TN Visa Senior Budget Analyst Jobs
Senior Budget Analyst roles qualify for TN visa sponsorship under the USMCA's Economist category, covering financial analysis and budget planning work. Canadian citizens can enter at the port of entry with a qualifying job offer, while Mexican citizens apply through a U.S. consulate. A bachelor's degree in economics, finance, or a related field is required.
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Senior Budget Analyst
Job No: 498757 Index 819052
Work Type: Staff Full-time
Department: Katz College of Science and Health
Location: Beren Campus, 245 Lexington Avenue, NY, NY
Categories: Accounting/Finance, Administrative Support, Academic Administration, Data Analytics/ Reporting
Position Summary:
The Katz College of Science and Health seeks a collaborative, analytically strong finance professional to serve as a Senior Budget Analyst. This role supports school-wide financial planning and budget operations to ensure fiscal discipline, transparency, and alignment with the school's academic and operational priorities.
The Senior Budget Analyst reports to the Director of Administrative Services and Operations, with a dotted-line reporting relationship to the University's Director of Budget and Planning in the Office of Business Affairs (Finance). The position plays a central role in budgeting, forecasting, reporting, and financial analysis for a dynamic academic enterprise serving over 1,300 graduate students across 12 programs and five campuses. The Analyst partners closely with academic and administrative leaders and collaborates regularly with central university finance offices.
The ideal candidate brings strong financial modeling skills, sound judgment, and the ability to translate data into actionable insights that support effective resource management and informed decision-making.
Position Responsibilities:
Responsibilities include, but are not limited to, the following:
Financial Planning and Analysis:
- Maintain working knowledge of revenue streams, expense drivers, and market factors influencing financial performance
- Support the development of annual budgets and multi-year financial plans
- Prepare financial forecasts, enrollment-based revenue projections, and position-level modeling
- Conduct variance analyses and prepare budget-to-actual reports with clear explanations and recommendations
- Perform program- and unit-level cost analysis to support operational efficiency and strategic planning
- Contribute to quarterly financial reviews and long-range planning initiatives
Budget Development and Administration:
- Coordinate components of the School's annual budget development process, including timeline tracking, data collection, and consolidation
- Process and monitor budget transactions such as transfers, position adjustments, and inter-fund activity in accordance with university policies
- Monitor expenditures and provide guidance to program directors and unit managers on budget management and compliance
- Maintain reporting structures, chart of accounts accuracy, and appropriate fund usage
- Support salary and fringe budgeting at the position level, including reconciliation of personnel-related expenses
Cross-Unit Collaboration:
- Partner with academic leadership to align enrollment projections with revenue forecasts
- Coordinate with the Office of Sponsored Programs to track and integrate grant funding into financial reports and projections
- Collaborate with central university offices, including Finance, Procurement, and Tax, to ensure compliance and process alignment
- Develop strong working relationships across departments to promote financial transparency and shared accountability
Reporting and Decision Support:
- Prepare financial reports, dashboards, and analytical summaries for school leadership
- Translate financial data into clear, concise insights to inform program planning and operational decisions
- Support scenario modeling and ad hoc financial analysis for new initiatives, program changes, and resource allocation decisions
- Assist in developing and refining financial procedures, tools, and documentation to improve consistency and efficiency
Experience & Educational Background:
Qualifications:
- Bachelor's degree required; advanced degree in Finance, Business Administration, Public Administration, or related field preferred
- Minimum of three to five years of progressively responsible experience in budgeting, forecasting, or financial analysis
- Experience supporting complex budgets in higher education, nonprofit, healthcare, or public-sector settings preferred
Financial Analysis and Technical Skills:
- Advanced Excel skills, including pivot tables, scenario modeling, lookup functions, and financial dashboards
- Experience with multi-year forecasting and scenario analysis
- Strong variance analysis and financial reporting experience
- Familiarity with position budgeting and salary modeling
- Experience with enterprise financial systems and reporting tools
Skills & Competencies:
Required:
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills, with the ability to present financial information clearly to non-financial stakeholders
- High attention to detail and strong organizational skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Collaborative, service-oriented mindset with the ability to build effective working relationships
Preferred:
- Experience with process improvement or systems enhancement initiatives
- Prior experience in higher education budgeting
- Interest in leveraging data tools and emerging technologies to improve reporting and planning
Application Instructions:
Please upload a cover letter, CV, and a list of three (3) references.
Salary Range:
90,000 - 105,000
About us:
About The Katz College of Science and Health:
The Katz College of Science and Health of Science and Health, with 1300 master's and doctoral students, is now the largest graduate school at Yeshiva University. Located in the heart of New York City, Yeshiva University is a US News and World Report Top 100 University.
We are research scientists, tech builders, entrepreneurs, and patient-centered clinicians working on problems that matter. We focus on industry sectors that are central to the modern economy: Artificial Intelligence, Biotechnology, Computer Science, Cybersecurity, Data Analytics, Digital Media, and Fintech, as well as Physician Assistant Studies, Nursing, Occupational Therapy, and Speech-Language Pathology.
Katz College of Science and Health faculty take an interdisciplinary approach to research and education, fostering the creativity, collaborative thinking, and builder mindset required to take on today's toughest problems. Over the last five years, we have launched ten master's and doctoral programs with 92% graduation rates, 100% licensure pass rates, 95% post-graduation employment in high-paying careers, and students and alumni from over 30 countries.
The Katz College of Science and Health is a close-knit community with a big network, nestled in the heart of a big city. We are global in reach, with faculty and students from across the United States and around the world—and also deeply embedded in New York City's rich professional and social fabric. With a vibrant campus life and city at our fingertips, the Katz School is where bold, purpose-driven people come to create, connect, and explore. Read about projects at Katz.
ABOUT YESHIVA UNIVERSITY:
The mission of Yeshiva University - the world's flagship Jewish university - is to educate, empower, and inspire our students to become the next generation of leaders, guided at all times by our core values. We do this through a transformative, world-class, and interdisciplinary education that is deep and broad and that cultivates in our students a sense of meaning, purpose, and drive to make the world a better place - for themselves and for future generations.
Equal Employment Opportunity:
Yeshiva University is an equal opportunity employer committed to providing employment opportunities to all employees and candidates without regard to race, color, age, sex, national origin, disability status, or any other characteristic protected by federal, state, or local laws.
Application Instructions:
To apply, visit https://careers.pageuppeople.com/876/cw/en-us/job/498757/senior-budget-analyst
jeid-2b4bc6324045224ea4f5a4c21647778c

Senior Budget Analyst
Job No: 498757 Index 819052
Work Type: Staff Full-time
Department: Katz College of Science and Health
Location: Beren Campus, 245 Lexington Avenue, NY, NY
Categories: Accounting/Finance, Administrative Support, Academic Administration, Data Analytics/ Reporting
Position Summary:
The Katz College of Science and Health seeks a collaborative, analytically strong finance professional to serve as a Senior Budget Analyst. This role supports school-wide financial planning and budget operations to ensure fiscal discipline, transparency, and alignment with the school's academic and operational priorities.
The Senior Budget Analyst reports to the Director of Administrative Services and Operations, with a dotted-line reporting relationship to the University's Director of Budget and Planning in the Office of Business Affairs (Finance). The position plays a central role in budgeting, forecasting, reporting, and financial analysis for a dynamic academic enterprise serving over 1,300 graduate students across 12 programs and five campuses. The Analyst partners closely with academic and administrative leaders and collaborates regularly with central university finance offices.
The ideal candidate brings strong financial modeling skills, sound judgment, and the ability to translate data into actionable insights that support effective resource management and informed decision-making.
Position Responsibilities:
Responsibilities include, but are not limited to, the following:
Financial Planning and Analysis:
- Maintain working knowledge of revenue streams, expense drivers, and market factors influencing financial performance
- Support the development of annual budgets and multi-year financial plans
- Prepare financial forecasts, enrollment-based revenue projections, and position-level modeling
- Conduct variance analyses and prepare budget-to-actual reports with clear explanations and recommendations
- Perform program- and unit-level cost analysis to support operational efficiency and strategic planning
- Contribute to quarterly financial reviews and long-range planning initiatives
Budget Development and Administration:
- Coordinate components of the School's annual budget development process, including timeline tracking, data collection, and consolidation
- Process and monitor budget transactions such as transfers, position adjustments, and inter-fund activity in accordance with university policies
- Monitor expenditures and provide guidance to program directors and unit managers on budget management and compliance
- Maintain reporting structures, chart of accounts accuracy, and appropriate fund usage
- Support salary and fringe budgeting at the position level, including reconciliation of personnel-related expenses
Cross-Unit Collaboration:
- Partner with academic leadership to align enrollment projections with revenue forecasts
- Coordinate with the Office of Sponsored Programs to track and integrate grant funding into financial reports and projections
- Collaborate with central university offices, including Finance, Procurement, and Tax, to ensure compliance and process alignment
- Develop strong working relationships across departments to promote financial transparency and shared accountability
Reporting and Decision Support:
- Prepare financial reports, dashboards, and analytical summaries for school leadership
- Translate financial data into clear, concise insights to inform program planning and operational decisions
- Support scenario modeling and ad hoc financial analysis for new initiatives, program changes, and resource allocation decisions
- Assist in developing and refining financial procedures, tools, and documentation to improve consistency and efficiency
Experience & Educational Background:
Qualifications:
- Bachelor's degree required; advanced degree in Finance, Business Administration, Public Administration, or related field preferred
- Minimum of three to five years of progressively responsible experience in budgeting, forecasting, or financial analysis
- Experience supporting complex budgets in higher education, nonprofit, healthcare, or public-sector settings preferred
Financial Analysis and Technical Skills:
- Advanced Excel skills, including pivot tables, scenario modeling, lookup functions, and financial dashboards
- Experience with multi-year forecasting and scenario analysis
- Strong variance analysis and financial reporting experience
- Familiarity with position budgeting and salary modeling
- Experience with enterprise financial systems and reporting tools
Skills & Competencies:
Required:
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills, with the ability to present financial information clearly to non-financial stakeholders
- High attention to detail and strong organizational skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Collaborative, service-oriented mindset with the ability to build effective working relationships
Preferred:
- Experience with process improvement or systems enhancement initiatives
- Prior experience in higher education budgeting
- Interest in leveraging data tools and emerging technologies to improve reporting and planning
Application Instructions:
Please upload a cover letter, CV, and a list of three (3) references.
Salary Range:
90,000 - 105,000
About us:
About The Katz College of Science and Health:
The Katz College of Science and Health of Science and Health, with 1300 master's and doctoral students, is now the largest graduate school at Yeshiva University. Located in the heart of New York City, Yeshiva University is a US News and World Report Top 100 University.
We are research scientists, tech builders, entrepreneurs, and patient-centered clinicians working on problems that matter. We focus on industry sectors that are central to the modern economy: Artificial Intelligence, Biotechnology, Computer Science, Cybersecurity, Data Analytics, Digital Media, and Fintech, as well as Physician Assistant Studies, Nursing, Occupational Therapy, and Speech-Language Pathology.
Katz College of Science and Health faculty take an interdisciplinary approach to research and education, fostering the creativity, collaborative thinking, and builder mindset required to take on today's toughest problems. Over the last five years, we have launched ten master's and doctoral programs with 92% graduation rates, 100% licensure pass rates, 95% post-graduation employment in high-paying careers, and students and alumni from over 30 countries.
The Katz College of Science and Health is a close-knit community with a big network, nestled in the heart of a big city. We are global in reach, with faculty and students from across the United States and around the world—and also deeply embedded in New York City's rich professional and social fabric. With a vibrant campus life and city at our fingertips, the Katz School is where bold, purpose-driven people come to create, connect, and explore. Read about projects at Katz.
ABOUT YESHIVA UNIVERSITY:
The mission of Yeshiva University - the world's flagship Jewish university - is to educate, empower, and inspire our students to become the next generation of leaders, guided at all times by our core values. We do this through a transformative, world-class, and interdisciplinary education that is deep and broad and that cultivates in our students a sense of meaning, purpose, and drive to make the world a better place - for themselves and for future generations.
Equal Employment Opportunity:
Yeshiva University is an equal opportunity employer committed to providing employment opportunities to all employees and candidates without regard to race, color, age, sex, national origin, disability status, or any other characteristic protected by federal, state, or local laws.
Application Instructions:
To apply, visit https://careers.pageuppeople.com/876/cw/en-us/job/498757/senior-budget-analyst
jeid-2b4bc6324045224ea4f5a4c21647778c
See all 12+ Senior Budget Analyst jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Senior Budget Analyst roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Senior Budget Analyst
Align your credentials to the Economist category
TN classification for budget analysts falls under the Economist category, not Accountant. Your degree must be in economics, finance, or a closely related field. A business administration degree without a quantitative economics component can trigger a denial at the port of entry.
Target employers experienced with visa sponsorship
Federal contractors, state government agencies, and large healthcare systems routinely sponsor budget analysts on TN visas. Use resources like Migrate Mate to identify employers with recent visa filings in financial and economic roles—a strong indicator they have experience with visa sponsorship and may be open to TN candidates who meet role requirements.
Request a duty-specific offer letter before filing
Your offer letter must describe duties that map to economic analysis, forecasting, or budget planning rather than general accounting tasks. Vague letters listing mixed accounting and analyst duties can cause CBP officers to question whether the Economist category applies.
Search for sponsoring employers through Migrate Mate
Use Migrate Mate to filter Senior Budget Analyst openings by employers with TN visa sponsorship history. This cuts the research time of cold-screening postings that don't address visa status, letting you focus outreach on employers already familiar with the process.
Understand Mexican citizens' consular timeline before accepting offers
Mexican professionals cannot self-petition at the border and must schedule a U.S. consular interview. Factor in two to eight weeks for consulate appointment availability when negotiating your start date with employers, so you don't miss a start date due to scheduling backlogs.
Prepare for USCIS scrutiny on specialty occupation overlap
If your employer files an I-129 petition rather than processing at the border, USCIS may issue a Request for Evidence questioning whether the budget analyst role is distinct from general accounting. Document your degree's economic theory and quantitative analysis coursework specifically.
Senior Budget Analyst jobs are hiring across the US. Find yours.
Find Senior Budget Analyst JobsSenior Budget Analyst TN Visa: Frequently Asked Questions
Does a Senior Budget Analyst role qualify for TN visa sponsorship?
Yes, Senior Budget Analyst roles typically qualify under the TN visa's Economist category, which covers economic analysis, budget forecasting, and financial planning work. Your job duties and degree must align with economics or a closely related field. Roles blending heavy bookkeeping or accounting tasks with budget analysis can complicate classification, so the offer letter's duty description matters significantly.
How does TN visa sponsorship compare to H-1B for Senior Budget Analyst roles?
TN visa sponsorship is faster and more predictable for budget analysts than H-1B. There's no lottery, no annual cap for Canadians, and Canadian citizens can obtain TN status at a port of entry on the day they present their offer letter. H-1B requires a lottery selection, a lengthy USCIS petition process, and a start date no earlier than October 1. For budget analysts with qualifying USMCA citizenship, TN is the more direct path.
What documentation does my employer need to provide for my TN visa application?
Your employer must provide a detailed offer letter on company letterhead that specifies your job title, a description of duties tied to economic or budget analysis, your anticipated length of employment, and a statement that the position requires at least a bachelor's degree in economics or a related field. USCIS or CBP officers use this letter to verify the role fits the Economist TN category, so generic HR offer letters often fall short.
Where can I find Senior Budget Analyst jobs that offer TN visa sponsorship?
Migrate Mate is designed specifically for this search. You can filter job listings by TN visa sponsorship and target employers with a track record of hiring Canadian and Mexican professionals. Standard job boards don't filter by visa type or immigration history, which means significant time spent screening postings that won't support your status.
Can I switch employers while working as a Senior Budget Analyst on a TN visa?
Yes, but you must secure a new TN authorization before starting with the new employer. Canadian citizens can obtain a new TN at a port of entry with the new employer's offer letter. Mexican citizens must return to a U.S. consulate to apply. You can't simply transfer TN status the way H-1B portability allows, so plan the transition timeline carefully with your new employer before giving notice.
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