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Remote Financial Planner Jobs in Needham, MA (NOW HIRING)

Reachdesk Ltd

FP&A Manager

Boston, MA · On-site +1

FP&A Manager United States (Remote) About Us Reachdesk is the first truly end-to-end SaaS global gifting and swag platform, helping B2B companies create meaningful connections with prospects ...

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Boston, MA · Remote

$95K - $575K/yr

... planning solutions that build guaranteed wealth, retirement certainty and increased net worth. We ... The work is remote (flexible schedule part/full-time) in the immense and lucrative financial ...

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track ... Partial remote work * Salary range $150,000-170,000; exempt, plus bonuses * Pay ranges are job ...

3B Staffing LLC

Senior Finance BA

Cambridge, MA · On-site +1

$93K - $116K/yr

Cambridge, MA 02139 - can be 100% remote with travel expense Remote / Hybrid Schedule: 1x a month ... FP&A, Accounting, Procurement / SS&P, IT, Reporting, Data, Gates Foundation shared services ...

3B Staffing LLC

Senior Finance BA

Cambridge, MA · On-site +1

$93K - $116K/yr

Cambridge, MA 02139 - can be 100% remote with travel expense Remote / Hybrid Schedule: 1x a month ... FP&A, Accounting, Procurement / SS&P, IT, Reporting, Data, Gates Foundation shared services ...

Progress

Financial Analyst II

Burlington, MA · On-site +1

$80K - $95K/yr

Most of the Corporate FP&A team and executive leadership are located near our Burlington, MA headquarters. Preference will be given to local candidates, but we will consider remote candidates based ...

Capnexus

Financial Controller

Boston, MA · On-site +1

Remote (U.S.), with periodic travel to Boston! About CapNexus CapNexus is a technology services and ... Support FP&A: budgeting, reforecasting, variance analysis, and cash-flow forecasting. * Own the ...

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Showing results 21-40

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Needham, MA

Remote Financial Planner information

See Needham, MA salary details

$55K

$105.3K

$152K

How much do remote financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial planner in Needham, MA is $105,321.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,800.00 and $111,100.00 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?

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.

What job categories do people searching Remote Financial Planner jobs in Needham, MA look for?

The top searched job categories for Remote Financial Planner jobs in Needham, MA are:

What cities near Needham, MA are hiring for Remote Financial Planner jobs?

Cities near Needham, MA with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Needham, MA as of August 2026, with employment types broken down into 70% Full Time, 22% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $105,321 per year, or $50.6 per hour.

FP&A Manager

Reachdesk Ltd

Boston, MA • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

FP&A ManagerUnited States (Remote)

About Us

Reachdesk is the first truly end-to-end SaaS global gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees: while driving measurable ROI.

We believe gifting is more than just a transaction: it's about building genuine human connections that fuel business growth. Whether you're engaging prospects, celebrating customers, or recognizing employees, our platform makes it easy to deliver personalized gifts, branded swag, and unforgettable event & brand experiences at scale through automated sourcing, storage, and global delivery.

Trusted by many of the most recognized names in technology and SaaS, Reachdesk integrates effortlessly with your marketing, sales, and HRIS tech stack and is powered by a world-class team with hubs in New York, London, and Lisbon.

We're growing and looking for an FP&A Manager to join us.

About the Role

Reachdesk is a multi-entity SaaS gifting marketplace operating across the US, UK, Portugal, and Australia, with three revenue streams and physical goods moving across borders. We are professionalizing the finance function and investing in the people, systems, and reporting that let the business scale with confidence.

This is a modern, data-driven FP&A seat. Alongside owning planning, forecasting, and the performance narrative, you will own the reporting and analytics that finance runs on and use automation and AI to do more with a lean team. If you enjoy combining financial storytelling with hands-on work in data and tools, this role is built for you.

Responsibilities
  • Planning and analysis
    • Build and maintain the consolidated operating model across all entities and revenue streams.
    • Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts.
    • Run budget-versus-actual and variance analysis, with clear commentary on drivers.
    • Develop unit economics and margin analysis by revenue stream, including gifting wallet and sourcing.
    • Produce the board, lender, and management reporting narrative, translating results into the metrics that matter to the business.
  • Data and analytics
    • Own the Reachdesk Performance Dashboard as the single, trusted view of company performance, keeping it accurate, current, and aligned to reported financials.
    • Own the reporting data layer that spans NetSuite, Salesforce, DealHub, and analytics tooling, so management reporting runs off one reconciled source of truth.
    • Partner with data owners across the business to specify finance's reporting, data, and integration requirements and to protect data quality.
    • Define and monitor the data integrity checks that keep forecasts and dashboards reliable as volumes scale.
    • Build and maintain self-service dashboards and reporting for finance and cross-functional stakeholders.
  • Automation and AI
    • Identify and implement automation across forecasting, reporting, and variance workflows to reduce manual effort.
    • Apply AI tools to accelerate analysis, surface anomalies, and draft first-pass commentary.
    • Champion practical, controlled adoption of AI and automation within finance, with appropriate review and governance.
About You
  • Five or more years in FP&A, corporate finance, or a closely related analytical role, ideally in SaaS or a multi-entity business.
  • Advanced financial modeling and a strong command of Excel or Google Sheets.
  • Hands-on data skills: SQL and BI or analytics tools, and comfort working across multiple source systems.
  • Working knowledge of an ERP, NetSuite strongly preferred; CRM and CPQ data (Salesforce, DealHub) an advantage.
  • Demonstrated use of automation and AI tools to improve finance or analytics workflows.
  • Clear, concise communication and the ability to present to executives and a board.
  • A bachelor's degree in finance, accounting, economics, data, or a related field.
Preferred Qualifications
  • Experience in a high-growth, multi-entity, or investor-backed business.
  • Multi-currency consolidation and cross-border operations.
  • Integration tooling (for example Workato) and modern analytics platforms.
  • A finance or analytics certification (for example CFA, CMA, or an FP&A or data credential).

The Benefits

  • Competitive salary with generous stock options
  • 401(k) with employer match
  • Medical, dental & vision insurance, including mental health support and fast access to care
  • Flexible PTO that increases the longer you're with us, plus extra flexibility for life's unexpected moments
  • A genuinely collaborative culture with innovative, fun, and ambitious people
  • Compensation is based on standardised salary ranges by role, level, and location, benchmarked against similar-sized companies. Final offers are determined by a combination of experience, skills, and role fit, and may vary from the listed range.

Reachdesk believes that a diverse team helps us achieve our mission faster, and so we welcome applicants from all backgrounds.

Privacy Policy: We process personal information submitted as part of your application in accordance with the Reachdesk Candidate Privacy Notice. Please review Reachdesk's Privacy Policy here:

www.reachdesk.com/candidate-privacy-policy 

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