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Remote Financial Planning Director Jobs (NOW HIRING)

Raytheon

Associate Director, FP&A REMOTE

Austin, TX · Remote

... finance managers and analysts, supporting team development, workforce planning, and alignment of resources and capabilities to business requirements. This role is offered in a remote capacity based ...

New

Raytheon Technologies

Associate Director, FP&A REMOTE

OR · Remote

... finance managers and analysts, supporting team development, workforce planning, and alignment of resources and capabilities to business requirements. This role is offered in a remote capacity based ...

New

Hims and Hers Health, Inc.

Director, FP&A

$195K - $230K/yr

... its talent-first flexible/remote work approach, see below and visit www.hims.com/careers ... About the Role: Hims & Hers is looking for an exceptional Director, FP&A to join our FP&A ...

J. Miller Financial Services LLC

Be Seen First

Financial Professional

Houston, TX · Remote

$45K - $120K/yr

We are seeking motivated and coachable individuals to join our growing remote team as Financial ... protection, retirement planning, debt management and long-term financial wellness. No prior ...

New

DataAnnotation

FP&A Director

Manhattan, NY · Remote

$50 - $60/hr

We are looking for a FP&A Director to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is ...

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Remote Financial Planning Director information

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$45.5K

$143.6K

$210K

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

As of May 29, 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 are the key skills and qualifications needed to thrive as a Remote Financial Planning Director, and why are they important?

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 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 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.

More about Remote Financial Planning Director jobs
What cities are hiring for Remote Financial Planning Director jobs? Cities with the most Remote Financial Planning Director job openings:
What are the most commonly searched types of Remote Financial Planning jobs? The most popular types of Remote Financial Planning jobs are:
What states have the most Remote Financial Planning Director jobs? States with the most job openings for Remote Financial Planning Director jobs include:
What job categories do people searching Remote Financial Planning Director jobs look for? The top searched job categories for Remote Financial Planning Director jobs are:
Remote Financial Planning Director jobs near you
Infographic showing various Remote Financial Planning Director job openings in the United States as of May 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $143,621 per year, or $69 per hour.
Director, Go To Market Financial Planning & Analysis

Director, Go To Market Financial Planning & Analysis

Alkami Technology

Remote

Full-time

Retirement, PTO

Posted 14 days ago

Job description

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing-each solution can stand alone, but together they deliver more-to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.
Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably's Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We're building a culture where each Alkamist can perform to their highest potential, and we're always on the lookout for the best and brightest minds. If you're ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.
As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.
Follow us on Glassdoor and LinkedIn!
Alkami is looking for a strategic finance leader to lead FP&A for our Go-to-Market (GTM) organization across Sales, Marketing, and Customer Experience. This role is responsible for setting the direction for GTM financial planning, forecasting, and performance management, while serving as a trusted advisor to senior leadership on growth, investment decisions, and business performance.
You will lead a team that supports the day-to-day execution, while you focus on guiding the overall financial strategy, ensuring quality and consistency of outputs, and influencing executive decision-making. This is a high-impact, high-visibility role reporting to the VP of FP&A, with direct exposure to executive leadership.
Key Responsibilities & Duties:
Strategic Leadership & Partnership
  • Serve as the senior finance leader for the GTM organization, setting the direction for how Finance partners with Sales, Marketing, and Customer Experience
  • Guide and influence executive decision-making on growth investments, trade-offs, and resource allocation across product lines
  • Ensure financial insights are clearly connected to business strategy, with a focus on actionable recommendations
  • Provide high-level insights and recommendations on key initiatives such as pricing, market expansion, and long-range planning

Forecasting & Planning
  • Partner with Sales, Marketing, and Customer Experience teams to lead forecast and planning processes for all GTM functions.
  • Oversee and evolve a complex topline forecasting model supporting 30+ products across both organic and third-party sales channels, ensuring accuracy, flexibility, and clear drivers of performance.
  • Drive alignment between revenue targets, sales and implementation capacity, and pipeline expectations.

Performance Management
  • Define the KPI framework for GTM performance and ensure consistent, high-quality reporting across the organization
  • Review and synthesize outputs from the team to deliver clear, executive-ready insights on performance, risks, and opportunities
  • Ensure alignment on metrics and data sources across Finance, GTM, and Operations

Process & Systems Leadership
  • Set the vision for improving forecasting and reporting processes to increase speed, accuracy, and scalability
  • Drive adoption and optimization of FP&A systems and other technology, reducing manual work and elevating analytical capabilities
  • Lead the evaluation and adoption of AI-driven tools and capabilities to enhance forecasting, reporting, and decision-making
  • Partner cross-functionally to improve data quality, consistency, and accessibility

Team Leadership
  • Lead, coach, and develop a high-performing GTM FP&A team
  • Elevate the team's impact by shifting focus from manual work to insight generation and business partnership
  • Foster a culture of ownership, business curiosity, and operational excellence.

Qualifications & Desired Skills:
  • 10-15+ years of experience in FP&A, with meaningful GTM and revenue finance experience
  • Experience in SaaS, FinTech, or a high-growth environment preferred
  • Proven experience leading forecasting and planning processes at scale
  • A strong communicator who can challenge senior leaders constructively and build trust.
  • Equally comfortable zooming into detailed models and zooming out to shape strategy.
  • Highly analytical with the ability to translate complex data into clear business narratives.
  • Proven people leader with experience building and developing high-performing teams
  • Comfortable operating in a fast-paced, high-growth environment with evolving priorities.
The salary range for this position is: $160,000 - $200,000 + Bonus
Cool Things to Know
Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.
Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.
Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
The Important Stuff
Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.
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