OPT Financial Planning Analysis Jobs
Financial Planning Analysis jobs are a strong fit for F-1 OPT students with degrees in finance, accounting, or economics. Most FP&A roles qualify as STEM-adjacent under business analytics designations, and many large employers in financial services and corporate finance have established OPT and H-1B visa sponsorship pipelines.
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Get Access To All JobsJob Description
We are seeking a skilled AVP to support Banking FP&A to play a key role in Financial Planning, Budgeting, Forecasting and Management Reporting for the Bank’s US Operations in the Investment and Corporate Banking (Banking) LOB. This role requires strong analytical skills, attention to detail, the ability to collaborate across multiple business partners and other teams in Finance and align with both local and head office (Japan) data and regulatory requirements. The ideal candidate should have experience in the banking industry, with exposure to multi-entity reporting structure, data hierarchies and should be proficient in working and extracting information from multiple Database systems. This role requires both business and technical expertise, a meticulous approach to data accuracy, and the ability to look for opportunities to enhance or transform current processes.
Key Responsibilities
- Prepare presentations and reports to senior management on a weekly/monthly/annual basis, including financial analytics, business revenues and cost drivers and ad hoc reviews
- Maintain data reporting standards and integrity for Banking LOB as per HO (Japan) requirements
- Develop detailed budget vs actual variance reports to drive high quality decision-making and closely monitor Banking LOB performance
- Enhance reporting and budgeting process with a focus on streamlining financial data production while attending to HO (Japan) requests
- Liaise with counterparts across Finance, back office and front office to identify and support trends in Banking LOB revenues, expenses, assets and KPIs
- Maintain reporting hierarchies and mappings to ensure data integrity across various systems for Banking LOB
- Monitor and support monthly allocation and inter entity/company reconciliations
- Assist in planning and execution of various cross-functional projects like revenue forecasting and expense productivity initiatives
Basic Qualifications
- Bachelor’s degree in finance/accounting or business relevant majors (CPA/CFA preferred)
- 3+ years of experience in financial/bank services industry with 2+ years of specific roles in business planning, budgeting and financial analysis required
- Proficiency in Excel and PPT and ERP tools such as Hyperion, Anaplan, PeopleSoft and OneStream
- Ability to articulate thoughts and communicate in a clear and concise manner, across all levels in the organization
- Capacity to multi-task and deal with shifting priorities, while always maintaining focus on delivering timely information to management or other key stakeholders
- Strong understanding of Banking products and their revenue/expense relationship
- Excellent understanding of Organization Hierarchy and Income Statement structures in multiple dimensions: Business line, Entities, Cost Centers etc.
- Excellent problem-solving and communications skills and attention to detail
Preferred Qualifications
- Familiarity with US GAAP and/or IFRS
- Knowledge of Business and General Ledger concepts (profit/cost center, trade books, revenues and expenses, inter-entity transfers) at an investment bank or a financial services company
The expected base salary ranges from $93,000 - $150,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, including Medical, Dental and 401K plans, successful candidates are also eligible to receive a discretionary bonus.
Other Requirements
Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process.
Company Overview
Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research.
Mizuho Americas offers a competitive total rewards package. We are an EEO/AA Employer - M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.
Job Description
We are seeking a skilled AVP to support Banking FP&A to play a key role in Financial Planning, Budgeting, Forecasting and Management Reporting for the Bank’s US Operations in the Investment and Corporate Banking (Banking) LOB. This role requires strong analytical skills, attention to detail, the ability to collaborate across multiple business partners and other teams in Finance and align with both local and head office (Japan) data and regulatory requirements. The ideal candidate should have experience in the banking industry, with exposure to multi-entity reporting structure, data hierarchies and should be proficient in working and extracting information from multiple Database systems. This role requires both business and technical expertise, a meticulous approach to data accuracy, and the ability to look for opportunities to enhance or transform current processes.
Key Responsibilities
- Prepare presentations and reports to senior management on a weekly/monthly/annual basis, including financial analytics, business revenues and cost drivers and ad hoc reviews
- Maintain data reporting standards and integrity for Banking LOB as per HO (Japan) requirements
- Develop detailed budget vs actual variance reports to drive high quality decision-making and closely monitor Banking LOB performance
- Enhance reporting and budgeting process with a focus on streamlining financial data production while attending to HO (Japan) requests
- Liaise with counterparts across Finance, back office and front office to identify and support trends in Banking LOB revenues, expenses, assets and KPIs
- Maintain reporting hierarchies and mappings to ensure data integrity across various systems for Banking LOB
- Monitor and support monthly allocation and inter entity/company reconciliations
- Assist in planning and execution of various cross-functional projects like revenue forecasting and expense productivity initiatives
Basic Qualifications
- Bachelor’s degree in finance/accounting or business relevant majors (CPA/CFA preferred)
- 3+ years of experience in financial/bank services industry with 2+ years of specific roles in business planning, budgeting and financial analysis required
- Proficiency in Excel and PPT and ERP tools such as Hyperion, Anaplan, PeopleSoft and OneStream
- Ability to articulate thoughts and communicate in a clear and concise manner, across all levels in the organization
- Capacity to multi-task and deal with shifting priorities, while always maintaining focus on delivering timely information to management or other key stakeholders
- Strong understanding of Banking products and their revenue/expense relationship
- Excellent understanding of Organization Hierarchy and Income Statement structures in multiple dimensions: Business line, Entities, Cost Centers etc.
- Excellent problem-solving and communications skills and attention to detail
Preferred Qualifications
- Familiarity with US GAAP and/or IFRS
- Knowledge of Business and General Ledger concepts (profit/cost center, trade books, revenues and expenses, inter-entity transfers) at an investment bank or a financial services company
The expected base salary ranges from $93,000 - $150,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, including Medical, Dental and 401K plans, successful candidates are also eligible to receive a discretionary bonus.
Other Requirements
Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process.
Company Overview
Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research.
Mizuho Americas offers a competitive total rewards package. We are an EEO/AA Employer - M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.
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Get Access To All JobsTips for Finding OPT Sponsorship in Financial Planning Analysis
Target companies with dedicated finance rotational programs
Large corporations in manufacturing, tech, and financial services run FP&A rotational programs specifically designed for new graduates. These employers have structured sponsorship pipelines and are far more likely to file H-1B visa petitions than smaller firms.
Clarify your OPT timeline upfront with recruiters
Let recruiters know your OPT authorization period and cap-out date early. FP&A hiring cycles can run three to four months, so a mismatch between your start date and OPT validity can quietly eliminate you before interviews begin.
Emphasize quantifiable financial modeling experience
FP&A hiring managers prioritize candidates who can build and maintain financial models independently. Specific experience with variance analysis, forecasting, and budget consolidation strengthens your case and signals you can contribute immediately without extended ramp-up time.
Pursue STEM OPT extension eligibility through related degree programs
Finance and business analytics degrees at many universities carry CIP codes that qualify for the 24-month STEM OPT extension. Confirm your degree's CIP code with your DSO before applying, as this meaningfully expands your authorized work window.
Build proficiency in the tools FP&A teams actually use
Employers expect hands-on fluency with Excel, Adaptive Insights, Anaplan, or Hyperion depending on company size. Demonstrating tool-specific experience in your resume and interviews reduces employer concerns about training costs for an OPT-authorized hire.
Focus applications on public companies with H-1B filing history
Public companies file H-1B petitions regularly and maintain legal infrastructure to support international employees. Private equity-backed firms and early-stage startups rarely have established sponsorship processes, making long-term authorization much harder to secure after OPT expires.
Financial Planning Analysis OPT: Frequently Asked Questions
Do Financial Planning Analysis jobs qualify for the STEM OPT extension?
It depends on your degree, not the job title. FP&A roles themselves are not automatically STEM-designated, but if your degree is in business analytics, management information systems, or a quantitative finance program with a qualifying CIP code, you may be eligible for the 24-month STEM OPT extension. Confirm your degree's CIP code with your DSO before assuming eligibility.
How do I find FP&A employers that are willing to sponsor OPT students?
Migrate Mate filters FP&A job listings specifically for OPT-friendly employers, saving you the work of screening out companies that won't engage international candidates. In general, large public corporations in tech, healthcare, and manufacturing sponsor most reliably. Look for companies with documented H-1B filing histories in prior years as a proxy for sponsorship willingness.
Can I work as a Financial Planning Analyst on OPT if my degree is in accounting rather than finance?
Yes. FP&A roles are open to candidates with degrees in accounting, finance, economics, and business analytics. USCIS evaluates OPT authorization based on whether your employment is directly related to your major field of study, and accounting is a recognized fit for FP&A work involving budgeting, forecasting, and financial reporting.
What happens if my OPT expires before my employer files an H-1B petition?
If your OPT expires and an H-1B cap-subject petition has not been filed on your behalf, you lose work authorization and must stop working. The H-1B lottery opens each March for an October 1 start date, so timing matters significantly. Some employers file H-1B petitions during your first OPT year to ensure there's no gap, and it's worth asking about this during your offer negotiation.
Is a CPA license required for FP&A roles, and does it affect OPT eligibility?
A CPA license is not required for most FP&A analyst positions, particularly at the entry and mid-level. OPT eligibility is based on your degree field and the job's relationship to that field, not professional licensure. That said, employers hiring for senior FP&A roles may prefer CPA candidates, and pursuing licensure while on OPT can strengthen your long-term sponsorship case.