Finance Associate Jobs in USA with Visa Sponsorship
Finance Associate roles in banking, asset management, and corporate finance regularly qualify as specialty occupations, making them strong candidates for H-1B visa, E-3 visa, and TN visa sponsorship. Employers in this field file Labor Condition Applications with the DOL, and your degree field matters as much as your job title when establishing eligibility. For detailed occupation requirements, see the O*NET profile.
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Senior Associate – Finance Modernization & Digital Transformation
Alvarez & Marsal | Private Equity Performance Improvement (PEPI) – CFO Services
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 15,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
About the Practice
A&M's Digital Transformation practice works with private equity firms and portfolio companies to improve finance operations, strengthen financial performance, and drive value creation.
Our Finance Modernization & Digital Transformation team helps clients modernize their finance functions through process redesign, data analytics, AI, automation, and technology implementation. Our work spans FP&A, treasury, controllership, ERP systems, and core finance operations, with a focus on building and implementing solutions that improve efficiency, accuracy, and decision-making.
Responsibilities
- Lead defined workstreams within finance modernization and digital transformation projects, from process assessment and solution design through implementation.
- FP&A and Treasury: Design and implement improvements to budgeting, forecasting, cash flow visibility, and treasury processes using planning tools, predictive analytics, and automation.
- Data & Analytics: Lead financial data integration, transformation, and modeling activities to develop dashboards, reporting solutions, and management insights.
- Finance Process Automation: Develop and implement automation solutions across accounts payable, accounts receivable, invoice processing, purchase orders, and reconciliations.
- ERP and Finance Systems: Execute ERP implementation and optimization workstreams, including system enhancements, data migration, testing, and finance technology integration.
- Controllership Modernization: Design and implement improvements to financial close, consolidation, reconciliations, and reporting through process redesign and automation.
- AI and Emerging Technologies: Identify and implement practical applications of AI, machine learning, and intelligent automation across finance processes.
- Manage workstream deliverables, timelines, and coordination with client stakeholders and project teams.
- Translate finance and business requirements into technical and process solutions, working with cross-functional teams to drive implementation.
- Develop and present financial analyses, findings, and recommendations to client finance teams and engagement leadership.
- Mentor junior team members and contribute to solution development and practice initiatives.
Qualifications
- Bachelor's degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, Computer Science, Information Systems, or a related field; MBA or advanced degree preferred.
- 5–9+ years of relevant experience in management consulting, finance transformation, financial advisory, data analytics, or technology-enabled operational improvement.
- Demonstrated experience delivering finance transformation, automation, analytics, or finance systems implementation projects.
- Strong understanding of finance processes, including FP&A, treasury, financial reporting, controllership, and working capital management.
- Experience leveraging data and analytics technologies such as SQL, Python, Snowflake, Power BI, Tableau, or similar platforms to develop and implement finance solutions.
- Experience with ERP systems, financial planning applications, and automation technologies.
- Ability to translate finance and business requirements into practical technology and process solutions.
- Experience independently managing project workstreams, deliverables, and client interactions.
- Strong analytical, problem-solving, communication, and presentation skills.
- Experience working with private equity firms or portfolio companies is preferred.
- Ability to mentor junior professionals and work effectively across cross-functional teams.
- Ability and willingness to travel up to 50%, based on client and engagement needs.
Your journey at A& M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
The salary range is $150,000-$170,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.
A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
LI-LS1
Culture & Values
At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing. For those ready to roll up their sleeves, lead with integrity, and be difference makers, this is where it starts.
Equal Opportunity Employer
It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Description
Senior Associate – Finance Modernization & Digital Transformation
Alvarez & Marsal | Private Equity Performance Improvement (PEPI) – CFO Services
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 15,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
About the Practice
A&M's Digital Transformation practice works with private equity firms and portfolio companies to improve finance operations, strengthen financial performance, and drive value creation.
Our Finance Modernization & Digital Transformation team helps clients modernize their finance functions through process redesign, data analytics, AI, automation, and technology implementation. Our work spans FP&A, treasury, controllership, ERP systems, and core finance operations, with a focus on building and implementing solutions that improve efficiency, accuracy, and decision-making.
Responsibilities
- Lead defined workstreams within finance modernization and digital transformation projects, from process assessment and solution design through implementation.
- FP&A and Treasury: Design and implement improvements to budgeting, forecasting, cash flow visibility, and treasury processes using planning tools, predictive analytics, and automation.
- Data & Analytics: Lead financial data integration, transformation, and modeling activities to develop dashboards, reporting solutions, and management insights.
- Finance Process Automation: Develop and implement automation solutions across accounts payable, accounts receivable, invoice processing, purchase orders, and reconciliations.
- ERP and Finance Systems: Execute ERP implementation and optimization workstreams, including system enhancements, data migration, testing, and finance technology integration.
- Controllership Modernization: Design and implement improvements to financial close, consolidation, reconciliations, and reporting through process redesign and automation.
- AI and Emerging Technologies: Identify and implement practical applications of AI, machine learning, and intelligent automation across finance processes.
- Manage workstream deliverables, timelines, and coordination with client stakeholders and project teams.
- Translate finance and business requirements into technical and process solutions, working with cross-functional teams to drive implementation.
- Develop and present financial analyses, findings, and recommendations to client finance teams and engagement leadership.
- Mentor junior team members and contribute to solution development and practice initiatives.
Qualifications
- Bachelor's degree in Finance, Accounting, Business, Engineering, Business Analytics, Data Science, Computer Science, Information Systems, or a related field; MBA or advanced degree preferred.
- 5–9+ years of relevant experience in management consulting, finance transformation, financial advisory, data analytics, or technology-enabled operational improvement.
- Demonstrated experience delivering finance transformation, automation, analytics, or finance systems implementation projects.
- Strong understanding of finance processes, including FP&A, treasury, financial reporting, controllership, and working capital management.
- Experience leveraging data and analytics technologies such as SQL, Python, Snowflake, Power BI, Tableau, or similar platforms to develop and implement finance solutions.
- Experience with ERP systems, financial planning applications, and automation technologies.
- Ability to translate finance and business requirements into practical technology and process solutions.
- Experience independently managing project workstreams, deliverables, and client interactions.
- Strong analytical, problem-solving, communication, and presentation skills.
- Experience working with private equity firms or portfolio companies is preferred.
- Ability to mentor junior professionals and work effectively across cross-functional teams.
- Ability and willingness to travel up to 50%, based on client and engagement needs.
Your journey at A& M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
The salary range is $150,000-$170,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.
A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
LI-LS1
Culture & Values
At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing. For those ready to roll up their sleeves, lead with integrity, and be difference makers, this is where it starts.
Equal Opportunity Employer
It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
See all 4,521+ Finance Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Finance Associate roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Finance Associate
Match your degree to the role
Finance Associate positions typically require a bachelor's in finance, accounting, economics, or a related quantitative field. A degree in an unrelated discipline can trigger an RFE, so document any bridge coursework or CPA progress before applications go out.
Use OFLC Wage Search before negotiating
Your employer must pay the prevailing wage certified on the LCA. Pull the Level I through Level IV wage data for your metro area using OFLC Wage Search so you can negotiate from an informed position and flag mismatches before the DOL filing stage.
Target financial institutions with PERM history
Banks, asset managers, and Big Four firms that have sponsored green cards through PERM already have immigration infrastructure in place. Prioritize these employers on Migrate Mate, where verified sponsorship history is searchable by role and location.
Clarify your visa type with the offer letter
If you hold Canadian or Mexican citizenship, TN status covers financial analysts under the USMCA profession list. Confirm the job title on your offer letter matches that classification before your employer files, since title mismatches at the border cause delays.
Get your FINRA exams on record early
Series 63, 79, or CFA progress signals to compliance-heavy employers that you're investment-ready on day one. Sponsoring firms in broker-dealer and investment banking weigh licensing timelines against H-1B processing windows when making headcount decisions.
File the LCA before your status window closes
If you're on OPT and your employer needs to file an H-1B, the LCA must be certified by DOL before USCIS can receive the I-129 petition. Work with your employer to start the LCA at least 30 days before your OPT expiration approaches the cap-gap period.
Frequently Asked Questions
Does a Finance Associate role qualify as a specialty occupation for H-1B purposes?
Yes, in most cases. USCIS evaluates whether the position normally requires a bachelor's degree or higher in a specific field. Finance Associate roles at banks, investment firms, and corporate treasury departments consistently meet this standard when the job description requires financial modeling, credit analysis, or quantitative skills tied to a finance or economics degree. Generic 'associate' titles at smaller firms can draw scrutiny, so the job description language matters.
Which visas can a Finance Associate use to work in the U.S.?
The most common paths are H-1B for most nationalities, E-3 for Australian citizens, and TN for Canadian and Mexican nationals whose role maps to the financial analyst category on the USMCA profession list. F-1 students can work as Finance Associates during OPT or STEM OPT if the role relates directly to their degree. Each visa has different employer filing requirements, caps, and timelines.
How do I find Finance Associate employers who actively sponsor visas?
Migrate Mate lists employers with verified LCA sponsorship history for Finance Associate and related roles, searchable by city and visa type. This saves you from applying to firms that have no sponsorship infrastructure or have never filed for this role type before.
Does my degree field affect my H-1B eligibility for a Finance Associate position?
It does, and this is where many candidates run into problems. USCIS looks for a direct relationship between your degree field and the role. A finance, accounting, economics, or business analytics degree is straightforward. A degree in a loosely related field, like general business or liberal arts with finance electives, may require additional evidence. Relevant professional certifications such as CFA Level I or CPA progress can strengthen the connection.
Can a Finance Associate role qualify for STEM OPT extension?
It depends on your degree's CIP code, not your job title. If you hold a degree in financial mathematics, quantitative finance, or a STEM-designated economics program, your Finance Associate role can qualify for the 24-month STEM OPT extension. Standard finance or accounting degrees are typically not STEM-designated, so check your degree's CIP code with your DSO before accepting an offer under STEM OPT assumptions.
What is the prevailing wage requirement for sponsored Finance Associate jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.