Remote Financial Planner Jobs in Virginia (NOW HIRING)

Join a National Top Workplace
Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We're always looking for talented individuals who are ready to join a collaborative, growth-focused culture. As a partner to some of the world's most recognized brands, we are leaders in loyalty, helping brands build lasting emotional connections with their consumers.
Join Us from Anywhere
While our headquarters are nestled in sunny St. Petersburg, Florida, Kobie embraces a flexible work environment, offering teammates the freedom to work remotely. We understand the importance of work-life balance and support our team with:
• Flexible Time Off to recharge when needed
• Nine Company-Wide Holidays
• A diverse suite of benefits prioritizing your growth, development, and personal well-being
Discover more about our perks and benefits here.
Kobie is a values-led organization where we believe that everyone is a leader, regardless of their position or role.
Travel Requirements:
As a remote-first organization headquartered in St. Petersburg, Florida, Kobie values meaningful in-person connection and collaboration that strengthens our teams, supports our clients, and enhances our culture. While travel requirements vary by role, periodic travel may be required to support business objectives, team collaboration, customer engagements, training, and company events. Candidates should be able and willing to travel as needed to fulfill the responsibilities of the role.
About the team and what we'll build together
This role sits at the intersection of Accounting and Finance. In Accounting, we thrive behind the scenes - detail-oriented and meticulous, providing financial insight that helps our organization make informed decisions. In Finance, we partner closely with business leaders, translating financial and operational data into insight that drives planning, performance reviews, and continuous improvement.
The Finance & Accounting Analyst maintains ownership of core accounting processes while also supporting the operational metrics, forecasts, revenue validation, and monthly reporting that leadership relies on to understand business performance. This role is intentionally built as a development opportunity - a chance to grow across both disciplines - and as a connective thread that strengthens how Accounting, Finance, and operational reporting work together in service of better business decisions.
How you will make an impact

• Accounting Ownership
  
  • Own recurring month-end close responsibilities, including reconciliations, journal entries, and client accrual file updates and record-keeping for assigned client accounts
  • Manage the full invoicing cycle - usage loads, invoice and credit memo creation, approval documentation, and client delivery, on both monthly and weekly cadences for assigned client accounts
  • Maintain accuracy between GL and BS accounts, and ensure NetSuite invoices are approved and posted to the correct period
  • Support committed revenue summaries and revenue allocation across all lines of business
  • Review of Kobie and client P&L statements for accuracy against forecast, partnering with operating stakeholders to resolve variances
• Financial Planning, Analysis & Operational Reporting
  
  • Update and validate revenue in Planful, including client-level revenue, keeping operational data and the financial system of record in sync
  • Support monthly reporting deliverables, including SG&A and COGS reviews, margin-by-line-of-business analysis, and billable/productivity dashboards
  • Partner with client and department leads to validate member counts, billed and worked hours, and new business and fulfillment data feeding into financial reporting
  • Contribute to Monthly Business Review materials - financial results, KPIs, and variance analysis - that leadership uses to understand business performance
  • Support annual budgeting and re-forecasting
• Business Partnership & Development
  
  • Serve as a connector between Accounting, Finance, Client Services, and Management keeping data and narrative consistent across close, reporting, and forecasting
  • Identify and help implement opportunities to improve close and reporting processes through automation, standardization, and efficiency
  • Build toward broader accounting and FP&A exposure over time, with structured opportunities to expand scope as skills develop

• Ongoing Success Measures
  
  • First 30 days: Learn the close calendar, chart of accounts; P&L; invoicing; cross-department interactions; shadow one full close
  • First 60 days: Complete invoicing, recurring journal entries, and reconciliations with oversight; support revenue validation and Planful updates
  • First 90 days: Aid in production of operational packages and variance commentary; act as point of contact for Client Services data questions; own client invoicing load
  • Ongoing: Close completed within calendar; reconciliations clean and documented; invoices are sent on-time and error free; Planful ties to GL; reporting delivered on schedule with explained variances

What you need to be successful

• Experience: 2-4 years of accounting or blended finance/accounting experience, including exposure to month-end close and invoicing; demonstrated ability to work effectively in a remote or hybrid work environment
• Education: Bachelor's degree in Accounting, Finance, Business, or a related field (or equivalent experience)
• Skills: Advanced Excel (lookups, pivots, large data validation); working knowledge of general ledger accounting - debits and credits, accruals, prepaid expenses, and account reconciliations; variance analysis and reporting; preferred experience leveraging generative AI tools
• Systems: Experience with NetSuite (or similar ERP) required; experience with Planful preferred
• Competencies: Accuracy and attention to detail under close deadlines; cross-functional communication; ownership of deliverables; curiosity about business drivers

Who we are As a trusted partner, Kobie delivers market-leading, end-to-end loyalty solutions designed to enable customer experiences for the world's most successful brands. We do this with a strategy-led technology approach that uncovers the truth behind what drives consumers on an emotional level. We believe that our team's passion and expertise are the driving forces behind our success and are proud to be named a Top Workplaces in the USA, where the best and brightest in loyalty drive our mission of growing enterprise value through loyalty.
A place for all We celebrate and embrace diversity at Kobie!
Employment at Kobie is based solely on an individual's merit and qualifications, which are directly related to professional competence. We do not discriminate against any teammate or applicant because of race,color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy, or any other characteristic protected by applicable law.
We are fiercely committed to fostering a workplace where teammates can bring their authentic selves to work every day. Our DEI initiatives, including various committees, ensure that principles of equity, diversity, and inclusion are deeply ingrained throughout Kobie. While our leadership team fully supports our policy of nondiscrimination and equal opportunity, it is the responsibility of all teammates to uphold these values.
Ready to join us? If you're ready to make an impact and grow in a supportive, innovative environment, we'd love to hear from you. Apply today and join the best and brightest in loyalty!
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.