Financial Specialist Jobs in USA with Visa Sponsorship
Financial Specialists are among the more sponsorship-friendly roles in finance. Employers routinely file H-1B visa and E-3 visa petitions for these positions, and specialty occupation status is well-established for candidates with a qualifying degree in finance, accounting, or economics. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsClassification Title: Accounting Specialist IV
Title: Foundation Financial and Office Specialist
ESP Salary Schedule: Range 110 Step 1
Calendar: B, Year Round
Hours: 8/Day, 40 Week
Location: Education Service Center - Admin Building
GENERAL PURPOSE
Responsible for the bookkeeping and audit aspects of the Foundation, specific program management including scholarships, as well as general administrative assistant duties, including being responsible for the meeting agendas, minutes, office management, sponsorship tracking, and working with the various schools on accessing Foundation funding.
MAIN JOB TASKS AND RESPONSIBILITIES
- Processes the receipt and deposit of donations received by the Foundation (cash/check, credit card, and electronic deposits) in a timely manner and in accordance with internal control procedures.
- Pays invoices and prepares checks and requisitions for payment for District Business Office per the Executive Director's instructions.
- Supports contracted accountant in the reconciliation of bank and investment accounts by supplying monthly statements and providing clarifying information, if needed.
- Supports contracted accountant in preparing monthly Board financial reports and corresponding summary narrative for the Board Treasurer.
- Support contracted accountant in closing the Foundation’s books at fiscal year-end.
- Oversees the Foundation’s p-card maintenance in Linq.
- Works with an external auditor as the main point of contact, gathers all required materials and prepares all needed documentation including functional expenses with assistance provided by contracted accountant.
- Works with Foundation's audit and finance/investment committees.
- Works with schools on fundraising platforms.
- Works extensively on event support and logistics, focusing on monitoring sponsor contributions and fulfilling associated sponsorship benefits.
-
Manages Foundation Scholarship Programs offered at each high school.
-
Coordinates with high school scholarship advisors to ensure all scholarship application requirements are being met.
-
Oversees scholarship selection committees and the selection process under the direction of the Executive Director in partnership with the scholarship advisors.
-
Supports the Executive Director in coordinating donors and high schools for the school’s scholarship award assemblies.
-
Prepares communication for the Executive Director for scholarship donors regarding the process.
-
Prepares scholarship reports for donors with thank you letters from scholarship students.
-
Oversees and submits payments to the scholarship students’ selected colleges/universities.
-
Ensures gift agreements and gift pledge forms for donors are signed, saved, and tracked for execution.
- Oversees office operations and purchases under the direction of the Executive Director.
- Manages and creates Foundation board and executive committee meeting agendas and minutes.
- Manages the Foundation’s accounts within the district’s accounting system, Linq, with support from the contracted accountant.
- Tracks the utilization of Foundation funds by schools and district departments in Droplet.
- Tracks and invoices sponsorships and pledged gifts.
- Provides details for the contracted accountant for journal entries to be made under the direction of the Foundation Executive Director.
- Assist the Program Coordinator and contracted accountant with setting the Foundation’s budget in Linq and then monitor it throughout the year.
- Manages the donor CRM system.
- Collaborates with the contracted accountant and the district accountant to complete reimbursements for the District on a quarterly basis.
- Obtain vendor quotes in compliance with purchasing guidelines.
- Monitor the status of accounts receivable, accounts payable, and related financial information for the purpose of ensuring that allocations are accurate, related revenues are generated, expenses are within budget limits and/or fiscal practices are followed.
- Verify grant money purchases are within the realm of approved items and money spent, make purchases, and track purchases made from grant funds.
- Provides customer service.
- Oversee all board communication under the discretion of the Executive Director.
- Assist with other Foundation run programs.
EDUCATION AND EXPERIENCE
- Associate Degree in business, accounting, communications, social sciences, or other related field, or equivalent combination of education and experience
- Two (2) to three (3) years of related experience
- Knowledge of accounting principles and practices
- Ability to operate computers for data entry, Google Suite, word processing and/or accounting purposes
- Ability to provide excellent customer service and written and verbal communication skills
- Ability to operate highly technical computer applications
- Ability to operate small office equipment, including copy machines or multi-line telephone systems
WORKING CONDITIONS & PHYSICAL REQUIREMENTS
- The job occasionally requires light physical exertion including walking, standing, motor vehicle operation and other forms of light physical activity.
- Work is carried out in an agreeable environment as generally represented by normal office conditions and little or no unpleasant element.
- Knowledge in using Quickbooks, Linq, Droplet, Excel, Word, and all Google platforms is preferred.
- Experience with non-profit organizations is preferred but not required.
- There are 6-8 evening events sponsored by the Foundation that this employee is required to attend.
Classification Title: Accounting Specialist IV
Title: Foundation Financial and Office Specialist
ESP Salary Schedule: Range 110 Step 1
Calendar: B, Year Round
Hours: 8/Day, 40 Week
Location: Education Service Center - Admin Building
GENERAL PURPOSE
Responsible for the bookkeeping and audit aspects of the Foundation, specific program management including scholarships, as well as general administrative assistant duties, including being responsible for the meeting agendas, minutes, office management, sponsorship tracking, and working with the various schools on accessing Foundation funding.
MAIN JOB TASKS AND RESPONSIBILITIES
- Processes the receipt and deposit of donations received by the Foundation (cash/check, credit card, and electronic deposits) in a timely manner and in accordance with internal control procedures.
- Pays invoices and prepares checks and requisitions for payment for District Business Office per the Executive Director's instructions.
- Supports contracted accountant in the reconciliation of bank and investment accounts by supplying monthly statements and providing clarifying information, if needed.
- Supports contracted accountant in preparing monthly Board financial reports and corresponding summary narrative for the Board Treasurer.
- Support contracted accountant in closing the Foundation’s books at fiscal year-end.
- Oversees the Foundation’s p-card maintenance in Linq.
- Works with an external auditor as the main point of contact, gathers all required materials and prepares all needed documentation including functional expenses with assistance provided by contracted accountant.
- Works with Foundation's audit and finance/investment committees.
- Works with schools on fundraising platforms.
- Works extensively on event support and logistics, focusing on monitoring sponsor contributions and fulfilling associated sponsorship benefits.
-
Manages Foundation Scholarship Programs offered at each high school.
-
Coordinates with high school scholarship advisors to ensure all scholarship application requirements are being met.
-
Oversees scholarship selection committees and the selection process under the direction of the Executive Director in partnership with the scholarship advisors.
-
Supports the Executive Director in coordinating donors and high schools for the school’s scholarship award assemblies.
-
Prepares communication for the Executive Director for scholarship donors regarding the process.
-
Prepares scholarship reports for donors with thank you letters from scholarship students.
-
Oversees and submits payments to the scholarship students’ selected colleges/universities.
-
Ensures gift agreements and gift pledge forms for donors are signed, saved, and tracked for execution.
- Oversees office operations and purchases under the direction of the Executive Director.
- Manages and creates Foundation board and executive committee meeting agendas and minutes.
- Manages the Foundation’s accounts within the district’s accounting system, Linq, with support from the contracted accountant.
- Tracks the utilization of Foundation funds by schools and district departments in Droplet.
- Tracks and invoices sponsorships and pledged gifts.
- Provides details for the contracted accountant for journal entries to be made under the direction of the Foundation Executive Director.
- Assist the Program Coordinator and contracted accountant with setting the Foundation’s budget in Linq and then monitor it throughout the year.
- Manages the donor CRM system.
- Collaborates with the contracted accountant and the district accountant to complete reimbursements for the District on a quarterly basis.
- Obtain vendor quotes in compliance with purchasing guidelines.
- Monitor the status of accounts receivable, accounts payable, and related financial information for the purpose of ensuring that allocations are accurate, related revenues are generated, expenses are within budget limits and/or fiscal practices are followed.
- Verify grant money purchases are within the realm of approved items and money spent, make purchases, and track purchases made from grant funds.
- Provides customer service.
- Oversee all board communication under the discretion of the Executive Director.
- Assist with other Foundation run programs.
EDUCATION AND EXPERIENCE
- Associate Degree in business, accounting, communications, social sciences, or other related field, or equivalent combination of education and experience
- Two (2) to three (3) years of related experience
- Knowledge of accounting principles and practices
- Ability to operate computers for data entry, Google Suite, word processing and/or accounting purposes
- Ability to provide excellent customer service and written and verbal communication skills
- Ability to operate highly technical computer applications
- Ability to operate small office equipment, including copy machines or multi-line telephone systems
WORKING CONDITIONS & PHYSICAL REQUIREMENTS
- The job occasionally requires light physical exertion including walking, standing, motor vehicle operation and other forms of light physical activity.
- Work is carried out in an agreeable environment as generally represented by normal office conditions and little or no unpleasant element.
- Knowledge in using Quickbooks, Linq, Droplet, Excel, Word, and all Google platforms is preferred.
- Experience with non-profit organizations is preferred but not required.
- There are 6-8 evening events sponsored by the Foundation that this employee is required to attend.
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Get Access To All JobsTips for Finding Visa Sponsorship as a Financial Specialist
Lead with your degree field, not just your title
USCIS approves Financial Specialist petitions when the degree field directly matches the role. A finance or accounting degree strengthens your case significantly. A general business degree without finance coursework creates unnecessary friction with adjudicators.
Target employers with a history of filing
Banks, asset managers, and financial services firms file the most H-1B petitions for finance roles. Employers who have sponsored before understand the process and are far less likely to withdraw an offer once they see the paperwork involved.
Clarify your visa type early in conversations
Australians should raise the E-3 option before employers assume H-1B lottery risk. The E-3 has no lottery, no annual cap, and a much faster approval timeline, which often changes the employer's calculus on sponsorship entirely.
Address specialty occupation proactively
Financial Specialist roles generally qualify as specialty occupations, but generic job descriptions can weaken a petition. Ask your employer to ensure the job posting requires a specific bachelor's degree field, not just any degree in any subject.
Understand the LCA before your offer letter
Your employer must file a Labor Condition Application with the Department of Labor before your H-1B or E-3 petition is submitted. This certifies your wage meets prevailing standards. Knowing this step exists helps you set realistic timelines with HR teams.
Browse roles on Migrate Mate before applying broadly
Not every finance employer advertises sponsorship willingness upfront. Migrate Mate filters for employers actively open to visa sponsorship, saving you from applying to roles where sponsorship was never a real option for international candidates.
Frequently Asked Questions
Does a Financial Specialist role qualify as a specialty occupation for H-1B purposes?
Yes, Financial Specialist positions typically qualify as specialty occupations because they require at least a bachelor's degree in a specific field such as finance, accounting, or economics. The key is that the job description must require a degree in a related discipline, not just any bachelor's degree. Roles framed too broadly, where any degree suffices, can face USCIS scrutiny.
Which visa types do employers most commonly sponsor for Financial Specialist roles?
H-1B visa is the most common sponsorship pathway for Financial Specialists, used by large banks, asset managers, consulting firms, and corporate finance teams. Australian citizens have a significant advantage through the E-3 visa, which requires the same qualifications but bypasses the H-1B lottery entirely. Some employers also sponsor TN visas for Canadian and Mexican nationals in qualifying finance roles.
Does my degree field affect my chances of H-1B approval as a Financial Specialist?
Significantly. USCIS looks for a direct relationship between your degree and the job duties. A finance, accounting, economics, or mathematics degree maps cleanly to a Financial Specialist role. A general business administration degree may still qualify, but only if your coursework included substantial finance or accounting content. A degree in an unrelated field makes approval considerably harder.
How competitive is H-1B sponsorship for Financial Specialist roles compared to tech jobs?
Financial services firms sponsor H-1B petitions at high volumes, but competition for available roles is real. The H-1B lottery applies to most applicants regardless of employer or role. However, Financial Specialists with Australian citizenship can bypass the lottery entirely using the E-3 visa, which makes the sponsorship process far more predictable. You can find employers open to both pathways on Migrate Mate.
Can I change employers on a sponsored visa as a Financial Specialist without restarting from scratch?
For H-1B holders, you can change employers through H-1B portability once you have an approved I-140 or an H-1B that has been approved for more than 240 days, allowing you to start work with the new employer once they file a transfer petition. E-3 holders must obtain a new E-3 approval before starting with a new employer, as E-3 status is tied to the sponsoring employer.
What is the prevailing wage requirement for sponsored Financial Specialist 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.