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Contractual Remote Financial Planning Jobs in Indiana

CFS

Sr. FP&A

Goshen, IN · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

CFS

Sr. FP&A

Goshen, IN · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Deckers

$66K - $89K/yr

United States (Remote) Interested applicants must reside in one of the following approved states ... Support 3 to 5-year revenue and margin planning by developing consistent, well-governed assumptions ...

Deckers

$66K - $89K/yr

Merchandise Financial Planning Manager - UGG Location: Remote - US Interested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts ...

Your Money Line

Chief Financial Officer

Indianapolis, IN · On-site +1

... planning, strategy, capital and investor relations, budget management, A/P, A/R, and day-to-day ... This role is remote or hybrid. Responsibilities * Serve as a key strategic partner to the CEO and ...

New

Your Money Line

Chief Financial Officer

Indianapolis, IN · On-site +1

... planning, strategy, capital and investor relations, budget management, A/P, A/R, and day-to-day ... This role is remote or hybrid. Responsibilities * Serve as a key strategic partner to the executive ...

New

Your Money Line

Chief Financial Officer

Indianapolis, IN · On-site +1

... planning, strategy, capital and investor relations, budget management, A/P, A/R, and day-to-day ... This role is remote or hybrid. Responsibilities * Serve as a key strategic partner to the executive ...

New

Deckers

US (Remote) Interested applicants mustresidein one of the following approvedstates:Arizona ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

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All JobsContractual Financial Planning JobsContractual Remote Financial Planning JobsContractual Remote Financial Planning Jobs in Indiana

Contractual Remote Financial Planning information

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?

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 are the most commonly searched types of Remote Financial Planning jobs in Indiana? The most popular types of Remote Financial Planning jobs in Indiana are:
What cities in Indiana are hiring for Contractual Remote Financial Planning jobs? Cities in Indiana with the most Contractual Remote Financial Planning job openings:
Contractual Remote Financial Planning jobs near you

Sr. FP&A

CFS

Goshen, IN • Remote

$80K - $120K/yr

Full-time

Posted 4 days ago

Job description

Senior FP&A Analyst

Location: Hybrid – South Bend, Indiana (2 days onsite / 3 days remote)
Salary: $80,000 – $120,000

Position Overview

We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana. This position will serve as a strategic finance partner responsible for Asset Liability Management (ALM), balance sheet management, financial forecasting, and risk analysis. The ideal candidate will be a self-starter who enjoys working independently while providing meaningful financial insights and recommendations to executive leadership.

Key Responsibilities
  • Lead the Asset Liability Management (ALM) process by analyzing interest rate risk, liquidity risk, and overall balance sheet performance.
  • Develop financial models, forecasts, and scenario analyses to support strategic planning and executive decision-making.
  • Monitor key financial metrics, cash flow, capital adequacy, and balance sheet trends while identifying risks and recommending mitigation strategies.
  • Prepare and present financial reports, ALM analysis, and recommendations to executive leadership and the Asset Liability Committee (ALCO).
  • Partner with accounting and finance leadership on budgeting, forecasting, and long-range financial planning initiatives.
  • Analyze interest rate sensitivity and provide recommendations that strengthen profitability while minimizing financial risk.
  • Support regulatory reporting and ensure compliance with financial reporting standards and credit union regulations.
  • Continuously improve reporting processes, financial models, and analytical tools to drive efficiency and better business decisions.
Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3+ years of experience in FP&A, treasury, banking, credit union, wealth management, insurance, or financial services.
  • Hands-on experience with Asset Liability Management (ALM) and balance sheet management.
  • Strong understanding of interest rate risk, liquidity management, and financial risk mitigation.
  • Advanced Excel and financial modeling skills.
  • Excellent communication and presentation skills with the ability to confidently present findings to executive leadership.
  • Ability to work independently while collaborating effectively across departments.
  • CFA, CTP, or other financial certifications are a plus.
Compensation & Benefits
  • Salary: $80,000 – $120,000
  • Hybrid schedule: 2 days onsite in South Bend, Indiana, with flexibility to work remotely the remainder of the week.
  • Comprehensive benefits package
  • Bonus eligibility
  • Excellent opportunity for career advancement within a growing organization
  • High visibility with executive leadership and the opportunity to influence strategic financial decisions.

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