Financial Professional Jobs in USA with Visa Sponsorship
Financial professional roles in the U.S. qualify for H-1B visa, E-3 visa, and TN visa sponsorship when the position requires a bachelor's degree in finance, accounting, or economics. Employers in banking, asset management, and corporate finance regularly file Labor Condition Applications, making this one of the more sponsorship-active professional categories. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsAccount Executive, Financial and Professional Services
Company: Taazaa
Location: Remote (Ohio and Midwest; travel to client sites required)
Employment Type: Full-time
Reports To: Chief Revenue Officer
A Senior Account Executive title and quota are available for candidates who bring an established firm-level book of business.
About the Role
You have closed the books, run a fund reporting cycle, or led engagements at an accounting or advisory firm. You understand the challenges of month-end closing, reconciliations, reporting, and manual finance operations. Taazaa is looking for an experienced sales professional with a strong accounting or financial services background to help regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks modernize their finance operations. This is a sales-focused role. You will own the financial and professional services book from the first conversation through the signed statement of work and remain closely involved with the account during its first year.
What You Will Do
- Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms with $50M–$500M in revenue.
- Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders.
- Identify manual finance processes and develop solutions that deliver measurable business value.
- Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI solutions.
- Build and manage your own pipeline through professional networks, accounting firms, credit unions, banks, fund managers, and existing partnerships.
- Develop proposals that demonstrate measurable improvements in closing timelines, reconciliation hours, reporting cycles, and audit outcomes.
- Lead conversations around SOC 1 and SOC 2 compliance, data handling, and client confidentiality.
- Coordinate with delivery teams after closing deals and remain the client's point of contact for the first 12 months.
- Maintain accurate opportunity and pipeline information in HubSpot.
What You Bring
- 12+ years of experience in accounting, FP&A, fund operations, or a regional accounting or advisory firm.
- CPA certification or previous Controller experience preferred.
- Experience managing month-end close, fund reporting cycles, or audit engagements.
- Understanding of trial balances and financial operations.
- Experience purchasing or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
- Ability to engage confidently with managing partners and CFOs.
- Established professional network across Ohio and the Midwest, particularly accounting firms, credit unions, banks, or fund managers.
- Ability to independently build a sales pipeline and manage outbound prospecting.
Nice to Have:
- Experience with a finance software vendor or client accounting services practice.
- Previous quota-carrying sales experience.
- Lending or fund administration experience.
First 90 Days
Days 1–30
- Learn Taazaa's solutions, fund platform reference accounts, and delivery model.
- Take over existing opportunities.
- Complete ten initial prospect conversations.
Days 31–60
- Complete five accounting firm conversations and five finance operations conversations.
- Develop the finance offer page.
- Propose two paid discovery engagements.
- Prepare one reference call for the vertical.
Days 61–90
- Close the first statement of work.
- Start developing one case study.
- Prepare 12-month account plans for each open opportunity.
Compensation
Account Executive
- Base Salary: $100,000
- Target Incentive: $150,000+
- On-Target Earnings: $250,000+
Senior Account Executive
- Base Salary: $125,000
- Target Incentive: $110,000
- On-Target Earnings: $235,000
Additional compensation details:
- Uncapped commission.
- Commission paid monthly in arrears on collected revenue.
- Accelerators for performance above quota.
- Full commission rate on all statements of work for 12 months from a new logo's first signed engagement, followed by a step-down.
Benefits
- Health, dental, and vision insurance.
- 401(k).
- Paid time off.
- Home office and business travel expenses.
Account Executive, Financial and Professional Services
Company: Taazaa
Location: Remote (Ohio and Midwest; travel to client sites required)
Employment Type: Full-time
Reports To: Chief Revenue Officer
A Senior Account Executive title and quota are available for candidates who bring an established firm-level book of business.
About the Role
You have closed the books, run a fund reporting cycle, or led engagements at an accounting or advisory firm. You understand the challenges of month-end closing, reconciliations, reporting, and manual finance operations. Taazaa is looking for an experienced sales professional with a strong accounting or financial services background to help regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks modernize their finance operations. This is a sales-focused role. You will own the financial and professional services book from the first conversation through the signed statement of work and remain closely involved with the account during its first year.
What You Will Do
- Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms with $50M–$500M in revenue.
- Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders.
- Identify manual finance processes and develop solutions that deliver measurable business value.
- Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI solutions.
- Build and manage your own pipeline through professional networks, accounting firms, credit unions, banks, fund managers, and existing partnerships.
- Develop proposals that demonstrate measurable improvements in closing timelines, reconciliation hours, reporting cycles, and audit outcomes.
- Lead conversations around SOC 1 and SOC 2 compliance, data handling, and client confidentiality.
- Coordinate with delivery teams after closing deals and remain the client's point of contact for the first 12 months.
- Maintain accurate opportunity and pipeline information in HubSpot.
What You Bring
- 12+ years of experience in accounting, FP&A, fund operations, or a regional accounting or advisory firm.
- CPA certification or previous Controller experience preferred.
- Experience managing month-end close, fund reporting cycles, or audit engagements.
- Understanding of trial balances and financial operations.
- Experience purchasing or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
- Ability to engage confidently with managing partners and CFOs.
- Established professional network across Ohio and the Midwest, particularly accounting firms, credit unions, banks, or fund managers.
- Ability to independently build a sales pipeline and manage outbound prospecting.
Nice to Have:
- Experience with a finance software vendor or client accounting services practice.
- Previous quota-carrying sales experience.
- Lending or fund administration experience.
First 90 Days
Days 1–30
- Learn Taazaa's solutions, fund platform reference accounts, and delivery model.
- Take over existing opportunities.
- Complete ten initial prospect conversations.
Days 31–60
- Complete five accounting firm conversations and five finance operations conversations.
- Develop the finance offer page.
- Propose two paid discovery engagements.
- Prepare one reference call for the vertical.
Days 61–90
- Close the first statement of work.
- Start developing one case study.
- Prepare 12-month account plans for each open opportunity.
Compensation
Account Executive
- Base Salary: $100,000
- Target Incentive: $150,000+
- On-Target Earnings: $250,000+
Senior Account Executive
- Base Salary: $125,000
- Target Incentive: $110,000
- On-Target Earnings: $235,000
Additional compensation details:
- Uncapped commission.
- Commission paid monthly in arrears on collected revenue.
- Accelerators for performance above quota.
- Full commission rate on all statements of work for 12 months from a new logo's first signed engagement, followed by a step-down.
Benefits
- Health, dental, and vision insurance.
- 401(k).
- Paid time off.
- Home office and business travel expenses.
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Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Professional roles.
Get Access To All JobsTips for Finding Financial Professional Jobs
Match your degree to your exact role
Specialty occupation status depends on a direct link between your degree field and the job duties. A finance degree supports a financial analyst role, but a general business degree often triggers an RFE for roles requiring quantitative modeling or CFA-level work.
Use OFLC Wage Search before salary talks
Look up the prevailing wage for your specific job title and metro area before you receive an offer. Your employer's LCA must certify at least that wage level, so knowing it in advance protects you from offers that can't survive DOL review.
Target employers with active LCA filing history
Use Migrate Mate to find financial services employers with verified LCA sponsorship records for roles matching your background. Filing history signals an established HR process, which reduces the risk of an offer falling apart over sponsorship logistics.
Clarify your CPA or CFA status early
Some financial professional roles are classified at a higher wage level if the employer lists licensure as a requirement. Disclose your CPA or CFA status before the LCA is filed so the employer assigns the correct DOL wage tier from the start.
Understand how PERM affects EB-2 and EB-3 timelines
If your employer plans to sponsor you for a green card, most financial roles require PERM labor certification first. Roles that require only a general bachelor's typically qualify under EB-3, while those requiring an advanced degree or exceptional ability may qualify under EB-2.
Check TN eligibility if you hold Canadian or Mexican citizenship
Economists and certain management consultants appear on the USMCA profession list, but the title 'financial analyst' does not. Confirm your exact job duties align with a listed TN category before pursuing that route instead of H-1B or E-3.
Frequently Asked Questions
Which visas support financial professional roles in the U.S.?
H-1B is the most common path, covering roles like financial analyst, risk manager, and portfolio manager that require a directly related bachelor's degree. Australian citizens can use the E-3, which has no lottery and renews every two years. TN applies only to Canadians and Mexicans in narrowly defined categories such as economist. The O-1 visa is available for candidates with recognized industry distinction.
Does a finance degree automatically qualify me for H-1B specialty occupation?
Not automatically. USCIS reviews whether the specific job duties require that degree in a directly related field. A financial analyst role tied to securities modeling or valuation typically qualifies. A broad 'finance manager' title that accepts any business degree may not. Your employer's LCA job description needs to match the degree requirement precisely to avoid a Request for Evidence.
How do I find employers who actively sponsor financial professionals?
Migrate Mate lists employers with verified LCA sponsorship history for financial roles, so you can focus your search on companies that have already navigated the filing process. This is more reliable than applying broadly and asking about sponsorship after an offer.
Does holding a CFA or CPA charter affect my visa sponsorship prospects?
Yes, in two ways. First, roles that list CFA or CPA as a requirement tend to map more cleanly to specialty occupation standards because the credential signals a degree-dependent field. Second, DOL may assign a higher prevailing wage level if the employer treats licensure as a job requirement, which the employer must account for in the LCA before filing.
Can a financial professional role qualify for an EB-2 green card without an advanced degree?
Yes, through the exceptional ability category under EB-2, which does not require a master's degree but demands documented evidence of distinction in your field across at least three qualifying criteria. Most financial professionals without advanced degrees pursue EB-3 instead, which requires only two or more years of experience and standard PERM labor certification through DOL.
What is the prevailing wage requirement for sponsored Financial Professional 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.