- Serve as the analytical connective tissue across functions - ensuring a consistent, reconciled view of topline performance across all reporting contexts
- Synthesize findings and present analytical conclusions to senior stakeholders, translating quantitative outputs into clear business narratives
- Support IR and Corporate Finance & Strategy (F&S) with scenario modeling, growth decompositions, and earnings-cycle analytics
Reporting & Data Infrastructure:
- Maintain authoritative, source-of-truth datasets that serve as the trusted baseline for topline reporting across Corporate, IR, Product, and GTM
- Develop and maintain Tableau dashboards that enable self-service visibility into topline metrics for cross-functional partners
- Identify and drive automation of manual, repeatable reporting workflows using SQL, Python, and AI-enabled tooling to improve cycle time and analytical throughput
YOU'RE OUR PERSON IF...
- 8+ years of experience in FP&A, corporate finance, or strategic analytics
- Strong financial modeling and analytical skills, with experience building scenario models and multi-dimensional performance frameworks
- Advanced SQL proficiency and working knowledge of Python; experience with Snowflake, Tableau, or equivalent modern data stack tools
- Demonstrated ability to partner across functions (Finance, IR, Product, GTM) and communicate complex analytical findings to executive audiences
- Comfort leveraging AI tools (e.g., LLMs, copilots, automation platforms) to accelerate data preparation, pattern identification, and narrative development
- Exceptional attention to detail - comfortable owning analysis reviewed at the Board and investor level
EVEN BETTER IF...
- Experience in a SaaS or high-growth technology environment
- Deep familiarity with SaaS topline metrics (Annual Recurring Revenue (ARR), Bookings, Current Remaining Performance Obligation (CRPO), Attrition) and the operational drivers behind them
This role is hybrid and goes into the office 3 days per week.
ACCOMMODATIONS
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form. Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
EEO STATEMENT
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.
See all 257+ H-1B Visa Financial Planning Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Financial Planning Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Financial Planning
Verify your degree meets specialty occupation
USCIS requires your degree field to directly relate to financial planning work. A finance, economics, or accounting degree is straightforward. A general business degree may trigger an RFE, so gather transcripts showing relevant coursework before you apply.
Target employers with LCA filing history
Use Migrate Mate to filter financial planning roles by employers who have filed Labor Condition Applications for comparable positions. This confirms the employer already understands prevailing wage obligations and the H-1B process for your occupation.
Check prevailing wages before negotiating your offer
Run your job title and work location through the OFLC Wage Search before you enter salary negotiations. Your offer must meet the DOL prevailing wage for your specific SOC code and metro area, or USCIS will deny the petition.
Prioritize cap-exempt employers for faster timelines
Nonprofit financial planning programs affiliated with universities, government entities, or qualifying research organizations are cap-exempt. Positions there let you start immediately after approval rather than waiting for the October 1 start date tied to the annual lottery.
Submit your registration during the March lottery window
USCIS opens H-1B electronic registration each March for roughly two weeks. Your employer must register you before the deadline. Missing it means waiting a full year, so confirm your sponsoring employer has a registered USCIS online account well in advance.
Document your CFA or CFP credentials strategically
Professional certifications like the CFA or CFP don't replace the degree requirement, but they strengthen your petition by demonstrating specialized knowledge consistent with specialty occupation. Include your credential certificates and renewal records in the I-129 support package.
H-1B Visa Financial Planning: Frequently Asked Questions
Do financial planning jobs qualify for H-1B sponsorship?
Yes, financial planning roles qualify when the position requires at least a bachelor's degree in a directly related field such as finance, economics, accounting, or financial planning. USCIS evaluates the job duties, not just the title, so the employer's job description must clearly establish that a specific degree is a minimum requirement for the role.
Which types of employers sponsor H-1B visas for financial planners?
Banks, registered investment advisors, insurance companies, wealth management firms, and corporate treasury departments are consistent H-1B sponsors for financial planning roles. Larger institutions with dedicated HR and legal teams tend to have established H-1B filing programs. You can search employers with verified LCA filing history for financial planning positions on Migrate Mate.
How does the prevailing wage requirement affect financial planning offers?
The DOL requires your employer to pay at least the prevailing wage for your specific occupation code and work location before certifying the Labor Condition Application. Prevailing wages for financial planners vary significantly by metro area and experience level. You can look up the applicable wage using the OFLC Wage Search before accepting or negotiating any offer.
Can I work as a financial planner on OPT while waiting for H-1B approval?
Yes. If your degree is in a qualifying STEM field such as economics or financial mathematics, you may be eligible for the 24-month STEM OPT extension, giving you up to three years of post-graduation work authorization. This covers multiple H-1B lottery cycles, which matters given the annual cap. Confirm your program's CIP code qualifies with your DSO.
What happens to my H-1B status if I change financial planning employers?
H-1B portability under AC21 lets you transfer to a new sponsoring employer once your petition has been pending for 180 days and the new role is in the same or a closely related occupation. Your new employer must file a fresh H-1B transfer petition, including a new LCA certified at the prevailing wage for the new position and work location.