H-1B Visa Financial Planning Analyst Jobs
Financial Planning Analyst roles qualify as H-1B visa specialty occupations because they require at least a bachelor's degree in finance, accounting, or a related field. Large financial services firms, corporate treasury departments, and Fortune 500 companies file H-1B petitions for this role regularly, making it one of the more sponsorship-accessible positions in finance.
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Get Access To All JobsSenior Financial Planning & Analysis (FP&A) Analyst
R.F. MacDonald Co. | A Cleaver-Brooks Company
Location: Hayward, CA
Work Arrangement: Onsite
Employment Type: Full-Time | Exempt
Salary Range: $140,000 – $150,000 annually
About R.F. MacDonald Co.
Founded in 1956, R.F. MacDonald Co. (RFM) has built a strong reputation as a trusted provider of boiler and pump solutions for commercial and industrial customers throughout California and Nevada. With nearly 300 employees, RFM specializes in equipment sales, engineering, installation support, maintenance, and field service, delivering innovative solutions and exceptional customer support.
Now proudly a Cleaver-Brooks company, R.F. MacDonald is entering an exciting new chapter of growth. Our partnership combines RFM's longstanding customer relationships, technical expertise, and service capabilities with the resources and industry leadership of Cleaver-Brooks, a global leader in integrated boiler and thermal energy solutions.
Together, we're building on nearly 70 years of experience while creating new opportunities for innovation, collaboration, and continued growth.
About the Opportunity
R.F. MacDonald Co. is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team.
This is an opportunity for an analytical, business-minded finance professional who enjoys working beyond the numbers to help drive business performance and strategic decisions.
In this role, you'll partner with leadership and cross-functional teams to support financial planning, forecasting, budgeting, and performance analysis. You'll play an important role in translating financial data into meaningful insights, identifying opportunities for improvement, and helping shape the company's financial strategies.
We're looking for someone who is detail-oriented, proactive, and comfortable working in a collaborative, fast-paced environment.
- Drive financial planning: Support annual budgeting, forecasting, and long-range financial planning initiatives.
- Deliver actionable insights: Analyze financial results, trends, and variances to identify business opportunities, risks, and areas for improvement.
- Build financial models: Develop and maintain financial models that support business planning, operational performance, and strategic initiatives.
- Partner with business leaders: Collaborate across departments to understand business drivers, evaluate performance, and support informed decision-making.
- Support financial reporting: Prepare monthly financial reports, variance analyses, and management presentations.
- Evaluate growth opportunities: Provide financial analysis to support potential investments, acquisitions, and other strategic business decisions.
- Improve processes: Identify opportunities to streamline financial reporting, strengthen forecasting accuracy, and improve overall efficiency.
- Support special projects: Conduct ad hoc financial analyses and provide recommendations to leadership as business needs evolve.
What We're Looking For
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- 4+ years of experience in financial planning and analysis, accounting, or a related finance function.
- Strong financial modeling, forecasting, budgeting, and analytical capabilities.
- Advanced proficiency in Microsoft Excel and experience working with financial reporting systems.
- Solid understanding of GAAP, financial statements, and accounting principles.
- Ability to analyze complex financial information and communicate findings clearly to business leaders.
- Strong organizational, problem-solving, and communication skills.
- Ability to manage multiple priorities, work independently, and collaborate effectively across teams.
Preferred Qualifications
- 5–8 years of progressive experience in Finance, Accounting, or a related discipline.
- Experience with NetSuite and/or Adaptive Planning.
- Experience in the construction, industrial services, or related industries.
- Experience supporting financial analysis across multiple business units or operational functions.
Why Join R.F. MacDonald Co.?
At R.F. MacDonald, you'll join an established organization with a history of technical expertise, strong customer relationships, and a commitment to its employees. As part of Cleaver-Brooks, we're building on that foundation with expanded resources, capabilities, and opportunities for continued growth. This position offers the opportunity to collaborate with business leaders, contribute to meaningful financial decisions, and play an important role in supporting the company's future success.
Ready to make an impact? If you're a finance professional who enjoys solving problems, turning data into actionable insights, and partnering with others to drive results, we'd like to hear from you.
Apply today and explore your future with R.F. MacDonald Co., a Cleaver-Brooks company.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Senior Financial Planning & Analysis (FP&A) Analyst
R.F. MacDonald Co. | A Cleaver-Brooks Company
Location: Hayward, CA
Work Arrangement: Onsite
Employment Type: Full-Time | Exempt
Salary Range: $140,000 – $150,000 annually
About R.F. MacDonald Co.
Founded in 1956, R.F. MacDonald Co. (RFM) has built a strong reputation as a trusted provider of boiler and pump solutions for commercial and industrial customers throughout California and Nevada. With nearly 300 employees, RFM specializes in equipment sales, engineering, installation support, maintenance, and field service, delivering innovative solutions and exceptional customer support.
Now proudly a Cleaver-Brooks company, R.F. MacDonald is entering an exciting new chapter of growth. Our partnership combines RFM's longstanding customer relationships, technical expertise, and service capabilities with the resources and industry leadership of Cleaver-Brooks, a global leader in integrated boiler and thermal energy solutions.
Together, we're building on nearly 70 years of experience while creating new opportunities for innovation, collaboration, and continued growth.
About the Opportunity
R.F. MacDonald Co. is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team.
This is an opportunity for an analytical, business-minded finance professional who enjoys working beyond the numbers to help drive business performance and strategic decisions.
In this role, you'll partner with leadership and cross-functional teams to support financial planning, forecasting, budgeting, and performance analysis. You'll play an important role in translating financial data into meaningful insights, identifying opportunities for improvement, and helping shape the company's financial strategies.
We're looking for someone who is detail-oriented, proactive, and comfortable working in a collaborative, fast-paced environment.
- Drive financial planning: Support annual budgeting, forecasting, and long-range financial planning initiatives.
- Deliver actionable insights: Analyze financial results, trends, and variances to identify business opportunities, risks, and areas for improvement.
- Build financial models: Develop and maintain financial models that support business planning, operational performance, and strategic initiatives.
- Partner with business leaders: Collaborate across departments to understand business drivers, evaluate performance, and support informed decision-making.
- Support financial reporting: Prepare monthly financial reports, variance analyses, and management presentations.
- Evaluate growth opportunities: Provide financial analysis to support potential investments, acquisitions, and other strategic business decisions.
- Improve processes: Identify opportunities to streamline financial reporting, strengthen forecasting accuracy, and improve overall efficiency.
- Support special projects: Conduct ad hoc financial analyses and provide recommendations to leadership as business needs evolve.
What We're Looking For
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- 4+ years of experience in financial planning and analysis, accounting, or a related finance function.
- Strong financial modeling, forecasting, budgeting, and analytical capabilities.
- Advanced proficiency in Microsoft Excel and experience working with financial reporting systems.
- Solid understanding of GAAP, financial statements, and accounting principles.
- Ability to analyze complex financial information and communicate findings clearly to business leaders.
- Strong organizational, problem-solving, and communication skills.
- Ability to manage multiple priorities, work independently, and collaborate effectively across teams.
Preferred Qualifications
- 5–8 years of progressive experience in Finance, Accounting, or a related discipline.
- Experience with NetSuite and/or Adaptive Planning.
- Experience in the construction, industrial services, or related industries.
- Experience supporting financial analysis across multiple business units or operational functions.
Why Join R.F. MacDonald Co.?
At R.F. MacDonald, you'll join an established organization with a history of technical expertise, strong customer relationships, and a commitment to its employees. As part of Cleaver-Brooks, we're building on that foundation with expanded resources, capabilities, and opportunities for continued growth. This position offers the opportunity to collaborate with business leaders, contribute to meaningful financial decisions, and play an important role in supporting the company's future success.
Ready to make an impact? If you're a finance professional who enjoys solving problems, turning data into actionable insights, and partnering with others to drive results, we'd like to hear from you.
Apply today and explore your future with R.F. MacDonald Co., a Cleaver-Brooks company.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
See all 776+ H-1B Visa Financial Planning Analyst Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Financial Planning Analyst
Align your degree to the role
USCIS scrutinizes whether your degree field directly relates to financial planning and analysis. A finance, accounting, economics, or business analytics degree strengthens your petition. A general business degree without relevant coursework can trigger a Request for Evidence.
Verify prevailing wage before accepting offers
Your offered salary must meet the DOL prevailing wage for your job title, location, and experience level. Run the OFLC Wage Search before you negotiate so you know the floor your employer must certify on the LCA.
Target employers with corporate FP&A teams
Companies with dedicated FP&A functions, not just generalist finance roles, file H-1B petitions more reliably. Use Migrate Mate to filter for employers with verified LCA filings under financial analyst occupation codes before you apply.
Check if the employer is E-Verify enrolled
H-1B sponsoring employers must participate in E-Verify. Ask your recruiter early, or confirm through the E-Verify employer search, because discovering non-enrollment after an offer delays or kills the filing timeline.
Request premium processing for cap-subject filings
FP&A roles often have start-date dependencies tied to budget cycles or fiscal year planning. If your employer is filing a cap-subject H-1B, ask about USCIS premium processing to get a decision within 15 business days rather than waiting months.
Document your FP&A scope with O*NET language
When your employer drafts the H-1B support letter, the job duties should map to the O*NET occupation profile for Financial Analysts. Duties framed around budgeting, forecasting, and variance analysis reduce RFE risk compared to vague descriptions.
H-1B Visa Financial Planning Analyst: Frequently Asked Questions
Does a Financial Planning Analyst role qualify as an H-1B specialty occupation?
Yes. USCIS consistently approves Financial Planning Analyst petitions as specialty occupations because the role normally requires at least a bachelor's degree in finance, accounting, economics, or a closely related field. Employers strengthen the case by documenting that the position involves complex financial modeling, budget forecasting, and variance analysis that cannot be performed without that specific degree background.
Which employers sponsor H-1B visas for Financial Planning Analyst positions?
Large corporations with dedicated FP&A functions, financial services firms, technology companies, and healthcare systems are the most consistent sponsors. Smaller companies that rely on a single generalist finance hire are less likely to sponsor. Migrate Mate shows employers with verified LCA filing history for financial analyst occupation codes, so you can identify active sponsors before applying.
What happens to my H-1B status if I get promoted from Financial Planning Analyst to Senior FP&A Manager?
A promotion that changes your job duties, title, or wage level typically requires your employer to file an amended H-1B petition with USCIS before the change takes effect. Moving into a managerial role with substantially different responsibilities is not covered by your original petition. Your employer's immigration counsel should review whether an amendment is needed based on the actual scope change.
Can I switch employers during H-1B cap-gap or between lottery cycles?
Yes, through H-1B portability under AC21. If you're moving to a new employer while your existing H-1B is valid, your new employer files an H-1B transfer petition and you can start working as soon as that petition is received by USCIS. The new FP&A role must be in the same or a substantially similar occupational classification as your original approved petition.
How does the DOL prevailing wage requirement affect Financial Planning Analyst job offers?
Your employer must certify on the LCA that your offered salary meets or exceeds the DOL prevailing wage for your specific job title, geographic area, and experience level. You can look up the applicable wage tier using the OFLC Wage Search before accepting an offer. Employers who offer below prevailing wage cannot legally file the LCA, which stops the H-1B petition entirely.