TN Visa Director Of Financial Planning Analysis Jobs
Director of Financial Planning and Analysis roles qualify for TN visa sponsorship under the USMCA Accountant category, provided your duties center on financial modeling, budgeting, and strategic analysis rather than general management. Canadian citizens can apply at the border with no cap concerns. Mexican citizens require consular processing under the annual TN allocation.
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The Sr. Manager/Director, FP&A will play a critical role as a strategic business partner to Trading Technologies’ executive team and key stakeholders. This role will own the forward-looking financial engine of the business which includes driving planning, forecasting, analytics, and performance management across the organization. The ideal candidate combines deep financial modeling expertise with strong business judgment and communication skills, and will influence finance strategy, product investment decisions, and value creation initiatives. The role reports to the VP Finance & Accounting and partners closely with Go-to-Market, Product, Operations, Data/Technology teams, and Line of Business Owners, as well as PE stakeholders and the Board.
The Sr. Manager or Director, FP&A will be successful in this role when they can start executing the following strategic tasks/responsibilities after their first 100 days with the company:
- Develop deep understanding of Trading Technologies’ annual operating plan, business model, product portfolio, GTM strategy, and key value drivers
- Take ownership of Annual budget, rolling forecasts, and board/executive reporting processes
- Establish strong partnerships with GTM, Product, and Operations leaders as a trusted finance advisor
- Own and enhance 3-statement financial model and long-range plan
- Identify opportunities to improve forecasting accuracy, automate reporting, and enhance financial data infrastructure
Key Responsibilities
- Lead the Annual Operating Plan (AOP), rolling forecasts, and long-range planning, including scenario and sensitivity analyses
- Serve as a strategic finance partner to GTM, Product, and Line of Business leaders, supporting forecasting, pricing strategy, headcount planning, product investment, M&A integrations and growth initiatives
- Prepare and continuously enhance executive, investor, and Board reporting packages, translating complex financial results into strategic narratives and recommendations
- Build and maintain a fully integrated 3 statement financial forecast model, including a 13 week cash forecast
- Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks and opportunities
- Own the FP&A systems roadmap and partner with stakeholders to ensure scalable financial data architecture, automation, and governance
- Drive process improvements to increase forecasting accuracy, reporting efficiency, and decision-making speed
- Build, mentor, and scale a high-performing FP&A team
Skills, Knowledge and Expertise
- Bachelor’s degree in Finance, Accounting, Economics or a related field (MBA or CFA preferred)
- 8+ years of progressive experience in FP&A, strategic finance, investment banking or related roles
- Experience in PE-backed or high-growth SaaS/software environments strongly preferred
- Strong knowledge of GAAP, revenue recognition, SaaS and financial metrics, including but not limited to: ARR, Bookings, renewals/retention, sales productivity, Rule of 40, etc.
- Track record of leading data transformation and automation projects within the Finance function
- Strong financial and business acumen with ability to communicate the “what” and “why” behind the numbers
- Experience hiring, mentoring and scaling FP&A teams
- Expertise in planning and forecasting tools (e.g., Abacum, Adaptive, Planful), ERP systems (NetSuite), and CRM/BI platforms (Salesforce, Domo, Tableau, Power BI)
- Demonstrated experience in leading budgeting, forecasting, and variance analyses
- Proficiency in building and maintaining complex financial models including fully integrated 3-statement long-range model
- Exceptional attention to detail, problem-solving and critical thinking skills
Benefits
Trading Technologies is a global capital markets platform services company providing market-leading technology for the end-to-end trading operations of Tier 1 banks, brokerages, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. With its roots in listed derivatives, the Software-as-a-Service (SaaS) company delivers “multi-X” solutions, with “X” representing asset classes, functions, workflows, and geographies. This multi-X approach features trade execution services across futures and options, fixed income, foreign exchange (FX), and cryptocurrencies, augmented by solutions for data and analytics, including transaction cost analysis (TCA); quantitative trading; compliance and trade surveillance; clearing and post-trade allocation; and infrastructure services. The award-winning TT platform ecosystem also helps exchanges deliver innovative solutions to their market participants and technology companies to distribute their complementary offerings to Trading Technologies’ clients.
Trading Technologies is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies’ practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information or any other protected status. Additionally, TT participates in the E-Verify Program for US offices.
Competitive Benefits & Perks We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance.
Health & Financial Security:
- Medical, Dental, and Vision insurance
- Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
- 401(k) retirement plan
- Pre-tax transit and parking benefits
Time Off & Flexibility:
- Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.
- 22 days of Paid Time Off (PTO) per year, with the option to roll over unused days.
- One dedicated day per year for volunteering.
- Two professional development days per year to allow uninterrupted professional development.
- An additional PTO day added during milestone anniversary years.
- Robust paid holiday schedule with early dismissal.
- Generous parental leave for all parents (including adoptive parents).
Work-Life Support & Resources:
- Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.
- Backup child and pet care, as well as tutoring services.
- Milestone anniversary bonuses.
Wellness & Lifestyle Perks:
- Stipend and subsidy contributions toward personally-owned cell phones
- Contributions for gym memberships and health/wellness initiatives.
- Discounted healthcare premiums.
- Healthy meal delivery program subsidies.
About Trading Technologies
Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry. The company’s award-winning TT® platform connects to the world’s major international exchanges and liquidity venues in listed derivatives alongside a growing number of asset classes, including fixed income and cryptocurrencies. The TT platform delivers advanced tools for trade execution and order management, market data solutions, analytics, trade surveillance, risk management, and infrastructure services to the world’s leading sell-side institutions, buy-side firms, and exchanges. The company’s blue-chip client base includes Tier 1 banks as well as brokers, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. These firms rely on the TT ecosystem to manage their end-to-end trading operations. In addition, exchanges utilize TT’s technology to deliver innovative solutions to their market participants. TT also strategically partners with technology companies to make their complementary offerings available to Trading Technologies’ global client base through the TT ecosystem.
Description
The Sr. Manager/Director, FP&A will play a critical role as a strategic business partner to Trading Technologies’ executive team and key stakeholders. This role will own the forward-looking financial engine of the business which includes driving planning, forecasting, analytics, and performance management across the organization. The ideal candidate combines deep financial modeling expertise with strong business judgment and communication skills, and will influence finance strategy, product investment decisions, and value creation initiatives. The role reports to the VP Finance & Accounting and partners closely with Go-to-Market, Product, Operations, Data/Technology teams, and Line of Business Owners, as well as PE stakeholders and the Board.
The Sr. Manager or Director, FP&A will be successful in this role when they can start executing the following strategic tasks/responsibilities after their first 100 days with the company:
- Develop deep understanding of Trading Technologies’ annual operating plan, business model, product portfolio, GTM strategy, and key value drivers
- Take ownership of Annual budget, rolling forecasts, and board/executive reporting processes
- Establish strong partnerships with GTM, Product, and Operations leaders as a trusted finance advisor
- Own and enhance 3-statement financial model and long-range plan
- Identify opportunities to improve forecasting accuracy, automate reporting, and enhance financial data infrastructure
Key Responsibilities
- Lead the Annual Operating Plan (AOP), rolling forecasts, and long-range planning, including scenario and sensitivity analyses
- Serve as a strategic finance partner to GTM, Product, and Line of Business leaders, supporting forecasting, pricing strategy, headcount planning, product investment, M&A integrations and growth initiatives
- Prepare and continuously enhance executive, investor, and Board reporting packages, translating complex financial results into strategic narratives and recommendations
- Build and maintain a fully integrated 3 statement financial forecast model, including a 13 week cash forecast
- Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks and opportunities
- Own the FP&A systems roadmap and partner with stakeholders to ensure scalable financial data architecture, automation, and governance
- Drive process improvements to increase forecasting accuracy, reporting efficiency, and decision-making speed
- Build, mentor, and scale a high-performing FP&A team
Skills, Knowledge and Expertise
- Bachelor’s degree in Finance, Accounting, Economics or a related field (MBA or CFA preferred)
- 8+ years of progressive experience in FP&A, strategic finance, investment banking or related roles
- Experience in PE-backed or high-growth SaaS/software environments strongly preferred
- Strong knowledge of GAAP, revenue recognition, SaaS and financial metrics, including but not limited to: ARR, Bookings, renewals/retention, sales productivity, Rule of 40, etc.
- Track record of leading data transformation and automation projects within the Finance function
- Strong financial and business acumen with ability to communicate the “what” and “why” behind the numbers
- Experience hiring, mentoring and scaling FP&A teams
- Expertise in planning and forecasting tools (e.g., Abacum, Adaptive, Planful), ERP systems (NetSuite), and CRM/BI platforms (Salesforce, Domo, Tableau, Power BI)
- Demonstrated experience in leading budgeting, forecasting, and variance analyses
- Proficiency in building and maintaining complex financial models including fully integrated 3-statement long-range model
- Exceptional attention to detail, problem-solving and critical thinking skills
Benefits
Trading Technologies is a global capital markets platform services company providing market-leading technology for the end-to-end trading operations of Tier 1 banks, brokerages, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. With its roots in listed derivatives, the Software-as-a-Service (SaaS) company delivers “multi-X” solutions, with “X” representing asset classes, functions, workflows, and geographies. This multi-X approach features trade execution services across futures and options, fixed income, foreign exchange (FX), and cryptocurrencies, augmented by solutions for data and analytics, including transaction cost analysis (TCA); quantitative trading; compliance and trade surveillance; clearing and post-trade allocation; and infrastructure services. The award-winning TT platform ecosystem also helps exchanges deliver innovative solutions to their market participants and technology companies to distribute their complementary offerings to Trading Technologies’ clients.
Trading Technologies is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies’ practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information or any other protected status. Additionally, TT participates in the E-Verify Program for US offices.
Competitive Benefits & Perks We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance.
Health & Financial Security:
- Medical, Dental, and Vision insurance
- Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
- 401(k) retirement plan
- Pre-tax transit and parking benefits
Time Off & Flexibility:
- Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.
- 22 days of Paid Time Off (PTO) per year, with the option to roll over unused days.
- One dedicated day per year for volunteering.
- Two professional development days per year to allow uninterrupted professional development.
- An additional PTO day added during milestone anniversary years.
- Robust paid holiday schedule with early dismissal.
- Generous parental leave for all parents (including adoptive parents).
Work-Life Support & Resources:
- Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.
- Backup child and pet care, as well as tutoring services.
- Milestone anniversary bonuses.
Wellness & Lifestyle Perks:
- Stipend and subsidy contributions toward personally-owned cell phones
- Contributions for gym memberships and health/wellness initiatives.
- Discounted healthcare premiums.
- Healthy meal delivery program subsidies.
About Trading Technologies
Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry. The company’s award-winning TT® platform connects to the world’s major international exchanges and liquidity venues in listed derivatives alongside a growing number of asset classes, including fixed income and cryptocurrencies. The TT platform delivers advanced tools for trade execution and order management, market data solutions, analytics, trade surveillance, risk management, and infrastructure services to the world’s leading sell-side institutions, buy-side firms, and exchanges. The company’s blue-chip client base includes Tier 1 banks as well as brokers, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. These firms rely on the TT ecosystem to manage their end-to-end trading operations. In addition, exchanges utilize TT’s technology to deliver innovative solutions to their market participants. TT also strategically partners with technology companies to make their complementary offerings available to Trading Technologies’ global client base through the TT ecosystem.
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Director Of Financial Planning Analysis
Frame your credentials around Accountant classification
TN approval for FP&A directors hinges on classification as an Accountant, not a general manager. Your resume and support letter must foreground financial modeling, variance analysis, and budget oversight duties, not team leadership or strategic planning in isolation.
Target companies with dedicated FP&A functions
Mid-size and enterprise employers with standalone FP&A departments file TN support letters routinely. Avoid roles where FP&A duties are bundled into a broader Controller or CFO title, as officers may question whether the position meets the Accountant specialty definition.
Get your CPA or CGA designation documentation ready
CBP officers and consular officers expect credential evidence matching the Accountant category. Prepare your CPA, CGA, or equivalent provincial designation certificate and transcripts before any offer advances, since TN filings for this role move quickly once an employer commits.
Use Migrate Mate to surface verified sponsorship openings
Search Migrate Mate to find Director of FP&A roles where employers have confirmed TN visa sponsorship. This filters out postings that list sponsorship generically without understanding the USMCA Accountant category requirements specific to this role.
Ask employers to specify your primary duties in the offer letter
A vague offer letter is the leading cause of TN delays at the port of entry for FP&A roles. Request that your employer explicitly list financial forecasting, budget consolidation, and analytical reporting as your core responsibilities, not just your title.
Prepare for Mexican TN applicants to book consular appointments early
Mexican citizens apply at a U.S. consulate rather than the border, and appointment availability varies significantly by location. A completed DS-160 and a detailed employer support letter covering your Accountant-category duties are required before the interview.
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Find Director Of Financial Planning Analysis JobsDirector Of Financial Planning Analysis TN Visa: Frequently Asked Questions
Does a Director of Financial Planning and Analysis role qualify for TN visa sponsorship?
Yes, but the classification depends on your actual duties, not your title. CBP and consular officers evaluate TN applications for FP&A directors under the Accountant category. Your role must center on financial analysis, forecasting, and budgeting. If the position emphasizes general business strategy or executive management more than technical financial work, the classification becomes harder to support.
How does TN visa sponsorship compare to H-1B for FP&A director roles?
TN has no annual lottery, no cap for Canadians, and no multi-month wait for approval. For an FP&A director with a qualifying accounting credential, TN can be processed at the Canadian border or a U.S. consulate in days rather than months. H-1B requires employer sponsorship through a lottery with roughly a 25 to 30 percent selection chance and a mandatory October 1 start date, making TN a structurally faster path for eligible candidates.
What credentials does a Canadian or Mexican FP&A director need for TN approval?
The USMCA Accountant category requires a baccalaureate or licenciatura degree in accounting, or a provincial or state CPA, CGA, or equivalent professional designation. For FP&A director roles, officers may also review whether your degree field aligns with the analytical and financial duties described in the employer's support letter. A business degree without accounting coursework can create classification risk.
How do I find Director of Financial Planning and Analysis jobs with confirmed TN visa sponsorship?
Migrate Mate is built specifically for Canadian and Mexican professionals seeking roles with verified TN visa sponsorship. Rather than filtering through generic job postings where sponsorship details are vague or inaccurate, you can search directly for FP&A director openings from employers who understand the USMCA Accountant category and are prepared to provide the required support documentation.
Can a Mexican citizen on TN work as an FP&A director long-term, or is renewal limited?
TN status is granted in three-year increments for both Canadian and Mexican citizens and can be renewed indefinitely, provided you maintain a qualifying job offer and your duties continue to meet the Accountant category definition. There is no statutory limit on the number of renewals, but each renewal requires a current employer support letter and credential verification, so keeping your documentation up to date is essential.
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