OPT Finance Assistant Jobs
Finance Assistant roles are a strong fit for F-1 OPT students with degrees in finance, accounting, or economics. Most positions involve bookkeeping, financial reporting, and supporting senior analysts, making them straightforward to connect to your coursework when explaining OPT authorization to employers.
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Get Access To All JobsAbout the Role
iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President.
Responsibilities
- Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses.
- Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail.
- Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
- Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts.
- Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
- Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
- Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department.
- Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
- Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
- Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools.
Qualifications
- 3-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
- Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
- Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred
- Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
- Advanced degree and/or credentials desired, such as MBA, CPA, CFA
- Advanced skills in Excel and PowerPoint
- Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
- Able to manage large sets of data and be able to implement checks and balances
- Excellent verbal and written communication skills
- Detailed oriented with big picture capability
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
About the Role
iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President.
Responsibilities
- Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses.
- Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail.
- Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
- Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts.
- Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
- Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
- Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department.
- Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
- Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
- Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools.
Qualifications
- 3-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
- Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
- Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred
- Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
- Advanced degree and/or credentials desired, such as MBA, CPA, CFA
- Advanced skills in Excel and PowerPoint
- Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
- Able to manage large sets of data and be able to implement checks and balances
- Excellent verbal and written communication skills
- Detailed oriented with big picture capability
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
See all 265+ OPT Finance Assistant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Finance Assistant Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as a Finance Assistant
Lead with your OPT timeline upfront
Finance employers plan hiring cycles months ahead. Mentioning your OPT authorization period and STEM extension eligibility early helps hiring managers assess fit before investing time in multiple interview rounds.
Highlight relevant coursework and certifications
Finance Assistant roles often require Excel, QuickBooks, or basic financial modeling skills. Listing relevant coursework alongside any Bloomberg or accounting software certifications strengthens your application when work experience is limited.
Target employers already familiar with OPT
Mid-size accounting firms, financial services companies, and corporate finance teams regularly hire OPT students. These employers have existing HR processes for work authorization verification, which shortens the onboarding timeline significantly.
Connect your degree field directly to the role
USCIS requires OPT work to be directly related to your degree. Finance Assistant duties like accounts payable, budget tracking, and financial reporting map cleanly to finance or accounting degrees, so make that connection explicit in your resume.
Apply early relative to your OPT start date
Finance teams often run structured hiring processes with multiple approval layers. Starting your job search 60 to 90 days before your OPT authorization begins gives employers enough runway to complete onboarding before your start date.
Prepare to explain E-Verify without prompting
Many finance employers, especially those contracting with government agencies, are E-Verify participants. Having a brief explanation of your work authorization status and EAD card ready reduces friction during HR screening calls.
Finance Assistant OPT: Frequently Asked Questions
Can I work as a Finance Assistant on F-1 OPT?
Yes, Finance Assistant roles qualify for F-1 OPT as long as the work is directly related to your degree field. A finance, accounting, economics, or business degree maps clearly to duties like financial reporting, accounts payable, and budget analysis. You must have your EAD card in hand before starting work, and the position must be at least 20 hours per week.
Do Finance Assistant jobs qualify for the STEM OPT extension?
Finance Assistant roles can qualify for the 24-month STEM OPT extension if your degree is in a STEM-designated field such as accounting, finance, or economics, and your employer is enrolled in E-Verify. Not all finance or business degrees are on the STEM list, so confirm your specific degree's classification with your DSO before assuming eligibility.
How do I find Finance Assistant jobs that are open to OPT students?
Migrate Mate is built specifically for F-1 OPT students and filters Finance Assistant openings by OPT sponsorship willingness, so you're not guessing which employers are open to your work authorization status. Searching a general job board means manually screening hundreds of listings for OPT compatibility, which wastes time during a deadline-sensitive job search.
What happens if my Finance Assistant job ends before my OPT expires?
If your employment ends, you have a 60-day grace period to find a new qualifying position, transfer to a different visa status, or prepare to leave the United States. Unemployment counts against your OPT authorization and cannot exceed 90 days in total for post-completion OPT, so starting your next job search immediately is important.
Do Finance Assistant employers need to file any paperwork to hire me on OPT?
No, employers do not file a petition or pay government fees to hire OPT students. Your EAD card is your work authorization document, and the employer simply verifies it through standard Form I-9 employment eligibility verification. This is a key advantage over H-1B visa sponsorship, which requires employer-initiated filing and USCIS approval before work can begin.