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Remote Financial Planning Jobs in Ohio (NOW HIRING)

Relevate Health

Senior FP&A Analyst

OH · On-site +1

$82K - $102K/yr

The Lead FP&A Analyst serves as a strategic finance partner responsible for supporting enterprise ... • Remote working if outside a 40-mile radius of a Relevate Health office. • Travel may apply ...

Unison Risk Advisors

Financial Analyst

Cleveland, OH · On-site +1

Position Summary The Financial Analyst supports financial planning and analysis (FP&A) activities for the Employee Benefits business, including forecasting, budgeting, and monthly financial reporting.

Huntington

Wealth Planner

Cincinnati, OH · On-site +1

$51K - $71K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Cincinnati, OH · On-site +1

$52K - $72K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Cincinnati, OH · On-site +1

$52K - $72K/yr

This role is responsible for delivering high-quality financial planning services, conducting in ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

Current investment services include: retirement planning/cash-flow modeling, estate plan reviews ... Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No ...

Commercial Vehicle Group

Finance Manager

New Albany, OH · On-site +1

... FP&A, cost accounting, or financial management, ideally in a manufacturing or industrial environment. * Proven leadership experience managing remote or multi-site teams across complex financial ...

McKesson

Transformation Finance Lead

Columbus, OH · On-site +1

$101K - $133K/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 ...

McKesson

Transformation Finance Lead

Columbus, OH · On-site +1

$101K - $133K/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 ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Ohio

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 Ohio? The most popular types of Financial Planning jobs in Ohio are:
What are popular job titles related to Remote Financial Planning jobs in Ohio? For Remote Financial Planning jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Ohio look for? The top searched job categories for Remote Financial Planning jobs in Ohio are:
What cities in Ohio are hiring for Remote Financial Planning jobs? Cities in Ohio with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Ohio as of July 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 7% In-person, and 93% Remote job distribution.

VP, Financial Planning & Analysis

Rainmaker Resources, LLC

Cincinnati, OH • On-site, Remote

Full-time

Re-posted 14 hours ago

Job description

Overview
This position sits within our Accounting and Finance division which facilitates day-to-day cash flows of the company, analyzes assets and liabilities, and aids planning for future growth.

The Opportunity
The finance team plays an integral role in driving growth and prioritizing resource allocation — from financial reporting and performance metrics to forecasting and strategic modeling. In a business that is continuously transforming, the finance function is relied upon not just for operational rigor, but as a true strategic partner to executive leadership.

The VP, FP&A will serve as a key member of the finance leadership team, bringing both analytical excellence and a forward-looking strategic mindset. This leader will own the full FP&A function — including forecasting, reporting, business partnering, and external parent company reporting — while also driving the team's evolution toward an AI-first operating model. The ideal candidate sees around corners, communicates with clarity and conviction at the executive level, and builds teams that are capable, curious, and continuously improving.
Responsibilities
Financial Planning & Reporting
  • Own all forecasting, budgeting, and reporting requirements, including the Annual Operating Plan (AOP) and multi-year planning cycles.
  • Full ownership of all external reporting deliverables to Roper, including board-level financial packages, ensuring accuracy, timeliness, and executive-ready quality.
  • Oversee financial models that drive reporting and forecasting, continuously improving their accuracy, scalability, and relevance.
  • Drive development of executive-facing dashboards and financial reporting through PowerBI and other BI tools.
AI-First FP&A & Process Innovation
  • Champion an AI-first approach to financial planning and analysis — identifying, piloting, and scaling AI and automation tools that improve speed, accuracy, and insight generation.
  • Lead the team in adopting emerging technologies and modern FP&A platforms to move from reactive reporting to proactive, predictive finance.
  • Drive continuous process improvement across the finance function and in collaboration with other business units.
Team Leadership & Development
  • Directly manage a team of 5 FP&A analysts (senior and junior levels), fostering a high-performance, high-growth culture.
  • Own a formal FP&A talent development program — including structured learning paths, mentorship, skills training (BI tools, SQL, AI/ML applications, financial modeling), and career progression frameworks.
  • Set clear goals and priorities across the team, provide ongoing coaching and feedback, and conduct regular performance reviews.
  • Recruit and develop top finance talent as the organization scales.
  • This job description in no way implies that the duties listed here are the only ones that team members can be required to perform

Qualifications
What You Bring to the Team
  • Bachelor's degree required; MBA or CPA a plus.
  • 12+ years of progressive FP&A, corporate finance, or related experience, with at least 3–5 years in a senior leadership role.
  • Proven experience managing and developing high-performing finance teams.
  • Deep expertise in financial modeling, forecasting, and scenario analysis.
  • Experience in SaaS or subscription-based business models strongly preferred; fluency in SaaS revenue metrics (ARR, NRR, churn, LTV, CAC, etc.) required.
  • Demonstrated experience leveraging AI tools, automation, or advanced analytics in a finance context; ability to lead a team in adopting an AI-first mindset.
  • Advanced proficiency in Microsoft Excel, PowerQuery, PowerPivot, and PowerBI.
  • Proficiency in SQL, Python, or other programming/data tools a plus.
  • Experience with M&A, strategic finance, or corporate development a plus.
  • Exceptional executive communication and presentation skills; comfortable presenting to C-suite and parent company leadership.
  • Strong ability to manage competing priorities, navigate ambiguity, and operate effectively in a fast-paced, evolving environment.
Physical Demands and Work Environment
  • The physical activities of this position include frequent sitting, telephone communication, and working on a computer for extended periods. Visual acuity is required to perform activities close to the eyes.
  • Team members are expected to maintain a dedicated and ergonomically appropriate remote workspace.
  • Team members who live within commuting distance of one of our office locations (Greater Cincinnati/Northern Kentucky or Atlanta, Georgia) are expected to work in a hybrid capacity, with regular in-office presence as determined by the team or department.
  • Team members who live outside of commuting distance will be designated as remote team members. While not required to report to an office regularly, remote team members may be expected to travel to a designated office location occasionally for team meetings, training, or other business needs with reasonable notice.
  • All team members must reside and perform their work within the United States.