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Remote Financial Consultant Jobs in Indiana (NOW HIRING)

Lochmueller Group is an engineering consulting firm with an emphasis on infrastructure. We provide ... Monitor financial performance of engineering projects from proposal through closeout. * Analyze ...

$89K - $105K/yr

... remote role open to any location in continental US Manulife is a leading international financial ... The Senior Underwriting Consultant is responsible for evaluating applications of the highest ...

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Remote Insurance Agent

South Bend, IN · Remote

$90K - $250K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Remote Insurance Agent

Fort Wayne, IN · Remote

$90K - $250K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Remote Insurance Agent

Gary, IN · Remote

$90K - $250K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Remote Insurance Agent

Evansville, IN · Remote

$90K - $250K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Remote Insurance Agent

Terre Haute, IN · Remote

$90K - $250K/yr

About the Company We're a national financial services organization helping families achieve ... Conduct virtual consultations with pre-qualified clients (no cold calling) * Present customized ...

Location Consultants can be remote or on-site based as required by MSH. Instructions for applying ... Supply Chain Financing * Efficiency Analysis * Political Economy Analysis * Cost Analysis ...

Conduct tax research and provide guidance and consultation to clients * Identify and implement tax ... Candidates who are not within commuting distance of a Crowe office may be considered for a remote ...

Showing results 41-60

Remote Financial Consultant information

What is a remote financial consultant?

A Remote Financial Consultant provides financial advice, planning, and investment guidance to clients while working from a remote location. They analyze financial data, assess clients' goals, and recommend strategies to improve financial stability and growth. Using digital tools, they communicate with clients, monitor financial trends, and help with budgeting, retirement planning, and portfolio management. This role requires strong financial expertise, analytical skills, and the ability to build relationships virtually. Many consultants work independently or for financial firms offering remote advisory services.

What types of clients or projects do remote financial consultants typically work with?

Remote Financial Consultants commonly serve a diverse range of clients, including individuals seeking investment or retirement planning, small businesses needing budgeting assistance, or corporations requiring strategic financial advice. Projects may involve portfolio analysis, developing financial plans, evaluating risk, or providing insights on tax optimization. Consultants often work directly with clients via video calls, email, or project management software, and may collaborate with other finance professionals or departments depending on project needs. The variety of clients and assignments in this remote setting offers opportunities to expand expertise, specialize by industry, and develop a broad professional network.

What are the key skills and qualifications needed to thrive in the remote financial consultant position, and why are they important?

Success as a Remote Financial Consultant requires strong analytical skills, a solid understanding of financial principles, and a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, spreadsheet tools like Microsoft Excel, and certifications such as CFP or CFA are often expected. Exceptional communication, self-motivation, and time management are key soft skills for building trustful client relationships and thriving independently. These abilities ensure reliable financial guidance, effective remote collaboration, and client satisfaction in a virtual consulting environment.

What are the most commonly searched types of Financial Consultant jobs in Indiana?

The most popular types of Financial Consultant jobs in Indiana are:

Infographic showing various Remote Financial Consultant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Analyst

Lochmueller Group

Indianapolis, IN • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago


Job description

Lochmueller Group is seeking an experienced Financial Analyst to serve as a strategic business partner to operations, project managers, and executive leadership across the company. This role will be based out of our Indianapolis or Evansville, Indiana office, depending on the selected candidate's location.

In this highly visible role, you will combine financial planning and analysis, project profitability management, business intelligence, and strategic financial modeling to help drive informed decisions, improve operational performance, and support the long-term success of our growing engineering consulting practice. This position works closely with project managers and leaders across the organization to translate data into actionable insights that enhance project outcomes and company performance. This is a unique opportunity to join an employee-owned firm identified as a 2026 Indiana Best Place to Work and Indiana ESOP Company of the Year.

Lochmueller Group is an engineering consulting firm with an emphasis on infrastructure.  We provide multi-disciplined services for a variety of public agencies and private entities, including environmental analysis and permitting; transportation design; traffic engineering and transportation planning; water resources design; construction engineering and inspection; surveying; and land acquisition & appraisal.

For over 40 years, Lochmueller Group has helped communities reinvent their future through thoughtful, actionable planning and design. What truly sets Lochmueller apart is our people and the values that guide how we work:

CARDIA: Creativity; Accountability; Respect; Dedication; Integrity; Achievement

Lochmueller Group is a 100% employee-owned firm where our people are invested in each other's success and the long-term success of the company. We offer a collaborative environment that supports professional growth, encourages innovation, and provides opportunities to make a meaningful impact through your work. It's a place where talented professionals can build rewarding careers while helping shape the future of the communities we serve.

Primary responsibilities will include:

Project Cost Analysis (40%)

  • Monitor financial performance of engineering projects from proposal through closeout.
  • Analyze project budgets, labor utilization, subcontractor costs, overhead allocation, and profitability.
  • Participate in monthly project financial reviews for Project Managers and Operations Leadership.
  • Identify cost overruns, budget variances, and margin risks.
  • Help develop project profitability dashboards and Key Performance Indicators (KPIs).
  • Work with project teams to improve forecasting accuracy.
  • Support project closeout financial analysis and lessons learned.

Financial Planning & Analysis (30%)

  • Help prepare monthly financial reporting packages.
  • Help develop annual financial plan and monthly forecasts.
  • Analyze revenue, EBITDA, cash flow, and operating expenses.
  • Build financial models supporting strategic initiatives.
  • Perform trend analysis and scenario modeling.
  • Support long-range business planning.
  • Assist with acquisition due diligence and financial modeling when required.

Business Intelligence & Reporting (15%)

  • Help develop executive dashboards using Power BI, Excel, or similar reporting tools.
  • Automate recurring financial reports.
  • Analyze operational trends and recommend improvements.

Budgeting & Cost Control (10%)

  • Assist department managers with annual financial planning.
  • Monitor departmental spending.
  • Recommend cost-saving opportunities.
  • Support capital expenditure planning.

Strategic Finance (5%)

  • Participate in strategic planning initiatives.
  • Support pricing analysis for new proposals.
  • Analyze return on investment for major capital expenditures.
  • Assist in M&A analysis and integration activities.
  • Support ESOP valuation and financial reporting, if applicable.
Qualifications for this role:
  • Bachelor's Degree in Accounting, Finance, or a closely related field
  • 3 - 5+ years of financial analysis, FP&A, cost accounting, or project accounting experience
  • Experience in Architecture, Engineering & Construction (AEC), Engineering Consulting, Construction, or Professional Services preferred
  • Advanced proficiency with Microsoft Excel, Financial Modeling, Power BI (preferred), ERP systems (Deltek Vantagepoint, Deltek Vision, BST, or similar preferred), Microsoft Power Query, SQL (preferred)
What we offer:
  • Health & Wellness: medical, dental, vision, disability, and basic life insurance w/ option for additional voluntary life insurance
  • Work/Life Balance: vacation, holidays, sick leave, maternity/paternity leave, flexible scheduling & telecommuting opportunities
  • Wealth-Building: 401k w/ company match, student loan repayment benefit, ESOP, competitive compensation package
  • Professional Benefits: professional membership dues, career & educational development

Lochmueller Group is an Equal Opportunity/Affirmative Action employer. Lochgroup fully supports and maintains compliance with all state, federal, and local regulations. All qualified applications will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, protected veteran status, genetic information, or any other category protected by federal, state, and local laws.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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