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Remote Financial Planning Analyst Jobs in Wisconsin

Cielo

Commercial Pricing Analyst

Wauwatosa, WI · On-site +1

Experience: * 3-5 years of experience in commercial analysis, pricing, financial planning & analysis (FP&A), revenue operations, sales operations, business analytics, or related functions.

Varsity Tutors

CFP Tutor

Madison, WI · 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 ...

Varsity Tutors

CFP Tutor

Milwaukee, WI · 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 ...

Cayenta

Are you interested in building your expertise in ERP support and problem-solving? At Cayenta, our ... Experience delivering solutions, services, or support within HR, payroll, finance, or accounting ...

Cayenta

Are you interested in building your expertise in ERP support and problem-solving? At Cayenta, our ... Experience delivering solutions, services, or support within HR, payroll, finance, or accounting ...

Esker

Treasury Analyst

Middleton, WI · On-site +1

$70K - $80K/yr

Partner cross-functionally with Accounting, FP&A, IT, and external banking partners to deliver scalable treasury solutions * Support continuous improvement initiatives, leveraging automation and data ...

InsuraTec

Sales Representative (Remote)

Verona, WI · 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 ...

InsuraTec

Sales Representative (Remote)

Greenville, WI · 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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Remote Financial Planning Analyst information

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

As of Aug 8, 2026, the average yearly pay for remote financial planning analyst in Wisconsin is $91,996.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,200.00 and $108,500.00 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 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 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.

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Remote Financial Planning Analyst jobs near you

Senior Financial Analyst (FP&A)

DGI Supply

Menomonee Falls, WI • Remote

$100K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 8 days ago

Job description

SUMMARY: 

Reporting to the VP of Finance & Accounting, the Senior Financial Analyst (FP&A) holds a critical role in capturing and reporting all financial reporting. This individual has a focus on financial planning, both short-term and long-term, of business operations to measure and forecast future business performance. They have the opportunity to make positive financial contribution by discovering cost saving opportunities and ensure a high level of reporting integrity.

DUTIES AND RESPONSIBILITIES:

  • Create the Annual Financial Plan (Operating, Financial and Capital Budgets)
  • Responsible for providing financial analysis, recommendations and decision-making support to the executive staff
  • Model the financial impacts of a variety of business decisions and presenting options to business leaders; help drive process and cost efficiencies for business operations
  • Develop and review the Rolling Forecast and Strategic Plan
  • Assist in maintaining the integrity and completeness of the Company’s data warehouse
  • Assist with the month-end close process (mainly through variance analysis)
  • Perform monthly Actual vs. Budget variance analysis and discuss with department managers
  • Manage the Company’s balanced scorecard (daily, weekly and monthly operational metrics)
  • Review monthly financial statements for each assigned business unit, identifying key trends, variances and areas of improved performance
  • Proactively provide insightful, actionable and accurate financial reporting analysis to key business owners in the organization and must be able to communicate the information so others can understand
  • Builds strong partnerships with key internal customers and cross-functional teams
  • Identify, evaluate and compare multiple projects by their ROI% and track progress
  • Perform other various ad-hoc analysis as requested by management
  • Other duties as assigned
  • Reports to the Controller

SKILLS AND EXPERIENCE REQUIRED:

  • Master’s Degree in Finance or business; CPA preferred
  • 5-7+ years of experience in Finance and Accounting
  • Advanced skills with Microsoft Office (MS Excel, MS Access, etc.)
  • A background with distribution organizations is a plus
  • Experience with Microsoft SQL Server is required
  • Experience with One Stream and CRM software a plus
  • Very strong data mining skills
  • Passionate, Adaptable, Customer Focused and Teamwork oriented
  • Strong verbal and written communication skills are required along with ability to communicate and present with internal partners
  • Strong sense of urgency and accountability
  • Strong problem solving and communication skills
  • Ability to multi-task in a fast-changing environment
  • Highly autonomous and takes individual initiative
  • Excellent organizational skills to meet deadlines; strong attention to detail and provides work that is accurate, thorough and consistent
  • Strong analytical skills to analyze complex information

EMPLOYMENT OPPORTUNITY INCLUDES:

  • Competitive benefits, including: medical, dental, vision, life, STD & LTD insurance options, FSA, 401(k) and Profit Sharing
  • Career growth
  • Target compensation: $100K-$125K

DGI Supply is an Equal Opportunity Employer. Candidates are subject to background checks and post offer drug screen.

Work Location & Eligibility

This position is remote; however, eligible candidates must reside within approximately one hour of a DoALL location in one of the following states: Illinois (IL), Wisconsin (WI), Texas (TX), Louisiana (LA), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Iowa (IA), Arkansas (AR), or Utah (UT). This proximity requirement supports occasional in-person meetings, team collaboration, or site visits as needed.

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