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
Thank you for considering Progyny! We are recruiting for a Senior Manager, Financial Planning and Analysis for our Company. You will be supporting a team that provides forward-looking financial analysis and insights that support decision making and helps ensure alignment of planned actions and targets to company goals. This role is an integral member of the finance team and will partner cross functionally across the organization. The successful candidate will be an excellent communicator and will be skilled at building strong relationships across functions and levels throughout the organization and marshaling those resources to get things done. Not satisfied with a quick answer, they will demonstrate the professional curiosity to dig a bit deeper into the true driver of a situation.
ROLE AND RESPONSIBILITIES
What You’ll Do…
- Key contributor to the annual operating budget process and periodic forecasting process.
- Proficiency in variance analysis, with the ability to identify key drivers and clearly communicate financial impacts, risks, and actionable insights to stakeholders.
- Contribute to internal management financial reporting and presentations for the CFO, Executive Management team, and the Board of Directors.
- Experience supporting the development of long-range business plans, translating strategic priorities into financial forecasts, scenarios, and actionable recommendations.
- Own, maintain, and improve internal models, dashboards, and analyses.
- Optimize and maintain critical and sensitive data models.
- Identify and analyze operational problems and recommend effective solutions.
- Work closely with cross-functional teams on complex ad hoc projects and reporting.
BASIC QUALIFICATIONS
About You…
- 7-10 years of progressive experience in financial planning & analysis (preferably with a combination of financial accounting and reporting experience).
- Publicly traded company experience strongly preferred.
- Bachelor's degree in Accounting or Finance related - MBA is a plus.
- Plans and aligns: Skilled at planning and prioritizing work to meet commitments aligned with organizational goals. Ability to break down objectives into appropriate initiatives and actions with relevant milestones and can anticipate and adjust when needed.
- Communicates Effectively: Strong communicator and listener who is adept at developing and delivering complex information clearly and concisely. Comfortable in a variety of settings: one-on-one, small, and large groups, and at various levels.
- Technical Proficiency: Advanced Excel and Power BI skills together with strong data query experience and the ability to manipulate and interpret large sets of data. Knowledge of generally accepted accounting principles and financial statement presentation is a must.
- Situational adaptability and resourcefulness
- Continuous improvement mindset
- Experience with financial planning software use and/or implementation
ABOUT PROGYNY
Progyny (Nasdaq: PGNY) is a global leader in women’s health and family building solutions, trusted by the nation’s leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs. Our mission is to empower healthier, supported journeys through transformative fertility, family building and women’s health benefits. Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Power Partners, and Crain's Fast 50 for NYC.
OUR PERKS
- Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents’ Employee Affiliation Group
- Menopause and midlife care
- Health, dental, vision and life insurance options for employees and family
- Free in-person, virtual and text-based mental health and wellness support
- Paid time off, including vacation, sick leave, personal days and summer flex time
- Company equity
- Bonus program
- 401(k) plan with company match
- Access to on-demand legal and financial advice
- Learning and development programs to help you grow professionally and a mentorship program
- Company social events to include annual volunteer day and donation matching
- Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office
COMPENSATION
In compliance with New York City's Wage Transparency Law, the annual salary range for NYC-based applicants is: $140,000 - $155,000. There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity.
Progyny is proud to be an Equal Opportunity and Affirmative Action employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition, status as a protected veteran, criminal history consistent with legal requirements or any other basis protected by law. If you are an individual with a disability and need assistance or an accommodation during the recruiting process, please send an e-mail to apply@progyny.com.
INTRODUCTION
Thank you for considering Progyny! We are recruiting for a Senior Manager, Financial Planning and Analysis for our Company. You will be supporting a team that provides forward-looking financial analysis and insights that support decision making and helps ensure alignment of planned actions and targets to company goals. This role is an integral member of the finance team and will partner cross functionally across the organization. The successful candidate will be an excellent communicator and will be skilled at building strong relationships across functions and levels throughout the organization and marshaling those resources to get things done. Not satisfied with a quick answer, they will demonstrate the professional curiosity to dig a bit deeper into the true driver of a situation.
ROLE AND RESPONSIBILITIES
What You’ll Do…
- Key contributor to the annual operating budget process and periodic forecasting process.
- Proficiency in variance analysis, with the ability to identify key drivers and clearly communicate financial impacts, risks, and actionable insights to stakeholders.
- Contribute to internal management financial reporting and presentations for the CFO, Executive Management team, and the Board of Directors.
- Experience supporting the development of long-range business plans, translating strategic priorities into financial forecasts, scenarios, and actionable recommendations.
- Own, maintain, and improve internal models, dashboards, and analyses.
- Optimize and maintain critical and sensitive data models.
- Identify and analyze operational problems and recommend effective solutions.
- Work closely with cross-functional teams on complex ad hoc projects and reporting.
BASIC QUALIFICATIONS
About You…
- 7-10 years of progressive experience in financial planning & analysis (preferably with a combination of financial accounting and reporting experience).
- Publicly traded company experience strongly preferred.
- Bachelor's degree in Accounting or Finance related - MBA is a plus.
- Plans and aligns: Skilled at planning and prioritizing work to meet commitments aligned with organizational goals. Ability to break down objectives into appropriate initiatives and actions with relevant milestones and can anticipate and adjust when needed.
- Communicates Effectively: Strong communicator and listener who is adept at developing and delivering complex information clearly and concisely. Comfortable in a variety of settings: one-on-one, small, and large groups, and at various levels.
- Technical Proficiency: Advanced Excel and Power BI skills together with strong data query experience and the ability to manipulate and interpret large sets of data. Knowledge of generally accepted accounting principles and financial statement presentation is a must.
- Situational adaptability and resourcefulness
- Continuous improvement mindset
- Experience with financial planning software use and/or implementation
ABOUT PROGYNY
Progyny (Nasdaq: PGNY) is a global leader in women’s health and family building solutions, trusted by the nation’s leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs. Our mission is to empower healthier, supported journeys through transformative fertility, family building and women’s health benefits. Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Power Partners, and Crain's Fast 50 for NYC.
OUR PERKS
- Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents’ Employee Affiliation Group
- Menopause and midlife care
- Health, dental, vision and life insurance options for employees and family
- Free in-person, virtual and text-based mental health and wellness support
- Paid time off, including vacation, sick leave, personal days and summer flex time
- Company equity
- Bonus program
- 401(k) plan with company match
- Access to on-demand legal and financial advice
- Learning and development programs to help you grow professionally and a mentorship program
- Company social events to include annual volunteer day and donation matching
- Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office
COMPENSATION
In compliance with New York City's Wage Transparency Law, the annual salary range for NYC-based applicants is: $140,000 - $155,000. There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity.
Progyny is proud to be an Equal Opportunity and Affirmative Action employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition, status as a protected veteran, criminal history consistent with legal requirements or any other basis protected by law. If you are an individual with a disability and need assistance or an accommodation during the recruiting process, please send an e-mail to apply@progyny.com.
See all 1,253+ H-1B Visa Financial Planning Jobs
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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.