Financial Director Jobs in USA with Visa Sponsorship
Financial Directors qualify for H-1B visa, E-3 visa, and TN visa sponsorship when the role requires a bachelor's degree in finance, accounting, or related field. Most positions meet specialty occupation requirements due to the complex financial analysis, regulatory compliance, and strategic planning responsibilities involved. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
UBS Business Solutions US LLC is seeking an Associate Director, Financial and Regulatory Reporting Specialist in Morrisville, NC.
Are you an innovative thinker? Do you enjoy delivering enhanced change capabilities across a range of business functions? Are you passionate about IT process automation using cutting edge tooling platforms?
ROLE AND RESPONSIBILITIES
We’re looking for an Associate Director, Financial and Regulatory Reporting Specialist to:
- Prepare monthly, quarterly and annual financial reporting packages for the Seniors and the Board of Directors of the Intermediate Holding Company (IHC), comprising the Balance Sheet (BS) and Profit & Loss (P&L), including by business segment, and regulatory metrics such as capital and RWA, while maintaining UBS reporting standards and leveraging internal tools for content and consistency.
- Ensure all journal entries are accurately prepared and posted on time as part of the financial reporting process. Perform process controls review and assess exceptions in the preparation of the consolidated results to identify inaccuracies and instances where the relevant data is not appropriately applied in the preparation of consolidation entries.
- Support preparation of regulatory submissions, including Y-9C, Y-11, Y-9LP, CCAR and certain surveys, to the Federal Reserve or its agencies ensuring accuracy, completeness, and adherence to supervisory requirements. Produce the annual financial disclosures for the IHC, including multiple financial statement notes and related schedules, ensuring compliance with IHC financials reporting requirements and internal disclosure controls.
- Drive process efficiency through automation and optimization of existing and new processes using the latest available tools. Coordinate monthly, quarterly and annual financial reporting process with various Product Controllers, Operations, Treasury, IT and Tax teams, while providing timely updates to senior stakeholders throughout the close.
- Can work hybrid (In-office/remote).
BASIC QUALIFICATIONS
Education & Experience Requirement:
- Bachelor’s degree or foreign equivalent in Finance, Economics, Accounting, or a related field of study plus 8 years of experience in the job offered or 8 years of experience as a Credit Research, Analyst, or a related occupation.
Position requires experience with the following:
- (1) Capital & RWA rules;
- (2) USGAAP financial reporting;
- (3) Regulatory reporting;
- (4) Alteryx;
- (5) Power BI;
- (6) VBA;
- (7) Python. CFA or FRM certification.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
UBS Business Solutions US LLC is seeking an Associate Director, Financial and Regulatory Reporting Specialist in Morrisville, NC.
Are you an innovative thinker? Do you enjoy delivering enhanced change capabilities across a range of business functions? Are you passionate about IT process automation using cutting edge tooling platforms?
ROLE AND RESPONSIBILITIES
We’re looking for an Associate Director, Financial and Regulatory Reporting Specialist to:
- Prepare monthly, quarterly and annual financial reporting packages for the Seniors and the Board of Directors of the Intermediate Holding Company (IHC), comprising the Balance Sheet (BS) and Profit & Loss (P&L), including by business segment, and regulatory metrics such as capital and RWA, while maintaining UBS reporting standards and leveraging internal tools for content and consistency.
- Ensure all journal entries are accurately prepared and posted on time as part of the financial reporting process. Perform process controls review and assess exceptions in the preparation of the consolidated results to identify inaccuracies and instances where the relevant data is not appropriately applied in the preparation of consolidation entries.
- Support preparation of regulatory submissions, including Y-9C, Y-11, Y-9LP, CCAR and certain surveys, to the Federal Reserve or its agencies ensuring accuracy, completeness, and adherence to supervisory requirements. Produce the annual financial disclosures for the IHC, including multiple financial statement notes and related schedules, ensuring compliance with IHC financials reporting requirements and internal disclosure controls.
- Drive process efficiency through automation and optimization of existing and new processes using the latest available tools. Coordinate monthly, quarterly and annual financial reporting process with various Product Controllers, Operations, Treasury, IT and Tax teams, while providing timely updates to senior stakeholders throughout the close.
- Can work hybrid (In-office/remote).
BASIC QUALIFICATIONS
Education & Experience Requirement:
- Bachelor’s degree or foreign equivalent in Finance, Economics, Accounting, or a related field of study plus 8 years of experience in the job offered or 8 years of experience as a Credit Research, Analyst, or a related occupation.
Position requires experience with the following:
- (1) Capital & RWA rules;
- (2) USGAAP financial reporting;
- (3) Regulatory reporting;
- (4) Alteryx;
- (5) Power BI;
- (6) VBA;
- (7) Python. CFA or FRM certification.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Get Access To All JobsTips for Finding Financial Director Jobs
Emphasize regulatory expertise
Highlight experience with SOX compliance, GAAP standards, or SEC reporting requirements. Financial Directors with regulatory knowledge demonstrate the specialized expertise that strengthens H-1B specialty occupation arguments.
Document strategic planning experience
Showcase budget forecasting, capital allocation, and financial modeling experience. These high-level responsibilities distinguish Financial Director roles from general accounting positions and support visa eligibility.
Target public companies first
Publicly traded companies typically have established visa sponsorship processes and greater resources for immigration costs. They're also more likely to understand the business case for sponsoring executive-level finance talent.
Prepare for degree scrutiny
USCIS closely examines whether finance degrees qualify for Financial Director roles. Business administration or economics degrees may need additional justification showing relevant coursework or specialized training.
Consider multinational opportunities
Companies with international operations often have dedicated immigration support and understand the value of global finance expertise. They may also offer L-1 visa intracompany transfer options.
Build compliance documentation
Maintain records of professional certifications like CPA or CFA, continuing education credits, and specialized training. This documentation supports the argument for requiring degree-level knowledge in the role.
Frequently Asked Questions
Do Financial Directors qualify for H-1B visa sponsorship?
Yes, Financial Directors typically qualify for H-1B visa sponsorship when the position requires a bachelor's degree in finance, accounting, business, or related field. The role must involve specialized duties like financial analysis, regulatory compliance, or strategic planning that require degree-level knowledge. USCIS approval rates for finance executive roles are generally favorable when properly documented.
What degree requirements do employers set for sponsored Financial Director positions?
Most employers require a bachelor's degree in finance, accounting, business administration, or economics for H-1B sponsorship. Some positions may accept related fields like mathematics or statistics with relevant experience. An MBA or professional certifications like CPA or CFA can strengthen the application but aren't typically required for visa eligibility.
How to find Financial Director jobs with visa sponsorship?
Use Migrate Mate to search specifically for Financial Director positions offering H-1B or O-1 visa sponsorship. Focus on multinational corporations, Fortune 500 companies, and growing tech firms that regularly sponsor international talent. Filter by company size and industry sectors like finance, technology, and consulting, as these organizations typically have established visa sponsorship programs for senior finance roles.
Can Australians work as Financial Directors on E-3 visas?
Yes, Financial Directors qualify for E-3 visas when the role requires a bachelor's degree and involves specialty occupation duties. Australian citizens can use three-year bachelor's degrees in finance or business for E-3 eligibility. The position must demonstrate that it requires theoretical and practical knowledge typically gained through a specialized degree program.
Are Financial Director roles eligible for TN visa classification?
Financial Director positions don't directly match TN visa categories, but may qualify under 'Economist' if focused on financial analysis and forecasting, or 'Management Consultant' for strategic planning roles. The position description must align closely with TN category requirements, and applicants need relevant degrees. Many finance executives pursue H-1B instead for broader eligibility.
How do companies justify specialty occupation requirements for Financial Director H-1B petitions?
Companies demonstrate specialty occupation by showing the role requires complex financial analysis, regulatory knowledge, and strategic decision-making that demands degree-level expertise. They cite industry standards requiring bachelor's degrees for similar positions, highlight specific technical responsibilities like SEC reporting or risk management, and reference professional requirements like CPA licensure where applicable.
What is the prevailing wage requirement for sponsored Financial Director 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.