J-1 Visa Financial Officer Jobs
Financial Officer roles in the United States are accessible to international professionals through the J-1 Trainee or J-1 Intern program categories, depending on your career stage. These exchange visitor programs require sponsorship from a U.S. Department of State-designated organization, which issues your DS-2019 and oversees your training plan with the host employer.
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Get Access To All JobsApplication Instructions:
Active Student Employees: If you are a current Student Employee or have previously worked in a student position, you must apply from your existing Workday account. Do not apply from the external careers website. Log in to Workday and type Find Jobs in the search. Locate the position and click Apply.
External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page.
IMPORTANT: Please review the job posting and fully complete all sections of the application. You will not be able to modify your application after you submit it.
Job Family:
Student Work Study
Department:
Student Success
Supervisor:
Walter Hale
Job Title:
Summer Intern - Financial Planning and Student Success
Job Description:
Duties:
- Staff the front desk of the building and/or of the Office for Student Success to create a welcoming, professional environment for all visitors.
- Offer assistance and guidance, including walking visitors to resources when needed.
- Manage phone lines and monitor/respond to email communications during shifts.
- Provide peer support by connecting students with appropriate resources and staff.
- Ensure front lobby and public spaces are organized, clean, and professional in appearance.
- Support planning and execution of programs hosted by the Office for Student Success.
- Complete administrative tasks such as filing, emailing, calling, or special projects.
- Lead and support initiatives that strengthen Mercer’s student success culture.
- Promote campus wellness initiatives and encourage student engagement.
- Actively participate in leadership and professional development opportunities.
Key Responsibilities:
Financial Planning Support:
- Assist with outreach and communication related to state aid programs, including eligibility guidance and support.
- Support tracking and reporting of state aid program participation and outcomes.
Student Success & Re-Engagement:
- Support re-engagement efforts for stopped-out or at-risk students through outreach campaigns (email, phone, text).
- Assist in maintaining and updating student records and engagement notes in Slate for Student Success.
- Help coordinate appointments, events, or initiatives aimed at student retention and persistence.
- Collaborate with staff to identify barriers to student success and contribute to solution-oriented strategies.
Cross-Functional Projects:
- Participate in joint initiatives between Financial Planning and Student Success teams.
- Assist with data entry, reporting, and analysis related to student engagement and financial aid usage.
- Contribute to special projects focused on improving the student experience.
Learning Outcomes:
- Gain practical experience in financial aid operations and state-funded assistance programs.
- Develop skills in student outreach, communication, and retention strategies.
- Understand the intersection of financial planning and student success in higher education.
- Build professional skills in collaboration, problem-solving, and data-informed decision-making.
Compensation/Wage:
- $14 per hour
Scheduled Hours:
20
Start Date:
05/4/2026
End Date:
08/1/2026
Application Instructions:
Active Student Employees: If you are a current Student Employee or have previously worked in a student position, you must apply from your existing Workday account. Do not apply from the external careers website. Log in to Workday and type Find Jobs in the search. Locate the position and click Apply.
External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page.
IMPORTANT: Please review the job posting and fully complete all sections of the application. You will not be able to modify your application after you submit it.
Job Family:
Student Work Study
Department:
Student Success
Supervisor:
Walter Hale
Job Title:
Summer Intern - Financial Planning and Student Success
Job Description:
Duties:
- Staff the front desk of the building and/or of the Office for Student Success to create a welcoming, professional environment for all visitors.
- Offer assistance and guidance, including walking visitors to resources when needed.
- Manage phone lines and monitor/respond to email communications during shifts.
- Provide peer support by connecting students with appropriate resources and staff.
- Ensure front lobby and public spaces are organized, clean, and professional in appearance.
- Support planning and execution of programs hosted by the Office for Student Success.
- Complete administrative tasks such as filing, emailing, calling, or special projects.
- Lead and support initiatives that strengthen Mercer’s student success culture.
- Promote campus wellness initiatives and encourage student engagement.
- Actively participate in leadership and professional development opportunities.
Key Responsibilities:
Financial Planning Support:
- Assist with outreach and communication related to state aid programs, including eligibility guidance and support.
- Support tracking and reporting of state aid program participation and outcomes.
Student Success & Re-Engagement:
- Support re-engagement efforts for stopped-out or at-risk students through outreach campaigns (email, phone, text).
- Assist in maintaining and updating student records and engagement notes in Slate for Student Success.
- Help coordinate appointments, events, or initiatives aimed at student retention and persistence.
- Collaborate with staff to identify barriers to student success and contribute to solution-oriented strategies.
Cross-Functional Projects:
- Participate in joint initiatives between Financial Planning and Student Success teams.
- Assist with data entry, reporting, and analysis related to student engagement and financial aid usage.
- Contribute to special projects focused on improving the student experience.
Learning Outcomes:
- Gain practical experience in financial aid operations and state-funded assistance programs.
- Develop skills in student outreach, communication, and retention strategies.
- Understand the intersection of financial planning and student success in higher education.
- Build professional skills in collaboration, problem-solving, and data-informed decision-making.
Compensation/Wage:
- $14 per hour
Scheduled Hours:
20
Start Date:
05/4/2026
End Date:
08/1/2026
See all 9+ Financial Officer jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Officer roles.
Get Access To All JobsTips for Finding J-1 Visa Sponsorship in Financial Officer
Document your finance credentials before applying
Gather transcripts, professional certifications (CPA, CFA, ACCA), and reference letters that confirm your specialization in financial analysis, reporting, or treasury management. Designated sponsors evaluate these when determining your eligibility for the Trainee or Intern category.
Distinguish Intern from Trainee category eligibility
J-1 Intern is for current degree students or recent graduates within 12 months of graduation. J-1 Trainee requires at least one year of relevant post-graduation work experience. Your stage in the finance career path determines which category your DS-2019 sponsor can issue.
Target host employers with structured finance rotations
Financial Officer J-1 placements require a formal training plan approved by the designated sponsor. Search for host employers in banking, corporate finance, or asset management that already run structured rotation or graduate programs, since ad hoc roles rarely satisfy the training plan requirement.
Use Migrate Mate to find J-1-aligned finance roles
Filter by roles and employers in financial services that have hosted exchange visitors before. Migrate Mate surfaces these positions so you're targeting host organizations already familiar with the DS-2019 process, not educating a recruiter on J-1 mechanics from scratch.
Check the 2-year home residency requirement early
Some J-1 participants in finance roles funded by their home government or receiving specialized expertise training are subject to a two-year home-country residency requirement after the program. Confirm your status before accepting an offer, since this affects any future H-1B or green card plans.
Verify prevailing wage alignment before the training plan is filed
Designated sponsors and host employers must ensure your compensation meets program standards. Cross-check the offered wage against the OFLC Wage Search for your specific financial occupational title and location before your training plan is submitted for approval.
Financial Officer jobs are hiring across the US. Find yours.
Find Financial Officer JobsFinancial Officer J-1 Visa: Frequently Asked Questions
Which J-1 program category applies to Financial Officer roles?
Most Financial Officer placements fall under the J-1 Trainee category, which applies to professionals with at least one year of post-graduation experience in finance, accounting, or a related field. Current students or those within 12 months of graduation may qualify under the J-1 Intern category instead. Your designated sponsor confirms which category fits your background before issuing the DS-2019.
Who actually sponsors my J-1 visa as a Financial Officer?
The visa sponsor is a U.S. Department of State-designated organization such as Cultural Vistas, CIEE, or AIPT, not your host employer. The designated sponsor issues your DS-2019, approves your training plan, and monitors compliance throughout the program. The company where you work is the host organization, not the visa sponsor in the legal sense.
How do I find host employers open to J-1 financial professionals?
Migrate Mate lets you search for U.S. employers in financial services and corporate finance that have hosted J-1 exchange visitors before. Targeting hosts with prior J-1 experience speeds up placement significantly, since they already understand training plan requirements and the DS-2019 approval process your designated sponsor must complete.
What does the training plan require for a Financial Officer J-1 placement?
Your designated sponsor and host employer must jointly produce a detailed training plan specifying the financial skills you'll develop, the phases of your program, supervision arrangements, and how the experience relates to your career goals at home. Generic job descriptions don't satisfy this requirement. Plans covering financial analysis, budgeting cycles, or treasury operations are typically the strongest candidates for approval.
Does the 2-year home residency requirement affect J-1 Financial Officers?
It can. If your J-1 program is funded by your home government, financed by a U.S. government agency, or involves a skill on the Exchange Visitor Skills List for your country, you may be required to return home for two years before changing to an H-1B or applying for a green card. Confirm your exposure to this requirement with your designated sponsor before signing any host employer agreement.
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