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Remote Financial Planning Analyst Jobs (NOW HIRING)

Pavago

Financial Planning Analyst

Budgeting/Forecasting Specialist Position Type: Full-Time, Remote Working Hours: U.S. client ... Work with FP&A teams to refine planning assumptions. Process Improvement: * Identify inefficiencies ...

Rise25

Financial Planning Analyst (Remote)

Chicago, IL · Remote

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...

Atlas Power Services

Financial Analyst, FP&A

Butte, MT · Remote

$84K - $140K/yr

FINANCE · FP&A · REMOTE Financial Analyst, FP&A Own the financial planning and analysis engine that keeps Atlas Power's leadership team informed, our budgets grounded, and our capital decisions ...

Atlas Power Services

Financial Analyst, FP&A

Butte, MT · Remote

$84K - $140K/yr

FINANCE · FP&A · REMOTE Financial Analyst, FP&A Own the financial planning and analysis engine that keeps Atlas Power's leadership team informed, our budgets grounded, and our capital decisions ...

The Pennsylvania State University

Approval of remote and hybrid work is not guaranteed regardless of work location.For additional ... The Financial Planning Analyst will report to the Strategic Finance Partner (SFP) as a member of ...

Staff Financial Group

FP&A Manager - REMOTE

Birmingham, AL · Remote

$120K - $125K/yr

FP&A Manager - PE-Backed Company Who: Fast-growing, private equity-backed company. What: FP&A ... Qualifications: ● 5+ years of experience as a financial analyst, ideally in a PE-backed company ...

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Remote Financial Planning Analyst information

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How much do remote financial planning analyst jobs pay per year?

As of Jul 26, 2026, the average yearly pay for remote financial planning analyst in the United States is $91,143.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,500.00 and $107,500.00 per year, depending on experience, location, and employer.

What is a Remote Financial Planning Analyst job?

A Remote Financial Planning Analyst is responsible for analyzing financial data, preparing forecasts, and providing insights to support business decision-making, all while working remotely. They assess budgets, track financial performance, and create reports to help organizations optimize their financial strategies. This role requires proficiency in financial modeling, data analysis, and the use of financial software. Strong communication skills are also essential since analysts collaborate with teams and stakeholders virtually.

What are the key skills and qualifications needed to thrive in the Remote Financial Planning Analyst position, and why are they important?

To thrive as a Remote Financial Planning Analyst, you need strong analytical skills, a solid understanding of financial concepts, and a bachelor’s degree in finance, accounting, or a related field. Familiarity with financial modeling software (such as Excel or SAP), data visualization tools, and certifications like CFA or CFP are highly valued. Excellent communication, organizational skills, and self-motivation are crucial for working effectively without in-person supervision. These capabilities ensure accurate financial analysis, effective virtual collaboration, and the ability to provide actionable insights for decision-making in a remote environment.

What does a typical day look like for a Remote Financial Planning Analyst?

A typical day for a Remote Financial Planning Analyst involves gathering and analyzing financial data, preparing reports and forecasts, and collaborating virtually with cross-functional teams such as accounting, operations, and senior management. You may attend video meetings to discuss budgetary performance, develop scenario analyses, and provide recommendations to support business objectives. Regular responsibilities also include monitoring key metrics, maintaining financial models, and ensuring data integrity. Effective time management and proactive communication are essential because much of the teamwork happens through digital channels.

More about Remote Financial Planning Analyst jobs
What cities are hiring for Remote Financial Planning Analyst jobs? Cities with the most Remote Financial Planning Analyst job openings:
What are the most commonly searched types of Financial Planning Analyst jobs? The most popular types of Financial Planning Analyst jobs are:
What states have the most Remote Financial Planning Analyst jobs? States with the most job openings for Remote Financial Planning Analyst jobs include:
What job categories do people searching Remote Financial Planning Analyst jobs look for? The top searched job categories for Remote Financial Planning Analyst jobs are:
Remote Financial Planning Analyst jobs near you
Infographic showing various Remote Financial Planning Analyst job openings in the United States as of July 2026, with employment types broken down into 50% Full Time, 25% Part Time, and 25% Contract. Highlights an 100% Remote job distribution, with an average salary of $91,143 per year, or $43.8 per hour.

Financial Planning Analyst

Pavago

Remote

Full-time

Posted 17 days ago

Job description

Job Title: Budgeting/Forecasting Specialist
Position Type: Full-Time, Remote
Working Hours: U.S. client business hours
About the Role:
Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning cycles, and provide forward-looking insights that guide strategy. This role requires strong analytical skills, mastery of modeling tools, and the ability to translate numbers into actionable recommendations. You will work closely with finance leaders and department heads to ensure budgets and forecasts are accurate, realistic, and strategically aligned.
Responsibilities:
Budget Development:
    • Lead preparation of annual operating and capital budgets.
    • Consolidate inputs across departments and business units.
    • Ensure budgets align with company goals and resource constraints.

Forecasting:
    • Maintain rolling forecasts for revenue, expenses, and cash flow.
    • Update models monthly or quarterly with actuals, adjusting assumptions.
    • Build scenario and sensitivity analyses to test potential outcomes.

Variance Analysis:
    • Compare actual results to budgets/forecasts.
    • Prepare written commentary to explain variances and recommend corrective actions.

Financial Modeling:
    • Build dynamic Excel or Google Sheets models (DCF, ROI, IRR, break-even).
    • Use advanced formulas, macros, or BI tool integrations to improve accuracy.

Reporting:
    • Prepare management reporting packages with dashboards and visualizations.
    • Present insights to executives, highlighting risks and opportunities.

Collaboration:
    • Partner with department heads to align forecasts with operational plans.
    • Work with FP&A teams to refine planning assumptions.

Process Improvement:
    • Identify inefficiencies in forecasting workflows.
    • Implement new FP&A software or improve data integrations (Adaptive Insights, Anaplan, Workday, or equivalent).

What Makes You a Perfect Fit:
  • Highly analytical with an eye for detail.
  • Comfortable building models from scratch and explaining them simply.
  • Proactive in identifying trends, risks, and opportunities.
  • Skilled communicator who can influence leaders through data-driven storytelling.

Required Experience & Skills (Minimum):
  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 3+ years in financial planning/analysis, budgeting, or forecasting.
  • Advanced Excel/Google Sheets (nested formulas, pivot tables, sensitivity modeling).
  • Experience preparing variance analyses for leadership.

Ideal Experience & Skills:
  • FP&A tool experience (Anaplan, Adaptive Insights, Hyperion, Workday).
  • MBA, CFA, or CPA credential.
  • Experience forecasting for SaaS, real estate, or professional services.
  • Familiarity with BI/analytics platforms (Power BI, Tableau, Looker).

What Does a Typical Day Look Like?
A Budgeting/Forecasting Specialist's day revolves around building clarity about the future of the business. You will:
  • Maintain financial models - updating them with actuals and revising assumptions based on market or internal trends.
  • Analyze variances - reviewing how actual results differ from plan and preparing written explanations with supporting data.
  • Support decision-making - running scenario analyses ("what happens if revenue grows 15%?" "what if headcount increases by 20?") and presenting implications to leadership.
  • Collaborate across teams - meeting with department managers to validate budget assumptions and ensure spending aligns with strategy.
  • Deliver reporting - packaging forecasts and analyses into dashboards and executive-ready presentations.
  • Continuously improve - refining models, implementing forecasting software, and streamlining inputs to shorten cycles.

In essence: the role is about ensuring the organization has reliable forward-looking data to guide strategy, supported by strong financial models and clear commentary.
Key Metrics for Success (KPIs):
  • Forecast accuracy within ±5-10%.
  • Budget completion within agreed timelines.
  • Variance explanations delivered within 2-3 days of close.
  • Models updated regularly and free from errors.
  • Forecasting cycle time is reduced via automation.

Interview Process:
  1. Initial Phone Screen
  2. Video Interview with Pavago Recruiter
  3. Practical Task (e.g., build a simple forecast model and run sensitivity analysis)
  4. Client Interview
  5. Offer & Background Verification

Apply