TN Visa Financial Systems Analyst Jobs
Financial Systems Analyst roles qualify for TN visa sponsorship under the USMCA's Accountant category, provided your work centers on financial systems design, ERP implementation, or financial data analysis rather than general IT support. Canadian citizens can apply at the port of entry; Mexican citizens require a consulate appointment. A qualifying degree in accounting, finance, or a related field is required.
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INTRODUCTION
This role is based out of the Brooklyn, OH office, with employees expected to work onsite 3 designated in‑office days each week (Monday, Wednesday, & Thursday).
Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million members through our high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans.
ROLE AND RESPONSIBILITIES
The Sr. Financial Information Systems Analyst supports the organization's financial software application (OneStream) and provides corporate departments, both within and outside of Finance, with various financial reporting. Duties include user access and permissions, configuration, testing, report building and dissemination, and dashboard creation and maintenance. Performs additional research, analysis, and reporting as needed.
Responsibilities:
- Creates systematic solutions for department projects using OneStream. Analyzes user requirements; designs, tests and implements tools to support corporate strategy and initiatives.
- Creates new tools and reports for Finance management within OneStream to address specific business needs. Analyzes existing processes and functionality as they apply to business areas of interest; assesses data needs of user and utilizes current system data or develops new queries to provide information needed; analyzes data to ensure accuracy; provides ongoing support to users.
- Assists advancement of the OneStream platform based on direction from Finance management.
- Manage quarterly system upgrades. Evaluate software releases for new system enhancements.
- Performs other duties as assigned.
BASIC QUALIFICATIONS
Education and Experience:
- Bachelor’s degree in Accounting, Information Systems or Business administration.
- 5 years of experience in financial systems analysis, preferably in a health plan or financial services industry.
- Experience with Oracle Financial systems strongly preferred.
- Experience with OneStream preferred.
Professional Certification(s):
- Certified Public Accountant (CPA) preferred.
Technical Skills and Knowledge:
- Strong working knowledge of OneStream, DB2, SQL, SQL Server, Microsoft Visual Basic, SAS and familiarity with mainframe-based accounting systems.
- Basic knowledge of Generally Accepted Accounting Principles.
- Intermediate to advanced Microsoft Office skills including Access.
- Ability to interpret and articulate standard business and financial concepts.
PREFERRED QUALIFICATIONS
Medical Mutual is looking to grow our team! We truly value and respect the talents and abilities of all of our employees. That's why we offer an exceptional package that includes:
A Great Place to Work:
- We will provide the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.
- Whether you are working remote or in the office, employees have access to on-site fitness centers at many locations, or a gym membership reimbursement when there is no Medical Mutual facility available. Enjoy the use of weights, cardio machines, locker rooms, classes and more.
- On-site cafeteria, serving hot breakfast and lunch, at the Brooklyn, OH headquarters.
- Discounts at many places in and around town, just for being a Medical Mutual team member.
- The opportunity to earn cash rewards for shopping with our customers.
- Business casual attire, including jeans.
Excellent Benefits and Compensation:
- Employee bonus program.
- 401(k) with company match up to 4% and an additional company contribution.
- Health Savings Account with a company matching contribution.
- Excellent medical, dental, vision, life and disability insurance — insurance is what we do best, and we make affordable coverage for our team a priority.
- Access to an Employee Assistance Program, which includes professional counseling, personal and professional coaching, self-help resources and assistance with work/life benefits.
- Company holidays and up to 16 PTO days during the first year of employment with options to carry over unused PTO time.
- After 120 days of service, parental leave for eligible employees who become parents through maternity, paternity or adoption.
An Investment in You:
- Career development programs and classes.
- Mentoring and coaching to help you advance in your career.
- Tuition reimbursement up to $5,250 per year, the IRS maximum.
- Diverse, inclusive and welcoming culture with Business Resource Groups.
ABOUT MEDICAL MUTUAL
Medical Mutual’s status as a mutual company means we are owned by our policyholders, not stockholders, so we don’t answer to Wall Street analysts or pay dividends to investors. Instead, we focus on developing products and services that allow us to better serve our customers and the communities around us.
There’s a good chance you already know many of our Medical Mutual customers. As the official insurer of everything you love, we are trusted by businesses and nonprofit organizations throughout Ohio to provide high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement and individual plans. Our plans provide peace of mind to more than 1.2 million Ohioans.
We’re not just one of the largest health insurance companies based in Ohio, we’re also the longest running. Founded in 1934, we’re proud of our rich history with the communities where we live and work.
We maintain a drug-free workplace and perform pre-employment substance abuse and nicotine testing.
LI-GR1 #Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Financial Systems Analyst
Verify your degree aligns with CBP's accountant category
TN visa classification for Financial Systems Analysts depends on CBP accepting your role under the Accountant category. A degree in accounting, finance, or information systems with a finance focus strengthens that argument. A general computer science degree alone often does not.
Document the financial scope of your role clearly
Your offer letter and support letter must emphasize financial systems work, such as ERP configuration, general ledger integration, or financial reporting automation. Roles framed primarily as IT or software development raise category mismatch concerns with CBP officers.
Target employers with active ERP or financial transformation projects
Companies mid-implementation on SAP, Oracle Financials, or Workday routinely need Financial Systems Analysts and are accustomed to sponsoring TN professionals. Look for job postings that reference system migrations, chart of accounts redesign, or financial close automation.
Ask employers about port-of-entry filing before accepting an offer
Canadian citizens can activate TN status at a land border or airport the same day, but your employer still needs to prepare a support letter and evidence package in advance. Confirm they understand this process before your start date is set.
Use Migrate Mate to find employers with recent visa filings
Searching broadly wastes time on employers unfamiliar with visa sponsorship. Migrate Mate filters Financial Systems Analyst roles by employer experience with visa filings, so you can focus outreach on companies already experienced with hiring international talent under USMCA.
Prepare for Mexican citizens' consulate appointment timeline
Mexican nationals must apply at a U.S. consulate, which adds scheduling lead time compared to Canadian port-of-entry processing. Build at least four to six weeks into your timeline between offer acceptance and your intended start date to account for appointment availability.
Financial Systems Analyst TN Visa: Frequently Asked Questions
Does a Financial Systems Analyst role qualify for TN visa sponsorship?
Yes, but the classification depends on how your role is defined. CBP typically approves Financial Systems Analysts under the Accountant TN category when the work centers on financial systems design, ERP configuration, or financial reporting. Roles framed primarily as software development or IT administration are more likely to face pushback at the port of entry.
How does the TN visa compare to H-1B for Financial Systems Analyst positions?
TN has no lottery, no annual cap for Canadians, and Canadian citizens can activate status at a port of entry the same day. H-1B visa requires a lottery selection each spring, employer-filed petitions months in advance, and USCIS approval before starting work. For Canadian Financial Systems Analysts with a qualifying degree, TN is generally faster and more predictable than H-1B visa.
What documents does my employer need to prepare for my TN application?
Your employer must provide a support letter on company letterhead that specifies your job title, a description of duties focused on financial systems work, your anticipated length of employment, and confirmation that you meet the Accountant category's educational requirements. Many employers also include the offer letter and your degree credentials as supporting evidence.
Where can I find Financial Systems Analyst jobs that already offer TN visa sponsorship?
Migrate Mate is built specifically for this search. It surfaces Financial Systems Analyst roles from employers with recent visa filings, so you avoid spending weeks engaging with companies that lack experience with visa sponsorship and may not understand the TN process.
Can I switch employers after starting work on a TN visa as a Financial Systems Analyst?
Yes, but TN status is tied to a specific employer. Before starting with a new company, your new employer must prepare a fresh support letter and you must obtain a new TN approval, either at a port of entry if you are Canadian or through a consulate appointment if you are Mexican. You cannot simply transfer the existing TN to a new employer.