TN Visa Finance Associate Jobs
Finance Associate roles qualify for TN visa sponsorship under the USMCA's Accountant category, which covers financial analysis, reporting, and audit support work requiring a bachelor's degree in accounting, finance, or a related field. Canadian professionals can enter at the border with employer documentation; Mexican professionals apply at a U.S. consulate.
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Get Access To All JobsJob Req Id:
26955043
Location(s):
New York, New York, United States
Job Type:
Hybrid
Posted:
Apr. 24, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Operations and Finance Associate is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to external audits, business continuity activities or addressing regulatory issues. The Business Associate may assist in activities such as the tracking of business financials, managing employee headcount or coordination of other administrative needs. May work on ad hoc projects as requested.
Responsibilities:
- Supports the management and control data flows to and within Finance applications to ensure integrity and completeness of data, including by preparing and recording financial transactions for legal vehicle and regulatory reporting purposes, updating the general ledger, recording financial transactions, and preparing of consolidated financial statements, in accordance with management reporting requirements, for legal vehicle & regulatory purposes. Also, includes specialized accounting, such as equity compensation, securitization, payroll and investment accounting.
- Assist other departments/internal users involved in business processes within finance control.
- Oversight and management of integrated reporting period close process.
- Accuracy and timeliness of month, quarter and annual preparing financial reporting as well as executing and maintaining controls.
- Oversight of intercompany process and reporting accuracy.
- Balance sheet substantiation process completed for each reporting period.
- Ensure changes in US GAAP requirements/accounting are implemented accordingly.
- Keep procedures/notes up-to-date covering processes within department.
- Provide control evidence for the department according to corporate control standards.
- Participate in internal / external and regulatory audit requests processing projects within Citi Foundation or CID.
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and/or other team members.
- Interface with centralized staffing office on contractor hiring requirements and partner with business managers to forecast monthly headcount.
- Submit approval/disapproval of funds requests for budget reports and analyze monthly department reports to maintain expenditure controls.
- Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
- Complete compliance related activities and reporting.
- Assist with real estate analytics and reporting.
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- Review data for accuracy and create required reporting to manage the data.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Qualifications
- 5-8 years of relevant experience
- Advanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUP’s, and formulas
- Experience with databases and information management
- Consistently demonstrates clear and concise written and verbal communication skills
- Foundation accounting strongly preferred
Education:
Bachelor’s Degree/University degree or equivalent experience
Job Family Group:
Business Strategy, Management & Administration
Job Family:
Business Execution & Administration
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$109,120.00 - $163,680.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
May 01, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Job Req Id:
26955043
Location(s):
New York, New York, United States
Job Type:
Hybrid
Posted:
Apr. 24, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Operations and Finance Associate is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to external audits, business continuity activities or addressing regulatory issues. The Business Associate may assist in activities such as the tracking of business financials, managing employee headcount or coordination of other administrative needs. May work on ad hoc projects as requested.
Responsibilities:
- Supports the management and control data flows to and within Finance applications to ensure integrity and completeness of data, including by preparing and recording financial transactions for legal vehicle and regulatory reporting purposes, updating the general ledger, recording financial transactions, and preparing of consolidated financial statements, in accordance with management reporting requirements, for legal vehicle & regulatory purposes. Also, includes specialized accounting, such as equity compensation, securitization, payroll and investment accounting.
- Assist other departments/internal users involved in business processes within finance control.
- Oversight and management of integrated reporting period close process.
- Accuracy and timeliness of month, quarter and annual preparing financial reporting as well as executing and maintaining controls.
- Oversight of intercompany process and reporting accuracy.
- Balance sheet substantiation process completed for each reporting period.
- Ensure changes in US GAAP requirements/accounting are implemented accordingly.
- Keep procedures/notes up-to-date covering processes within department.
- Provide control evidence for the department according to corporate control standards.
- Participate in internal / external and regulatory audit requests processing projects within Citi Foundation or CID.
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and/or other team members.
- Interface with centralized staffing office on contractor hiring requirements and partner with business managers to forecast monthly headcount.
- Submit approval/disapproval of funds requests for budget reports and analyze monthly department reports to maintain expenditure controls.
- Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
- Complete compliance related activities and reporting.
- Assist with real estate analytics and reporting.
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- Review data for accuracy and create required reporting to manage the data.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Qualifications
- 5-8 years of relevant experience
- Advanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUP’s, and formulas
- Experience with databases and information management
- Consistently demonstrates clear and concise written and verbal communication skills
- Foundation accounting strongly preferred
Education:
Bachelor’s Degree/University degree or equivalent experience
Job Family Group:
Business Strategy, Management & Administration
Job Family:
Business Execution & Administration
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$109,120.00 - $163,680.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
May 01, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
See all 1,785+ Finance Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Finance Associate roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Finance Associate
Match your degree to the Accountant category
TN classification for Finance Associate roles depends on your degree field, not just your job title. A finance or accounting degree maps cleanly to the Accountant category. A general business degree may draw CBP scrutiny, so prepare a credential evaluation that ties your major to financial analysis work.
Target employers with recent visa filing experience
Companies that have recently sponsored work visas for finance roles understand visa sponsorship processes and are far less likely to withdraw an offer over visa complexity. Employers with a history of visa filings demonstrate experience navigating sponsorship requirements, making them reliable partners for TN candidates seeking employers familiar with work visa sponsorship.
Request a detailed offer letter before filing
Your TN application lives or dies on the offer letter. It must specify your title, duties, degree requirement, and employment start date. Finance Associates should confirm the letter explicitly states analytical and reporting responsibilities, not general business administration, to satisfy CBP's specialty occupation review.
Use Migrate Mate to find Finance Associate TN jobs
Searching broadly for finance roles wastes time on employers who won't sponsor. Migrate Mate filters specifically for Finance Associate positions with TN visa sponsorship, so your outreach goes to employers already set up to hire Canadian and Mexican professionals.
Prepare for border entry as a Canadian applicant
Canadian citizens apply for TN status directly at a U.S. port of entry, not through a consulate. Bring your offer letter, degree transcripts, and any professional designations such as CPA. CBP officers at major crossings like Pearson Preclearance process finance TN applications routinely, but a disorganized file slows the review.
Negotiate employer payment of filing costs upfront
Mexican professionals require consular processing, which involves employer-prepared support documentation and government fees. Clarify during the offer stage who covers these costs. Employers experienced with TN sponsorship typically absorb filing expenses; those new to the process sometimes push costs onto candidates.
Finance Associate jobs are hiring across the US. Find yours.
Find Finance Associate JobsFinance Associate TN Visa: Frequently Asked Questions
Does a Finance Associate role qualify for TN visa status?
Yes, Finance Associate positions qualify under the USMCA's Accountant category when the role requires a bachelor's degree in accounting, finance, or a closely related field and involves duties like financial reporting, analysis, or audit support. CBP reviews your offer letter and degree to confirm the match, so both documents need to align clearly with financial professional work rather than general business support.
How does TN visa sponsorship compare to H-1B for Finance Associate roles?
TN is significantly more practical for Finance Associate roles than H-1B. There is no annual lottery, no cap for Canadian citizens, and approval can happen at the border the same day for Canadians. H-1B requires employer sponsorship months in advance, carries lottery risk, and takes far longer to adjudicate. Mexican professionals face a separate TN allocation but still avoid the H-1B lottery entirely.
Where can I find Finance Associate jobs that offer TN visa sponsorship?
Migrate Mate is built specifically for this search. It surfaces Finance Associate roles where employers have confirmed TN visa sponsorship, so you're not guessing about which companies will support your application. Applying through a platform that filters by sponsorship status saves significant time compared to contacting employers one by one to ask about their immigration policies.
Can I switch employers on a TN visa if I get a better Finance Associate offer?
Yes, but you need new TN authorization for the new employer before you start work. Canadian citizens can return to a port of entry with the new offer letter and supporting documents to obtain updated TN status the same day. Mexican professionals need to schedule a new consular appointment. You cannot work for the new employer under your current TN while the new application is pending.
What documents does my employer need to prepare for my TN sponsorship?
Your employer needs to prepare a support letter on company letterhead that states your job title, a description of your duties, your start date, confirmation that the role requires a finance or accounting degree, and the employer's contact information. Canadian applicants bring this letter to the port of entry along with their own degree transcripts. Mexican applicants submit it as part of the DS-160 consular application package.
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