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Remote Financial Planner Jobs in Park Ridge, IL (NOW HIRING)

Potbelly

Senior Financial Analyst - FP&A

Chicago, IL · On-site +1

$90K - $105K/yr

* $90,000 - $105,000 base salary range + annual bonus potential! * 100% remote in the United States ... This role sits at the center of Potbelly's financial planning and business performance processes.

ShipBob, Inc.

Senior Financial Analyst

Chicago, IL

$88K - $109K/yr

This role reports to the FP&A Manager. What you'll do: * Complete thorough analysis on transportation initiatives each month and communicate key performance drivers and variances to plan to senior ...

New

sgsco

Senior Financial Analyst, Commercial Finance

Chicago, IL · On-site +1

$88K - $109K/yr

Chicago, IL (Hybrid, 2 days per week) or Remote within the Central or Eastern Time Zones Essential ... Experience working with enterprise reporting, planning, and analytics platforms preferred. Physical ...

LHH US

Financial Analyst

Chicago, IL · On-site +1

$35 - $40/hr

This role will support financial planning, reporting, forecasting, and business decision-making by analyzing financial data and providing actionable insights. The ideal candidate is highly proficient ...

DataAnnotation

FP&A Manager - AI Trainer

Elgin, IL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Naperville, IL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Chicago, IL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Aurora, IL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

RR Donnelley

Manager - Financial Analysis

Chicago, IL · Remote

$108K - $142K/yr

This position is a remote role, however we prefer candidates in the Milwaukee, WI and Chicago, IL ... Planning: * Clarify the business plan by formulating specific department goals that are in ...

RR Donnelley

Manager - Financial Analysis

Chicago, IL · On-site +1

$108K - $142K/yr

This position is a remote role, however we prefer candidates in the Milwaukee, WI and Chicago, IL ... Planning: * Clarify the business plan by formulating specific department goals that are in ...

RR Donnelley

Manager - Financial Analysis

Chicago, IL · Remote

$108K - $142K/yr

This position is a remote role, however we prefer candidates in the Milwaukee, WI and Chicago, IL ... Planning: * Clarify the business plan by formulating specific department goals that are in ...

InsuraTec

Sales Representative (Remote)

Darien, IL · Remote

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 ...

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Showing results 21-40

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Park Ridge, IL

Remote Financial Planner information

See Park Ridge, IL salary details

$49.7K

$95.1K

$137.3K

How much do remote financial planner jobs pay per year?

As of Aug 12, 2026, the average yearly pay for remote financial planner in Park Ridge, IL is $95,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,800.00 and $100,400.00 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 job categories do people searching Remote Financial Planner jobs in Park Ridge, IL look for? The top searched job categories for Remote Financial Planner jobs in Park Ridge, IL are:
What cities near Park Ridge, IL are hiring for Remote Financial Planner jobs? Cities near Park Ridge, IL with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Park Ridge, IL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $95,134 per year, or $45.7 per hour.

Senior Financial Analyst - FP&A

Potbelly

Chicago, IL • On-site, Remote

$90K - $105K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Potbelly Sandwich Shop rating

5.9

Company rating: 5.9 out of 10

Based on 88 frontline employees who took The Breakroom Quiz

23rd of 106 rated fast food restaurants

Job description

  • $90,000 - $105,000 base salary range + annual bonus potential!
  • 100% remote in the United States, however, due to state-specific regulatory requirements, Potbelly does not currently support remote work from the following states: Alaska, California, and Hawaii. To be considered for this position, you must be able to perform the role from a state not listed above at the time of hire and for the duration of employment.

Do you hunger for more? Potbelly Sandwich Shop is looking for friendly and outgoing people who enjoy working in a fast-paced, friendly environment. We are where good vibes and great careers are a way of life! What started as a small antique store in 1977 has become a nationally recognized neighborhood sandwich shop with over 400 locations across the United States. But toasty sandwiches are only as good as the people behind them. And yeah, we've got the best. Ready to join our growing Potbelly Nation?
What's In It For You**:
  • Competitive pay with performance-based annual raises!
  • Medical, Dental & Vision Insurance
  • Domestic Partnership Benefits
  • Paid Parental Leave
  • FSA and HSA with Employer Contribution
  • Commuter Benefit Program
  • Retirement Savings 401(k) WITH company match
  • Employee Assistance Program
  • Paid Time Off
  • Discount Program
  • Flexible Work Schedule
  • Career growth opportunities

**If hired, you must meet and maintain all eligibility requirements to qualify**
Come build the Potbelly Nation with us! Our legendary hot and toasty sandwiches, irresistible shakes and cookies satisfy Potbelly fans every day.
Potbelly started as a small antique store that turned into a lines-out-the-door neighborhood sandwich shop. Today, there are more than 460 Potbelly Sandwich Shops across the U.S. Our leaders build and inspire teams to bring our customers a unique Potbelly experience.
Who you are:
You are a highly analytical and strategic finance professional who is passionate about turning data into insights that drive business performance. You thrive in fast-paced environments where you can balance recurring reporting responsibilities with forward-looking analysis and strategic initiatives.
You enjoy digging into the details behind business performance, identifying trends and opportunities, and partnering cross-functionally to help leaders make better decisions. You are equally comfortable owning routine reporting processes and tackling complex ad hoc analysis.
For you, financial analysis and business analytics are both a skill and a passion (in addition to sandwiches).
You'll be a phenomenal candidate for this role if you:
  • Are analytical, detail-oriented, and intellectually curious
  • Drive toward outcomes and continuous improvement
  • Enjoy finding patterns in large and sometimes ambiguous data sets
  • Thrive in both structured reporting and ad hoc problem solving
  • Feel comfortable collaborating and sharing ideas in a fast-paced environment
  • Can independently manage projects while maintaining high-quality work
  • Have strong communication skills and can clearly explain financial performance and business trends
  • Are energized by partnering cross-functionally with Accounting, Operations, Marketing, and other business teams

You can expect:
This role sits at the center of Potbelly's financial planning and business performance processes. You will play a key role in helping leadership understand company performance through recurring reporting, forecasting, budgeting, and strategic analysis.
Every day is going to be a little different, with opportunities to work across financial reporting, sales analytics, operational performance, strategic initiatives, and executive-level presentations.
You'll encounter:
  • Respect and candor; the quality of the idea wins the day
  • Casual, focused, and agile environment operating under our Potbelly values
  • Significant exposure to Finance leadership and cross-functional business partners
  • Opportunities to influence decision making through meaningful analysis and insights
  • A collaborative environment focused on continuous improvement and innovation

What you will do:
  • Support monthly and quarterly close reporting processes, including preparation and analysis of financial results, variance reporting, and executive-level reporting materials
  • Assist with preparation of annual operating plans, cash flow projections, and multiple forecast cycles throughout the year
  • Prepare weekly sales reporting for the total company, shops, districts, and regions, including analysis of results against budget, comparable shops and short and long-term projections for Senior Leadership Team meetings
  • Analyze P&L performance and investigate key variances versus budget, forecast, and prior year results through deep-dive analyses on sales, margins, labor, operating expenses, and other key business drivers
  • Assist with scenario planning and sensitivity analysis to evaluate strategic initiatives, operational changes, sales trends, and potential business risks/opportunities across the organization
  • Perform competitive benchmarking and external market analysis to support strategic decision making
  • Partner closely with Accounting during month-end and quarter-end close processes to ensure accurate reporting and alignment
  • Collaborate cross-functionally with Operations, Marketing, IT, and other business partners to support strategic initiatives and performance improvement efforts
  • Build and maintain financial models, dashboards, and reporting tools to improve visibility and decision-making capabilities
  • Support automation and process improvement initiatives across FP&A reporting and analytics workflows
  • Perform ad hoc financial analysis and support strategic projects as needed
  • Report to Senior Director, FP&A

Why this role matters:
This role plays a critical part in helping Potbelly understand and improve business performance. Through strong financial analysis, reporting, forecasting, and business partnership, this role helps leadership make informed decisions that drive profitable growth and operational excellence across the organization.
What you will need:
  • Minimum of 4-6 years of progressive experience in FP&A, corporate finance, business analytics, or related fields
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Experience in retail, restaurant, multi-unit, or consumer-facing industries preferred
  • Strong understanding of budgeting, forecasting, financial reporting, and variance analysis
  • Advanced Excel skills and experience with financial systems and reporting tools such as Power BI, Planful, Workday Adaptive Planning, or similar platforms
  • Proven ability to manage and analyze large data sets to identify trends and actionable insights
  • Experience building financial models and performing ad hoc analysis
  • Strong communication, collaboration, and organizational skills
  • Ability to work effectively in a fast-paced environment with shifting priorities
  • High attention to detail and commitment to accuracy
  • Proven experience leveraging AI tools (e.g., ChatGPT, Microsoft Copilot, generative AI platforms) to enhance financial analysis, automate reporting workflows, and support strategic decision-making
  • SQL, Python, or other analytical programming experience is a plus

Here's what's in it for you:
  • Medical, Dental, Vision and Flexible Spending Account - We care about you and your family
  • 401(K) - We want to help secure your financial future
  • Time Off - We all need some time to relax, right?
  • Employee Assistance Program - Things out of our control happen, we will help you get through it
  • Domestic Partner Benefits - We love who you love
  • Potbelly Meal Discounts - Hungry? We'll feed you
  • Work Life Balance - You have a life outside of work, we want you to enjoy it

Application Deadline: We accept applications for this position until 09/30/2026. We encourage all individuals to submit their applications.
Potbelly actively creates and promotes an environment that is inclusive of all people and their unique abilities, strengths, and differences. We respect and embrace diversity in each other, our customers, suppliers, and all others with whom we interact as an essential component in the way we do business. Diversity only strengthens our Potbelly vibe, who we are, and how we work.
We're an equal opportunity employer. Each applicant will be considered for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, national origin, veteran status, or any other basis protected by applicable federal, state or local law.

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