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Remote Financial Planning Analyst Jobs in Minnesota

The position sits within the CFO FP&A organization and reports to the Director of FP&A supporting the business segments. Responsibilities * Serve as the finance business partner for the Digital ...

CFP Tutor

Minneapolis, MN · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

CFP Tutor

Saint Paul, MN · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

CFP Tutor

Edina, MN · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification. * Strategic Test ...

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 ...

Showing results 21-40

Remote Financial Planning Analyst information

What is a remote financial planning analyst?

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 does a remote financial planning analyst do?

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.

What are the key skills and qualifications needed to thrive as a remote financial planning analyst?

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 are the most commonly searched types of Financial Planning Analyst jobs in Minnesota?

The most popular types of Financial Planning Analyst jobs in Minnesota are:

What are popular job titles related to Remote Financial Planning Analyst jobs in Minnesota?

For Remote Financial Planning Analyst jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planning Analyst jobs in Minnesota look for?

The top searched job categories for Remote Financial Planning Analyst jobs in Minnesota are:

What cities in Minnesota are hiring for Remote Financial Planning Analyst jobs?

Cities in Minnesota with the most Remote Financial Planning Analyst job openings:

Infographic showing various Remote Financial Planning Analyst job openings in Minnesota as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Digital Finance Manager

CPI Card Group

Roseville, MN • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago


Key responsibilities

  • Serve as the finance business partner for the Digital business, providing decision support to product development, sales, implementation, and operational leaders.

  • Build and maintain financial models, business cases, pricing analyses, and performance dashboards to evaluate business trends, growth opportunities, and risks.

  • Lead budgeting, forecasting, operating planning, initiative tracking, management reporting, and variance analysis for the Digital business and IPT segment.


CPI Card Group rating

8.2

Company rating: 8.2 out of 10

Based on 8 frontline employees who took The Breakroom Quiz


Job description

Overview

The Finance Manager will serve as the primary finance partner for the Digital business and IPT segment, supporting leaders responsible for developing, launching, and scaling digital products and services.

This role requires an entrepreneurial, growth-oriented finance leader who can move beyond forecasting and reporting to help shape business decisions, evaluate new product opportunities and identify performance issues.

The position sits within the CFO FP&A organization and reports to the Director of FP&A supporting the business segments.

Responsibilities
  • Serve as the finance business partner for the Digital business, providing decision support to product development, sales, implementation, and operational leaders focused on growing digital products.
  • Build and maintain financial models, business cases, pricing analyses, and performance dashboards to evaluate current business trends, growth opportunities, and key business risks.
  • Lead budgeting, forecasting, operating planning, initiative tracking, management reporting, and variance analysis for the Digital business and IPT segment as needed.
  • Partner with cross-functional teams to evaluate new product initiatives, monitor business performance, product/customer opportunities, and strategic growth initiatives.
  • Support monthly and quarterly management reporting, including commentary on performance drivers, outlook, risks, and actions.
  • Support development of financial materials for earnings releases, Board meetings, and other executive reviews as needed.
  • Ad hoc projects, reporting and analysis
  • Primary finance support for the Digital business, with potential coordination across related segment reporting and FP&A activities as needed.

Pay range depending on experience: $119,700-$149,700, plus bonus potential 

Qualifications
  • Entrepreneurial mindset with a strong commitment to helping grow the business
  • Strong business partnering and interpersonal skills, with the ability to influence across product, sales, commercial, operations, accounting, and finance teams
  • Strong Microsoft Excel, ability to leverage AI-enabled tools for Financial modeling, strong analytical skills with the ability to make fact-based decisions in a timely manner
  • Ability to translate complex financial and operational data into clear insights, recommendations, and executive-ready communications
  • Organized, flexible, high standards of accuracy, precision, and integrity and able to adapt to changing priorities in a growth-oriented environment
  • Demonstrated ability to roll up sleeves and work closely with team members
  • Hyperion/PBCS experience helpful but not required

Requirements:

  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field
  • Entrepreneurial, growth-oriented finance experience supporting payments, SaaS, fintech, digital products, software, or other high-growth technology-enabled businesses
  • 5+ years of relevant experience in Financial Planning & Analysis, strategic finance, corporate finance, or business partnering roles
  • Demonstrated experience building financial models, business cases, pricing analyses, performance reporting, and investment return analyses
  • Proven ability to partner with business leaders to evaluate growth opportunities, improve performance, and support data-driven decision-making
  • MBA preferred but not required

Physical Demands:

This role requires the ability to work from home in a virtual environment, where the following is required;

  • reliable high-speed internet access (hotspot not acceptable)
  • dedicated distraction-free home work environment

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time

Company Overview:CPI Card Group is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance.   Learn more at www.cpicardgroup.com.

Benefits:Competitive pay rates and an inclusive, empowering and rewarding culture.Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.

CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.

Employment Type: OTHER

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