OPT Financial Consultant Jobs
Financial Consultant jobs on OPT require a degree in finance, accounting, economics, or a related field, and most roles qualify as specialty occupations for H-1B visa sponsorship. STEM OPT extension eligibility depends on your specific CIP code, so confirm your degree classification with your DSO before applying.
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Get Access To All JobsINTRODUCTION
The Talent Alignment Group (TAG) ensures talent strategies align with Forvis Mazars' vision, placing people at the heart of every initiative. Through collaboration and personalized support, they foster a culture where diverse perspectives thrive and innovation flourishes. By empowering employees to reach their full potential, they help build a workplace where careers grow and leadership is cultivated.
ROLE AND RESPONSIBILITIES
- The Talent Alignment Senior Associate professional works closely with Managers and Partners to ensure engagements are staffed appropriately and enables our practices to leverage the right talent, on the right clients, at the right time. Our team strives for the efficient and effective deployment of our firm’s talent with a strong focus on ensuring people are provided with opportunities to grow professionally while balancing the needs of the business and the firm’s clients.
- Scheduling of talent to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements at the direction of the Talent Alignment Resource Manager
- Utilizing scheduling tools to forecast hours, track/manage utilization, and monitor overall headcount, chargeable hours, and overtime to ensure work is distributed
- Managing open needs by identifying solutions as well as anticipating potential conflicts and proactively managing them by generating ideas and surfacing alternative solutions
- Collaborating with engagement teams to maintain an updated scheduling system with realistic information to ensure accurate reporting and forecasting
- Maintaining an understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments; ensuring skills and interest profiles are updated regularly as required
- Maintaining a strong pulse on current and future needs and capacity
- Analyzing resource data / identifying trends around key data and metrics such as availability, utilization, actual vs scheduled variance data, team leverage, and open needs
- Collaborating with the leaders to ensure consistency and alignment with strategy, elevating areas of opportunity, concern, or performance challenges
- Building strong relationships with client serving personnel at all levels as well as collaborating closely with other Internal Firm Services teams (e.g., Human Resources, Talent Acquisition, Learning & Development, Operations)
MINIMUM QUALIFICATIONS
- Bachelor’s Degree
- 3+ years of experience in a similar role
- Proficient in Microsoft Office Suite
PREFERRED QUALIFICATIONS
- Current and valid CPA or RMCP
INTRODUCTION
The Talent Alignment Group (TAG) ensures talent strategies align with Forvis Mazars' vision, placing people at the heart of every initiative. Through collaboration and personalized support, they foster a culture where diverse perspectives thrive and innovation flourishes. By empowering employees to reach their full potential, they help build a workplace where careers grow and leadership is cultivated.
ROLE AND RESPONSIBILITIES
- The Talent Alignment Senior Associate professional works closely with Managers and Partners to ensure engagements are staffed appropriately and enables our practices to leverage the right talent, on the right clients, at the right time. Our team strives for the efficient and effective deployment of our firm’s talent with a strong focus on ensuring people are provided with opportunities to grow professionally while balancing the needs of the business and the firm’s clients.
- Scheduling of talent to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements at the direction of the Talent Alignment Resource Manager
- Utilizing scheduling tools to forecast hours, track/manage utilization, and monitor overall headcount, chargeable hours, and overtime to ensure work is distributed
- Managing open needs by identifying solutions as well as anticipating potential conflicts and proactively managing them by generating ideas and surfacing alternative solutions
- Collaborating with engagement teams to maintain an updated scheduling system with realistic information to ensure accurate reporting and forecasting
- Maintaining an understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments; ensuring skills and interest profiles are updated regularly as required
- Maintaining a strong pulse on current and future needs and capacity
- Analyzing resource data / identifying trends around key data and metrics such as availability, utilization, actual vs scheduled variance data, team leverage, and open needs
- Collaborating with the leaders to ensure consistency and alignment with strategy, elevating areas of opportunity, concern, or performance challenges
- Building strong relationships with client serving personnel at all levels as well as collaborating closely with other Internal Firm Services teams (e.g., Human Resources, Talent Acquisition, Learning & Development, Operations)
MINIMUM QUALIFICATIONS
- Bachelor’s Degree
- 3+ years of experience in a similar role
- Proficient in Microsoft Office Suite
PREFERRED QUALIFICATIONS
- Current and valid CPA or RMCP
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Get Access To All JobsTips for Finding OPT Sponsorship as a Financial Consultant
Target firms with established H-1B sponsorship history
Large financial services firms, Big Four accounting practices, and regional banks file H-1B visa petitions regularly. Focusing your search on employers with documented sponsorship history significantly improves your chances of securing long-term work authorization after OPT.
Confirm your STEM OPT eligibility early
Finance degrees under certain CIP codes qualify for the 24-month STEM extension, giving you up to three years on OPT. Verify your eligibility with your DSO before accepting offers, since this changes your sponsorship timeline significantly.
Lead with your specialty occupation case in interviews
Financial Consultant roles typically require a bachelor's degree in a specific field, which satisfies H-1B specialty occupation requirements. Be ready to explain this connection directly so hiring managers understand sponsorship is straightforward for this role.
Prioritize roles with a clear degree-to-job match
H-1B approval for Financial Consultant positions depends on demonstrating that the role requires your specific degree field. Avoid roles where the job description accepts any degree, as these create complications for future visa sponsorship filings.
Address OPT timing proactively with recruiters
Recruiters unfamiliar with OPT often assume international hires require immediate sponsorship. Clarifying that you have up to three years of authorized work ahead removes the urgency concern and keeps conversations focused on your qualifications.
Build credentials that strengthen a future H-1B petition
Certifications such as the CFA, CFP, or Series licenses reinforce the specialized nature of your role. These credentials signal to employers and USCIS that your position genuinely requires advanced expertise, which supports a stronger sponsorship case.
Financial Consultant OPT: Frequently Asked Questions
Can I work as a Financial Consultant on OPT without employer sponsorship?
Yes. During your OPT period, your F-1 status authorizes you to work without any employer-specific sponsorship. Your employer does not file anything with USCIS on your behalf during OPT. Sponsorship only becomes relevant when your OPT ends and you need an H-1B or other work visa to continue working legally in the United States.
Do Financial Consultant jobs qualify for the STEM OPT extension?
It depends on your degree's CIP code, not the job title itself. Finance degrees under CIP code 52.0801 (Finance) qualify for the 24-month STEM extension. Economics degrees may qualify under CIP 45.0601. Confirm your specific CIP code with your DSO, because two students with similar degrees from different programs can have different STEM eligibility outcomes.
How do I find Financial Consultant employers who sponsor H-1B visas?
Migrate Mate is built specifically for OPT students and filters Financial Consultant jobs by employers with verified H-1B sponsorship history. You can browse roles knowing the employer has filed petitions before, which removes the guesswork from your job search and lets you focus applications on realistic sponsorship opportunities.
Does working as a Financial Consultant on OPT count as qualifying employment?
Yes, as long as the role is directly related to your degree field. USCIS requires that OPT employment be related to the program of study on your student visa. A Financial Consultant role tied to a finance, accounting, or economics degree meets this requirement. Report the job to your DSO within 10 days of starting so your SEVP record stays current.
Can I work as an independent contractor or self-employed Financial Consultant on OPT?
Self-employment is technically permitted on standard OPT but is not allowed on the STEM OPT extension. If you pursue independent consulting work, it must be directly related to your degree, and you must document the work carefully for your DSO. For STEM OPT, you need a formal employer relationship with a qualifying E-Verify employer.