Financial Planning Jobs in USA with Visa Sponsorship
Financial planning roles rank among the more sponsorship-friendly finance positions in the U.S. Employers filing H-1B visa and E-3 visa petitions regularly cite financial analyst and financial planner titles. A bachelor's degree in finance, economics, or a related field is the standard credential requirement for visa eligibility. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
Arcadia is dedicated to happier, healthier days for all. We believe that there is a better healthcare world – one powered by data. Our platform transforms complex, diverse data into a unified foundation for health, helping organizations deliver better care, boost revenue, and lower costs.
We’re a team of fiercely driven individuals committed to making healthcare more sustainable—and we’re looking for passionate people to help us get there.
ROLE AND RESPONSIBILITIES
The Director of Financial Planning & Analysis (FP&A) will serve as a key partner to the CFO and senior leaders, translating financial data into actionable insights that drive business performance. This role owns the company’s planning processes—including annual budgeting, rolling forecasts, and long-range planning—while ensuring accuracy, transparency, and accountability across the organization.
This individual will lead the development and maintenance of Arcadia’s financial models, provide clear visibility into business performance, and identify risks and opportunities to support strategic decision-making. As a player/coach, the Director will balance hands-on analytical work with team leadership, helping to scale FP&A capabilities as the business grows.
What Success Looks Like
In 3 months
- Develop a strong understanding of Arcadia’s SaaS and services business model, key drivers, and financial structure
- Build relationships with CFO, Controller, Director of Finance, cross-functional leaders and entire Finance team
- Take ownership of monthly reporting, variance analysis, and forecasting cadence
- Gain fluency in financial systems (e.g., Workday Adaptive, NetSuite)
In 6 months
- Lead the forecasting process with improved accuracy and transparency into key drivers
- Deliver clear, actionable insights to senior leadership on performance, risks, and opportunities
- Partner effectively with business leaders to support decision-making and resource allocation
- Identify and implement improvements in reporting and planning processes
In 12 months
- Fully own the annual budgeting and long-range planning processes
- Enhance financial modeling to support scale, growth, and scenario planning
- Provide high-quality materials for executive leadership and Board discussions
- Develop and mentor FP&A team members while elevating overall function maturity
What You'll Be Doing
- Modernize FP&A Practices: Integrate advanced analytics, modern planning tools, and real-time data to transform FP&A into a proactive, strategic partner to the Business. Implement processes that enable continuous forecasting and agile decision-making. Develop, maintain, and enhance the company’s financial models (including full P&L and key SaaS metrics).
- Enable SaaS Revenue Insights: Incorporate key metrics such as ARR, CARR, churn, and healthcare-specific performance indicators / KPIs into financial planning and analysis. Develop customer-centric metrics and leverage external benchmarking to improve forecasting accuracy to surface trends and support business planning.
- Lead Planning & Forecasting: Drive the annual operating plan, rolling forecasts and long-range planning process, incorporating scenario modeling, sensitivity analysis, and strategic investment recommendations. Ensure plans are granular, dynamic, and aligned with evolving business models.
- Deliver Actionable Insights & Reporting: Source and monitor core KPIs, identify internal and external industry trends, and translate complex data into clear, compelling narratives for senior leadership and private equity investors. Provide insights that influence resource allocation, operational efficiency, and create business activities to improve revenue growth.
- Collaborate Across Functions: Partner closely with Sales Operations, Marketing, Product, Development, and Customer teams to validate assumptions, align financial strategies with business goals, and challenge inputs constructively to improve accuracy and impact.
- Build High-Performing Team: Recruit, mentor, and develop FP&A talent, fostering a culture of analytical rigor, collaboration, and continuous improvement. Champion best practices and innovation within the team.
BASIC QUALIFICATIONS
Education
Bachelor’s degree in Finance, Accounting, Economics, or related field
Experience
8–12+ years of progressive experience in FP&A or corporate finance, including experience scaling FP&A processes in a high-growth and/or investor-backed business
- Expertise in SaaS and subscription-based metrics to support scenario planning and advanced financial modeling
- Experience owning budgeting and forecasting processes
- Experience managing or mentoring team members
- Experience supporting Board-level reporting
Qualities
- Strong business partnership mindset with the ability to influence decision-making
- High integrity, ownership, and attention to detail
- Comfortable operating in a fast-paced, evolving environment
- Player/coach mentality—willing to roll up sleeves while leading others
Skills
- Advanced financial modeling and analytical skills, including fluency with Microsoft Excel (Claude AI + Excel experience a plus)
- Strong communication skills, with the ability to translate financial data into clear insights
- Experience working with core financial planning & ERP systems (e.g., Workday Adaptive, NetSuite, Salesforce)
- Ability to manage multiple priorities and drive projects to completion
PREFERRED QUALIFICATIONS
- MBA or advanced degree
What You'll Get
- Be a part of a mission driven company that is transforming the healthcare industry by changing the way patients receive care
- A flexible, remote friendly company with personality and heart
- Employee driven programs and initiatives for personal and professional development
- Become a member of the talented, energized, diverse and purpose-driven Arcadian Community.
About Arcadia
Arcadia.io helps innovative providers and payers across the country transform healthcare to reduce cost while improving patient health. We do this by aggregating large amounts of disparate data, applying algorithms to identify opportunities to provide better patient care, and making those opportunities actionable by physicians at the point of care in near-real time. We are passionate about helping our customers drive meaningful outcomes. We are growing fast and have emerged as a market leader in the highly competitive population health management software market and have been recognized by industry analysts KLAS, IDC, Forrester, and Chilmark for our leadership.
Protect Yourself
If you have concerns about the authenticity of a job offer or recruitment-related communication claiming to be from Arcadia, we encourage you to verify by contacting us directly at (781) 202-3600 and select option 3. For more information, visit our website.
This position is responsible for following all Security policies and procedures in order to protect all PHI under Arcadia's custodianship as well as Arcadia Intellectual Properties. For any security-specific roles, the responsibilities would be further defined by the hiring manager.
INTRODUCTION
Arcadia is dedicated to happier, healthier days for all. We believe that there is a better healthcare world – one powered by data. Our platform transforms complex, diverse data into a unified foundation for health, helping organizations deliver better care, boost revenue, and lower costs.
We’re a team of fiercely driven individuals committed to making healthcare more sustainable—and we’re looking for passionate people to help us get there.
ROLE AND RESPONSIBILITIES
The Director of Financial Planning & Analysis (FP&A) will serve as a key partner to the CFO and senior leaders, translating financial data into actionable insights that drive business performance. This role owns the company’s planning processes—including annual budgeting, rolling forecasts, and long-range planning—while ensuring accuracy, transparency, and accountability across the organization.
This individual will lead the development and maintenance of Arcadia’s financial models, provide clear visibility into business performance, and identify risks and opportunities to support strategic decision-making. As a player/coach, the Director will balance hands-on analytical work with team leadership, helping to scale FP&A capabilities as the business grows.
What Success Looks Like
In 3 months
- Develop a strong understanding of Arcadia’s SaaS and services business model, key drivers, and financial structure
- Build relationships with CFO, Controller, Director of Finance, cross-functional leaders and entire Finance team
- Take ownership of monthly reporting, variance analysis, and forecasting cadence
- Gain fluency in financial systems (e.g., Workday Adaptive, NetSuite)
In 6 months
- Lead the forecasting process with improved accuracy and transparency into key drivers
- Deliver clear, actionable insights to senior leadership on performance, risks, and opportunities
- Partner effectively with business leaders to support decision-making and resource allocation
- Identify and implement improvements in reporting and planning processes
In 12 months
- Fully own the annual budgeting and long-range planning processes
- Enhance financial modeling to support scale, growth, and scenario planning
- Provide high-quality materials for executive leadership and Board discussions
- Develop and mentor FP&A team members while elevating overall function maturity
What You'll Be Doing
- Modernize FP&A Practices: Integrate advanced analytics, modern planning tools, and real-time data to transform FP&A into a proactive, strategic partner to the Business. Implement processes that enable continuous forecasting and agile decision-making. Develop, maintain, and enhance the company’s financial models (including full P&L and key SaaS metrics).
- Enable SaaS Revenue Insights: Incorporate key metrics such as ARR, CARR, churn, and healthcare-specific performance indicators / KPIs into financial planning and analysis. Develop customer-centric metrics and leverage external benchmarking to improve forecasting accuracy to surface trends and support business planning.
- Lead Planning & Forecasting: Drive the annual operating plan, rolling forecasts and long-range planning process, incorporating scenario modeling, sensitivity analysis, and strategic investment recommendations. Ensure plans are granular, dynamic, and aligned with evolving business models.
- Deliver Actionable Insights & Reporting: Source and monitor core KPIs, identify internal and external industry trends, and translate complex data into clear, compelling narratives for senior leadership and private equity investors. Provide insights that influence resource allocation, operational efficiency, and create business activities to improve revenue growth.
- Collaborate Across Functions: Partner closely with Sales Operations, Marketing, Product, Development, and Customer teams to validate assumptions, align financial strategies with business goals, and challenge inputs constructively to improve accuracy and impact.
- Build High-Performing Team: Recruit, mentor, and develop FP&A talent, fostering a culture of analytical rigor, collaboration, and continuous improvement. Champion best practices and innovation within the team.
BASIC QUALIFICATIONS
Education
Bachelor’s degree in Finance, Accounting, Economics, or related field
Experience
8–12+ years of progressive experience in FP&A or corporate finance, including experience scaling FP&A processes in a high-growth and/or investor-backed business
- Expertise in SaaS and subscription-based metrics to support scenario planning and advanced financial modeling
- Experience owning budgeting and forecasting processes
- Experience managing or mentoring team members
- Experience supporting Board-level reporting
Qualities
- Strong business partnership mindset with the ability to influence decision-making
- High integrity, ownership, and attention to detail
- Comfortable operating in a fast-paced, evolving environment
- Player/coach mentality—willing to roll up sleeves while leading others
Skills
- Advanced financial modeling and analytical skills, including fluency with Microsoft Excel (Claude AI + Excel experience a plus)
- Strong communication skills, with the ability to translate financial data into clear insights
- Experience working with core financial planning & ERP systems (e.g., Workday Adaptive, NetSuite, Salesforce)
- Ability to manage multiple priorities and drive projects to completion
PREFERRED QUALIFICATIONS
- MBA or advanced degree
What You'll Get
- Be a part of a mission driven company that is transforming the healthcare industry by changing the way patients receive care
- A flexible, remote friendly company with personality and heart
- Employee driven programs and initiatives for personal and professional development
- Become a member of the talented, energized, diverse and purpose-driven Arcadian Community.
About Arcadia
Arcadia.io helps innovative providers and payers across the country transform healthcare to reduce cost while improving patient health. We do this by aggregating large amounts of disparate data, applying algorithms to identify opportunities to provide better patient care, and making those opportunities actionable by physicians at the point of care in near-real time. We are passionate about helping our customers drive meaningful outcomes. We are growing fast and have emerged as a market leader in the highly competitive population health management software market and have been recognized by industry analysts KLAS, IDC, Forrester, and Chilmark for our leadership.
Protect Yourself
If you have concerns about the authenticity of a job offer or recruitment-related communication claiming to be from Arcadia, we encourage you to verify by contacting us directly at (781) 202-3600 and select option 3. For more information, visit our website.
This position is responsible for following all Security policies and procedures in order to protect all PHI under Arcadia's custodianship as well as Arcadia Intellectual Properties. For any security-specific roles, the responsibilities would be further defined by the hiring manager.
See all 322+ Financial Planning jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Planning roles.
Get Access To All JobsTips for Finding Financial Planning Jobs
Target fee-only and RIA firms
Registered Investment Advisors and fee-only planning firms hire internationally and are comfortable with visa sponsorship. They tend to have straightforward hiring processes and value credentials like CFP over immigration status concerns.
Frame your degree field precisely
USCIS requires your degree to relate directly to the role. Finance, economics, accounting, and mathematics all qualify. A general business degree may require additional documentation to demonstrate how it connects to financial planning specifically.
Ask about sponsorship before interviews
Raise visa sponsorship early in the process, ideally in the initial outreach message. Financial planning firms that sponsor regularly will confirm quickly. Those that hesitate rarely proceed, saving you time to focus on receptive employers.
Use Migrate Mate to find sponsoring employers
Migrate Mate lists financial planning jobs from employers with confirmed sponsorship history. Filtering by visa type lets you focus applications on firms already comfortable with H-1B or E-3 processes, which improves response rates significantly.
Financial Planning jobs are hiring across the US. Find yours.
Find Financial Planning JobsFrequently Asked Questions
Does financial planning qualify as a specialty occupation for H-1B purposes?
Yes, financial planning generally qualifies as a specialty occupation when the role requires a bachelor's degree or higher in finance, economics, accounting, or a related field. USCIS has approved H-1B petitions for financial planners and financial analysts consistently. The key is that the job description must require a specific degree, not just any bachelor's degree. Roles framed around general business development or sales carry more risk of a challenge.
What degree do I need for a sponsored financial planning role?
A bachelor's degree in finance, economics, accounting, mathematics, or a closely related quantitative field is the standard requirement. General business degrees can qualify but sometimes require a detailed explanation of how the coursework relates to the specific planning role. Graduate degrees in financial planning or an MBA with a finance concentration strengthen your case. The CFP designation is not a degree substitute but adds weight to the specialty occupation argument.
How likely is it that a financial planning employer will sponsor my visa?
Sponsorship rates in financial planning are moderate compared to technology. Large wealth management firms, banks, and RIA firms with established HR infrastructure are the most likely sponsors. Smaller boutique practices often lack the resources or familiarity with the process to sponsor. DOL disclosure data shows financial analyst and financial planner titles appear regularly in H-1B LCA filings, so willing employers do exist. Migrate Mate filters specifically for financial planning roles from employers with sponsorship history.
Can an Australian citizen get E-3 visa sponsorship for a financial planning role?
Yes. Financial planning roles that meet the specialty occupation standard qualify for E-3 sponsorship, which is available exclusively to Australian citizens. The employer files a Labor Condition Application with the Department of Labor certifying that the position meets prevailing wage requirements. E-3 visas have a 10,500 annual allocation that has never been fully used, so there is no lottery and approvals happen year-round. Your degree must align with the financial planning role to satisfy the specialty occupation requirement.
Does having a CFP improve my chances of visa sponsorship approval?
Indirectly, yes. The CFP credential signals that you hold specialized knowledge in financial planning, which reinforces the specialty occupation argument that USCIS evaluates during H-1B or E-3 petition adjudication. It does not replace the degree requirement, and USCIS does not treat it as a formal educational credential. However, employers see CFP holders as higher-value hires worth the administrative effort of sponsorship, which improves your chances of finding a willing sponsor in the first place.
What is the prevailing wage requirement for sponsored Financial Planning 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.
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