H-1B1 Chile Visa Financial Planning Jobs
Financial Planning jobs in the U.S. are squarely in H-1B1 Chile visa territory: the role requires a finance-related bachelor's degree, fits the specialty occupation definition, and draws consistent employer sponsorship. Chilean professionals can apply directly at the consulate with no lottery and a 1,400-visa annual cap that rarely fills.
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Get Access To All JobsLocation: Atlanta
Other locations: Anywhere in Country
Salary: Competitive
Date: Nov 2, 2026
Job description
Requisition ID: 1757473
Location: Anywhere in Country
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
The opportunity
The Financial Accounting Systems Supervising Associate combines financial planning and analysis (FP&A) fluency with technical Anaplan administration. They will design, build, and optimize connected planning solutions to support business forecasting and reporting, as well as contribute to the actual planning and analyses processes that the team performs and supports. Key tasks are to continually improve the availability and accuracy of information, to provide a single source of the truth and a high quality solution for decision support across the US firm.
Your key responsibilities
- Translate business requirements into functional system solutions within Anaplan
- Partner with business stakeholders to design, develop, and deploy scalable Anaplan planning and forecasting solutions
- Flexibility to support complex analysis and reporting needs
- Assess and communicate the impact of requested changes on upstream and downstream processes
- Build and enhance complex models that support finance, analytics, and reporting functions
- Design intuitive dashboards and reporting tools that provide actionable insights and support decision-making
- Conduct testing and quality assurance
- Evaluate existing models and identify opportunities to improve performance, scalability, and user experience
- Support integrations between Anaplan and enterprise systems, ensuring timely and accurate data flows
- Troubleshoot data integrity and user access issues
- Collaborate with IT and finance stakeholders globally
- Streamline manual processes via automation and data integration
- Develop technical and business documentation to support model governance and long-term sustainability
- Facilitate user training, knowledge sharing, and co-building sessions to expand adoption across the organization
- Stay current on Anaplan capabilities and contribute ideas that drive innovation and operational efficiency
- Maintain compliance with policies and procedures related to system setup and maintenance
- Interact with the financial community and the technical group in resolving issues related to policies, procedures, and financial systems
- Actively participate in system integration, design, upgrades and enhancements
- Understanding and application of AI and Machine Learning
- Prioritize and resolve high priority issues and effectively communicate status with stakeholders
- Act as a subject matter knowledge during workshops and training sessions
- Work on special projects as required
- Utilizes deep subject matter knowledge of US planning and reporting structures and financial systems-based technologies to make recommendations that help meet business needs or solve issues
- Clarifies requirements with the business and key (senior) stakeholders
- Works closely with team members and stakeholders in order to assess what is achievable/change impact, effort and timeline based on source data available as well as business logic and reports available
- Manages various projects and activities across multiple team members and functions
- Requires analysis of issues and validation of enhancements as well as coordination of defect resolution and effective communication to end users
- Change agent for US initiatives and explain concepts and issues in business terms as well as training end-users in Finance roles on key changes and enhancements
- Directly support team members in the development, implementation and support of applications to meet business requirements
- Oversee and manage projects across teams
Skills and attributes for success
- Knowledge of technologies, methods and approaches, and key areas of interdisciplinary dependencies
- Good understanding of key processes in reporting - functionally and technically (e.g. multi-dimensional data models)
- Knowledge of EY's culture, business objectives and business needs
- Excellent communication skills (written as well as verbal - including presentation skills)
- Strong business acumen
- Strong organizational skills
- Attention to detail, accuracy, ability to understand data structures and define validation approaches
- Experience with change management and training needs in reporting
- Ability to work with Global virtual teams
To qualify you must have
- Bachelor's degree in a related discipline, or equivalent work experience
- Minimum 3-5+ years of relevant experience in FP&A and systems implementation
- 5-7+ years of experience in a professional atmosphere in a finance/business capacity with at least 3 years of supervisory, forecasting and budgeting experience
- Involvement in at least one end-to-end planning / EPM system implementation or major planning model redesign (requirements through go-live)
- Good experience playing the role of the middle person between the business and the development team
- Overtime will be expected during concentrated periods of activity (particularly in conjunction with initial system implementation, annual system rollovers, significant firm reorganizations etc)
- Ability to work in a highly virtual team
- Limited travel may be required based on business need
Ideally, you'll also have
- Anaplan experience (e.g., model building, Model Builder certification) is highly valued
What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $93,300 to $158,700
- Bay Area California offices – $97,200 to $165,300
- All other offices locations in the US, including Sacramento – $77,800 to $145,400
- Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
- To make the most of your application experience, please limit yourself to two applications within a six-month period.
- EY accepts applications for this position on an ongoing basis.
- For those living in California, please click here for additional information.
- At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Location: Atlanta
Other locations: Anywhere in Country
Salary: Competitive
Date: Nov 2, 2026
Job description
Requisition ID: 1757473
Location: Anywhere in Country
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
The opportunity
The Financial Accounting Systems Supervising Associate combines financial planning and analysis (FP&A) fluency with technical Anaplan administration. They will design, build, and optimize connected planning solutions to support business forecasting and reporting, as well as contribute to the actual planning and analyses processes that the team performs and supports. Key tasks are to continually improve the availability and accuracy of information, to provide a single source of the truth and a high quality solution for decision support across the US firm.
Your key responsibilities
- Translate business requirements into functional system solutions within Anaplan
- Partner with business stakeholders to design, develop, and deploy scalable Anaplan planning and forecasting solutions
- Flexibility to support complex analysis and reporting needs
- Assess and communicate the impact of requested changes on upstream and downstream processes
- Build and enhance complex models that support finance, analytics, and reporting functions
- Design intuitive dashboards and reporting tools that provide actionable insights and support decision-making
- Conduct testing and quality assurance
- Evaluate existing models and identify opportunities to improve performance, scalability, and user experience
- Support integrations between Anaplan and enterprise systems, ensuring timely and accurate data flows
- Troubleshoot data integrity and user access issues
- Collaborate with IT and finance stakeholders globally
- Streamline manual processes via automation and data integration
- Develop technical and business documentation to support model governance and long-term sustainability
- Facilitate user training, knowledge sharing, and co-building sessions to expand adoption across the organization
- Stay current on Anaplan capabilities and contribute ideas that drive innovation and operational efficiency
- Maintain compliance with policies and procedures related to system setup and maintenance
- Interact with the financial community and the technical group in resolving issues related to policies, procedures, and financial systems
- Actively participate in system integration, design, upgrades and enhancements
- Understanding and application of AI and Machine Learning
- Prioritize and resolve high priority issues and effectively communicate status with stakeholders
- Act as a subject matter knowledge during workshops and training sessions
- Work on special projects as required
- Utilizes deep subject matter knowledge of US planning and reporting structures and financial systems-based technologies to make recommendations that help meet business needs or solve issues
- Clarifies requirements with the business and key (senior) stakeholders
- Works closely with team members and stakeholders in order to assess what is achievable/change impact, effort and timeline based on source data available as well as business logic and reports available
- Manages various projects and activities across multiple team members and functions
- Requires analysis of issues and validation of enhancements as well as coordination of defect resolution and effective communication to end users
- Change agent for US initiatives and explain concepts and issues in business terms as well as training end-users in Finance roles on key changes and enhancements
- Directly support team members in the development, implementation and support of applications to meet business requirements
- Oversee and manage projects across teams
Skills and attributes for success
- Knowledge of technologies, methods and approaches, and key areas of interdisciplinary dependencies
- Good understanding of key processes in reporting - functionally and technically (e.g. multi-dimensional data models)
- Knowledge of EY's culture, business objectives and business needs
- Excellent communication skills (written as well as verbal - including presentation skills)
- Strong business acumen
- Strong organizational skills
- Attention to detail, accuracy, ability to understand data structures and define validation approaches
- Experience with change management and training needs in reporting
- Ability to work with Global virtual teams
To qualify you must have
- Bachelor's degree in a related discipline, or equivalent work experience
- Minimum 3-5+ years of relevant experience in FP&A and systems implementation
- 5-7+ years of experience in a professional atmosphere in a finance/business capacity with at least 3 years of supervisory, forecasting and budgeting experience
- Involvement in at least one end-to-end planning / EPM system implementation or major planning model redesign (requirements through go-live)
- Good experience playing the role of the middle person between the business and the development team
- Overtime will be expected during concentrated periods of activity (particularly in conjunction with initial system implementation, annual system rollovers, significant firm reorganizations etc)
- Ability to work in a highly virtual team
- Limited travel may be required based on business need
Ideally, you'll also have
- Anaplan experience (e.g., model building, Model Builder certification) is highly valued
What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $93,300 to $158,700
- Bay Area California offices – $97,200 to $165,300
- All other offices locations in the US, including Sacramento – $77,800 to $145,400
- Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
- To make the most of your application experience, please limit yourself to two applications within a six-month period.
- EY accepts applications for this position on an ongoing basis.
- For those living in California, please click here for additional information.
- At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
See all 115+ H-1B1 Chile Visa Financial Planning Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B1 Chile Visa Financial Planning Jobs.
Get Access To All JobsTips for Finding Financial Planning Jobs
Align your degree to the role
Your Chilean university credential must map directly to financial planning, not just business broadly. Get a credential evaluation from a NACES-recognized evaluator before applying so employers see a clear U.S.-equivalent degree match upfront.
Use OFLC Wage Search before negotiating
Look up the prevailing wage for financial planning roles in your target metro using OFLC Wage Search. Your offer must meet or exceed that figure for the LCA to be certified, so knowing the floor puts you in a stronger negotiating position.
Target firms with active LCA filing history
Search for employers who have previously filed Labor Condition Applications for financial planning or securities analyst roles. Past filings signal the firm understands the process and won't stall the sponsorship conversation. Use Migrate Mate to filter employers by H-1B1 visa filing history.
Confirm the consulate filing path with your employer
H-1B1 Chile is consulate-filed, not USCIS-adjudicated. Some HR teams default to the H-1B visa USCIS process out of habit. Confirm early that your employer's counsel knows the consulate route so your LCA and DS-160 are prepared correctly from the start.
Get your CFA or CFP credentials recognized early
CFA and CFP designations are U.S.-issued and transfer directly, but if you hold Chilean-equivalent certifications, document their equivalency explicitly. Hiring managers at registered investment advisers and broker-dealers expect to see recognized credentials, not just a degree.
Request annual renewals before your visa expires
H-1B1 Chile is issued in one-year increments with no cap on renewals. File your renewal documentation well before expiration so there's no gap in work authorization. Coordinate with your employer's HR team to initiate the LCA renewal at least 60 days before your status ends.
Frequently Asked Questions
Does financial planning qualify as a specialty occupation for the H-1B1 Chile visa?
Yes. Financial planning requires at least a bachelor's degree in finance, economics, accounting, or a closely related field, which satisfies the specialty occupation requirement. The O*NET occupation profile for personal financial advisors confirms the standard educational requirement, and USCIS recognizes this role category consistently under that definition.
How does the H-1B1 Chile visa compare to the H-1B for financial planning professionals?
The H-1B1 Chile visa skips the H-1B lottery entirely and processes through the consulate, not USCIS, so there's no petition filing and no random selection. The annual cap of 1,400 visas for Chilean nationals has not been exhausted historically. The tradeoff is that H-1B1 doesn't permit dual intent, so it's not a direct path to permanent residence the way an H-1B can be.
How do I find financial planning employers who will sponsor the H-1B1 Chile visa?
Use Migrate Mate to search for employers with verified LCA filing history in financial planning and advisory roles. Employers who have filed Labor Condition Applications before are familiar with the sponsorship process and less likely to withdraw an offer once they learn about the visa requirement. Targeting those firms significantly shortens the conversation.
Can I switch financial planning employers on an H-1B1 Chile visa?
You can change employers, but the process restarts. Your new employer must file a fresh LCA with DOL and you'll need a new H-1B1 visa stamp reflecting the new position. There's no portability provision equivalent to the H-1B AC21 rule, so don't resign before your new employer's LCA is certified and your consulate appointment is confirmed.
What documents does my employer need to prepare for H-1B1 Chile visa sponsorship in financial planning?
Your employer files a Labor Condition Application with DOL certifying the offered wage meets the prevailing wage for your role and location. They also prepare a support letter describing your position, your qualifications, and how the role meets the specialty occupation standard. You complete the DS-160 and bring both documents, plus your credential evaluation, to the consulate interview.