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Remote Financial Planner Jobs in California (NOW HIRING)

Director, GTM FP&A | REMOTE WORK NOT AVAILABLE Reports To: Head of Financial Planning & Analysis Department: Finance Location: San Francisco, CA About Netradyne: Netradyne harnesses the power of ...

Senior Financial Analyst

Los Angeles, CA ยท Remote

$92K - $114K/yr

This position works under the direction of our FP&A Managers and Virtual CFOs, benefitting from ... Remote, Full-time time, and Part-time positions available - US only Compensation * Competitive Pay ...

Our FP&A Managers become critical members of our clients' finance department, bringing financial ... Discretionary Bonus Program * 100% remote, always * Customizable benefit options * The work is ...

Head of FP&A

San Jose, CA ยท Remote

$212K - $240K/yr

FP&A Execution * Lead variance analysis as part of the Month-End Close in partnership with ... remote sensing performance. Our state-of-the-art facility in the heart of Silicon Valley is ...

Senior FP&A Analyst

San Francisco, CA ยท On-site +1

$100K - $125K/yr

Where we work Owner is a remote-first, global company headquartered in San Francisco, with a sales ... Why we're looking for you We're hiring a Senior FP&A Analyst to own the core planning, forecasting ...

Director, FP&A

Los Angeles, CA ยท On-site +1

$128K - $171K/yr

Everlane is looking for a highly motivated Director to join our Finance team and lead the FP&A ... Candidates outside the LA area may be considered for a remote position. California Residents: At ...

Showing results 41-60

Remote Financial Planner information

See California salary details

$49.8K

$95.4K

$137.7K

How much do remote financial planner jobs pay per year?

As of Aug 7, 2026, the average yearly pay for remote financial planner in California is $95,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,700.00 per year, depending on experience, location, and employer.

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

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

What is a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

What is the difference between Remote Financial Planner vs Remote Financial Advisor?

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

How do remote financial planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.
What are the most commonly searched types of Financial Planner jobs in California? The most popular types of Financial Planner jobs in California are:
What are popular job titles related to Remote Financial Planner jobs in California? For Remote Financial Planner jobs in California, the most frequently searched job titles are:
What cities in California are hiring for Remote Financial Planner jobs? Cities in California with the most Remote Financial Planner job openings:
Infographic showing various Remote Financial Planner job openings in California as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

FP&A Director GTM Finance

Netradyne

San Francisco, CA โ€ข Remote

Full-time

Re-posted 6 days ago


Job description

Role: Director, GTM FP&A | REMOTE WORK NOT AVAILABLEย 

Reports To: Head of Financial Planning & Analysis

Department: Finance

Location: San Francisco, CA

About Netradyne:

Netradyne harnesses the power of Computer Vision and Edge Computing to revolutionize the modern-day transportation ecosystem. We are a leader in fleet safety solutions. With growth exceeding 4x year over year, our solution is quickly being recognized as a significant disruptive technology. Our team is growing, and we are looking for forward-thinking, uncompromising, competitive team members to help us build what we believe is a generational company.

Position Summary:

We are seeking an exceptional Director of GTM FP&A to lead the financial planning, analysis, and strategic guidance for our Go-To-Market organization as we scale into the next phase of our growth journey. This is a high-impact, high-visibility leadership role where you will serve as the primary financial partner to our Chief Revenue Officer, Chief Customer Officer, Chief Marketing Officer. You will build and scale world-class GTM financial planning processes, deliver data-driven insights that optimize our path to scale growth and help orchestrate our expansion across new markets and segments. You will lead a growing team and play a critical role in establishing the financial rigor and reporting infrastructure.

Key Responsibilities:

  • Strategic Financial Partnership: Serve as the trusted financial advisor to GTM leadership translating business objectives into financial insights and recommendations that drive decision-making and competitive advantage.
  • GTM Planning & Forecasting: Own end-to-end financial planning for all GTM functions including Sales (enterprise, mid-market, channels), Marketing (demand generation, brand, product marketing), and Customer Success. Lead annual operating plan (AOP), long-range financial plan (LRP), and rolling forecast processes for the GTM function. Build sophisticated models for capacity planning, headcount optimization, and investment allocation.
  • Performance Management & Metrics Mastery: Develop, track, and obsess over SaaS and GTM KPIs including ARR, Net Revenue Retention (NRR), Gross Retention Rate (GRR), Customer Acquisition Cost (CAC), Customer Payback Period (CTS), Lifetime Value (LTV), CAC Payback, Magic Number, Sales Productivity, Pipeline generation, Conversion rates, and Customer Churn. Provide monthly and quarterly reporting with rigorous variance analysis, trend identification, and actionable recommendations.
  • Sales Capacity & Productivity Modeling: Partner with RevOps to build and maintain highly detailed sales capacity models that inform headcount plans, quota setting, territory assignments, and compensation structures. Analyze and optimize sales productivity metrics at the rep, team, segment, and enterprise level. Partner with Revenue Operations to establish unit economics by channel and cohort.
  • Investment Analysis & ROI: Evaluate the financial viability and return on investment of GTM initiatives including new market entry, competitive campaigns, channel expansion, customer acquisition programs, and technology investments. Build business cases and run scenario analysis to support resource allocation decisions.
  • Scenario Planning & Strategic Insights: Develop sophisticated financial models to evaluate strategic scenarios (market expansion, product launches, M&A integration, pricing changes, economic downturns). Generate executive-ready insights that inform board conversations, investor updates, and long-term strategy.
  • Systems & Process Excellence: Partner with the CFO org in implementing financial planning tools, dashboards, and workflows that enable fast, accurate decision-making. Work with Finance, Revenue Operations, and Data teams to develop automated reporting and establish single sources of truth.

Desired skills and experience:

  • 8+ years of progressive experience in FP&A, Sales Finance, GTM Finance, or related roles, with at least 5+ years in dedicated GTM financial rolesย 
  • Deep exposure to high-growth B2B SaaS environments with experience scaling Sales, Marketing, and Customer Success organizations
  • Track record of translating financial analysis into business impact - moving recommendations into action and measuring outcomes
  • Cross-functional partnership mindset: ability to build trust with Sales, Marketing, Customer Success, and Finance teams while maintaining objectivity
  • Bias toward speed and action: comfortable with ambiguity and able to deliver insights on aggressive timelines while maintaining rigor
  • Intellectual curiosity and growth mindset: passionate about learning new business domains, technologies, and financial methodologies.
  • Mastery of SaaS financial models and metrics: ARR, NRR, GRR, CAC, LTV, CAC Payback Period, Magic Number, net dollar retention, and all key GTM KPIs
  • Advanced financial modeling expertise: ability to build complex, dynamic models that support scenario planning, sensitivity analysis, and what-if modeling
  • Expert proficiency in financial planning tools (Anaplan, Adaptive Insights, Pigment, NetSuite, Workday, or equivalent) and strong Excel/Google Sheets skills
  • Comfort with BI tools and dashboarding platforms (Tableau, Looker, Qlik, Power BI) to communicate insights
  • Deep understanding of sales processes, pipeline architecture, deal structures, quota mechanics, and compensation plan design.
  • Exceptional communication and presentation skills; ability to translate complex financial analysis into clear, actionable insightsย 
  • Comfortable operating in a fast-paced, high-growth environment; ability to collaborate and lead across different time zones
  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field; MBA a plus