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Remote Financial Planning Director Jobs (NOW HIRING)

BoxPower

FP&A Director

Bodega Bay, CA · On-site +1

About the Role BoxPower is seeking an FP&A Director to build and own the company's financial ... This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling * Own ...

GHX

Director, Financial Planning & Analysis

OR · On-site +1

$143K - $191K/yr

As a Director of Financial Planning and Analysis you will play a crucial role in forecasting and planning, measuring the success of strategic initiatives, driving analytical insights, and evaluating ...

BoxPower

FP&A Director

Bodega Bay, CA · Remote

About the Role BoxPower is seeking an FP&A Director to build and own the company's financial ... This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling * Own ...

Clarify Health

Director, Financial Planning & Analysis

OR · Remote

$182K - $215K/yr

The Opportunity Clarify is looking for a Director, Financial Planning & Analysis to build and own ... Remote friendly * A collaborative workplace which will challenge you and celebrate your work * The ...

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Remote Financial Planning Director information

See salary details

$45.5K

$143.6K

$210K

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

As of Aug 22, 2026, the average yearly pay for remote financial planning director in the United States is $143,621.00, according to ZipRecruiter salary data. Most workers in this role earn between $122,500.00 and $161,000.00 per year, depending on experience, location, and employer.

What does a remote financial planning director do?

A Remote Financial Planning Director oversees the financial planning department while working from a remote location. They develop and implement financial strategies, manage a team of planners, and ensure clients receive sound financial advice tailored to their goals. Their role includes analyzing financial data, setting departmental goals, ensuring compliance with regulations, and maintaining client relationships. The remote aspect allows them to collaborate with clients and teams using digital tools rather than working from a traditional office.

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

To thrive as a Remote Financial Planning Director, you need deep expertise in finance, investment strategies, and regulatory compliance, typically supported by a bachelor’s or master’s degree in finance or related fields and certifications such as CFP or CFA. Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and secure communication platforms is crucial for client management and analysis. Exceptional interpersonal, leadership, and virtual communication skills help build trust with clients and manage remote teams effectively. These competencies ensure you deliver sound financial advice, maintain regulatory standards, and foster strong client relationships in a remote environment.

How does a remote financial planning director typically collaborate with clients and team members while working offsite?

As a Remote Financial Planning Director, collaboration is primarily achieved through secure digital platforms, video conferencing, and cloud-based financial tools. You will frequently interact with clients via scheduled virtual meetings to review financial plans, address questions, and provide ongoing guidance. Internally, you’ll coordinate with analysts, compliance officers, and other planners using project management software and secure messaging systems. Effective communication, responsiveness, and familiarity with digital collaboration tools are key to maintaining strong relationships and ensuring seamless service.

What is the difference between Remote Financial Planning Director vs Remote Financial Analyst?

AspectRemote Financial Planning DirectorRemote Financial Analyst
CredentialsCFP, CFA, or CPA often preferredBachelor's degree in finance, economics, or related field; CFA or CPA optional
Work EnvironmentStrategic planning, client management, leadershipData analysis, financial modeling, reporting
Employer & Industry UsageFinancial firms, wealth management, corporate financeInvestment firms, banks, corporate finance departments

The Remote Financial Planning Director focuses on high-level financial strategy, client relationships, and team leadership, often requiring advanced certifications. In contrast, the Remote Financial Analyst primarily conducts data analysis, financial modeling, and reporting tasks. Both roles are essential in finance but differ in scope, responsibilities, and required credentials.

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Cities with the most Remote Financial Planning Director job openings:

What are the most commonly searched types of Remote Financial Planning jobs?

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Remote Financial Planning Director jobs near you
Infographic showing various Remote Financial Planning Director job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $143,621 per year, or $69 per hour.

FP&A Manager - REMOTE

Staff Financial Group

Chattanooga, TN • Remote

$110K - $125K/yr

Full-time

Re-posted 20 days ago

Job description

FP&A Manager – PE-Backed Company

Who: Fast-growing, private equity–backed company.
What: FP&A Manager supporting budgeting, reporting, M&A, and business development modeling.
When: Hiring immediately.
Where: Remote
Why: Expanding operations and strategic growth require advanced financial support across executive and field leadership.
Office Environment: Fully remote, with preference for candidates in the Atlanta area.
Salary: Base $105K–$125K + 10–12% bonus potential + possible equity.

Position Overview:
This is a hands-on FP&A role supporting the CFO and operations leaders, responsible for key planning, analysis, and modeling efforts in a high-growth, PE-backed environment.

Key Responsibilities:
● Lead budgeting and forecasting processes across departments.
● Prepare Monthly Operating Reports and perform detailed variance analysis.
● Provide ad hoc reporting and data support to CFO and field operations.
● Build and maintain business development and pro forma M&A models.
● Extract data from payroll and operational systems to support analysis.
● Deliver clear, data-driven insights using Excel and PowerPoint.
● Manage and mentor 1 direct report.

Qualifications:
● 5+ years of experience as a financial analyst, ideally in a PE-backed company.
● Proven ability to manipulate and analyze large data sets in Excel.
● Strong presentation skills in PowerPoint for executive-level communication.
● Comfortable navigating source systems to retrieve financial and operational data.
● Experience supporting both C-level and field-based operational leaders.
● Capable of maintaining high performance in a ~60-hour workweek environment.

Key Takeaways:
● Base Salary: Competitive range for FP&A Managers in the Atlanta market is $105K–$125K.
● Bonus: Standard bonus range is 10–12%, with potential for 15% in M&A-intensive roles.
● Workload: ~60 hours/week expected; upper salary range appropriate to support retention.
● Remote Flexibility: Fully remote, with a preference for candidates based in the Atlanta area.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.