TN Visa Financial Planning And Analysis Manager Jobs
Financial Planning and Analysis Manager roles qualify for TN visa sponsorship under the USMCA's Accountant category, covering FP&A leadership that requires a CPA designation or a bachelor's degree in accounting or finance. Canadian citizens can apply at the border with no cap or lottery. Mexican nationals require consular processing.
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Get Access To All JobsCompensation Range
$139,000 - $152,000 / per year
Overview
You may know us for our delicious cheesecakes…and for being recognized by Fortune Magazine as one of the “100 Best Companies to Work For®” since 2014! What you may not know is how our Finance Team provides analysis, insight and support for strategy development/deployment and key initiative oversight and skillfully prepares and examines the financial records for two bakeries producing over 35,000 cheesecakes daily.
As the Financial Planning and Analysis Manager, you will play a critical role in ensuring financial planning, sales forecasting and reporting, pricing and quotation, and providing financial insights to support the organization's growth and profitability.
You’ll thrive in this position if you are:
A Relationship Builder: You enjoy building genuine relationships with people at all levels inside and outside of an organization. Whether they’re a type A, B or Z personality, you easily establish a warm relationship, building an effective network around you.
A Gold Medal Analyst: you enjoy breaking down numerical data and all other sources of information. You systematically probe for additional information to gain a greater understanding of the problem.
Exhaustively Meticulous: You appreciate attention to detail, leaving nothing to chance while understanding what deserves your immediate attention and what can wait.
A Natural People Leader: You are a leader and coach adept at providing others with a clear direction, helping them see through the weeds while inspiring, motivating, developing and empowering them.
Responsibilities
Sales Financial Planning & Analysis
Lead sales budgeting, forecasting, and performance reporting at customer, product, location, and segment levels.
Develop and manage short- and long-term sales financial plans for domestic and international cheesecake distribution, including royalty costs.
Analyze and report sales forecasts for Retail, Distribution, and International channels, incorporating promotions, discounts, and other sales-related costs.
Prepare and present KPI metrics, trends, and performance analysis with commentary to the Leadership team.
* Monitor and analyze sales data to identify trends, risks, and growth opportunities that support strategic decision-making.
Reporting & Forecasting
Manage and distribute weekly, monthly, quarterly, and annual sales reports with financial modeling and insights.
Collaborate with sales teams to align financial plans with sales objectives.
Prepare budgets and forecasts for distribution, warehousing, and freight-related cost centers.
Support month-end and quarter-end close processes, including journal entries for commissions, demos, rebates, and promotional costs.
Pricing & Margin Analysis
Prepare pricing quotations to ensure required variable contribution margins.
Track quotation success rates and analyze customer/product margin variances between quoted and actual results.
* Review and improve pricing processes and procedures to enhance profitability and efficiency.
Customer Service & Team Leadership
Oversee daily operations of the customer service department, ensuring high-quality interactions and customer satisfaction.
Resolve customer complaints, set service standards, and identify areas for improvement.
* Mentor and develop a team of three, fostering a culture of accuracy and continuous improvement through coaching and feedback.
Compliance & Controls
* Ensure compliance with GAAP and internal policies in all sales accounting practices.
Qualifications
- Bachelor’s degree in accounting, finance, or a related field.
- Minimum of 5 years of financial planning and forecasting experience for a manufacturing company, preferably in the food industry.
- Minimum of 3 years of managerial experience.
- Strong understanding of financial forecasting, accounting principles, gross margin analysis, and variance analysis.
- Proficient in ERP systems and advanced Excel skills.
- Excellent analytical and problem-solving abilities with keen attention to detail.
- Strong communication and presentation skills, with the ability to explain complex financial information to non-financial stakeholders.
- Proven leadership experience, with the ability to manage and develop a team.
Here’s what we prefer:
CPA or CMA certification.
Food manufacturing industry experience.
Benefits
- Eligible for annual bonus
- Vacation and sick time
- Medical, Dental & Vision
- 401K with company match
- 25%-35% discount when dining as a guest
- Discounted cheesecake purchase program
About the Company
The Cheesecake Factory Bakery creates over 35,000 delicious cheesecakes per day across our two facilities in Calabasas, CA and Rocky Mountain, NC plus other baked products for our restaurants, international licensees, and third-party bakery customers.
The Cheesecake Factory Bakery is a subsidiary of The Cheesecake Factory Incorporated. Recognized as a Fortune 100 Best Companies to Work For® since 2014, The Cheesecake Factory Incorporated is a global $3.8 billion public company with more than 350 casual dining restaurants and over 48,000 staff members.
We are committed to creating an inclusive and welcoming workplace for all. We welcome applicants from a wide variety of identities, ideas, perspectives, backgrounds and experiences to apply. The Cheesecake Factory offers reasonable accommodation to job applicants with disabilities.
To notify of a non-compliant job posting, please send a notice to ats@thecheesecakefactory.com.
Compensation Range
$139,000 - $152,000 / per year
Overview
You may know us for our delicious cheesecakes…and for being recognized by Fortune Magazine as one of the “100 Best Companies to Work For®” since 2014! What you may not know is how our Finance Team provides analysis, insight and support for strategy development/deployment and key initiative oversight and skillfully prepares and examines the financial records for two bakeries producing over 35,000 cheesecakes daily.
As the Financial Planning and Analysis Manager, you will play a critical role in ensuring financial planning, sales forecasting and reporting, pricing and quotation, and providing financial insights to support the organization's growth and profitability.
You’ll thrive in this position if you are:
A Relationship Builder: You enjoy building genuine relationships with people at all levels inside and outside of an organization. Whether they’re a type A, B or Z personality, you easily establish a warm relationship, building an effective network around you.
A Gold Medal Analyst: you enjoy breaking down numerical data and all other sources of information. You systematically probe for additional information to gain a greater understanding of the problem.
Exhaustively Meticulous: You appreciate attention to detail, leaving nothing to chance while understanding what deserves your immediate attention and what can wait.
A Natural People Leader: You are a leader and coach adept at providing others with a clear direction, helping them see through the weeds while inspiring, motivating, developing and empowering them.
Responsibilities
Sales Financial Planning & Analysis
Lead sales budgeting, forecasting, and performance reporting at customer, product, location, and segment levels.
Develop and manage short- and long-term sales financial plans for domestic and international cheesecake distribution, including royalty costs.
Analyze and report sales forecasts for Retail, Distribution, and International channels, incorporating promotions, discounts, and other sales-related costs.
Prepare and present KPI metrics, trends, and performance analysis with commentary to the Leadership team.
* Monitor and analyze sales data to identify trends, risks, and growth opportunities that support strategic decision-making.
Reporting & Forecasting
Manage and distribute weekly, monthly, quarterly, and annual sales reports with financial modeling and insights.
Collaborate with sales teams to align financial plans with sales objectives.
Prepare budgets and forecasts for distribution, warehousing, and freight-related cost centers.
Support month-end and quarter-end close processes, including journal entries for commissions, demos, rebates, and promotional costs.
Pricing & Margin Analysis
Prepare pricing quotations to ensure required variable contribution margins.
Track quotation success rates and analyze customer/product margin variances between quoted and actual results.
* Review and improve pricing processes and procedures to enhance profitability and efficiency.
Customer Service & Team Leadership
Oversee daily operations of the customer service department, ensuring high-quality interactions and customer satisfaction.
Resolve customer complaints, set service standards, and identify areas for improvement.
* Mentor and develop a team of three, fostering a culture of accuracy and continuous improvement through coaching and feedback.
Compliance & Controls
* Ensure compliance with GAAP and internal policies in all sales accounting practices.
Qualifications
- Bachelor’s degree in accounting, finance, or a related field.
- Minimum of 5 years of financial planning and forecasting experience for a manufacturing company, preferably in the food industry.
- Minimum of 3 years of managerial experience.
- Strong understanding of financial forecasting, accounting principles, gross margin analysis, and variance analysis.
- Proficient in ERP systems and advanced Excel skills.
- Excellent analytical and problem-solving abilities with keen attention to detail.
- Strong communication and presentation skills, with the ability to explain complex financial information to non-financial stakeholders.
- Proven leadership experience, with the ability to manage and develop a team.
Here’s what we prefer:
CPA or CMA certification.
Food manufacturing industry experience.
Benefits
- Eligible for annual bonus
- Vacation and sick time
- Medical, Dental & Vision
- 401K with company match
- 25%-35% discount when dining as a guest
- Discounted cheesecake purchase program
About the Company
The Cheesecake Factory Bakery creates over 35,000 delicious cheesecakes per day across our two facilities in Calabasas, CA and Rocky Mountain, NC plus other baked products for our restaurants, international licensees, and third-party bakery customers.
The Cheesecake Factory Bakery is a subsidiary of The Cheesecake Factory Incorporated. Recognized as a Fortune 100 Best Companies to Work For® since 2014, The Cheesecake Factory Incorporated is a global $3.8 billion public company with more than 350 casual dining restaurants and over 48,000 staff members.
We are committed to creating an inclusive and welcoming workplace for all. We welcome applicants from a wide variety of identities, ideas, perspectives, backgrounds and experiences to apply. The Cheesecake Factory offers reasonable accommodation to job applicants with disabilities.
To notify of a non-compliant job posting, please send a notice to ats@thecheesecakefactory.com.
See all 29+ Financial Planning And Analysis Manager jobs
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Financial Planning And Analysis Manager
Align your credentials to the Accountant category
TN classification for FP&A Managers relies on the Accountant designation. Confirm your CPA license or finance degree explicitly maps to that USMCA category before applying, since a general business degree alone can trigger a denial at the port of entry.
Target companies with dedicated immigration support
Look for employers whose job postings reference USMCA or TN eligibility, not just H-1B sponsorship. Finance teams at publicly traded companies and large private equity firms routinely process TN letters because their legal departments already understand the Accountant category requirements.
Request a sufficiently detailed employer support letter
CBP officers assess your TN eligibility on the spot. Your employer's letter must specify your job duties, the degree or CPA credential required, your Canadian or Mexican citizenship, and the employment period. Vague letters listing only a job title are the leading cause of secondary inspection delays.
Search role-specific TN job listings on Migrate Mate
Migrate Mate filters Financial Planning and Analysis Manager postings by TN visa sponsorship availability, saving you from applying to roles where employers have never processed a USMCA petition and won't start for a single hire.
Clarify TN versus H-1B sponsorship early in negotiations
Many FP&A hiring managers assume all foreign national hires require H-1B. Bring a one-page explanation showing that Canadian citizens can receive TN status same-day at the port of entry, which removes the employer's lottery risk and eliminates the USCIS petition filing requirement for Canadians.
Prepare for annual TN renewal tied to your role scope
TN status is granted in increments of up to three years and must be renewed with documentation showing your FP&A Manager duties remain consistent with the Accountant category. A promotion that shifts your work toward general executive management can jeopardize renewal eligibility.
Financial Planning And Analysis Manager jobs are hiring across the US. Find yours.
Find Financial Planning And Analysis Manager JobsFinancial Planning And Analysis Manager TN Visa: Frequently Asked Questions
Does a Financial Planning and Analysis Manager role qualify for TN visa status?
Yes, provided the position is classified under the USMCA Accountant category. The role must require a CPA designation or a bachelor's degree in accounting or finance, and your actual duties must center on financial analysis, budgeting, or forecasting rather than broad general management. Roles where accounting expertise is incidental rather than central can be challenged at the port of entry.
How does TN visa sponsorship compare to H-1B for FP&A Manager positions?
For Canadian citizens, TN is significantly faster. You can receive TN status at a port of entry on the same day, with no petition, no lottery, and no cap. H-1B requires a USCIS petition, an annual lottery with no guarantee of selection, and months of processing time. For Mexican nationals, TN requires consular processing but still avoids the H-1B lottery entirely.
What documents does a Canadian FP&A Manager need at the border for TN admission?
You need a valid Canadian passport, a detailed employer support letter confirming your job title, duties, required credentials, and the TN employment period, plus proof of your qualifying degree or CPA license. Transcripts or a credential evaluation may be requested if your degree field is not self-evidently finance or accounting. Having certified copies avoids delays at secondary inspection.
How do I find Financial Planning and Analysis Manager roles where employers already understand TN sponsorship?
Migrate Mate lets you filter FP&A Manager job listings specifically by TN visa sponsorship availability, so you're connecting with employers who have already committed to the USMCA process. This avoids wasting application cycles on companies unfamiliar with TN status or unwilling to draft the required employer support letter for a finance hire.
Can a Mexican national pursue TN status for an FP&A Manager role, and does the cap affect availability?
Yes, Mexican nationals can obtain TN status for qualifying FP&A Manager roles, but the process requires a visa interview at a U.S. consulate in Mexico rather than port-of-entry processing. Mexico does have a separate TN allocation under USMCA, though in practice that cap has not been exhausted historically. Processing timelines depend on consular appointment availability at the time of application.
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