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Remote Financial Planning Jobs in Georgia (NOW HIRING)

Transact Campus

Senior Financial Analyst

Atlanta, GA · On-site +1

$77K - $128K/yr

Sitting within the FP&A team, this role owns budgeting, forecasting, and reporting for the functions it supports; applies in-depth FP&A expertise together with working knowledge of Services and ...

Deckers

$66K - $89K/yr

Merchandise Financial Planning Manager - UGG Location: Remote - US Interested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts ...

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 ...

Deckers

US (Remote) Interested applicants mustresidein one of the following approvedstates:Arizona ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

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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Showing results 21-40

All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Georgia

Remote Financial Planning information

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 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.

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.

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.

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 August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 13% Part Time, 7% Contract, and 3% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Director of Finance Transformation and Data - Toccoa, GA

1st Franklin Financial Corporation

Toccoa, GA • On-site, Remote

Full-time

Re-posted 19 days ago

1st Franklin Financial rating

8.4

Company rating: 8.4 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

Job description

The Dir. of Finance Transformation & Data leads to the design, execution, and continuous improvement of the finance data and systems. This role is responsible for ensuring a single source of truth across accounting, FP&A, credit, and servicing, enabling faster close cycles, accurate regulatory reporting, and data-driven decision making. This role partners closely with Controllership, FP&A, Treasury, Risk/Credit, and Technology to drive data integrity, process automation, and finance systems modernization, with a strong focus on loan-level data and subledger integration.
Executes Finance Data Strategy & Governance
  • Define and implement a finance data strategy aligned to business growth, regulatory requirements, and capital markets expectations
  • Establish and maintain data governance frameworks, including ownership, definitions, lineage, and controls across finance data
  • Ensure alignment of data definitions across all platforms including but not limited to ERP, Loan Servicing System and Origination system, Data warehouse, and Accounting and FP&A reporting

Provide Systems & Architecture Ownership
  • Sustain the finance systems roadmap, including ERP, Expense management, and Integration with loan subledger/serving platform, loan origination platform and enterprise data platform
  • Drive automation and integration between systems included in the Accounting and Finance technology stack
  • Partner with Technology to rationalize system architecture and reduce redundancy across platforms

Initiate Close & Reporting Transformation
  • Lead initiatives to reduce close cycle
  • Automate data integrations, journal entries and reconciliations, consolidations, and reporting workflows
  • Improve data readiness for SEC reporting, regulatory filings and Investor and securitization reporting

Initiate FP&A and Business Performance Enablement
  • Enable fully reconciled product-level P&Ls across Accounting and FP&A
  • Support creation of standardized datasets in Snowflake for multiple use cases
  • Support improvement of FP&A self-service reporting capabilities and dashboarding

Execute Process Optimization & Automation
  • Identify and eliminate manual processes across accounting cycle and expense management
  • Implement automation solutions (reconciliation tools, workflow engines, data pipelines)
  • Standardize finance processes across systems and business lines
  • Collaborate with cross-functional process owners to translate business requirements into sustainable, scalable reporting solutions across systems

Program Leadership & Execution
  • Lead a portfolio of transformation initiatives with clear prioritization, timelines, and ROI tracking
  • Serve as the central point of coordination across Finance, Risk, and Technology
  • Manage third-party vendors, system integrators, and implementation partners

EDUCATION, QUALIFICATIONS, AND EXPERIENCE
  • 10--15+ years of experience in finance transformation, data, or finance systems leadership roles in the financial services industry
  • Deep understanding of accounting and close processes, FP&A and financial modeling and the loan life cycle (origination → servicing → charge-off)
  • Hands-on experience with loan origination and servicing systems, Concur, Data platform/warehouse, and ERP/GL
  • Proven track record with system integration across finance and lending platforms, data model standardization and government implementation, and automation of finance processes
  • Deep systems orientation with ability to "connect the dots" across platforms
  • Highly effective cross-functional influencer (Finance, Risk, Tech). Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings
  • Demonstrate the ability to analyze relevant information and apply individual judgment
  • Ability to organize and lead multiple complex initiatives simultaneously through competing priorities
  • Strong attention to detail and action focused
  • Strong communication skills (verbal / written)
  • Basic understanding with MS Office Suite products

DESIRABLE
  • Experience designing data flows across Loan origination and servicing systems, General Ledger/ERP, data warehouse and FP&A reporting
  • Experience supporting CECL/credit loss modeling infrastructure, SEC and Regulatory reporting
  • Hybrid background across Finance (Accounting / FP&A), and Data / Technology (architecture, data platforms)

What 1st Franklin Financial employees say

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