Reconciliation Analyst Jobs in USA with Visa Sponsorship
Reconciliation analysts are strong H-1B visa and E-3 visa candidates because the role maps cleanly to a specialty occupation in accounting or finance. Employers in banking, fintech, and corporate finance sponsor regularly, and USCIS approval rates for accounting-related petitions are consistently high. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
We are seeking a motivated, self-starting individual to join our firm as a Senior Associate, Reconciliation Analyst. You will actively engage with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and agencies. This role will report directly to Dynasty’s VP of Reconciliation and is an in-office position in downtown St. Petersburg, Florida.
Responsibilities
- Partner internally with other Dynasty departments including Finance, Operations, and Technology, as well as others to ensure ongoing support and integration:
- Coordinate with Finance team on key deliverables such as house account reconciliation, reporting only invoices, payout to Network Partners, etc.
- Assist with debiting and crediting fees at custodians and coordinates with Billing and Finance departments on Network Partner payout
- Manage, track, and optimize appropriate data on a monthly/quarterly basis in accordance with billing practices
- Work directly with Dynasty team members and our clients as a subject matter expert to ensure the delivery of Operational accounts receivable activity
- Assists in compiling and analyzing records between Billing and Finance for manual fee calculations and pricing exceptions that cannot be handled by our billing system
- Able to demonstrate accounting expertise and decision-making ability while being able to work under pressure and have time consciousness
- Partner with manager on the development of the reconciliation role needed to conduct complex reconciliations on cash and equivalent accounts with ongoing testing and optimization, as needed
- Responsible for the following workflows and items:
- Firm Fee Invoices (tracking true ups with Finance, % of revenue, breakpoint updates, MQF, etc.)
- Reporting Only Fees (waivers, Black Diamond, Addepar, etc.)
- Manual Entry tracking (coordinating period ending balances with NPs)
- Carries out the required procedures involving the manager fee collection and payment process
- Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrences.
BASIC QUALIFICATIONS
- Bachelor’s degree with 2+ years of experience, preferably at a wealth management firm
- Familiar with various reconciliation tools, including but not limited to Excel, PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, Goldman Sachs and Pershing
- This role is an in-office position in downtown St. Petersburg, Florida
- Entrepreneurial mindset – Ability to adapt and innovate in a fast-paced environment
- Client experience – Ability to consult internal and external clients
- Strong quantitative and analytical skills – You can detect and translate a story behind numbers and data
- Excellent verbal and written communication skills – You can translate and present complicated ideas in a simple, easy to understand yet inspirational/creative style
- Exceptional critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions or opportunities to issues
- Strong attention to detail to ensure quality standards are met without impairing workflow.
PREFERRED QUALIFICATIONS
Successful candidates will:
- Act with an entrepreneurial spirit and a willingness to show initiative
- Manage multiple priorities and deliver results with minimal oversight
- Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs
- Be comfortable working and thriving in a demanding and fast-paced environment
- Be a culture carrier and adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
- Successful candidates showcase duties like preparing and maintaining spreadsheets at the custodians, monitoring house account activities, preparing finance templates, tracking KPIs, and correcting issues with previous month’s reconciliations (custodial files, rejections, manager fees, and reporting only calculations).
At Dynasty, our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.
EQUAL EMPLOYMENT OPPORTUNITY
Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
BENEFITS
- Health Insurance
- Dental insurance
- Vision insurance
- Retirement plan 401(k)
- 401(k) matching
- Paid Time Off
- FSA/HSA benefits plans
- Disability benefits
- Voluntary Life Insurance
- Basic Life Insurance
INTRODUCTION
We are seeking a motivated, self-starting individual to join our firm as a Senior Associate, Reconciliation Analyst. You will actively engage with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and agencies. This role will report directly to Dynasty’s VP of Reconciliation and is an in-office position in downtown St. Petersburg, Florida.
Responsibilities
- Partner internally with other Dynasty departments including Finance, Operations, and Technology, as well as others to ensure ongoing support and integration:
- Coordinate with Finance team on key deliverables such as house account reconciliation, reporting only invoices, payout to Network Partners, etc.
- Assist with debiting and crediting fees at custodians and coordinates with Billing and Finance departments on Network Partner payout
- Manage, track, and optimize appropriate data on a monthly/quarterly basis in accordance with billing practices
- Work directly with Dynasty team members and our clients as a subject matter expert to ensure the delivery of Operational accounts receivable activity
- Assists in compiling and analyzing records between Billing and Finance for manual fee calculations and pricing exceptions that cannot be handled by our billing system
- Able to demonstrate accounting expertise and decision-making ability while being able to work under pressure and have time consciousness
- Partner with manager on the development of the reconciliation role needed to conduct complex reconciliations on cash and equivalent accounts with ongoing testing and optimization, as needed
- Responsible for the following workflows and items:
- Firm Fee Invoices (tracking true ups with Finance, % of revenue, breakpoint updates, MQF, etc.)
- Reporting Only Fees (waivers, Black Diamond, Addepar, etc.)
- Manual Entry tracking (coordinating period ending balances with NPs)
- Carries out the required procedures involving the manager fee collection and payment process
- Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrences.
BASIC QUALIFICATIONS
- Bachelor’s degree with 2+ years of experience, preferably at a wealth management firm
- Familiar with various reconciliation tools, including but not limited to Excel, PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, Goldman Sachs and Pershing
- This role is an in-office position in downtown St. Petersburg, Florida
- Entrepreneurial mindset – Ability to adapt and innovate in a fast-paced environment
- Client experience – Ability to consult internal and external clients
- Strong quantitative and analytical skills – You can detect and translate a story behind numbers and data
- Excellent verbal and written communication skills – You can translate and present complicated ideas in a simple, easy to understand yet inspirational/creative style
- Exceptional critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions or opportunities to issues
- Strong attention to detail to ensure quality standards are met without impairing workflow.
PREFERRED QUALIFICATIONS
Successful candidates will:
- Act with an entrepreneurial spirit and a willingness to show initiative
- Manage multiple priorities and deliver results with minimal oversight
- Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs
- Be comfortable working and thriving in a demanding and fast-paced environment
- Be a culture carrier and adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
- Successful candidates showcase duties like preparing and maintaining spreadsheets at the custodians, monitoring house account activities, preparing finance templates, tracking KPIs, and correcting issues with previous month’s reconciliations (custodial files, rejections, manager fees, and reporting only calculations).
At Dynasty, our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.
EQUAL EMPLOYMENT OPPORTUNITY
Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
BENEFITS
- Health Insurance
- Dental insurance
- Vision insurance
- Retirement plan 401(k)
- 401(k) matching
- Paid Time Off
- FSA/HSA benefits plans
- Disability benefits
- Voluntary Life Insurance
- Basic Life Insurance
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Get Access To All JobsTips for Finding Visa Sponsorship as a Reconciliation Analyst
Lead with your accounting or finance degree
USCIS requires a specific bachelor's degree for specialty occupation status. A degree in accounting, finance, or a related field directly supports your H-1B or E-3 petition. Unrelated degrees create friction and may trigger a Request for Evidence.
Target industries with high sponsorship volume
Banking, asset management, fintech, and insurance firms file the most reconciliation analyst petitions. These employers have established immigration infrastructure and are far more likely to sponsor than smaller companies encountering the process for the first time.
Highlight systems proficiency in your application
Experience with Bloomberg, FIS, or enterprise reconciliation platforms signals seniority and reduces employer hesitation around sponsorship cost. Employers weigh ROI carefully; demonstrable technical skills make the business case for sponsorship much more straightforward.
Understand the LCA wage requirement before negotiating
Your employer must file a Labor Condition Application certifying your wage meets the prevailing rate for your location and role. Knowing the DOL wage levels for reconciliation analysts in your target city helps you negotiate informed and avoid surprises during petitioning.
Australians should ask about the E-3 specifically
The E-3 visa is available only to Australian citizens and has no lottery. Reconciliation analyst roles qualify as specialty occupations, processing takes as little as a few weeks at consulate, and the annual cap has never been reached.
Get CPA progress on your resume if you can
Even partial CPA completion signals long-term commitment to the finance profession. Employers sponsoring reconciliation analysts want assurance you're building a career, not just filling a short-term gap. CPA candidacy strengthens both your application and the sponsorship business case.
Frequently Asked Questions
Does a reconciliation analyst role qualify as a specialty occupation for H-1B purposes?
Yes, reconciliation analyst roles consistently qualify as specialty occupations when the position requires a bachelor's degree in accounting, finance, or a closely related field. USCIS evaluates the degree requirement against the specific duties involved. Petitions that demonstrate the role requires theoretical and practical application of accounting principles, financial controls, and data reconciliation methodology have strong approval track records. Generic job descriptions that omit the degree requirement are the most common cause of RFEs.
Which visa types are realistic for reconciliation analysts seeking sponsorship?
The H-1B visa is the most common path, though it involves a lottery with roughly a one-in-four selection rate for most applicants. Australian citizens have a strong alternative in the E-3 visa, which has no lottery, no annual cap issues, and typically processes within a few weeks at consulate. Candidates already in the U.S. on F-1 OPT have up to 12 months of work authorization to secure sponsorship, with a possible 24-month STEM extension if their degree qualifies.
What degree does a reconciliation analyst typically need to qualify for visa sponsorship?
A bachelor's degree in accounting, finance, economics, or business with a concentration in accounting is standard. USCIS looks for a direct connection between the degree field and the job duties. A general business degree without accounting coursework may still qualify but often invites additional scrutiny. Foreign degrees are accepted when a credential evaluation confirms U.S. equivalency, and Australian three-year bachelor's degrees are generally treated as equivalent to a U.S. four-year degree for E-3 purposes.
How do I find reconciliation analyst jobs where employers are open to sponsorship?
Migrate Mate is built specifically for this search. It filters roles by visa sponsorship willingness, so you're not wasting applications on employers who won't sponsor. Reconciliation analyst openings at banks, asset managers, and fintech companies are listed regularly. Searching Migrate Mate by role and filtering for your visa type gives you a shortlist of employers already positioned to move forward with sponsorship.
Do smaller companies sponsor reconciliation analysts, or is it mainly large financial firms?
Large financial institutions, banks, and established fintech companies sponsor most frequently because they have in-house immigration counsel and predictable hiring pipelines. Smaller firms can and do sponsor, but the process is often new to them, which adds time and uncertainty. If you're targeting a smaller employer, it helps to come prepared with a basic overview of the process and realistic cost expectations. Framing sponsorship as a straightforward administrative process rather than an unusual request improves outcomes significantly.
What is the prevailing wage requirement for sponsored Reconciliation Analyst 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.