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Remote Behavioral Finance Jobs (NOW HIRING)

DEW Softech Inc

Workday Finance Consultant

Newark, DE · Remote

Remote Contract Duration: 6+ Months Required skills, experience, etc.: 5-7+ years of hands-on ... the behavior of Finance transactions ability to anticipate how upstream data model changes impact ...

DEW Softech Inc

Workday Finance Consultant

Newark, DE · Remote

Remote Contract Duration: 6+ Months Required skills, experience, etc.: 5-7+ years of hands-on ... the behavior of Finance transactions ability to anticipate how upstream data model changes impact ...

Equitable

Financial Professional Advisor (REMOTE)

OR · On-site +1

$47K/yr

Our Financial Professional Advisor role is designed for individuals who are motivated to build a ... behaviors. Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques ...

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Remote Behavioral Finance information

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$25K

$92.6K

$135.5K

How much do remote behavioral finance jobs pay per year?

As of Jun 23, 2026, the average yearly pay for remote behavioral finance in the United States is $92,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $109,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in remote behavioral finance roles, and how can they be addressed?

Remote behavioral finance professionals often encounter challenges related to collaborating with cross-functional teams, as effective communication and the sharing of behavioral insights can be more difficult without in-person interactions. Additionally, staying updated on evolving behavioral research and integrating findings into financial strategies requires proactive engagement and self-motivation. To overcome these challenges, professionals should prioritize regular virtual meetings, utilize collaborative platforms, and participate in online industry forums or webinars to maintain strong connections and stay informed about best practices.

What is remote behavioral finance?

Remote behavioral finance refers to the study and application of behavioral finance principles—how psychological factors influence financial decisions—conducted in a remote or virtual setting. Professionals in this field analyze patterns in investor behavior, biases, and decision-making processes using digital tools and communication platforms. They may work with individuals or organizations to help improve financial outcomes by addressing cognitive biases and emotional influences, all while working from a distance rather than in a traditional office. The remote aspect allows for greater flexibility, access to a wider range of clients, and the use of technology to gather and analyze data.

What are the key skills and qualifications needed to thrive as a Remote Behavioral Finance Specialist, and why are they important?

To thrive as a Remote Behavioral Finance Specialist, you need expertise in finance, psychology, and data analysis, often supported by a degree in finance, economics, or behavioral science. Familiarity with analytical tools like Excel, statistical software (such as SPSS or R), and financial planning platforms is typically required. Strong communication, critical thinking, and empathy help you effectively interpret client behaviors and provide actionable advice. These skills enable you to understand and positively influence financial decision-making, which is vital for improving client outcomes in a remote setting.
More about Remote Behavioral Finance jobs
What cities are hiring for Remote Behavioral Finance jobs? Cities with the most Remote Behavioral Finance job openings:
What are the most commonly searched types of Behavioral Finance jobs? The most popular types of Behavioral Finance jobs are:
What states have the most Remote Behavioral Finance jobs? States with the most job openings for Remote Behavioral Finance jobs include:
What job categories do people searching Remote Behavioral Finance jobs look for? The top searched job categories for Remote Behavioral Finance jobs are:
Remote Behavioral Finance jobs near you
Infographic showing various Remote Behavioral Finance job openings in the United States as of June 2026, with employment types broken down into 81% Full Time, 14% Part Time, and 5% Contract. Highlights an 81% Physical, 8% Hybrid, and 11% Remote job distribution, with an average salary of $92,631 per year, or $44.5 per hour.
Workday Finance Consultant

Workday Finance Consultant

DEW Softech Inc

Newark, DE • Remote

Full-time

Posted 12 days ago

Job description

Workday Finance Consultant
Location: Remote
Contract Duration: 6+ Months

Required skills, experience, etc.: 5–7+ years of hands-on Workday Financials configuration experience, including deep expertise across Procure-to-Pay, Quote-to-Cash, and Record-to-Report processes. The ideal candidate has a strong background in optimizing finance operations through automation, including invoice generation, AP intake using OCR/ML, and cash application via bank integrations and Workday auto-application rules. This individual should have a solid understanding of the full Workday Financials suite (GL, FDM, AP/AR, Banking, Projects, Expenses), strong accounting knowledge, and the ability to translate business requirements into scalable system solutions. Experience supporting end-to-end Workday transformations, configuring business processes, building reports/dashboards, and working cross-functionally with Finance and IT teams is key. Familiarity with tools such as Workday Document Delivery, Doc Layouts, BAI2 integrations, and Databricks is a plus.
Interview process: 2 virtual technical interview
Job Description:

We are seeking a skilled and experienced Workday Finance Consultant to support our Workday ERP transformation efforts spanning Finance HR and Reporting While the broader program encompasses cross functional workstreams this role is scoped specifically to Finance This is a full-time, contract, remote position through December 2026 with the possibility of extension.
 What You’ll Do:

  • Design build and test Workday configurations to optimize in scope Finance process areas across the Procure to Pay and Quote to Cash cycles
  • Automate end to end invoice generation and delivery by enabling Workday Document Delivery migrating invoice layouts from BIRT to Doc Layouts and consolidating contract based invoicing
  • Centralize AP invoice intake and deploy Workday OCR for automated ML based invoice field population shifting AP operations from manual data entry to exception management
  • Replace an RPA based cash application process with a direct BAI2 bank statement integration and configure Workday Auto Application Rules and ML assisted payment matching to automate cash posting
  • Build and customize Finance reports and dashboards to support operational decision making compliance and financial reporting
  • Partner with functional leads to gather requirements document design decisions and validate solutions through unit system and parallel testing
  • Troubleshoot production issues and provide hyper care support following deployment of re designed configurations
  • Document configuration decisions design specifications and configuration workbooks to enable knowledge transfer to internal teams
  • Identify and recommend opportunities to leverage delivered Workday functionality in place of manual workarounds or legacy customizations
What You’ll Need Required:

  • Minimum of 5 to 7 years of Workday configuration experience with a strong focus on Workday Financials across multiple functional areas
  • Demonstrated expertise across the core Workday Financials footprint General Ledger Financial Accounting FDM Projects AP AR Banking and Settlement and Expenses
  • Strong understanding of core accounting principles and how Workday data model including worktag structures spend category hierarchies cost center frameworks and business process definitions governs the behavior of Finance transactions ability to anticipate how upstream data model changes impact AP AR and Cash Management operations reporting and period close
  • Working knowledge of how AP and AR transactions flow through to the General Ledger and how transaction level activity affects period close and financial reporting
  • Experience configuring Workday cash application including auto application rules and payment matching logic
  • Experience with BAI2 bank statement integration and configuring bank transaction matching within Workday
  • Familiarity with Workday Document Delivery and Doc Layouts for invoice generation and distribution
  • Strong analytical skills with the ability to translate Finance business requirements into Workday configuration solutions
  • Experience configuring and tuning business processes including approval routing condition rules and validations
  • Excellent communication and collaboration skills with the ability to work effectively across Finance IT and program stakeholders at all levels
  • Proven ability to operate independently as a remote contractor
 Preferred:

  • Workday Pro certification in one or more of the following Contracts to Cash Procure to Pay Record to Report
  • Familiarity with Workday Integration tools EIB Core Connectors for context even if integrations are not the primary scope
  • Working knowledge of SOC 2 control requirements as they relate to financial system configuration
  • Familiarity with Databricks as a data lake platform this program leverages Databricks as the foundation for downstream financial reporting and analytics and the ability to understand how Workday Finance data surfaces in that environment is a plus
  • Bachelor’s degree in Accounting Finance Information Systems or a related field

Physical Demands:

  • Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal state and local standards
  • Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings etc
  • Ability to conduct repetitive tasks on a computer utilizing a mouse keyboard and monitor