TN Visa Financial Manager Jobs
Financial Manager roles qualify for TN visa sponsorship under USMCA when the position requires a bachelor's degree in accounting, finance, or a related field. Canadian citizens can apply at the port of entry with no cap concerns. Mexican citizens require consular processing. Employers file no petition with USCIS for Canadian applicants.
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Health and Benefits – Assistant Vice President / Senior Consultant
Private Equity Mid-Market Focus – Financial Manager or Actuary
Location: Tampa, FL; Miami, FL; Houston, TX; Atlanta, GA; Dallas, TX; Nashville, TN; Charlotte, NC
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive and diverse team, and we are passionate about helping our colleagues and clients succeed.
What the Day Will Look Like
- Lead actuarial and financial work on client teams for primarily private equity and mid-market clients.
- Provide technical coaching, guidance, and quality review for other team members, including final sign-off on results and deliverables.
- Demonstrate strong business judgment by anticipating client and project needs, identifying issues early, and developing practical, innovative solutions.
- Deliver strategy and actuarial consulting that may include:
- Benefit strategy and goal setting
- Benchmarking and plan design
- Pricing strategy and budget setting
- Carrier bid, evaluation, and selection projects
- Explain financial methodologies, assumptions, and results to clients in a clear and compelling way, including discussion of potential alternatives and recommendations.
- Prepare regular (monthly or quarterly) financial reporting packages for clients using and enhancing existing templates.
- Lead and execute ad hoc analyses and projects (e.g., ROI analysis, self-funded versus fully insured funding evaluations, and other financial decision support).
How This Role Is Different
As part of an industry-leading Health & Benefits team, you will help empower results for our clients by delivering innovative and effective actuarial and financial solutions. This role will serve as the lead financial manager or actuary on assigned private equity and mid-market clients, with a particular emphasis on:
- Supporting private equity sponsors and portfolio companies with health and benefits strategy and financial management.
- Bringing a private equity–oriented perspective to plan design, cost management, and integration across multiple entities.
- Influencing client decision-making through data-driven insights and clear communication of financial impacts.
Skills and Experience That Will Lead to Success
- 6–12 years of health care industry experience (carrier and/or consulting environment).
- Demonstrated project management experience, including leading multi-stakeholder projects and managing timelines, deliverables, and resources.
- Bachelor’s degree or equivalent combination of education and relevant industry experience.
- Strong proficiency in self-insured and fully insured funding arrangements, including financial modeling and funding strategy.
- Proven ability to manage multiple clients and projects simultaneously while maintaining high-quality standards.
- Strong analytical, problem-solving, and critical-thinking skills.
- Excellent written and verbal communication skills, including the ability to present complex financial information to non-technical audiences.
- Collaborative working style with the ability to lead, mentor, and develop junior colleagues.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $140,000-$160,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
This position is eligible to participate in one of Aon’s annual incentive plans to receive [an annual discretionary bonus] in addition to base salary. The amount of any [bonus] varies and is subject to the terms and conditions of the applicable incentive plan.
A summary of all the benefits offered for this position:
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to:
- a 401(k) savings plan with employer contributions;
- an employee stock purchase plan;
- consideration for long-term incentive awards at Aon’s discretion;
- medical, dental and vision insurance;
- various types of leaves of absence;
- paid time off, including 12 paid holidays throughout the calendar year;
- 15 days of paid vacation per year;
- paid sick leave as provided under state and local paid sick leave laws;
- short-term disability and optional long-term disability;
- health savings account;
- health care and dependent care reimbursement accounts;
- employee and dependent life insurance and supplemental life and AD&D insurance;
- optional personal insurance policies;
- adoption assistance;
- tuition assistance;
- commuter benefits;
- an employee assistance program that includes free counseling sessions.
Eligibility for benefits is governed by the applicable plan documents and policies.
LI-KT1
LI-HYBRID

Health and Benefits – Assistant Vice President / Senior Consultant
Private Equity Mid-Market Focus – Financial Manager or Actuary
Location: Tampa, FL; Miami, FL; Houston, TX; Atlanta, GA; Dallas, TX; Nashville, TN; Charlotte, NC
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive and diverse team, and we are passionate about helping our colleagues and clients succeed.
What the Day Will Look Like
- Lead actuarial and financial work on client teams for primarily private equity and mid-market clients.
- Provide technical coaching, guidance, and quality review for other team members, including final sign-off on results and deliverables.
- Demonstrate strong business judgment by anticipating client and project needs, identifying issues early, and developing practical, innovative solutions.
- Deliver strategy and actuarial consulting that may include:
- Benefit strategy and goal setting
- Benchmarking and plan design
- Pricing strategy and budget setting
- Carrier bid, evaluation, and selection projects
- Explain financial methodologies, assumptions, and results to clients in a clear and compelling way, including discussion of potential alternatives and recommendations.
- Prepare regular (monthly or quarterly) financial reporting packages for clients using and enhancing existing templates.
- Lead and execute ad hoc analyses and projects (e.g., ROI analysis, self-funded versus fully insured funding evaluations, and other financial decision support).
How This Role Is Different
As part of an industry-leading Health & Benefits team, you will help empower results for our clients by delivering innovative and effective actuarial and financial solutions. This role will serve as the lead financial manager or actuary on assigned private equity and mid-market clients, with a particular emphasis on:
- Supporting private equity sponsors and portfolio companies with health and benefits strategy and financial management.
- Bringing a private equity–oriented perspective to plan design, cost management, and integration across multiple entities.
- Influencing client decision-making through data-driven insights and clear communication of financial impacts.
Skills and Experience That Will Lead to Success
- 6–12 years of health care industry experience (carrier and/or consulting environment).
- Demonstrated project management experience, including leading multi-stakeholder projects and managing timelines, deliverables, and resources.
- Bachelor’s degree or equivalent combination of education and relevant industry experience.
- Strong proficiency in self-insured and fully insured funding arrangements, including financial modeling and funding strategy.
- Proven ability to manage multiple clients and projects simultaneously while maintaining high-quality standards.
- Strong analytical, problem-solving, and critical-thinking skills.
- Excellent written and verbal communication skills, including the ability to present complex financial information to non-technical audiences.
- Collaborative working style with the ability to lead, mentor, and develop junior colleagues.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $140,000-$160,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
This position is eligible to participate in one of Aon’s annual incentive plans to receive [an annual discretionary bonus] in addition to base salary. The amount of any [bonus] varies and is subject to the terms and conditions of the applicable incentive plan.
A summary of all the benefits offered for this position:
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to:
- a 401(k) savings plan with employer contributions;
- an employee stock purchase plan;
- consideration for long-term incentive awards at Aon’s discretion;
- medical, dental and vision insurance;
- various types of leaves of absence;
- paid time off, including 12 paid holidays throughout the calendar year;
- 15 days of paid vacation per year;
- paid sick leave as provided under state and local paid sick leave laws;
- short-term disability and optional long-term disability;
- health savings account;
- health care and dependent care reimbursement accounts;
- employee and dependent life insurance and supplemental life and AD&D insurance;
- optional personal insurance policies;
- adoption assistance;
- tuition assistance;
- commuter benefits;
- an employee assistance program that includes free counseling sessions.
Eligibility for benefits is governed by the applicable plan documents and policies.
LI-KT1
LI-HYBRID
See all 457+ Financial Manager jobs
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Financial Manager
Align your credentials to USMCA requirements
Your degree must be in accounting, finance, economics, or a directly related field. A general business degree can raise questions at the port of entry, so gather transcripts and have a credential evaluation ready before you apply.
Target employers with cross-border finance operations
Companies with Canadian or Mexican subsidiaries already understand USMCA staffing and are far less likely to treat TN sponsorship as a legal obstacle. Focus your search on multinationals with treasury, FP&A, or controllership teams that span both countries.
Search for TN-sponsored roles using Migrate Mate
Migrate Mate lets you filter Financial Manager openings by employers who have active TN visa sponsorship history, cutting out the guesswork of cold-applying to companies unfamiliar with USMCA professional categories.
Clarify the job duties letter before accepting an offer
The support letter your employer writes must describe Financial Manager duties specifically: budgeting, forecasting, directing financial reporting. Vague letters citing general management responsibilities are a common reason CBP officers ask for additional documentation at the border.
Prepare for Mexican applicants' consular appointment timeline
If you're a Mexican citizen, TN status requires a consular interview rather than port-of-entry admission. Scheduling delays at U.S. consulates in Mexico can add weeks to your start date, so confirm your appointment window before signing an offer.
Request an unlimited TN extension cycle from your employer
TN status renews in three-year increments with no cap. When negotiating your offer, confirm your employer understands they'll need to file a renewal letter or USCIS petition before each expiry, since gaps in status affect your ability to remain in the U.S.
Financial Manager jobs are hiring across the US. Find yours.
Find Financial Manager JobsFinancial Manager TN Visa: Frequently Asked Questions
Does a Financial Manager role actually qualify for TN visa status?
Yes, Financial Manager is a recognized USMCA professional category. The role must require a bachelor's degree in accounting, finance, or a related field, and your duties must align with that classification: directing financial operations, overseeing reporting, and managing budgets. General operations or administrative management roles with finance in the title may not qualify without a strong duties letter.
How does TN visa sponsorship compare to H-1B for Financial Manager positions?
TN has no annual lottery, no cap for Canadian citizens, and no USCIS petition requirement for Canadians entering at the port of entry. H-1B requires a lottery registration, a lengthy petition process, and fees your employer must pay. For Financial Manager roles, TN is typically faster and less expensive for both you and your employer, as long as you're a Canadian or Mexican citizen.
What documents does my employer need to provide for TN sponsorship?
Your employer must provide a support letter on company letterhead describing your position title, a summary of your specific Financial Manager duties, your qualifications, your intended length of employment, and confirmation that the role requires a relevant bachelor's degree. Canadian citizens present this letter at the U.S. border. Mexican citizens submit it as part of their consular visa application package.
Where can I find Financial Manager jobs that offer TN visa sponsorship?
Migrate Mate is built specifically for this search. It surfaces Financial Manager openings from employers with TN visa sponsorship experience, so you're not spending time on companies that don't understand USMCA professional categories or that treat cross-border hiring as an obstacle. Filtering by sponsorship history before applying saves significant time in your job search.
Can I switch employers after starting a Financial Manager role on TN status?
Yes, but TN status is tied to a specific employer and role. You'll need a new TN approval before starting with the new employer. Canadian citizens can typically obtain this at a port of entry with a new support letter. Mexican citizens must apply for a new TN visa at a U.S. consulate, so plan your transition timeline accordingly to avoid unauthorized employment.
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