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Internship Remote Financial Planning Analyst Jobs in Indiana

Sr. FP&A

Goshen, IN ยท Remote

$80K - $120K/yr

... 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 ...

Sr. FP&A

Goshen, IN ยท Remote

$80K - $120K/yr

... 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 ...

Sr. Financial Planning Strategist

Indianapolis, IN ยท On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning ... Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ...

New

$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 ...

$66K - $89K/yr

Merchandise Financial Planning Manager - UGG Location: Remote - US Interested applicants must ... Analyze historical performance and current business trends to identify risks and opportunities ...

This role is remote or hybrid. Responsibilities * Serve as a key strategic partner to the CEO and ... Manage and refine our financial model, ensuring accurate planning and forecasting. * Lead the end ...

This role is remote or hybrid. Responsibilities * Serve as a key strategic partner to the CEO and ... Manage and refine our financial model, ensuring accurate planning and forecasting. * Lead the end ...

$66K - $89K/yr

Manager, Sales & Business Analysis - NA UGG Location: US - CA Remote Goleta Interested applicants ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

CFP Tutor

Fort Wayne, IN ยท Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

CFP Tutor

Bloomington, IN ยท Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

CFP Tutor

West Lafayette, IN ยท Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

CFP Tutor

Valparaiso, IN ยท Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

CFP Tutor

Indianapolis, IN ยท Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

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Internship Remote Financial Planning Analyst information

What is a remote financial planning analyst internship?

A remote financial planning analyst internship is a temporary, learning-based role where students or recent graduates assist experienced financial analysts in evaluating and developing financial plans for clients or organizations, all while working from a remote location. Interns typically help with financial modeling, data analysis, researching market trends, and preparing reports. This role provides valuable experience in the finance industry and helps interns build analytical, communication, and technical skills essential for a career in financial planning.

What types of projects and responsibilities can I expect as a remote financial planning analyst intern?

As a remote Financial Planning Analyst intern, you can expect to work on tasks such as assisting with budget creation, analyzing financial data, preparing reports, and supporting forecasting processes. You'll likely collaborate with senior analysts and other departments through virtual meetings and shared documents. This role offers valuable exposure to financial modeling, variance analysis, and the use of industry-standard tools like Excel or financial planning software. The remote setting emphasizes strong communication skills and self-motivation, as you'll be expected to manage your tasks independently while staying connected with the team.

What are the key skills and qualifications needed to thrive as a remote financial planning analyst intern, and why are they important?

To thrive as an Internship Remote Financial Planning Analyst, you need a solid grasp of finance, accounting principles, data analysis, and typically be pursuing or holding a degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Excel, and financial planning software such as SAP or Oracle is often required. Strong attention to detail, communication, and time management skills are crucial for collaborating remotely and delivering accurate analyses. These skills ensure effective financial analysis, reliable reporting, and successful teamwork in a remote environment.

What is the difference between Internship Remote Financial Planning Analyst vs Remote Financial Analyst?

AspectInternship Remote Financial Planning AnalystRemote Financial Analyst
CredentialsTypically pursuing or recent graduate, no required certificationsOften requires a bachelor's degree, certifications like CFA are a plus
Work EnvironmentInternship, learning-focused, entry-level tasksFull-time, more independent analysis and reporting
Employer UsageInternship programs in finance firms, banks, or corporationsFinancial services firms, investment banks, corporations

The Internship Remote Financial Planning Analyst role is an entry-level position aimed at gaining experience in financial planning, often during or after studies. In contrast, a Remote Financial Analyst is a more advanced, full-time role involving detailed financial analysis and decision-making. Both roles are common in finance industries but differ mainly in experience level and responsibilities.

What are the most commonly searched types of Remote Financial Planning Analyst jobs in Indiana?

The most popular types of Remote Financial Planning Analyst jobs in Indiana are:

What are popular job titles related to Internship Remote Financial Planning Analyst jobs in Indiana?

For Internship Remote Financial Planning Analyst jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Internship Remote Financial Planning Analyst jobs in Indiana look for?

The top searched job categories for Internship Remote Financial Planning Analyst jobs in Indiana are:

What cities in Indiana are hiring for Internship Remote Financial Planning Analyst jobs?

Cities in Indiana with the most Internship Remote Financial Planning Analyst job openings:

Sr. FP&A

CFS

Goshen, IN โ€ข Remote

$80K - $120K/yr

Full-time

Posted 15 days ago


Job description

Senior FP&A Analyst

Location: Hybrid โ€“ South Bend, Indiana (2 days onsite / 3 days remote)
Salary: $80,000 โ€“ $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 โ€“ $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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