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Remote Financial Coach Jobs in San Ramon, CA (NOW HIRING)

Mercor

FP&A Expert - Corporate Finance

San Francisco, CA · Remote

$80 - $120/hr

Position: FP&A / corporate finance Evaluator Type: Contract Compensation: $80-$120/hour Location ... Remote Role Responsibilities * Evaluate AI-generated artifacts against domain-specific quality ...

Globe Life

Be Seen First

Client Sales & Services Representative (Remote)

San Francisco, CA · Remote

$60K - $80K/yr

Continue developing your skills through coaching, virtual workshops, and team collaboration Why ... care, financial services, recruiting, sales, or call centers often transition well into this ...

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See San Ramon, CA salary details

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How much do remote financial coach jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for remote financial coach in San Ramon, CA is $25.73, according to ZipRecruiter salary data. Most workers in this role earn between $21.20 and $30.10 per hour, depending on experience, location, and employer.

What are some typical daily responsibilities of a Remote Financial Coach?

As a Remote Financial Coach, your typical day involves conducting virtual coaching sessions with clients, reviewing their financial situations, and developing personalized action plans. You’ll regularly track clients’ progress, provide ongoing support through digital tools or messaging platforms, and update financial reports and documentation. Additionally, you may research financial resources, participate in online team meetings, and stay current on industry trends to enhance your coaching strategies. This role combines independent work with collaboration, as you may coordinate with other coaches or refer clients to specialized financial professionals when needed.

What is a Remote Financial Coach job?

A Remote Financial Coach helps clients improve their financial well-being by providing guidance on budgeting, saving, debt management, and financial planning. They work virtually, offering personalized advice through video calls, phone calls, or online messaging. This role focuses on education and accountability rather than selling financial products or providing investment advice. Coaches empower clients to set and achieve their financial goals by creating customized strategies based on their unique financial situation.

What are the key skills and qualifications needed to thrive in the Remote Financial Coach position, and why are they important?

To thrive as a Remote Financial Coach, you need a strong understanding of personal finance principles, budgeting, debt management, and often a degree in finance, accounting, or a related field. Familiarity with financial planning software, video conferencing tools, and industry certifications like AFC® or CFP® can be highly beneficial. Excellent listening, motivational interviewing, and clear communication skills help build client trust and deliver actionable guidance remotely. These abilities are crucial to effectively support clients' financial goals and foster long-term financial wellness in a virtual environment.

What are popular job titles related to Remote Financial Coach jobs in San Ramon, CA? For Remote Financial Coach jobs in San Ramon, CA, the most frequently searched job titles are:
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Remote Financial Coach jobs near you
Strategic Finance Implementation Consultant (up to $190k)

Strategic Finance Implementation Consultant (up to $190k)

FOCUSPOINT

San Francisco, CA • Remote

$190K/yr

Full-time

Re-posted 19 days ago

Job description

Strategic Finance Implementation Consultant

Location: Remote (U.S. Only)
Compensation: $150,000–$190,000 base + equity
Employer: Confidential SaaS Client – Represented by FocusPoint

About the Opportunity

FocusPoint is representing a rapidly growing B2B SaaS company that helps finance teams—and leaders across sales, people, operations, and engineering—collaboratively model and understand their forward-looking financial performance. Their platform centralizes forecasting, budgeting, and scenario planning, making financial insights accessible and actionable across the organization.

The company is expanding its post-sales team and seeking Strategic Finance Implementation Consultants who combine deep FP&A expertise with strong customer-facing skills. This role sits at the intersection of finance, product enablement, and consulting.

You will work directly with CFOs, VPs of Finance, and operational leaders at mid-market companies to build out financial models, guide strategic conversations, and ensure customers fully adopt and leverage the platform.

What You’ll Do

  • Manage a portfolio of mid-market customers

  • Lead onboarding sessions, trainings, and live working meetings with finance teams

  • Translate customer assumptions into financial forecasts, budgets, and scenario models

  • Build and iterate financial models within the platform

  • Help customers understand implications of hiring, budgeting, and operational decisions

  • Troubleshoot data issues; perform light SQL/data-mapping work when needed

  • Prioritize multiple inbound customer requests across your portfolio

  • Act as a trusted advisor guiding customers through financial planning best practices

  • Collaborate cross-functionally with Sales, Solutions, Product, and Engineering

  • Provide feedback to improve product workflows and customer experience

What You BringMust-Have Qualifications

  • 3–6 years in FP&A, finance/strategy consulting, strategic finance, transaction services, PE/VC analysis, or investment banking (client-facing)

  • Strong understanding of:

    • Financial statements

    • Driver-based modeling

    • Headcount and budget forecasting

    • Scenario analysis

  • Prior experience communicating directly with external business clients

  • Strong ability to simplify and explain complex financial concepts

  • High proficiency in Excel

  • Analytical, structured thinker who can go 0 → 1 in unfamiliar environments

  • Authorized to work in the United States (no visa sponsorship available)

Nice-to-Have Qualifications

  • Experience implementing software or onboarding customers

  • SQL knowledge or willingness to learn

  • SaaS or startup environment experience

  • BI, analytics, or data-modeling exposure

  • Experience handling a larger customer portfolio or workload

Who Thrives Here

  • FP&A professionals who enjoy direct client interaction

  • Consultants looking for better work-life balance without losing analytical rigor

  • Individuals excited by hands-on modeling and collaborative financial problem-solving

  • Candidates who enjoy a mix of finance depth and customer-facing strategy

  • Professionals who thrive in fast-paced, high-growth environments

Why Work Through FocusPoint

As the exclusive recruiting partner, FocusPoint provides:

  • Streamlined access to the hiring team

  • Coaching and preparation for every interview step

  • Direct feedback throughout the process

  • Support during offer negotiation

Submitting through FocusPoint ensures full visibility, preparation, and guidance.

Next Steps

If interested, FocusPoint will facilitate an initial screen and guide you through the structured interview process, which includes a hands-on financial modeling exercise and panel conversations with cross-functional stakeholders.


How to Apply

To ensure confidentiality and alignment with our client’s hiring process, all applications must be submitted through FocusPoint. Please do not attempt to contact the client directly. Interested candidates should reach out to FocusPoint’s recruitment team with any questions.