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Remote Financial Planning Jobs in Oregon (NOW HIRING)

Liftoff

Senior Financial Analyst, FP&A (Contractor)

OR · Remote

$60 - $70/hr

Reporting to the Senior Manager of FP&A, this role will partner cross-functionally to improve ... We are a remote-first company with US hubs in Redwood City, Los Angeles, and New York City

New

Atari

FP&A Analyst

OR · On-site +1

$80K - $95K/yr

FP&A Analyst Atari East Coast (Remote) Reports to: Director of FP&A About Us Atari, one of the world's most iconic entertainment brands, is a pioneer in interactive entertainment. With operations ...

Array

FP&A Analyst

OR · On-site +1

$120K/yr

As a remote-first company, we're focused on providing opportunities for high performing individuals ... As an FP&A Analyst at Array, you will drive financial planning, forecasting, strategic analysis ...

Canopy Works

FP&A Analyst/Manager

OR · On-site +1

$85K - $106K/yr

Senior FP&A Analyst/Manager Location ... Remote (U.S.) or Hybrid (preferred near key hubs) Reports To: VP Finance Department: Finance Level:

HealthEdge

FP&A Analyst

... accounting, FP&A, investment banking, consulting or a comparable analytical role. * Strong ... Remote, US Type of Employment: Full-time, permanent FLSA Classification (USA Only): Exempt Work ...

Praxis Precision Medicines, Inc.

Director, FP&A

OR · On-site +1

The Opportunity The Director, FP&A is a strategic finance leader responsible for helping Praxis make high-quality decisions that accelerate the development and delivery of life-altering treatments ...

Fandom

FP&A Manager

Portland, OR · Remote

About this Role We are seeking a highly analytical and strategically minded FP&A Manager to join our Financial Planning & Analysis (FP&A) team as a senior individual contributor, reporting to ...

Planet

FP&A Revenue Manager

OR · On-site +1

The ideal candidate possesses a mix of analytical rigor, financial planning expertise, and cross ... This is a full-time, remote position based in the United States. If located near an office, you are ...

Kibo Commerce

Financial Analyst

... FP&A processes, including OpEx budgeting, cash flow forecasting, and global consolidations ... remote-friendly environment. Whether your job is to build, sell, or support KIBO's commerce ...

Redwood Software

Senior Financial Analyst

OR · Remote

$85K - $106K/yr

Respect Each Other YOUR IMPACT Join our Finance team as a motivated, dynamic Senior FP&A Analyst ... Ability to pivot and successfully adapt in a constantly changing environment This is a remote role ...

Armada

Finance Manager

OR · On-site +1

$121K - $154K/yr

Location. This role is remote-based on the continental US. What You'll Do Cross-Functional ... Own financial planning for key functions, with a primary focus on R&D, including budgeting ...

Clari + Salesloft

Financial Analyst

OR · Remote

United State, REMOTE Clari + Salesloft are building the next era of enterprise revenue - one where ... THE SKILL SET: * 2 to 3 years of FP&A or Sales Operations experience * Tech savviness and the ...

New

Deckers

Merchandise Planner - MFP

OR · Remote

$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 ...

New

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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 Oregon? The most popular types of Financial Planning jobs in Oregon are:
What are popular job titles related to Remote Financial Planning jobs in Oregon? For Remote Financial Planning jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Oregon look for? The top searched job categories for Remote Financial Planning jobs in Oregon are:
What cities in Oregon are hiring for Remote Financial Planning jobs? Cities in Oregon with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Oregon as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 100% Remote job distribution.

Senior Financial Analyst, FP&A (Contractor)

Liftoff

OR • Remote

$60 - $70/hr

Full-time

Posted yesterday

New

Job description

About this role:

We are seeking a Senior Financial Analyst contractor to support the upcoming Annual Operating Plan and forecast cycles by leveraging AI to improve financial analysis, planning, and decision support. Reporting to the Senior Manager of FP&A, this role will partner cross-functionally to improve visibility into vendor spend and renewals while strengthening FP&A through more accurate planning, forecasting, and business insights.

Responsibilities:

  • Strengthen the upcoming Annual Operating Plan and forecast cycles by increasing visibility into vendor spend, commercial commitments, renewal timing, and savings opportunities, improving FP&A accuracy and decision-making.
  • Leverage AI to develop scalable tools and workflows that improve financial decision-making, automate manual processes, and strengthen vendor planning, forecasting, and commercial management.
  • Build financial analyses and business cases for vendor renewals and new investments, evaluating total cost of ownership, build-versus-buy tradeoffs, alternatives, budget implications, and forecast impact to inform business decisions
  • Support high-impact FP&A initiatives as business needs evolve, including forecasting, headcount planning, executive reporting, infrastructure analysis, and ad hoc financial projects.

Requirements: 

  • 3-5+ years of relevant FP&A experience
  • Familiarity using AI tools such as Codex and Claude to analyze data, automate workflows, and develop internal business tools.
  • Advanced Excel and Google Sheets skills, with the ability to independently build, troubleshoot, and maintain complex financial models and reporting files.
  • Strong data-analysis capabilities, including working across multiple data sources, reconciling discrepancies, forecasting, and developing business cases.
  • Ability to ramp quickly, manage existing processes independently, and deliver reliably in a fast-paced, results-oriented environment.

Location:
This role is eligible for full-time remote work in one of our entities: CA, CO, ID, IL, FL, GA, MA, MI, MN, MO, NJ, NV, NY, OR, TX, UT, and WA.

We are a remote-first company with US hubs in Redwood City, Los Angeles, and New York City.

Compensation:

The following are our hourly salary ranges for this role: $60-$70 an hour 

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