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Remote Financial Planning Jobs in Rhode Island (NOW HIRING)

Sr. Manager, Operational Finance - Remote

Providence, RI · On-site +1

$110K - $150K/yr

Strong strategic planning, financial and operations / business background. Not purely financial ... Remote Role: This position is classified as remote where the associate will perform remote work ...

Senior Financial Analyst

Pawtucket, RI · Remote

$83K - $103K/yr

Maintain and improve financial planning and reporting tools. * Two to five years of related financial experience, including exposure to financial planning and analysis. Experience in a private equity ...

The Auditor is responsible for performing audit assignments including assisting in planning ... A role on our Finance and Accounting team involves helping UNFI maintain and grow its financial ...

Meeting and Event Coordinator (Remote)

Carolina, RI · Remote

$20.50 - $27.25/hr

Remote; involves regular travel to trip destinations Looking to jump start your event planning ... Guidance for family, financial and estate planning (including wills) About Morley Our mission is to ...

Are you interested in building your expertise in ERP support and problem-solving? At Cayenta, our ... Experience delivering solutions, services, or support within HR, payroll, finance, or accounting ...

Vehicle Return Clerk (Remote - Michigan)

Carolina, RI · Remote

$17 - $22.75/hr

Remote - Michigan residents Do you have a strong eye for detail? This could be a great opportunity ... Guidance for family, financial and estate planning (including wills) About Morley Our mission is to ...

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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.
What are the most commonly searched types of Financial Planning jobs in Rhode Island? The most popular types of Financial Planning jobs in Rhode Island are:
What are popular job titles related to Remote Financial Planning jobs in Rhode Island? For Remote Financial Planning jobs in Rhode Island, the most frequently searched job titles are:
What cities in Rhode Island are hiring for Remote Financial Planning jobs? Cities in Rhode Island with the most Remote Financial Planning job openings:
Infographic showing various Remote Financial Planning job openings in Rhode Island 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.

Sr. Manager, Operational Finance - Remote

UNFI

Providence, RI • On-site, Remote

$110K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago


UNFI rating

7.3

Company rating: 7.3 out of 10

Based on 128 frontline employees who took The Breakroom Quiz

20th of 49 rated food wholesalers


Job description

Job Overview:
As the key finance business partner, the Senior Manager will liaise as necessary within and across functional areas to lead the financial planning, forecasting, reporting and business analytics for these areas. This role will be responsible for extending this support across other business units as operational business process changes.
What does it mean to be part of our Finance/Accounting Team?
A role on our Finance and Accounting team involves helping UNFI maintain and grow its financial health as we continue to transform and scale. We need to ensure that our financial analysis and statements revolve around constant communication with our partners within the organization as well as outside to provide the most current statistics for our business health. By being attentive to details, trends, and inefficiencies, and communicating with our teams, you'll be key to our success and continued growth as North America's premier grocery wholesaler.
Job Responsibilities:
  • Work closely with senior leadership to enhance reporting capabilities, structure conversations for smart business decisions, encourage open communication among the team and establish a framework for accountability.
  • Provide informed strategic opinions which are shaped by an in depth understanding of the functional business including emerging business issues for translation in budgets, forecasts, analysis, etc.
  • Lead, execute and own the annual budget process for assigned business area. This includes identifying key budget drivers, modeling proposed budget scenarios and partnering with the business to ensure there is alignment, agreement and that the budget truly represents the objectives of the business.
  • Deliver periodic forecasts for applicable areas in partnership with the business adhering to timelines.
  • Preparation of Monthly and Quarterly financial analysis and materials. Work with senior leadership to provide value-added commentary to monthly and quarterly financial results, enabling swift and accurate decision-making. Reviews should focus on operational/financial performance metrics, historical results, budgets, forecasts, and trends.
  • Assist the business in aligning strategic plans as applicable to the specific business area to execute the company's short and long-term goals.
  • Conduct organizational reviews to identify strengths, weaknesses, and opportunities and to evaluate operational effectiveness. Facilitate the creation of action plans to close gaps on main opportunities.
  • Performs other duties as assigned.

Job Requirements:
Education/ Certifications:
  • Bachelor's degree in accounting, finance or equivalent.
  • Master's degree preferred.

Experience:
  • 7-10 years of experience in financial and/or business analytic positions
  • Strong strategic planning, financial and operations / business background. Not purely financial background required
  • Demonstrated success in business partnership as well as leading and delivering solutions to complex business opportunities
  • Financial modeling and analytic experience
  • Budgeting and forecasting experience preferred
  • Finance systems usage & implementation (UFIN) experience preferred

Knowledge/Skills/ Abilities
  • Outstanding analytical skills
  • Strong business acumen
  • Must be self-driven and motivated
  • Must be comfortable working in a chaotic environment and working with constantly changing priorities
  • Leads and directs the work of others across the company, without direct organizational line of authority
  • Strong administrative, organizational and relationship skills
  • Excellent writing and communication skills are required
  • Position also requires strong interpersonal skills, discretion, diplomacy, and judgment
  • Strong teamwork ethic, positive proactive flexible attitude ability to take complete ownership of responsibilities
  • Ability to work under pressure and time constraints as well as handling several tasks simultaneously required.
  • Advanced skillset in Microsoft Office including Excel, PowerPoint, Word, Access and related software applications
  • Good judgment is required for this position as there may be times when direct supervision may not be immediately available.

Work Environment:
Remote Role:
This position is classified as remote where the associate will perform remote work from their primary residence. Remote associates are welcome to work from the office but are not required to do so. While remote associates are not required to work from an office on a regular basis, they may be required to come to the office or other UNFI locations for necessary business reasons or if directed to do so by their manager.
Travel (minor):
This position may require the associate to travel to company offices, distribution centers, or other locations for specific meetings or other business reasons.
Physical Environment/Demands:
Office Roles:
  • Most work is performed in a temperature-controlled office environment.
  • Incumbent may sit for long periods of time at a desk or computer terminal.
  • While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
  • Incumbent may use calculators, keyboards, telephones, and other office equipment in the course of a normal workday.
  • Stooping, bending, twisting, and reaching may be required in the completion of job duties.

About UNFI: We are North America's premier grocery wholesaler, delivering the widest variety of fresh, branded, and owned brand products to community grocers and retail chains alike. A pioneer in natural and organic foods, we are growing and transforming to meet the needs of an evolving workplace. Our 29,000+ employees work across America in our 50 Distribution Centers and corporate offices. Learn more: Organic, Natural and Conventional Food | Wholesale Food Distributors | UNFI
Benefits: Competitive 401k, Flexible PTO plan, Remote, Health benefits - first of the month following 30 days of employment, mentorship program/developmental opportunities.
UNFI is an Equal Opportunity employer committed to creating an inclusive and respectful environment for all. All qualified applicants will receive equal consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or other protected ground. Accommodation is available upon request for candidates taking part in all aspects of the job selection process. - M/F/Veteran/Disability. VEVRAA Federal Contractor.
Compensation:
UNFI anticipates paying the above-referenced pay rate (or within the above-referenced pay range) for this position. Actual Pay, where applicable, will depend on a number of factors, including, but not limited to, education, experience, training, and any requirements under applicable collective bargaining agreements. UNFI is committed to transparency in pay in compliance with applicable state and local laws.
Benefits:
For Washington positions (or positions that may be performed remotely from Washington), https://www.unfi.com/jobs-more-info-wa.html for Washington-specific paid time off details.
Candidates hired into this position will also be eligible to participate in the following benefits programs: Paid Time Off; Sick Time; paid holidays and parental leave; 401K Program; medical, dental, vision, life, and accidental death/dismemberment insurance; short-term and long-term disability insurance program, Flexible Spending Account and/or Health Savings Account, subject to meeting the eligibility requirements and the terms and conditions of these programs, and subject to any requirements under applicable collective bargaining agreements.
UNFI's compensation, benefits, and paid time off policies are subject to change in the Company's sole discretion, consistent with applicable law. This job posting should not be construed as an offer of employment with certain terms, nor should it be construed as a guaranteed minimum.
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act .

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