H-1B Visa Portfolio Accountant Jobs
Portfolio Accountant jobs at H-1B visa-sponsoring employers sit squarely in the specialty occupation category, requiring a bachelor's degree in accounting, finance, or a closely related field. Firms managing investment portfolios, real estate assets, or fund structures file LCAs with DOL and I-129 petitions with USCIS to bring on the analytical talent they need.
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Get Access To All JobsINTRODUCTION
American Operator is looking to bring on our first Portfolio Accounting Manager to build and oversee day-to-day accounting processes, serve as a financial partner to our operator-CEOs, and eventually lead a team of Portfolio Accountants supporting approximately 20 operating companies each.
This role will help shape the accounting function, systems, processes, and team from the ground up. The ideal candidate enjoys building, can move comfortably between hands-on accounting and operator conversations, and thrives in an evolving environment. This role will report to our VP, Accounting and Corporate Controller.
Responsibilities
- Own the monthly close for portfolio companies, including journal entries, accruals, reconciliations, P&L flux commentary, and portfolio-level reporting, with a target of closing every month in 5 business days.
- Create the pre- and post-acquisition accounting integration playbook, including supporting QoE analysis, cash-to-accrual conversions, and PPAs; opening operating bank accounts; bringing opening balance sheets, typically from QuickBooks Online, into American Operator’s ERP; and transitioning newly acquired businesses onto our accounting processes and technology.
- Design and document operating company internal controls, including approvals, segregation of duties, cash and banking controls, and vendor setup.
- Use technology and automation, including bank rules, AP automation, expense management, close software, and AI tools, to maintain a lean team and accelerate the close process.
- Hire, onboard, train, and manage Portfolio Accountants, including assigning workloads, reviewing work, and supporting professional development.
- Meet regularly with operator-CEOs to explain monthly results in clear, practical terms, including what drove revenue, margin, and cash performance and what actions should follow.
- Partner with the Portfolio Growth team on operating KPIs, budgets, and performance reviews.
- Support the Controller with audit, tax, treasury, and payroll needs by delivering clean, well-documented operating company financials and supporting schedules.
- Continuously improve the accounting playbook as American Operator acquires businesses across new industries.
MINIMUM QUALIFICATIONS
- Bachelor’s degree in Accounting or Finance.
- 8+ years of progressive accounting experience, including ownership of day-to-day operational accounting and month-end close processes across multiple subsidiaries.
- 3+ years of experience managing accountants, including assigning work, reviewing reconciliations, and developing team members.
- Demonstrated experience building accounting processes from scratch and/or significantly modernizing existing processes, with a focus on efficiency and appropriate controls.
- Experience integrating acquired companies, including opening balance sheets, post-close cleanup, and working across a variety of data sources and technologies.
- A hands-on, “can-do” approach and willingness to operate as part of a lean initial team consisting of you and the Corporate Controller.
- Working knowledge of accounting matters common to small operating businesses, including inventory and COGS, job costing and WIP, fixed assets, accruals, and payroll.
- Ability to explain P&L statements, balance sheets, cash flow, and aging reports to individuals without a financial background.
- A passion for providing financial expertise to small businesses and supporting their growth.
- Ability to work effectively in an ambiguous, build-oriented environment where the systems, team, and playbook are still taking shape.
- A strong belief in the importance of small businesses and an interest in helping them remain locally owned.
PREFERRED QUALIFICATIONS
- Active CPA license.
- Experience working within private equity, a holding company, a multi-entity roll-up, or another highly acquisitive organization.
- Experience preparing or analyzing QoE reports and PPAs and converting small-business financials from cash to accrual accounting.
- Industry experience in construction, the trades, distribution, manufacturing, or retail.
- Hands-on experience with tools such as Ramp, HubSpot, Gusto, and field-service platforms such as Housecall Pro or ServiceTitan.
COMPENSATION
- The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus and equity. Please note that compensation is determined based on a variety of factors, including, but not limited to, relevant work experience, education, skills, and other qualifications specific to the role.
$140K - $160K
BENEFITS
Benefits include medical, dental, and vision insurance, a company-matched 401(k), unlimited PTO, paid holidays, and paid parental leave.
LOCATION & TRAVEL
Candidates based in Austin, New York City, or the surrounding areas will be expected to commute to and work from our local office. Candidates outside of these regions may work remotely. Periodic travel to both Austin and New York City will be required regardless of location.
ABOUT THE TEAM
American Operator exists because we believe the American Dream is worth protecting, and that small businesses are the backbone of our communities. To do this well, we need a team that reflects the real world: operators, builders, investors, and problem-solvers from a wide range of backgrounds and experiences.
MISSION-DRIVEN
Every company claims to be mission-driven, but our mission is simple, tangible, and urgent: preserve the legacy of America’s small businesses and create more pathways to meaningful ownership.
We partner with operators who want to step into leadership, take responsibility for great companies, and continue the work that founders spent decades building. When we succeed, communities keep their employers, families keep their livelihoods, and operators get the chance to build wealth through real ownership.
We work hard because we know what’s at stake: generational businesses that deserve to thrive, and talented operators who deserve the chance to lead them. And while we measure our success in deals closed and businesses grown, the real reward is seeing these companies continue to serve their people and their towns, stronger than before.
Where else do you get the opportunity to help someone become a CEO, preserve a founder’s life’s work, and strengthen a community, all in the same job? That’s what makes our work both serious and incredibly fulfilling.
INTRODUCTION
American Operator is looking to bring on our first Portfolio Accounting Manager to build and oversee day-to-day accounting processes, serve as a financial partner to our operator-CEOs, and eventually lead a team of Portfolio Accountants supporting approximately 20 operating companies each.
This role will help shape the accounting function, systems, processes, and team from the ground up. The ideal candidate enjoys building, can move comfortably between hands-on accounting and operator conversations, and thrives in an evolving environment. This role will report to our VP, Accounting and Corporate Controller.
Responsibilities
- Own the monthly close for portfolio companies, including journal entries, accruals, reconciliations, P&L flux commentary, and portfolio-level reporting, with a target of closing every month in 5 business days.
- Create the pre- and post-acquisition accounting integration playbook, including supporting QoE analysis, cash-to-accrual conversions, and PPAs; opening operating bank accounts; bringing opening balance sheets, typically from QuickBooks Online, into American Operator’s ERP; and transitioning newly acquired businesses onto our accounting processes and technology.
- Design and document operating company internal controls, including approvals, segregation of duties, cash and banking controls, and vendor setup.
- Use technology and automation, including bank rules, AP automation, expense management, close software, and AI tools, to maintain a lean team and accelerate the close process.
- Hire, onboard, train, and manage Portfolio Accountants, including assigning workloads, reviewing work, and supporting professional development.
- Meet regularly with operator-CEOs to explain monthly results in clear, practical terms, including what drove revenue, margin, and cash performance and what actions should follow.
- Partner with the Portfolio Growth team on operating KPIs, budgets, and performance reviews.
- Support the Controller with audit, tax, treasury, and payroll needs by delivering clean, well-documented operating company financials and supporting schedules.
- Continuously improve the accounting playbook as American Operator acquires businesses across new industries.
MINIMUM QUALIFICATIONS
- Bachelor’s degree in Accounting or Finance.
- 8+ years of progressive accounting experience, including ownership of day-to-day operational accounting and month-end close processes across multiple subsidiaries.
- 3+ years of experience managing accountants, including assigning work, reviewing reconciliations, and developing team members.
- Demonstrated experience building accounting processes from scratch and/or significantly modernizing existing processes, with a focus on efficiency and appropriate controls.
- Experience integrating acquired companies, including opening balance sheets, post-close cleanup, and working across a variety of data sources and technologies.
- A hands-on, “can-do” approach and willingness to operate as part of a lean initial team consisting of you and the Corporate Controller.
- Working knowledge of accounting matters common to small operating businesses, including inventory and COGS, job costing and WIP, fixed assets, accruals, and payroll.
- Ability to explain P&L statements, balance sheets, cash flow, and aging reports to individuals without a financial background.
- A passion for providing financial expertise to small businesses and supporting their growth.
- Ability to work effectively in an ambiguous, build-oriented environment where the systems, team, and playbook are still taking shape.
- A strong belief in the importance of small businesses and an interest in helping them remain locally owned.
PREFERRED QUALIFICATIONS
- Active CPA license.
- Experience working within private equity, a holding company, a multi-entity roll-up, or another highly acquisitive organization.
- Experience preparing or analyzing QoE reports and PPAs and converting small-business financials from cash to accrual accounting.
- Industry experience in construction, the trades, distribution, manufacturing, or retail.
- Hands-on experience with tools such as Ramp, HubSpot, Gusto, and field-service platforms such as Housecall Pro or ServiceTitan.
COMPENSATION
- The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus and equity. Please note that compensation is determined based on a variety of factors, including, but not limited to, relevant work experience, education, skills, and other qualifications specific to the role.
$140K - $160K
BENEFITS
Benefits include medical, dental, and vision insurance, a company-matched 401(k), unlimited PTO, paid holidays, and paid parental leave.
LOCATION & TRAVEL
Candidates based in Austin, New York City, or the surrounding areas will be expected to commute to and work from our local office. Candidates outside of these regions may work remotely. Periodic travel to both Austin and New York City will be required regardless of location.
ABOUT THE TEAM
American Operator exists because we believe the American Dream is worth protecting, and that small businesses are the backbone of our communities. To do this well, we need a team that reflects the real world: operators, builders, investors, and problem-solvers from a wide range of backgrounds and experiences.
MISSION-DRIVEN
Every company claims to be mission-driven, but our mission is simple, tangible, and urgent: preserve the legacy of America’s small businesses and create more pathways to meaningful ownership.
We partner with operators who want to step into leadership, take responsibility for great companies, and continue the work that founders spent decades building. When we succeed, communities keep their employers, families keep their livelihoods, and operators get the chance to build wealth through real ownership.
We work hard because we know what’s at stake: generational businesses that deserve to thrive, and talented operators who deserve the chance to lead them. And while we measure our success in deals closed and businesses grown, the real reward is seeing these companies continue to serve their people and their towns, stronger than before.
Where else do you get the opportunity to help someone become a CEO, preserve a founder’s life’s work, and strengthen a community, all in the same job? That’s what makes our work both serious and incredibly fulfilling.
See all H-1B Visa Portfolio Accountant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Portfolio Accountant Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Portfolio Accountant
Align your credentials to specialty occupation standards
Portfolio Accountant roles qualify as specialty occupations when backed by a degree in accounting, finance, or a directly related field. Pull your credential evaluation early so USCIS sees a clear match between your foreign degree and the role's requirements before your employer files.
Target asset managers filing multiple LCAs
Investment managers, real estate funds, and insurance companies routinely sponsor Portfolio Accountants across multiple office locations. Each worksite requires its own certified LCA, so employers already familiar with that process move faster and face fewer filing delays on your petition.
Search verified H-1B sponsors on Migrate Mate
Filter your job search to employers with documented H-1B filing history in accounting and finance roles. Migrate Mate surfaces this DOL Labor Condition Application data by employer and role so you can prioritize outreach to firms that have already committed to sponsoring similar positions.
Verify prevailing wage tier before accepting an offer
Your offered salary must meet the DOL prevailing wage for Portfolio Accountant duties at your specific worksite. Run the OFLC Wage Search using the correct SOC code and metropolitan area before you negotiate, so you and your employer agree on a compliant figure before the LCA is filed.
Clarify remote and hybrid work arrangements upfront
If your role involves working from home or a client site not listed on the original LCA, your employer must file an amended LCA for each new worksite. Raise this during offer negotiations so the sponsoring employer builds any location changes into the filing timeline from the start.
Use O*NET to document your specialty duties
The O*NET profile for financial analysts and accountants lists the degree-level analytical tasks that support a specialty occupation finding. Cross-reference your job description against those listed duties so your employer's I-129 support letter reflects the technical complexity USCIS expects to see.
H-1B Visa Portfolio Accountant: Frequently Asked Questions
Does a Portfolio Accountant role qualify as an H-1B specialty occupation?
Yes. Portfolio Accountant positions consistently require at least a bachelor's degree in accounting, finance, or a directly related field, which meets the specialty occupation standard USCIS applies. The role involves complex fund valuation, reconciliation, and reporting work that depends on that specific theoretical training, not just generalized business experience.
How do I find employers who actively sponsor H-1B visas for Portfolio Accountants?
Search Migrate Mate for Portfolio Accountant roles to see employers with verified H-1B Labor Condition Application filing history in accounting and finance. Focusing on asset managers, fund administrators, real estate investment trusts, and insurance companies narrows your list to sectors where this role is most commonly sponsored.
What happens to my H-1B status if my employer changes my work location?
Each worksite where you perform H-1B duties needs its own certified LCA. If your employer moves you to a new office, adds a client site, or approves a permanent remote arrangement at a different address, they must file an amended LCA with DOL and potentially an amended I-129 petition with USCIS before the change takes effect.
How long can I work in the U.S. on an H-1B as a Portfolio Accountant?
H-1B status is initially approved for up to three years and can be extended once for another three years, reaching a six-year maximum under standard rules. Extensions beyond six years are possible only if you have an approved I-140 immigrant petition or a pending PERM labor certification that meets specific timing thresholds.
What documents should I prepare before my employer files an H-1B petition for a Portfolio Accountant role?
Gather your academic transcripts, degree certificates, and a foreign credential evaluation if your degree is from outside the U.S. You'll also need a detailed employment verification letter covering prior Portfolio Accountant or fund accounting experience. USCIS may issue a Request for Evidence if the degree field isn't an exact match, so organizing these records early reduces delays.