H-1B Visa VP Financial Planning Analysis Jobs
VP Financial Planning Analysis roles qualify as H-1B visa specialty occupations under the financial analysis SOC classification, requiring at least a bachelor's degree in finance, accounting, or economics. Large financial services firms, Fortune 500 companies, and tech-sector employers file LCAs regularly for this title, making it one of the more consistently sponsored senior finance positions.
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Get Access To All JobsINTRODUCTION
Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!
ROLE SUMMARY
The Vice President of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving financial strategy, performance management, and value creation for a private equity–backed financial services platform operating in mortgage servicing, title, and diligence businesses. This role partners closely with the CFO, CEO, operating leadership, and private equity sponsors to deliver disciplined financial planning, actionable insights, and scalable analytical infrastructure that support growth and margin expansion.
The VP of FP&A will translate complex operating and market dynamics—such as interest rate cycles, transaction-based volume volatility, servicing economics, and labor-intensive cost models—into clear financial insights that support decision-making, optimize EBITDA, and enhance enterprise value.
TOP RESPONSIBILITIES
Value Creation & Strategic Partnership
- Serve as a strategic finance partner to executive leadership and PE sponsors, supporting value creation initiatives, EBITDA optimization, and capital deployment decisions.
- Support long-term strategic planning aligned with sponsor investment theses.
Financial Planning, Budgeting & Forecasting
- Lead the annual operating plan, rolling forecasts, and multi-year financial models across mortgage servicing, title, and diligence business lines.
- Ensure forecasts incorporate volume scenarios, pricing changes, margin drivers, cost discipline initiatives, and regulatory impacts.
Performance Management & KPI Ownership
- Design and own KPI frameworks that align operational performance with EBITDA growth, cash flow generation, and return on invested capital.
- Deliver clear variance analysis and performance narratives that isolate root causes and inform corrective actions.
PE-Grade Reporting & Support
- Produce high-quality monthly and quarterly financial reporting packages for executive leadership and sponsor review.
- Support operating reviews, lender reporting, and ad hoc PE sponsor analytics with speed, accuracy, and insight.
Business Partnership & Operational Decision Support
- Partner with servicing, title, and diligence leaders to evaluate pricing strategies, workforce models, productivity initiatives, and vendor economics.
- Assess investment returns for new products, geographic expansion, technology investments, and operational improvements.
Modeling, M& A & Scenario Analysis
- Build advanced financial models to support add-on acquisitions, servicing transfers, divestitures, and integration scenarios.
- Perform sensitivity and downside scenario analysis tied to interest rate movements, volume fluctuations, regulatory shifts, and market cycles.
Process, Systems & Scalability
- Build and scale FP&A processes, reporting tools, and planning systems that support rapid growth and increasing organizational complexity.
- Drive standardization, automation, and data discipline consistent with best-in-class PE portfolio company practices.
Team Leadership & Culture
- Build, develop, and lead a high-performing FP&A team with strong analytical, communication, and business partnership capabilities.
- Foster a results-driven culture focused on accountability, urgency, and continuous improvement.
QUALIFICATIONS & EXPERIENCE
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA strongly preferred.
- 12–15+ years of progressive finance experience, including senior leadership roles in FP&A.
- Prior experience in a private equity–backed company, portfolio company environment, or similarly fast-paced, results-oriented setting is strongly preferred.
- Background in financial services, with meaningful exposure to mortgage servicing, title, diligence, or other transaction-driven or regulated businesses.
- Proven ability to drive EBITDA improvement, cost discipline, and margin expansion through analytics and business partnership.
- Demonstrated expertise in building scalable FP&A processes suited for growth, acquisitions, and exit readiness.
- Strong financial modeling, scenario analysis, and executive presentation skills; comfort interacting with PE sponsors and Boards.
- Advanced proficiency in financial systems, planning tools, and analytics platforms. Workday Adaptive Planning experience a plus.
WHY SELENE?
BENEFITS
Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:
- Paid Time Off (PTO)
- Medical, Dental & Vision
- Employee Assistance Program
- Flexible Spending Account
- Health Savings Account
- Paid Holidays
- Company paid Life Insurance
- Matching 401(k) Plan
The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.
INTRODUCTION
Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!
ROLE SUMMARY
The Vice President of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving financial strategy, performance management, and value creation for a private equity–backed financial services platform operating in mortgage servicing, title, and diligence businesses. This role partners closely with the CFO, CEO, operating leadership, and private equity sponsors to deliver disciplined financial planning, actionable insights, and scalable analytical infrastructure that support growth and margin expansion.
The VP of FP&A will translate complex operating and market dynamics—such as interest rate cycles, transaction-based volume volatility, servicing economics, and labor-intensive cost models—into clear financial insights that support decision-making, optimize EBITDA, and enhance enterprise value.
TOP RESPONSIBILITIES
Value Creation & Strategic Partnership
- Serve as a strategic finance partner to executive leadership and PE sponsors, supporting value creation initiatives, EBITDA optimization, and capital deployment decisions.
- Support long-term strategic planning aligned with sponsor investment theses.
Financial Planning, Budgeting & Forecasting
- Lead the annual operating plan, rolling forecasts, and multi-year financial models across mortgage servicing, title, and diligence business lines.
- Ensure forecasts incorporate volume scenarios, pricing changes, margin drivers, cost discipline initiatives, and regulatory impacts.
Performance Management & KPI Ownership
- Design and own KPI frameworks that align operational performance with EBITDA growth, cash flow generation, and return on invested capital.
- Deliver clear variance analysis and performance narratives that isolate root causes and inform corrective actions.
PE-Grade Reporting & Support
- Produce high-quality monthly and quarterly financial reporting packages for executive leadership and sponsor review.
- Support operating reviews, lender reporting, and ad hoc PE sponsor analytics with speed, accuracy, and insight.
Business Partnership & Operational Decision Support
- Partner with servicing, title, and diligence leaders to evaluate pricing strategies, workforce models, productivity initiatives, and vendor economics.
- Assess investment returns for new products, geographic expansion, technology investments, and operational improvements.
Modeling, M& A & Scenario Analysis
- Build advanced financial models to support add-on acquisitions, servicing transfers, divestitures, and integration scenarios.
- Perform sensitivity and downside scenario analysis tied to interest rate movements, volume fluctuations, regulatory shifts, and market cycles.
Process, Systems & Scalability
- Build and scale FP&A processes, reporting tools, and planning systems that support rapid growth and increasing organizational complexity.
- Drive standardization, automation, and data discipline consistent with best-in-class PE portfolio company practices.
Team Leadership & Culture
- Build, develop, and lead a high-performing FP&A team with strong analytical, communication, and business partnership capabilities.
- Foster a results-driven culture focused on accountability, urgency, and continuous improvement.
QUALIFICATIONS & EXPERIENCE
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA strongly preferred.
- 12–15+ years of progressive finance experience, including senior leadership roles in FP&A.
- Prior experience in a private equity–backed company, portfolio company environment, or similarly fast-paced, results-oriented setting is strongly preferred.
- Background in financial services, with meaningful exposure to mortgage servicing, title, diligence, or other transaction-driven or regulated businesses.
- Proven ability to drive EBITDA improvement, cost discipline, and margin expansion through analytics and business partnership.
- Demonstrated expertise in building scalable FP&A processes suited for growth, acquisitions, and exit readiness.
- Strong financial modeling, scenario analysis, and executive presentation skills; comfort interacting with PE sponsors and Boards.
- Advanced proficiency in financial systems, planning tools, and analytics platforms. Workday Adaptive Planning experience a plus.
WHY SELENE?
BENEFITS
Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:
- Paid Time Off (PTO)
- Medical, Dental & Vision
- Employee Assistance Program
- Flexible Spending Account
- Health Savings Account
- Paid Holidays
- Company paid Life Insurance
- Matching 401(k) Plan
The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in VP Financial Planning Analysis
Verify your degree aligns with FP&A
USCIS scrutinizes specialty occupation fit at the VP level. A finance, accounting, economics, or MBA degree strengthens your petition. A general business degree without quantitative coursework can trigger a Request for Evidence, so gather transcripts showing relevant coursework before applying.
Target employers with LCA filing history
Use Migrate Mate to filter VP Financial Planning Analysis roles by employers who have filed LCAs for this specific title. Prior LCA history signals an established H-1B process, reducing delays caused by employers encountering sponsorship paperwork for the first time.
Check prevailing wage before salary negotiations
Run your target metro area through the OFLC Wage Search before your offer conversation. VP FP&A prevailing wages vary significantly by location and employer size, and your offered salary must meet the DOL Level III or IV threshold tied to the certified LCA.
Clarify premium processing during offer stage
Ask whether the employer will use premium processing before signing an offer. Standard H-1B adjudication can take several months, but USCIS premium processing targets a 15-business-day decision, which matters if your current status has a tight expiration window.
Document your specialty occupation evidence proactively
Pull the O*NET profile for Financial Managers to confirm the listed education and analytical requirements. VP FP&A petitions benefit from including job postings, org charts showing strategic reporting lines, and industry surveys demonstrating that a degree is the normal entry requirement for this level.
Understand cap-exempt employer options
Nonprofit hospitals, universities, and affiliated research organizations are cap-exempt H-1B sponsors. Some of these entities hire VP-level FP&A professionals and can file outside the annual lottery, giving you a filing path regardless of whether you were selected in the regular cap.
H-1B Visa VP Financial Planning Analysis: Frequently Asked Questions
Does a VP Financial Planning Analysis role qualify as an H-1B specialty occupation?
Yes. VP Financial Planning Analysis roles consistently qualify because they require at least a bachelor's degree in a directly related field such as finance, accounting, or economics. USCIS evaluates whether the degree requirement is normal for the position in the industry, and at the VP level, the analytical and strategic responsibilities of FP&A roles support that standard.
Which industries most commonly sponsor H-1B visas for VP FP&A roles?
Technology, financial services, healthcare systems, and large consumer goods companies sponsor the most VP FP&A positions. These sectors typically have in-house immigration teams familiar with the LCA and I-129 process. You can browse verified H-1B sponsoring employers for this title on Migrate Mate, which filters by DOL LCA filing history.
How does the H-1B lottery affect a VP FP&A job search?
If you're not currently in H-1B status, your petition enters the annual cap lottery, which selects roughly one in three registrations. At the VP level, some employers are willing to wait through an unsuccessful lottery year and refile, but confirming that commitment before accepting an offer avoids complications if you're not selected.
Can a VP FP&A role support an EB-2 or EB-3 green card petition?
Yes. VP-level FP&A positions typically support EB-2 sponsorship because they require an advanced degree or its equivalent. If your employer initiates PERM labor certification, the process involves DOL auditing that the role's requirements are genuine and that no qualified U.S. workers were available at the time of recruitment.
What happens to my H-1B status if I'm laid off in a VP FP&A role?
You have a 60-day grace period after your employment ends to find a new sponsoring employer, change to another visa status, or depart the country. At the VP level, that window is often enough to negotiate a new offer, but the new employer must file a new H-1B petition before you can begin work for them.