Head Of Finance Jobs in USA with Visa Sponsorship
Head of Finance roles attract H-1B visa and O-1 visa sponsorship from mid-size and enterprise employers who need a qualified finance leader. Most require a CPA or MBA, and specialty occupation status is well-established for this title. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
THE ROLE
The EPD Finance function is a strategic partner to Plaid’s world-class Engineering, Product, and Design (EPD) organization. The team owns product-level revenue and gross margin forecasting, R&D investment planning, and the analytical frameworks that guide how Plaid deploys capital — and serves as a critical voice in long-range strategic and capital allocation decisions. As Head of EPD Finance, you will work closely with Engineering, Product, Design, GTM, Data, Accounting, and the Executive team to ensure our R&D engine and product portfolio deliver durable, compounding returns. You will report directly to the CFO and act as the primary finance partner to our CPO and CTO — their go-to thought partner on strategy, resource allocation, and execution across the EPD organization. You will inherit a lean, talented team with plans to scale appropriately over time.
Responsibilities
- Revenue & Gross Margin Forecasting — Build product-level forecasts that accurately predict Plaid’s topline performance in the near and mid-term. Construct long-term forecasts that balance bottoms-up and top-down methodologies to help size Plaid’s commercial opportunity 3–5 years into the future.
- Resource Allocation — Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling that maps directly to the product roadmap, the EPD AI tooling approach, and scenario planning. Identify opportunities to optimize COGS and opex in ways that increase velocity, while remaining disciplined on costs.
- Performance Visibility & Tracking — Own EPD performance tracking and reporting. Ensure we focus on the highest-signal metrics, including service delivery to customers. Partner with Data teams on data hygiene, timeliness, and the granularity needed to inform decisions across EPD and the broader business.
- Cross-functional Partnership — Build trusted relationships across the company, acting as the connective tissue between EPD and the rest of the business — and especially between Product and GTM, where you’ll provide counsel and analytical support on cross-functional priorities.
- Board Reporting — Own the Product narrative for quarterly Board meetings: business performance, strategic progress against near- and long-term goals, and a forward-looking perspective — synthesized into compelling, executive-ready materials.
- Team Building — Define the future-state of the EPD Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled growth-stage business. Be a strong collaborator with peer Finance leads, and set the example for how your team partners with the rest of the Finance org.
QUALIFICATIONS
- 15+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth technology company
- Deep fluency in product P&L finance — you can move fluidly between product-level revenue forecasting, gross margin analysis, headcount and capacity planning, and software economics without losing the narrative thread
- Exceptional analytical rigor paired with sharp business judgment — you know when the model needs more work and when it’s time to make a call
- A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there
- Demonstrated success leading and developing high-performing finance teams
- Executive presence and exceptional communication skills — written, verbal, and visual — with the ability to influence senior stakeholders, technical leaders, and Board-level audiences
- Prior experience partnering with engineering and product leaders is a strong plus; fintech or financial services experience is a plus, but not required
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.
Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
COMPENSATION RANGE
- Compensation Range: $210K - $390K
INTRODUCTION
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
THE ROLE
The EPD Finance function is a strategic partner to Plaid’s world-class Engineering, Product, and Design (EPD) organization. The team owns product-level revenue and gross margin forecasting, R&D investment planning, and the analytical frameworks that guide how Plaid deploys capital — and serves as a critical voice in long-range strategic and capital allocation decisions. As Head of EPD Finance, you will work closely with Engineering, Product, Design, GTM, Data, Accounting, and the Executive team to ensure our R&D engine and product portfolio deliver durable, compounding returns. You will report directly to the CFO and act as the primary finance partner to our CPO and CTO — their go-to thought partner on strategy, resource allocation, and execution across the EPD organization. You will inherit a lean, talented team with plans to scale appropriately over time.
Responsibilities
- Revenue & Gross Margin Forecasting — Build product-level forecasts that accurately predict Plaid’s topline performance in the near and mid-term. Construct long-term forecasts that balance bottoms-up and top-down methodologies to help size Plaid’s commercial opportunity 3–5 years into the future.
- Resource Allocation — Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling that maps directly to the product roadmap, the EPD AI tooling approach, and scenario planning. Identify opportunities to optimize COGS and opex in ways that increase velocity, while remaining disciplined on costs.
- Performance Visibility & Tracking — Own EPD performance tracking and reporting. Ensure we focus on the highest-signal metrics, including service delivery to customers. Partner with Data teams on data hygiene, timeliness, and the granularity needed to inform decisions across EPD and the broader business.
- Cross-functional Partnership — Build trusted relationships across the company, acting as the connective tissue between EPD and the rest of the business — and especially between Product and GTM, where you’ll provide counsel and analytical support on cross-functional priorities.
- Board Reporting — Own the Product narrative for quarterly Board meetings: business performance, strategic progress against near- and long-term goals, and a forward-looking perspective — synthesized into compelling, executive-ready materials.
- Team Building — Define the future-state of the EPD Finance team and execute against it. Hire, develop, and lead a high-performing team capable of operating at the pace and complexity of a scaled growth-stage business. Be a strong collaborator with peer Finance leads, and set the example for how your team partners with the rest of the Finance org.
QUALIFICATIONS
- 15+ years in Finance, with a background spanning management consulting, investment banking, private equity, or strategic finance at a high-growth technology company
- Deep fluency in product P&L finance — you can move fluidly between product-level revenue forecasting, gross margin analysis, headcount and capacity planning, and software economics without losing the narrative thread
- Exceptional analytical rigor paired with sharp business judgment — you know when the model needs more work and when it’s time to make a call
- A genuine builder with a player-coach approach: you’re energized by defining what “great” looks like and building the team and systems to get there
- Demonstrated success leading and developing high-performing finance teams
- Executive presence and exceptional communication skills — written, verbal, and visual — with the ability to influence senior stakeholders, technical leaders, and Board-level audiences
- Prior experience partnering with engineering and product leaders is a strong plus; fintech or financial services experience is a plus, but not required
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.
Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
COMPENSATION RANGE
- Compensation Range: $210K - $390K
See all 3,474+ Head Of Finance Jobs
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Get Access To All JobsTips for Finding Head Of Finance Jobs
Lead with your CPA or CFA credentials
Employers sponsoring a Head of Finance visa need to demonstrate specialty occupation. Holding a CPA, CFA, or MBA signals exactly the degree-level expertise USCIS looks for, strengthening both the petition and your candidacy.
Target companies with a sponsorship track record
Mid-size companies scaling toward an IPO or acquisition actively sponsor finance leadership. These employers have done it before, understand the process, and won't hesitate when a strong candidate needs H-1B or O-1 visa support.
Frame your experience around complexity and scale
USCIS approves Head of Finance petitions when the role is complex enough to require specialized knowledge. Highlight board reporting, multi-entity consolidation, or fundraising experience to justify the specialty occupation classification.
Consider the O-1A if your H-1B lottery odds are unfavorable
Finance executives with notable achievements, press coverage, or significant compensation relative to peers may qualify for the O-1A. It has no lottery and no annual cap, making it a strong alternative for senior candidates.
Get the LCA employer conversation started early
Your employer files the Labor Condition Application before any visa petition can proceed. Raising this early in negotiations, ideally before offer acceptance, avoids delays and signals you understand the process.
Document the degree-to-role connection clearly
USCIS looks for a direct relationship between your academic background and the Head of Finance duties. A finance, accounting, or economics degree maps cleanly, but an MBA can also bridge the gap if your work history supports it.
Frequently Asked Questions
Is Head of Finance considered a specialty occupation for H-1B purposes?
Yes, Head of Finance is consistently approved as a specialty occupation. USCIS recognizes that the role requires at least a bachelor's degree in finance, accounting, economics, or a related field. Petitions are strengthened when the job description emphasizes duties like financial reporting, forecasting, and capital structure decisions that require specialized theoretical and practical knowledge.
Do I need a CPA to get visa sponsorship for a Head of Finance role?
A CPA isn't strictly required, but it significantly helps. Many employers treat it as a strong preference, and it reinforces the specialty occupation argument in your H-1B visa petition. An MBA in finance or a relevant master's degree can carry similar weight. What matters most to USCIS is that your credentials directly relate to the duties of the role.
What types of companies sponsor visas for Head of Finance positions?
Venture-backed startups preparing for a funding round, private equity-backed portfolio companies, and mid-size enterprises with international operations are the most active sponsors. Large public companies also sponsor but move more slowly. Browse Head of Finance roles with confirmed sponsorship on Migrate Mate to identify which employers are actively hiring internationally.
Can I qualify for an O-1A visa as a Head of Finance?
Possibly, if you can demonstrate extraordinary ability in the business or finance field. Qualifying evidence includes a high salary relative to peers, press or industry coverage, board or advisory roles, and contributions to major financial transactions. The O-1A has no lottery and no cap, which makes it worth exploring seriously if you've missed the H-1B lottery or are already in the U.S. in a different status.
How long does it take to get an H-1B approved for a Head of Finance role?
Standard H-1B processing takes four to six months after the October 1 start date, assuming cap-subject selection in the spring lottery. Premium processing cuts USCIS adjudication to 15 business days for an additional fee, which most employers sponsoring a senior hire will agree to. Add two to three months before October 1 for the lottery registration and LCA filing, so the full timeline from job offer to work authorization is typically seven to nine months.
What is the prevailing wage requirement for sponsored Head Of Finance 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.