OPT Financial Planning Analyst Jobs
Financial Planning Analyst jobs are a strong fit for F-1 OPT students with degrees in finance, economics, or accounting. Most roles qualify as STEM OPT extensions under CIP codes 52.0801 and 52.0301, giving you up to 36 months of work authorization if your degree qualifies.
See All OPT Financial Planning Analyst JobsOverview
Showing 5 of 61+ Financial Planning Analyst jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 61+ Financial Planning Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Planning Analyst roles.
Get Access To All JobsINTRODUCTION
At ZOLL, we’re passionate about improving patient outcomes and helping save lives. We provide innovative technologies that make a meaningful difference in people's lives. Our medical devices, software and related services are used worldwide to diagnose and treat patients suffering from serious cardiopulmonary and respiratory conditions.
The Acute Care Technology division of ZOLL Medical Corporation develops and delivers innovative lifesaving products and software solutions to EMS, hospital, public safety, and military customers globally. Products include AEDs, trauma kits, ventilators, temperature management solutions, and more. Our dedicated employees take pride in their commitment to improving patient outcomes while delivering world-class customer service.
At ZOLL, you won’t just have a job. You'll have a career—and a purpose. Join our team. It’s a great time to be a part of ZOLL!
Job Type
Hybrid
Job Summary
Responsible for global financial planning & analysis for the ACT Division’s Business Units, delivering comprehensive financial planning, reporting, forecasting, and operational finance support. The position helps oversee the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget oversight, and ensuring financial accuracy and compliance. This role partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. Forecast and analyze orders, revenue, margin, as well as sales and marketing costs. This role develops KPIs, dashboards, and performance insights for senior leadership, supports strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.
Essential Functions
- Assist with development, maintenance and preparation of monthly and quarterly financial reporting, including profit & loss and departmental reporting
- Prepare, analyze, and distribute revenue and margin reporting and analytics
- Create and distribute internal financial reporting to sales management; respond to questions and be able to interpret financial data
- Support financial planning deliverables, such as forecasting, actuals reporting, variance analysis, and long-range planning
- Work closely with sales management in support of budget preparation and multi-year business planning
- Assist with the monthly, quarterly and annual planning and forecasting process
- Prepare, analyze, and distribute orders, shipments, and backlog analysis
- Develop and maintain dashboards and key metrics to monitor financial performance
- Analyze sales productivity, margins and operating expense trends, as well as identify areas of opportunity to improve results
- Assists in the preparation of materials for monthly executive staff meetings and other leadership meetings
- Coordinate with IT to improve existing reporting
- Liaison with Finance team
- Support ad-hoc reporting and analysis needs as they arise
- Support special projects as assigned
Required/Preferred Education and Experience
- Bachelor's Degree in Business Administration with a concentration in Accounting or Finance required
- 4-6 years Experience in Accounting or Finance required
- Experience with practical core accounting tasks and financial analysis preferred
- Experience with Oracle, Oracle Business Intelligence, Hyperion, and/or Crystal Reports a plus
Knowledge, Skills and Abilities
- Self-motivation and ability to work independently
- Excellent oral and written communication skills
- Strong analytical and organizational skills
- Attention to detail
- Advanced Excel skills
- Demonstrated financial modeling knowledge and skills
- Quantitative and problem-solving skills
- Basic accounting knowledge and concept
Physical Demands
INTRODUCTION
At ZOLL, we’re passionate about improving patient outcomes and helping save lives. We provide innovative technologies that make a meaningful difference in people's lives. Our medical devices, software and related services are used worldwide to diagnose and treat patients suffering from serious cardiopulmonary and respiratory conditions.
The Acute Care Technology division of ZOLL Medical Corporation develops and delivers innovative lifesaving products and software solutions to EMS, hospital, public safety, and military customers globally. Products include AEDs, trauma kits, ventilators, temperature management solutions, and more. Our dedicated employees take pride in their commitment to improving patient outcomes while delivering world-class customer service.
At ZOLL, you won’t just have a job. You'll have a career—and a purpose. Join our team. It’s a great time to be a part of ZOLL!
Job Type
Hybrid
Job Summary
Responsible for global financial planning & analysis for the ACT Division’s Business Units, delivering comprehensive financial planning, reporting, forecasting, and operational finance support. The position helps oversee the annual budget while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget oversight, and ensuring financial accuracy and compliance. This role partners closely with Business Unit and Sales Leadership, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. Forecast and analyze orders, revenue, margin, as well as sales and marketing costs. This role develops KPIs, dashboards, and performance insights for senior leadership, supports strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.
Essential Functions
- Assist with development, maintenance and preparation of monthly and quarterly financial reporting, including profit & loss and departmental reporting
- Prepare, analyze, and distribute revenue and margin reporting and analytics
- Create and distribute internal financial reporting to sales management; respond to questions and be able to interpret financial data
- Support financial planning deliverables, such as forecasting, actuals reporting, variance analysis, and long-range planning
- Work closely with sales management in support of budget preparation and multi-year business planning
- Assist with the monthly, quarterly and annual planning and forecasting process
- Prepare, analyze, and distribute orders, shipments, and backlog analysis
- Develop and maintain dashboards and key metrics to monitor financial performance
- Analyze sales productivity, margins and operating expense trends, as well as identify areas of opportunity to improve results
- Assists in the preparation of materials for monthly executive staff meetings and other leadership meetings
- Coordinate with IT to improve existing reporting
- Liaison with Finance team
- Support ad-hoc reporting and analysis needs as they arise
- Support special projects as assigned
Required/Preferred Education and Experience
- Bachelor's Degree in Business Administration with a concentration in Accounting or Finance required
- 4-6 years Experience in Accounting or Finance required
- Experience with practical core accounting tasks and financial analysis preferred
- Experience with Oracle, Oracle Business Intelligence, Hyperion, and/or Crystal Reports a plus
Knowledge, Skills and Abilities
- Self-motivation and ability to work independently
- Excellent oral and written communication skills
- Strong analytical and organizational skills
- Attention to detail
- Advanced Excel skills
- Demonstrated financial modeling knowledge and skills
- Quantitative and problem-solving skills
- Basic accounting knowledge and concept
Physical Demands
See all 61+ OPT Financial Planning Analyst Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Financial Planning Analyst Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as a Financial Planning Analyst
Lead with your technical skill set
Financial Planning Analyst roles increasingly require proficiency in Excel modeling, SQL, and tools like Hyperion or Anaplan. Highlighting these skills signals immediate value to hiring managers and shifts the conversation away from your visa status early in the process.
Target companies with existing OPT infrastructure
Large financial services firms, Fortune 500 corporate finance teams, and consulting companies have established HR processes for sponsoring international candidates. These employers are less likely to be deterred by OPT paperwork than smaller firms hiring for their first finance role.
Confirm your degree qualifies for STEM OPT
Finance and accounting degrees under CIP codes 52.0801 and 52.0301 qualify for the 24-month STEM extension. Verify your specific program's CIP code with your DSO before applying, since this significantly expands your authorized work period and your attractiveness to employers.
Frame your OPT timeline during outreach
Be upfront that you have 12 months of OPT, extendable to 36 months with STEM designation. Employers in corporate finance plan hiring in annual cycles, so showing you can cover at least one full fiscal year reduces their perceived risk around your authorization.
Apply before your OPT start date approaches
Financial Planning Analyst hiring processes often involve multiple interview rounds and finance case assessments that take four to eight weeks. Starting your search three to four months before graduation gives you time to convert offers before your authorization window opens.
Emphasize FP&A-specific experience from internships
Budgeting support, variance analysis, and financial modeling work from internships directly maps to entry-level FP&A responsibilities. Quantify outcomes where possible, since finance hiring managers evaluate analytical candidates on precision and their ability to translate data into business decisions.
Financial Planning Analyst OPT: Frequently Asked Questions
Does a Financial Planning Analyst role qualify for STEM OPT extension?
It depends on your degree, not the job title. If your degree is in finance, accounting, or a related quantitative field classified under a STEM-designated CIP code such as 52.0801 or 52.0301, you can apply for the 24-month STEM OPT extension. Confirm your program's CIP code with your designated school official before assuming you qualify.
Are Financial Planning Analyst employers typically willing to sponsor OPT students?
Large corporations with dedicated FP&A teams, financial services companies, and management consulting firms are the most sponsorship-friendly employers for this role. They hire international talent regularly and have legal teams familiar with OPT and H-1B visa processes. Smaller companies hiring their first finance analyst may be less familiar with the process and require more education during interviews. Browse OPT-friendly Financial Planning Analyst openings on Migrate Mate to find employers already set up to hire international candidates.
What authorization does an employer need to hire me as a Financial Planning Analyst on OPT?
Your employer does not file any petition with USCIS during standard OPT. You work on your EAD card, which you must present along with your I-20 showing OPT authorization. For STEM OPT extension, your employer must be enrolled in E-Verify, and you file the extension request through your school's DSO at least 90 days before your initial OPT expires.
Can I work as a Financial Planning Analyst at a firm that does not sponsor H-1B visas?
Yes, during your OPT period you are self-authorized and your employer does not need to sponsor anything. H-1B sponsorship only becomes relevant if you want to stay in the U.S. after your OPT and STEM extension periods expire. It is worth confirming a company's H-1B sponsorship history early if long-term U.S. employment is your goal, since not all FP&A employers file H-1B petitions.
How specific does my FP&A job need to be to count as authorized employment on OPT?
Your OPT employment must be directly related to your major field of study. A Financial Planning Analyst role requires quantitative analysis, financial modeling, and business forecasting, which aligns clearly with finance, economics, and accounting degrees. Keep documentation showing the connection between your coursework and job duties in case your DSO or USCIS requests verification. General administrative or unrelated work does not count toward OPT employment requirements.