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Contractual Remote Financial Planning Jobs (NOW HIRING)

Financial Analyst, FP&A

Butte, MT · Remote

$84K - $140K/yr

FINANCE · FP&A · REMOTE Financial Analyst, FP&A Own the financial planning and analysis engine that keeps Atlas Power's leadership team informed, our budgets grounded, and our capital decisions ...

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This position is fully remote and offers flexible scheduling. Responsibilities * Meet with clients ... Provide education on financial topics including retirement planning, savings strategies, and ...

Budgeting/Forecasting Specialist Position Type: Full-Time, Remote Working Hours: U.S. client ... Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning ...

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... Proficiency with financial planning software and tools. * A collaborative, team-oriented mindset ...

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... Proficiency with financial planning software and tools. * A collaborative, team-oriented mindset ...

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Contractual Remote Financial Planning information

See salary details

$50.5K

$96.7K

$139.5K

How much do contractual remote financial planning jobs pay per year?

As of Jul 13, 2026, the average yearly pay for contractual remote financial planning in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What is contractual remote financial planning?

Contractual remote financial planning refers to providing financial planning services on a contract basis while working remotely, rather than as a permanent, in-office employee. Professionals in this role typically help clients manage their finances, investments, and long-term goals through virtual meetings and digital communication tools. This arrangement offers flexibility for both the advisor and the client, often allowing for a broader client base and adaptable work schedules. Contractual remote financial planners may work independently or with financial firms, and they usually handle tasks such as budgeting, retirement planning, tax strategies, and investment advice.

What are some common challenges faced by professionals in a contractual remote financial planning role, and how can they be addressed?

Contractual remote financial planners often encounter challenges such as building trust with clients virtually, managing multiple client portfolios independently, and staying up-to-date with regulatory changes across different regions. To address these, strong digital communication skills, disciplined time management, and continuous professional development are essential. Leveraging secure financial planning software and maintaining clear, transparent communication channels can also help foster client confidence and streamline workflow. Regularly participating in online industry webinars and forums can keep you informed about best practices and changing regulations.

What is the difference between Contractual Remote Financial Planning vs Freelance Financial Advisor?

AspectContractual Remote Financial PlanningFreelance Financial Advisor
CredentialsCFP or CFA often requiredCFP or similar certifications preferred
Work EnvironmentRemote, contract-based with specific clientsRemote or in-person, independent client work
Employer/Industry UsageTypically employed by financial firms or institutionsIndependent, self-employed professionals
Search/Comparison IntentSeeking structured, contract-based financial planning rolesLooking for independent financial advisory opportunities

Contractual Remote Financial Planning involves working on a contract basis for firms, often with structured roles and specific client assignments. Freelance Financial Advisors operate independently, offering personalized services to clients. Both roles require similar credentials but differ mainly in employment structure and client engagement style.

What are the key skills and qualifications needed to thrive as a Contractual Remote Financial Planner, and why are they important?

To thrive as a Contractual Remote Financial Planner, you need a strong background in finance, investment strategies, and regulatory compliance, typically supported by a relevant degree and certifications like CFP or CFA. Proficiency with financial planning software, virtual meeting platforms, and secure document management systems is essential. Excellent communication, self-motivation, and client relationship skills help you stand out in this remote, client-focused role. These skills ensure accurate guidance, trust-building, and effective service delivery from a distance.
What cities are hiring for Contractual Remote Financial Planning jobs? Cities with the most Contractual Remote Financial Planning job openings:
What are the most commonly searched types of Remote Financial Planning jobs? The most popular types of Remote Financial Planning jobs are:
What states have the most Contractual Remote Financial Planning jobs? States with the most job openings for Contractual Remote Financial Planning jobs include:

Financial Analyst, FP&A

Atlas Power Services

Butte, MT • Remote

$84K - $140K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago


Job description

FINANCE · FP&A · REMOTE

Financial Analyst, FP&A

Own the financial planning and analysis engine that keeps Atlas Power's leadership team informed, our budgets grounded, and our capital decisions backed by rigorous analysis.

JOB TYPE

Full Time

BASE PAY

$84,000–$140,000 annually

REPORTS TO

Chief Financial Officer

BONUS

Discretionary

SUPERVISES

No direct reports — individual contributor

LOCATION

Remote (U.S.-based) | Travel: ~10% for leadership meetings and site visits

ABOUT US

Atlas is a next-generation digital infrastructure and energy company. We operate large-scale data center infrastructure in North Dakota, Montana, Kentucky, and Texas. Our foundation is built on a rich family history in heavy industrial development, and we cut our data center teeth in crypto. Now we’re building our team and executing against a new mandate — build the infrastructure backbone of the new industrial revolution.

We measure success by the communities we build in, not just the compute we deliver.

Positive community impact matters to us — and for us, impact means engaging with what communities actually care about. We invest where we operate, helping the places we call home forge ahead and play mission-critical roles in a new industrial frontier.

ABOUT YOU

You are a financial planning and analysis professional who thrives in the details of a budget cycle and the speed of a fast-moving executive ask. You build models that actually get used — clear, well-structured, and defensible under scrutiny. You are comfortable owning the monthly close package, running a ten-scenario forecast, and sitting across from an operations leader to explain why the numbers moved. You know that good FP&A is not just reporting what happened — it is explaining why it happened and what it means for the decisions ahead.

ABOUT THE ROLE

Financial Planning & Budgeting

· Own and coordinate the annual budget process: build and maintain consolidated operating and capital budgets, work with business unit leaders to develop inputs, and produce the executive budget package.

· Maintain rolling forecasts (monthly and quarterly); update assumptions based on actuals, operational changes, and strategic priorities.

· Build and maintain budget templates, driver-based forecast models, and scenario planning tools that business partners can use without a finance translator.

Reporting & Variance Analysis

· Prepare and distribute monthly financial reporting packages: actual vs. budget, actual vs. prior period, and full-year forecast vs. plan — with clear variance explanations tied to operational drivers.

· Build and maintain executive dashboards and KPI reporting for leadership and board-level audiences.

· Partner with accounting to ensure the close process feeds cleanly into FP&A reporting; flag data quality issues and drive resolution.

Capital Planning & Project Finance Support

· Build financial models for capital projects and development investments: project-level cash flow projections, ROI and payback analyses, and sensitivity/scenario analyses.

· Support the annual and long-range capital plan; track committed spend against approved budgets and flag variances early.

· Provide analytical support for financing decisions: assist with debt capacity modeling, coverage ratio analysis, and capital structure scenario work in coordination with the treasury and legal teams.

Business Partnering & Decision Support

· Serve as a finance business partner to operations and project teams; translate financial data into operational context and vice versa.

· Respond to ad hoc analytical requests from the CFO, CEO, and business unit leaders — quickly, accurately, and in a format decision-makers can actually use.

· Prepare materials for lender reporting, investor updates, and board presentations as needed.

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Other duties may be assigned.

COMPETENCIES

· Builds models that are accurate, auditable, and structured well enough that someone else can pick them up — clean assumptions, clear outputs, no buried hardcodes.

· Understands the operational drivers behind the financial results; does not just report the number but explains what caused it.

· Owns deliverables end-to-end; the monthly package goes out on time, the budget is complete before the deadline, and ad hoc requests come back the same day.

· Communicates financial information plainly to non-finance audiences; adjusts the level of detail to the room.

· Comfortable with ambiguity in a high-growth environment — when the structure does not yet exist, builds it rather than waiting for it.

· Treats data integrity as non-negotiable; catches errors before they reach leadership.

EDUCATION & EXPERIENCE

· Bachelor's degree in Finance, Accounting, Economics, or a related field.

· Minimum two (2) years of FP&A, corporate finance, or financial analysis experience; energy, infrastructure, or capital-intensive industry experience preferred.

· Demonstrated experience owning or supporting a full budget and forecast cycle — not just ad hoc modeling.

· Strong financial modeling skills: 3-statement operating models, driver-based budget models, DCF analysis, and capital project cash flow projections.

· Advanced Excel proficiency; experience with financial planning software.

· Experience with ERP systems (Sage, SAP, Oracle, NetSuite, or equivalent) for pulling and reconciling actuals.

· Proficiency in PowerPoint; ability to build clean, executive-quality financial presentations.

PREFERRED QUALIFICATIONS

· FP&A experience at an energy, infrastructure, real estate, or project-finance-intensive company.

· Exposure to project finance concepts: capital budgeting for long-lived assets, debt capacity analysis, coverage ratios.

· Experience with Power BI, Tableau, or similar business intelligence tools for financial dashboards.

· CFA Level I, or MBA with finance concentration.

· Experience preparing or supporting lender reporting packages, board financial presentations, or investor materials.

WORK ENVIRONMENT

· Remote position; home office environment for day-to-day planning and analytical work.

· Occasional travel for leadership team meetings, annual planning sessions, and site visits (~10%).

· Deadline-driven role: month-end close, budget cycles, and board meeting prep create predictable periods of higher intensity.

· Must be self-directed and effective without in-person supervision; regular cadence with the CFO and finance team via video and shared tools.

WHAT WE OFFER

A generous benefits package — effective on your first day of hire.

Competitive base salary: $84,000–$140,000 annually

Discretionary Bonuses

Monthly remote work stipend

Health insurance (including a no-cost plan)

Dental insurance

Vision insurance

401(k) with company match

Paid leave: 120 hours PTO + 40 hours paid sick leave + 13 paid holidays (~33 total paid days off annually)

All offers of employment at Atlas Power, LLC are contingent upon clear results of a thorough background check.

Atlas Power is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.