H-1B Visa Head Of Finance Jobs
Head of Finance roles qualify as H-1B visa specialty occupations when the position requires at least a bachelor's degree in finance, accounting, or a related field. Many large corporations, private equity-backed firms, and multinational companies sponsor H-1B visas for senior finance leadership, filing the required Labor Condition Application with the DOL before submitting your petition to USCIS.
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Get Access To All JobsINTRODUCTION
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
THE ROLE
The EPD Finance function is a strategic partner to Plaid’s world-class Engineering, Product, and Design (EPD) organization. The team owns product-level revenue and gross margin forecasting, R&D investment planning, and the analytical frameworks that guide how Plaid deploys capital — and serves as a critical voice in long-range strategic and capital allocation decisions. As Head of EPD Finance, you will work closely with Engineering, Product, Design, GTM, Data, Accounting, and the Executive team to ensure our R&D engine and product portfolio deliver durable, compounding returns. You will report directly to the CFO and act as the primary finance partner to our CPO and CTO — their go-to thought partner on strategy, resource allocation, and execution across the EPD organization. You will inherit a lean, talented team with plans to scale appropriately over time.
Responsibilities
- Revenue & Gross Margin Forecasting — Build product-level forecasts that accurately predict Plaid’s topline performance in the near and mid-term. Construct long-term forecasts that balance bottoms-up and top-down methodologies to help size Plaid’s commercial opportunity 3–5 years into the future.
- Resource Allocation — Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling that maps directly to the product roadmap, the EPD AI tooling approach, and scenario planning. Identify opportunities to optimize COGS and opex in ways that increase velocity, while remaining disciplined on costs.
- Performance Visibility & Tracking — Own EPD performance tracking and reporting. Ensure we focus on the highest-signal metrics, including service delivery to customers. Partner with Data teams on data hygiene, timeliness, and the granularity needed to inform decisions across EPD and the broader business.
- Cross-functional Partnership — Build trusted relationships across the company, acting as the connective tissue between EPD and the rest of the business — and especially between Product and GTM, where you’ll provide counsel and analytical support on cross-functional priorities.
- Board Reporting — Own the Product narrative for quarterly Board meetings: business performance, strategic progress against near- and long-term goals, and a forward-looking perspective — synthesized into compelling, executive-ready materials.
- Team Building — Define the future-state of the EPD Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled growth-stage business. Be a strong collaborator with peer Finance leads, and set the example for how your team partners with the rest of the Finance org.
QUALIFICATIONS
- 15+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth technology company
- Deep fluency in product P&L finance — you can move fluidly between product-level revenue forecasting, gross margin analysis, headcount and capacity planning, and software economics without losing the narrative thread
- Exceptional analytical rigor paired with sharp business judgment — you know when the model needs more work and when it’s time to make a call
- A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there
- Demonstrated success leading and developing high-performing finance teams
- Executive presence and exceptional communication skills — written, verbal, and visual — with the ability to influence senior stakeholders, technical leaders, and Board-level audiences
- Prior experience partnering with engineering and product leaders is a strong plus; fintech or financial services experience is a plus, but not required
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.
Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
COMPENSATION RANGE
- Compensation Range: $210K - $390K
INTRODUCTION
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
THE ROLE
The EPD Finance function is a strategic partner to Plaid’s world-class Engineering, Product, and Design (EPD) organization. The team owns product-level revenue and gross margin forecasting, R&D investment planning, and the analytical frameworks that guide how Plaid deploys capital — and serves as a critical voice in long-range strategic and capital allocation decisions. As Head of EPD Finance, you will work closely with Engineering, Product, Design, GTM, Data, Accounting, and the Executive team to ensure our R&D engine and product portfolio deliver durable, compounding returns. You will report directly to the CFO and act as the primary finance partner to our CPO and CTO — their go-to thought partner on strategy, resource allocation, and execution across the EPD organization. You will inherit a lean, talented team with plans to scale appropriately over time.
Responsibilities
- Revenue & Gross Margin Forecasting — Build product-level forecasts that accurately predict Plaid’s topline performance in the near and mid-term. Construct long-term forecasts that balance bottoms-up and top-down methodologies to help size Plaid’s commercial opportunity 3–5 years into the future.
- Resource Allocation — Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling that maps directly to the product roadmap, the EPD AI tooling approach, and scenario planning. Identify opportunities to optimize COGS and opex in ways that increase velocity, while remaining disciplined on costs.
- Performance Visibility & Tracking — Own EPD performance tracking and reporting. Ensure we focus on the highest-signal metrics, including service delivery to customers. Partner with Data teams on data hygiene, timeliness, and the granularity needed to inform decisions across EPD and the broader business.
- Cross-functional Partnership — Build trusted relationships across the company, acting as the connective tissue between EPD and the rest of the business — and especially between Product and GTM, where you’ll provide counsel and analytical support on cross-functional priorities.
- Board Reporting — Own the Product narrative for quarterly Board meetings: business performance, strategic progress against near- and long-term goals, and a forward-looking perspective — synthesized into compelling, executive-ready materials.
- Team Building — Define the future-state of the EPD Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled growth-stage business. Be a strong collaborator with peer Finance leads, and set the example for how your team partners with the rest of the Finance org.
QUALIFICATIONS
- 15+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth technology company
- Deep fluency in product P&L finance — you can move fluidly between product-level revenue forecasting, gross margin analysis, headcount and capacity planning, and software economics without losing the narrative thread
- Exceptional analytical rigor paired with sharp business judgment — you know when the model needs more work and when it’s time to make a call
- A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there
- Demonstrated success leading and developing high-performing finance teams
- Executive presence and exceptional communication skills — written, verbal, and visual — with the ability to influence senior stakeholders, technical leaders, and Board-level audiences
- Prior experience partnering with engineering and product leaders is a strong plus; fintech or financial services experience is a plus, but not required
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.
Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
COMPENSATION RANGE
- Compensation Range: $210K - $390K
See all 38+ H-1B Visa Head Of Finance Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Head Of Finance Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Head Of Finance
Align your credentials to the LCA
Your degree field must directly match the Head of Finance role description. If your background is in economics or business administration rather than finance, get a credential evaluation completed before the LCA is filed to preempt any specialty occupation challenge.
Target companies with finance LCA history
Use Migrate Mate to filter employers by verified DOL Labor Condition Application filings for senior finance titles. This confirms sponsorship intent before you invest time in their process, not after an offer is extended.
Verify the prevailing wage tier before negotiating
Run the Head of Finance SOC code through the OFLC Wage Search to see which wage level the employer must certify. Accepting an offer below Level III or IV for a senior role can flag the LCA filing and trigger a DOL audit.
Ask if the employer is cap-exempt or cap-subject
Nonprofits, universities, and certain research institutions file H-1B petitions outside the annual lottery. For a Head of Finance role, cap-exempt employers mean no April 1 filing deadline and no selection risk, which changes your job search timeline significantly.
Confirm premium processing before accepting the offer
USCIS premium processing upgrades standard adjudication to 15 business days. For a Head of Finance hire, most employers approve the upgrade given the seniority, but get written confirmation in the offer letter before resigning from your current position.
Factor in the 60-day grace period when changing employers
If you're moving from a current H-1B employer, your status remains valid for 60 days after your last day of employment. The new employer must file a transfer petition and receive a receipt notice before that window closes or you accrue unlawful presence.
H-1B Visa Head Of Finance: Frequently Asked Questions
Does a Head of Finance role qualify as an H-1B specialty occupation?
Yes, provided the position requires at least a bachelor's degree in a specific field such as finance, accounting, or economics, and the employer's job description reflects that requirement. Generalist management roles where any degree is accepted can fail the specialty occupation test, so the job description language matters. USCIS evaluates the role itself, not just the title.
Which employers typically sponsor H-1B visas for Head of Finance positions?
Large publicly traded corporations, private equity portfolio companies, multinational subsidiaries, and growth-stage technology firms are the most active sponsors for senior finance leadership roles. You can browse companies with verified H-1B filing history for finance titles on Migrate Mate, which surfaces DOL Labor Condition Application data so you can confirm sponsorship activity before applying.
Can I transfer my H-1B to a new employer if I accept a Head of Finance offer?
Yes. H-1B portability lets you start working for the new employer as soon as they file a transfer petition and you receive the receipt notice from USCIS, without waiting for full approval. You don't need to return to your home country. Your prior H-1B time counts toward the six-year cap, so factor in how much time remains when evaluating the offer.
How does the H-1B prevailing wage requirement affect Head of Finance hiring?
The DOL requires employers to pay at least the prevailing wage for the role's SOC code and geographic location, typically Level III or Level IV for a Head of Finance given the supervisory scope. Employers certify this on the LCA before filing with USCIS. You can verify the applicable wage tier independently using the OFLC Wage Search before negotiations begin.
What happens to my H-1B status if the Head of Finance role is eliminated after I'm sponsored?
You have a 60-day grace period from your last day of employment to find a new sponsoring employer, file a change of status, or depart the U.S. If a new employer files a transfer petition within that window and you receive a receipt notice, you can begin working immediately. USCIS does not extend the 60-day period, so starting your search before the termination date is critical.