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 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.
See all 4,836+ Financial Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Specialist roles.
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.