Finance TN Sponsorship Jobs in North Carolina
North Carolina's finance sector spans banking hubs in Charlotte, research triangle firms in Raleigh and Durham, and regional credit institutions statewide. Canadian and Mexican nationals in financial analysis, accounting, and related specialties can qualify for TN visa sponsorship. Major employers include Bank of America, Truist Financial, and Wells Fargo operations, alongside growing fintech and insurance firms.
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INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
This role will be a key contributor within the Corporate Strategy & Strategic Initiatives organization. The role will be expected to help shape the prioritization of enterprise strategic initiatives by analyzing large sets of data and formulating recommendations into insightful takeaways/recommendations in PPT or word form as well as verbal updates. The individual must be comfortable independently researching and reviewing qualitative and quantitative information including but not limited to industry/internal data, customer feedback, industry trends, Truist competitive positioning, and Truist’s corporate strategies.
LOCATION:
Truist in-office requirement is 5 days per week
Please note: candidate must be located in the following location:
- Charlotte, NC
No remote or telecommute option
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
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Provide analytic support (e.g., data analysis, reviewing processes, researching industry or competitor trends / benchmarks, building Excel-based models, etc.) to inform strategic initiatives (including the why and how the initiative might be required).
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Create documents and presentations for executive leadership that clearly articulate recommendations, tradeoffs, and/or strategic choices with rationale around why conclusions are being suggested/made including supporting Board materials when necessary.
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Identify required information/data sources, gather and interpret the data, execute necessary analysis, and then present findings in the form of verbal, slide, or email updates to the Corporate Strategy leaders they are supporting as well as business and functional partners across Truist.
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Engage independently with (as well as at times providing readouts directly to) the Head of Corporate Strategy & Strategic Initiatives without manager involvement.
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May be asked to maintain pulse of the strategic investment – including reconciliation of funding v. plans, aiding the active disposition of ongoing investment requests and backlogs, and providing content to prepare for investment portfolio planning discussions with Executive Leadership and/or Board.
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Remain fluent with latest reporting and data analysis software and skills.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Degree in Finance, Accounting, Economics, or similar business/analytical discipline
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5+ years of work experience preferably with a bulk of it within Financial Services or another regulated / multiple legal entity type environment
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Work experience in a financial services product or client experience organization, at a consulting firm, and/or a corporate strategy organization
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Proven ability to perform competitive, market, and internal product/operational analyses; comfort modeling or synthesizing ‘directional’ insights that sometimes requires triangulation of various data points to derive a conclusion
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Experience with Tableau, PPT, Excel and other presentation and data automation programs
Preferred Qualifications:
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Work experience in a financial services product or client experience organization, at a consulting firm, and/or a corporate strategy organization
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Experience engaging and working around executive leaders – including engaging with senior leaders somewhat independently once a relationship is built
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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TN Finance Job Roles in North Carolina
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Search Finance Jobs in North CarolinaFinance TN Sponsorship Jobs in North Carolina: Frequently Asked Questions
Which finance companies sponsor TN visas in North Carolina?
Charlotte-based Bank of America and Truist Financial are among the largest finance employers in North Carolina with established international hiring practices. Wells Fargo, Ally Financial, and LendingTree also maintain significant operations in the state. Regional banks, insurance carriers like Lincoln Financial, and accounting firms with Raleigh-Durham offices have also filed TN visa-supported positions for Canadian and Mexican nationals in qualifying finance roles.
Which cities in North Carolina have the most finance TN sponsorship jobs?
Charlotte is the dominant finance hub in North Carolina and ranks among the largest banking centers in the United States, making it the primary city for TN finance roles. Raleigh and Durham offer growing opportunities tied to fintech startups, insurance firms, and corporate finance teams within the Research Triangle. Greensboro has a smaller but active finance employment base through insurance and regional banking operations.
What types of finance roles typically qualify for TN sponsorship?
TN visa eligibility in finance generally covers roles that require a bachelor's degree or higher in a directly related field. Positions such as financial analyst, accountant, economist, and management consultant commonly appear in approved TN categories. Roles like portfolio analyst, credit risk analyst, and financial reporting manager at North Carolina employers have also been supported under TN classification, provided the job duties and degree alignment meet NAFTA/USMCA occupation requirements.
How do I find finance TN sponsorship jobs in North Carolina?
Migrate Mate filters job listings specifically by visa type, making it straightforward to browse finance roles in North Carolina where employers have indicated TN sponsorship. Rather than manually screening general job boards, you can search by state and visa category to surface relevant openings at banks, financial services firms, and accounting organizations. Migrate Mate also provides context on which employers have sponsored TN workers in finance roles previously.
Are there any state-specific considerations for TN sponsorship in North Carolina's finance sector?
North Carolina does not impose state-level visa sponsorship requirements beyond federal TN rules, but finance roles in the state may require licensure. Certain accounting positions require CPA licensure through the NC State Board of CPA Examiners, and roles involving securities may require FINRA registration. Candidates should confirm whether a target role carries licensing prerequisites, as those requirements are independent of TN status and must be satisfied separately.