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Remote Financial Planning Jobs in Georgia (NOW HIRING)

Ditto

$223K - $262K/yr

Whether you're in a stadium, airplane, or remote military base, Ditto's peer-to-peer sync engine ... This is essential to critical decisions, and FP&A plays a key role in understanding the trade-offs ...

My BTLR

Fractional CFO

Alpharetta, GA · Remote

... planning, analysis, and strategy. The role is remote\/virtual, with potential travel depending on client needs. It offers a unique opportunity for seasoned financial professionals to engage in ...

Hospitable

Chief Financial Officer (Remote)

Atlanta, GA · Remote

$436K/yr

Hospitable is a remote-only, global, and trust-based company. We believe exceptional work comes ... A recognized accounting qualification (ACCA, ACA, CIMA, or a locally accredited CPA), with real FP& ...

Hospitable

Chief Financial Officer (Remote)

Atlanta, GA · On-site +1

$312K/yr

Hospitable is a remote-only, global, and trust-based company. We believe exceptional work comes ... A recognized accounting qualification (ACCA, ACA, CIMA, or a locally accredited CPA), with real FP& ...

Deckers

$66K - $89K/yr

United States (Remote) Interested applicants must reside in one of the following approved states ... Support 3 to 5-year revenue and margin planning by developing consistent, well-governed assumptions ...

EmployBridge

Senior Finance Manager (hybrid remote)

Duluth, GA · On-site +1

$100K - $136K/yr

Financial Planning & Analysis * Lead annual budgeting, quarterly forecasting, and long-range ... Remote and in-office work arrangements are subject to change based on business needs, and there may ...

McKesson

Transformation Finance Lead

Alpharetta, GA · On-site +1

$103K - $135K/yr

... Accounting, FP&A, MTO/ATV program teams, and other stakeholders to design, refine, and ... remote working flexibility. Some travel required for executive engagements, workshops, and other ...

Oscar Health

Associate, Strategic Finance

Atlanta, GA · Remote

$96K - $127K/yr

... FP&A team. Oscar is the first health insurance company built around a full stack technology ... This is a remote position, open to candidates who reside in: Atlanta, GA. You will be fully remote ...

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Remote Financial Planning information

What are the key skills and qualifications needed to thrive as a Remote Financial Planner, and why are they important?

To thrive as a Remote Financial Planner, you need expertise in financial analysis, investment strategies, and personal finance, usually supported by a bachelor's degree in finance or accounting and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management tools, and secure online communication platforms is typically required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top professionals apart in this remote role. These skills and qualities are crucial for building client trust, providing sound financial advice, and managing client relationships effectively from a distance.

What is remote financial planning?

Remote financial planning is the process of working with a financial planner or advisor virtually, rather than meeting in person. Through online platforms, phone calls, and video meetings, clients receive guidance on budgeting, investing, retirement planning, and other financial goals from the comfort of their home or office. This approach offers flexibility, access to a wider range of professionals, and convenience for both clients and advisors.

What Are Remote Financial Planning Jobs?

In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.

What is the difference between Remote Financial Planning vs Remote Financial Advisor?

AspectRemote Financial PlanningRemote Financial Advisor
CertificationsCFP, CFA, or ChFC often requiredCFP, CFA, or ChFC often required
Work EnvironmentPrimarily client consultations, planning, and analysisClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, independent advisors, banksFinancial advisory firms, banks, wealth management companies

Remote Financial Planning involves creating comprehensive financial strategies for clients, focusing on long-term goals. Remote Financial Advisors typically provide investment advice and manage portfolios. Both roles often require similar certifications and work in comparable environments, but their core functions differ: planning vs. advising on investments.

How do remote financial planners typically collaborate with clients and team members effectively?

Remote financial planners often use a combination of secure video conferencing, collaborative digital tools, and cloud-based financial software to interact with clients and colleagues. Regular virtual meetings and clear communication protocols are essential for building trust and ensuring all stakeholders are aligned on financial strategies. Additionally, remote planners must be proactive in maintaining client relationships, frequently updating them on progress and responding promptly to inquiries. Collaboration with analysts, compliance professionals, and administrative staff is usually managed through project management platforms and secure document sharing systems.
More about Remote Financial Planning jobs
What are the most commonly searched types of Financial Planning jobs in Georgia? The most popular types of Financial Planning jobs in Georgia are:
What are popular job titles related to Remote Financial Planning jobs in Georgia? For Remote Financial Planning jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Georgia look for? The top searched job categories for Remote Financial Planning jobs in Georgia are:
What cities in Georgia are hiring for Remote Financial Planning jobs? Cities in Georgia with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Georgia as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Manager of Financial Planning and Analysis

Citi Trends

Savannah, GA • On-site, Remote

$98K - $129K/yr

Full-time

Posted 26 days ago

Citi Trends rating

4.1

Company rating: 4.1 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

104th of 104 rated fashion retailers

Job description

CITITRENDS is seeking aManager of Financial Planning & Analysis (FP&A) to develope and maintain the company's Long-Range Plan (LRP), annual budget, and ongoing monthly forecasts. This role will closely monitor and analyze business performance, including sales forecasting and analysis, while proactively identifying P&L risks and opportunities across all segments of the business, including Store Operations, Supply Chain, Distribution Centers, and Corporate functions.

This role owns the oversight, analysis, and consolidation of the company's P&L from sales to profit. Additionally, the FP&A Manager is responsible for managing the company's cash forecast and for monitoring, tracking, and reporting on the company's annual CapEx investment portfolio, including modeling ROI on investments.

The FP&A Manager will play a key role in preparing senior leadership and Board-level presentations and is a highly visible position providing financial insights and analysis to the CFO, CEO, and Board of Directors. This role also supports a positive work culture, encourages employee involvement, and contributes to change management efforts within the organization.

Duties/Responsibilities

  • Manage the total company P&L, including: Leading the Long-Range Planning (LRP) process Managing the annual budgeting process, Maintaining ongoing P&L forecasts, Providing analysis from top-line sales to bottom-line profit
  • Manage budgeting, forecasting, and analysis of company sales
  • Manage budgeting, forecasting, and analysis of corporate department expenses, including:
  • Headcount, Travel , Professional fees, Technology expenses
  • Manage budgeting, forecasting and analysis of cash flows
  • Manage budgeting, forecasting and ROI calculations for capital expenditures
  • Prepare financial presentation materials for the CFO, CEO, and Board of Directors
  • Present financial results to the Leadership Team
  • Support transformation of financial technology tools and assist in implementing modern planning tools (e.g., Power BI)
  • Perform ad hoc financial analysis to support strategic and tactical decision-making
  • Support the month-end close process
  • Ensure accuracy, integrity, and compliance with internal controls and financial data
  • Perform other duties as assigned

Required Skills/Abilities

  • Demonstrated "start-up" mentality with willingness to engage across all aspects of financial management
  • Strong organizational skills with attention to detail and ability to prioritize and meet deadlines
  • Ability to work independently in a remote or distributed work environment
  • Strong proficiency in Excel and PowerPoint

Education/Experience

  • Bachelor's degree in Accounting, Finance, or Business required
  • MBA or CFA preferred, but not required
  • Minimum of 5-7 years of experience in finance or accounting
  • Experience in budgeting, forecasting, and business trend analysis
  • Experience preparing Board of Directors or senior leadership-level presentations
  • Experience using financial and reporting tools (e.g., Power BI)
  • Retail experience preferred

What Citi Trends employees say

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