An award-winning remote work environment POSITION OVERVIEW The Manager of Expense Forecasting and ... Coordinate with Accounting, FP&A, Operations, HR, IT, and other functional teams to ensure expense ...
An award-winning remote work environment POSITION OVERVIEW The Manager of Expense Forecasting and ... Coordinate with Accounting, FP&A, Operations, HR, IT, and other functional teams to ensure expense ...
Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...
Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...
Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...
Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...
Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...
Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...
Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...
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Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...
Remote Financial Planner information
See Utah salary details
$46K - $53.3K
2% of jobs
$53.3K - $60.7K
6% of jobs
$60.7K - $68.1K
13% of jobs
$69.6K is the 25th percentile. Wages below this are outliers.
$68.1K - $75.4K
18% of jobs
The median wage is $81.1K / yr.
$75.4K - $82.8K
14% of jobs
$82.8K - $90.2K
15% of jobs
$93.6K is the 75th percentile. Wages above this are outliers.
$90.2K - $97.5K
15% of jobs
$97.5K - $104.9K
4% of jobs
$104.9K - $112.3K
5% of jobs
$112.3K - $119.6K
4% of jobs
$119.6K - $127K
3% of jobs
$46K
$88K
$127K
How much do remote financial planner jobs pay per year?
As of Sep 6, 2026, the average yearly pay for remote financial planner in Utah is $88,016.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,200.00 and $92,900.00 per year, depending on experience, location, and employer.
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.
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 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 the difference between Remote Financial Planner vs Remote Financial Advisor?
| Aspect | Remote Financial Planner | Remote Financial Advisor |
|---|---|---|
| Certifications | CFP, ChFC, or similar | CFP, ChFC, or similar |
| Work Environment | Independently or with firms, client meetings online | Independently or with firms, client meetings online |
| Industry Usage | Financial planning, wealth management | Financial planning, wealth management |
| Primary Focus | Creating comprehensive financial plans | Providing 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.
What are the most commonly searched types of Financial Planner jobs in Utah?
The most popular types of Financial Planner jobs in Utah are:
What are popular job titles related to Remote Financial Planner jobs in Utah?
For Remote Financial Planner jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Utah look for?
The top searched job categories for Remote Financial Planner jobs in Utah are:
What cities in Utah are hiring for Remote Financial Planner jobs?
Cities in Utah with the most Remote Financial Planner job openings:
Manager of Expense Forecasting and Business Support (Remote)
Salt Lake City, UT • On-site, Remote
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 12 days ago
Job description
Description
Who We Are - Motivated by Purpose. Powered by Clinical Expertise.
Founded in 1983, we're a clinically-driven, tech-enabled utilization management company offering expert clinical reviews, regulatory guidance, and actionable insights to healthcare organizations.
Excellence starts with our people.
WE OFFER
POSITION OVERVIEW
The Manager of Expense Forecasting and Business Support is responsible for leading expense planning, forecasting, analysis, and business partnership activities across the organization. This role serves as a key finance partner to business leaders, providing actionable insights, expense performance reporting, variance analysis, and decision support to help manage costs, improve forecast accuracy, and support strategic and operational priorities.
Roles:
Core Competencies:
Success Measures
Requirements
Required Qualifications:
Preferred Qualifications
Education:
Work Environment:
Ability to sit at a desk, utilize a computer, telephone, and other basic office equipment is required. This role is designed to be a remote position (work-from-home).
Diversity Statement:
Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Drug-Free Workplace:
This company is a drug-free workplace. All candidates are required to pass a Background Screen before beginning employment. All newly hired employees will take a Drug Screen, as well as agreeing to all necessary Compliance Regulations on their first day of employment. Employees are required to adhere to all applicable HIPAA regulations and company policies and procedures regarding the confidentiality, privacy, and security of sensitive health information.
California Consumer Privacy Act (CCPA) Information (California Residents Only):
Who We Are - Motivated by Purpose. Powered by Clinical Expertise.
Founded in 1983, we're a clinically-driven, tech-enabled utilization management company offering expert clinical reviews, regulatory guidance, and actionable insights to healthcare organizations.
Excellence starts with our people.
WE OFFER
- A competitive compensation package.
- Benefits include healthcare, vision and dental insurance, a generous 401k match, paid vacation, personal time, and holidays.
- Growth and training opportunities.
- An award-winning remote work environment
POSITION OVERVIEW
The Manager of Expense Forecasting and Business Support is responsible for leading expense planning, forecasting, analysis, and business partnership activities across the organization. This role serves as a key finance partner to business leaders, providing actionable insights, expense performance reporting, variance analysis, and decision support to help manage costs, improve forecast accuracy, and support strategic and operational priorities.
Roles:
- Lead a team of two analysts focusing on providing support to the business and developing talent
- Lead the development, maintenance, and continuous improvement of expense forecasts, annual budgets, and long-range plans.
- Partner with department leaders to understand expense drivers, staffing needs, vendor costs, operational trends, risks, and opportunities.
- Prepare monthly and quarterly expense reporting, including budget-to-actual variance analysis, forecast updates, and executive-ready commentary.
- Identify trends, cost pressures, savings opportunities, and performance gaps; recommend practical actions to improve financial results.
- Support business leaders with financial modeling, scenario analysis, investment cases, workforce planning, and ad hoc decision support.
- Drive improvements in forecasting accuracy, reporting efficiency, data quality, and planning processes.
- Coordinate with Accounting, FP&A, Operations, HR, IT, and other functional teams to ensure expense forecasts align with business activity and financial reporting.
- Develop and maintain dashboards, management reporting packages, and recurring analyses that provide clear visibility into expense performance.
- Support month-end close processes by reviewing expense results, accruals, reclasses, and key variances in partnership with Accounting.
- Provide leadership, coaching, and guidance to analysts or cross-functional partners involved in forecasting and business support activities.
Core Competencies:
- Communication: Presents financial information clearly to both finance and non-finance audiences.
- Business Partnership: Builds trusted relationships with leaders and provides practical financial guidance.
- Analytical Rigor: Uses data, financial models, and operational context to identify trends and explain results.
- Process Improvement: Looks for ways to streamline forecasting, reporting, and recurring finance processes.
- Ownership: Takes accountability for accurate, timely, and high-quality deliverables.
- Leadership: Influences cross-functional partners and supports a culture of collaboration and continuous improvement.
Success Measures
- Improved accuracy and reliability of expense forecasts and budgets.
- Timely delivery of clear, actionable expense reporting and variance commentary.
- Stronger financial visibility for business leaders and improved decision support.
- Identification of meaningful cost savings, efficiency opportunities, and risk mitigation actions.
- More efficient and scalable forecasting and reporting processes.
Requirements
Required Qualifications:
- 5+ years of progressive experience in financial planning and analysis, expense management, corporate finance, business support, or a related finance role.
- Strong understanding of budgeting, forecasting, variance analysis, financial modeling, and management reporting.
- Advanced proficiency with Microsoft Excel and experience using financial planning, ERP, business intelligence, or reporting tools.
- Ability to translate complex financial information into clear insights, recommendations, and executive-level communication.
- Strong analytical, problem-solving, organizational, and project management skills.
- Demonstrated ability to work collaboratively with business leaders and cross-functional teams in a fast-paced environment.
Preferred Qualifications
- BBA with a focus on Financial concepts, accounting, or analytics. MBA not required but helpful.
- Experience supporting expense forecasting in a healthcare, technology, professional services, insurance, or business services environment. Private Equity exposure is also helpful.
- Experience with workforce planning, vendor spend analysis, cost center reporting, or shared services financial support.
- Experience building scalable reporting processes, dashboards, and planning templates.
- Experience with Sage or Cube Planning tools are helpful
- Development of Staff and experience working with offshore teams
Education:
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
Work Environment:
Ability to sit at a desk, utilize a computer, telephone, and other basic office equipment is required. This role is designed to be a remote position (work-from-home).
Diversity Statement:
Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Drug-Free Workplace:
This company is a drug-free workplace. All candidates are required to pass a Background Screen before beginning employment. All newly hired employees will take a Drug Screen, as well as agreeing to all necessary Compliance Regulations on their first day of employment. Employees are required to adhere to all applicable HIPAA regulations and company policies and procedures regarding the confidentiality, privacy, and security of sensitive health information.
California Consumer Privacy Act (CCPA) Information (California Residents Only):
- Sensitive Personal Info: MRIoA may collect sensitive personal info such as real name, nickname or alias, postal address, telephone number, email address, Social Security number, signature, online identifier, Internet Protocol address, driver's license number, or state identification card number, and passport number.
- Data Access and Correction: Applicants can access their data and request corrections. For questions and/or requests to edit, delete, or correct data, please email the Medical Review Institute at HR@mrioa.com.