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Remote Financial Planning Analyst Jobs in Ohio (NOW HIRING)

Analyze financial performance and identify trends, risks, and opportunities for improvement ... Monitor cash flow and assist the CFO with financial planning and strategic initiatives. * Recommend ...

Sr Financial Analyst I

Westerville, OH · On-site +1

$85K - $150K/yr

Review and approve remote sites month-end close * Facilitate the development of monthly forecasts ... Analyze the financial performance of assigned sites and provide explanation of significant ...

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

Current investment services include: retirement planning/cash-flow modeling, estate plan reviews ... Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No ...

CFP Tutor

Akron, OH · 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

Columbus, OH · 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

Cleveland, OH · 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

Cincinnati, OH · 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 ...

... financial planning for customers in a phone-based environment. Duties & Responsibilities ... Analyze client financial needs and recommend appropriate products via phone and web-based delivery.

Showing results 21-40

Remote Financial Planning Analyst information

See Ohio salary details

$43.3K

$86.7K

$138.3K

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

As of Sep 8, 2026, the average yearly pay for remote financial planning analyst in Ohio is $86,650.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $102,200.00 per year, depending on experience, location, and employer.

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 Ohio?

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

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

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

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

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

Infographic showing various Remote Financial Planning Analyst job openings in Ohio as of September 2026, with employment types broken down into 73% Full Time, 14% Part Time, and 13% Contract. Highlights an 100% Remote job distribution, with an average salary of $86,650 per year, or $41.7 per hour.

Sr. Financial Analyst - Strategic Finance

McKesson

Columbus, OH • Remote

$82K - $102K/yr

Full-time

This job post has expired today. Applications are no longer accepted.


McKesson rating

8.0

Company rating: 8.0 out of 10

Based on 211 frontline employees who took The Breakroom Quiz

43rd of 86 rated pharmaceutical


Job description

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you.

CoverMyMeds (CMM), part of McKesson Corporation, is a fast-growing healthcare technology organization that has been recognized as a "Best Place to Work" by Glassdoor and a "Best Company to Work For" by FORTUNE. Through innovation and collaboration, CoverMyMeds' solutions help people get the medicine they need to live healthier lives by seamlessly connecting the healthcare network to improve medication access, thereby increasing speed to therapy and reducing prescription abandonment.

CMM is seeking a Sr. Financial Analyst, Strategic Finance to play a key role in evaluating, executing, and integrating strategic investments and acquisitions, partnering with business leaders to assess opportunities and drive inorganic value. This role works closely with the Product, Commercial, Corporate Finance, and Corporate Strategy and Business Development (CSBD) teams to:

  • Support evaluation of growth investments and strategic opportunities

  • Contribute to M&A diligence and synergy development

  • Deliver high-quality long-range financial planning and performance insights for the segment

Our ideal candidate is highly analytical, detail-oriented, and intellectually curious, with strong financial modeling capabilities and a desire to build strategic finance expertise.

What You'll Do:

Your daily responsibilities may change depending upon business needs, but you can expect the following:

Strategic Investment Analysis:

  • Support financial evaluation of acquisition targets and strategic investments for the segment

  • Analyze standalone financials of target companies to identify trends, risks, and inconsistencies

  • Build and update financial models (e.g., operating models, scenario and sensitivity analyses) to support deal evaluation

  • Assess and recommend adjustments to seller financial models (e.g., revenue quality, cost structure, EBITDA normalization)

  • Partner with Corporate Development and CMM business leaders to develop synergy cases, including:

    • Revenue synergies (cross-sell, pricing, network expansion)

    • Cost synergies (G&A efficiencies, platform leverage)

  • Support diligence processes, including data room review, Q&A, and synthesis of findings

  • Translate diligence findings into actionable insights for executive decision-making

  • Support post-close integration planning and execution, partnering with business leaders to track synergy realization, monitor performance against deal assumptions, and identify risks to value delivery

Business Partnership & Strategic Insights:

  • Translate complex financial, operational, and market data into actionable recommendations for senior leadership and executive decision-making

  • Support acquisition integration and value realization efforts by tracking performance against deal assumptions, monitoring synergies, and identifying actions to improve outcomes

  • Contribute to materials used for senior leadership reviews and investment discussions

Basic Requirements:

  • Bachelor's Degree in Finance, Accounting, Economics or related field, or equivalent experience, and typically requires 7+ years of relative experience in FP&A, corporate finance, consulting, investment banking or related roles

  • Experience with financial and business case modeling, with the ability to analyze and identify trends and provide recommendations for actions

  • Advanced Excel / financial modeling skills, and experience with planning tools (e.g. SAC)

Preferred Skills/Experience:

  • Ethical Behavior: Demonstrates a strong understanding of ethical practices and ensures own behavior and that of others aligns with organizational values

  • Relationship Building: Establishes and maintains positive working relationships with internal and external stakeholders to achieve organizational goals

  • Effective Communication: Communicates clearly and effectively through speaking, listening, and writing, using appropriate tools and techniques

  • Client Focus: Anticipates, understands, and responds to the needs of both internal and external clients, striving to exceed their expectations within organizational parameters

  • Teamwork: Demonstrates a track record of building and managing high-performing finance teams, working cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness

  • Leadership: Positively influences others to achieve results that are in the best interest of the organization

  • Decision Making: Assesses situations to determine importance, urgency, and risks, and makes clear, timely decisions that benefit the organization

  • Organization: Sets priorities, develops work schedules, monitors progress towards goals, and effectively tracks details, data, information, and activities

  • Planning: Determines strategies to move the organization forward, sets goals, creates and implements action plans, and evaluates the process and results

  • Problem Solving: Assesses problem situations, identifies causes, gathers and processes relevant information, generates possible solutions, and makes recommendations to resolve problems.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, pleaseclick here.

Our Base Pay Range for this position

$97,900 - $163,100

McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind:
McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application.


McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates.

McKesson job postings are posted on our career site: careers.mckesson.com.

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) Disability_Accommodation@McKesson.com or (Canada) Accessibility@mckesson.ca. Resumes or CVs submitted to this email box will not be accepted.

Join us at McKesson!


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