ZipRecruiter

Log In

2

Remote Financial Planning Jobs in Utah (NOW HIRING)

Energy Exemplar

FP&A Analyst

Salt Lake City, UT · On-site +1

About the Role We are seeking a highly analytical FP&A Analyst to join our growing finance team. This is an exciting opportunity for a finance professional who enjoys solving complex business ...

Fandom

FP&A Manager

Salt Lake City, UT · 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 ...

Nearmap

Financial Analyst (GTM/Commercial)

Lehi, UT · Remote

Fully remote within the continental United States. Join Nearmap's GTM Finance team as the Analyst ... You'll support planning discussions, and your numbers will shape what GTM departments actually do ...

Nearmap

Financial Analyst (GTM/Commercial)

Lehi, UT · Remote

Fully remote within the continental United States. Join Nearmap's GTM Finance team as the Analyst ... You'll support planning discussions, and your numbers will shape what GTM departments actually do ...

Nearmap

Financial Analyst (GTM/Commercial)

Lehi, UT · On-site +1

Fully remote within the continental United States. Join Nearmap's GTM Finance team as the Analyst ... You'll support planning discussions, and your numbers will shape what GTM departments actually do ...

Gong.io

Strategic Finance Manager

Salt Lake City, UT · Remote

$138K - $192K/yr

As the Sr Manager, Corporate FP&A, you will own recurring and ad hoc financial analyses, synthesize ... Work from home stipend to help you succeed in a remote environment. The annual salary hiring range ...

Instructure, Inc.

Senior Finance Manager

Salt Lake City, UT · On-site +1

$105K - $143K/yr

Partner with corporate FP&A on the long-range planning model, supporting cross-functional ... Our remote, hybrid and in-office collaboration spaces vary by role, team and location. * Generous ...

HirexHire

Director of Finance

Salt Lake City, UT · Remote

Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...

HirexHire

Director of Finance

Salt Lake City, UT · Remote

Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...

HirexHire

Director of Finance

Salt Lake City, UT · Remote

Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...

HirexHire

Director of Finance

Salt Lake City, UT · Remote

Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...

InsuraTec

Sales Representative (Remote)

Logan, UT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Ogden, UT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Syracuse, UT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

next page

Showing results 1-20

All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Utah

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 Utah? The most popular types of Financial Planning jobs in Utah are:
What are popular job titles related to Remote Financial Planning jobs in Utah? For Remote Financial Planning jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Utah look for? The top searched job categories for Remote Financial Planning jobs in Utah are:
What cities in Utah are hiring for Remote Financial Planning jobs? Cities in Utah with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Utah as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

FP&A Analyst

Energy Exemplar

Salt Lake City, UT • On-site, Remote

Full-time

Posted 10 days ago

Job description

About Energy Exemplar

In an era where the world is rapidly advancing towards a cleaner future through decarbonization, Energy Exemplar's mission lies in 'Empowering Transformative Energy Decisions'. Founded in 1999 in Adelaide, Australia, our award-winning software portfolio encompassing the modeling and simulation platform PLEXOS®, Aurora, and Adapt2, is trusted by innovative organizations across the globe. Through our technology and people, we strive to enable stakeholders from across the entire energy value chain to revolutionize the energy ecosystem and to collaboratively plan and execute for a sustainable energy future with unprecedented clarity, speed, and innovation.

Our impact is global and is being recognized across the industry. Some of our recent accolades include:

  • SaaS Company of the Year (2025) – Global Business Tech Awards.
  • Environmental Impact Award (2025) – E+E Leaders Awards.
  • IPPAI (Independent Power Producers Association of India) Power Awards (2025) - Winners
  • Finalist: Platts Global Energy Awards (2024) – Grid Edge category
  • Finalist: Reuters Global Energy Transition Awards (2024) – Technologies of Change
  • Top 50 Marketing Team (2024) – Voted by the public at the ICON Awards.

How We Work

Energy Exemplar is growing fast around 30% year on year and, that growth is driven by how we work. We trust our team to deliver great results from wherever they work best, whether that's at home, in the office, or on the move.

We're a global team that values ownership, integrity, and innovation. You'll be supported to balance work and life in a way that works for you, and empowered to take initiative, solve problems, and make an impact, regardless of your background, location, or role.

Our four core values, Customer Success, One Global Team, Integrity & Ownership, and Innovation Excellence aren't just words. They show up in how we collaborate, how we solve, and how we grow together.

About the Role

We are seeking a highly analytical FP&A Analyst to join our growing finance team. This is an exciting opportunity for a finance professional who enjoys solving complex business problems through data, technology, and financial analysis.

Working in a fast-paced, private equity-backed environment, you'll partner with Finance and business leaders to deliver actionable insights around profitability, pricing, forecasting, and operational performance. You'll leverage modern analytics tools, AI, and financial systems to automate reporting, improve decision-making, and help drive value creation across the organization.

This role is ideal for someone who enjoys working with data as much as they enjoy understanding the business behind the numbers.

Key Responsibilities

  • Support the annual budgeting, forecasting, and long-range planning processes.
  • Conduct profitability, margin, and break-even analyses to support commercial and operational decisions.
  • Analyze financial and operational data to identify trends, risks, and opportunities.
  • Build and maintain financial models used for planning, scenario analysis, and investment decisions.
  • Extract, cleanse, and analyze data from ERP, CRM, BI, and other business systems.
  • Develop dashboards and automated reporting using modern analytics and visualization tools.
  • Leverage AI-powered tools to improve reporting efficiency, automate repetitive analyses, and enhance business insights.
  • Partner with cross-functional stakeholders including Operations, Sales, Product, and Accounting to support strategic initiatives.
  • Prepare monthly management reporting packages with meaningful commentary and recommendations.
  • Continuously improve FP&A processes through automation, technology, and best practices.
  • Support ad hoc financial analyses and executive presentations as business needs evolve.

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field.
  • 0–3 years of experience in FP&A, corporate finance, investment banking, consulting, accounting, or a similar analytical role.
  • Strong analytical and quantitative problem-solving skills.
  • Advanced Excel skills, including financial modeling and data analysis.
  • Comfortable working with large datasets and multiple business systems.
  • Experience with Power BI, Tableau, SQL, Python, Alteryx, or similar analytics tools is highly desirable.
  • Familiarity with ERP systems such as NetSuite, Oracle, SAP, Microsoft Dynamics, or similar platforms is preferred.
  • Demonstrated interest in AI and automation tools (e.g., Microsoft Copilot, ChatGPT, Power Automate, or similar technologies) to improve business processes.
  • Excellent communication skills with the ability to translate complex analyses into business recommendations.
  • Curious, proactive, and eager to learn in a fast-paced environment.

What Makes You Successful

  • You enjoy working with numbers and technology equally.
  • You naturally look for ways to automate manual work.
  • You are intellectually curious and enjoy digging into data to uncover insights.
  • You can balance attention to detail with an understanding of the bigger business picture.
  • You're comfortable navigating ambiguity and changing priorities.
  • You thrive in an entrepreneurial, high-growth environment where speed and ownership matter.

Why Join Us?

  • Opportunity to work in a dynamic, private equity-backed organization focused on growth and value creation.
  • Exposure to executive leadership and strategic decision-making.
  • Hands-on experience with modern financial systems, AI tools, and advanced analytics.
  • Collaborative culture with opportunities for continuous learning and career development.
  • Competitive compensation and benefits package.

Energy Exemplar is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members. We welcome applications from people of all backgrounds, experiences, identities, and abilities. Please let us know if you require accommodations at any stage of the recruitment process—we're here to support you in showcasing your full potential.

Energy Exemplar respects your privacy and is committed to protecting the personal data you share during the recruitment process. This Candidate Privacy Notice explains how we collect, use, and protect your personal information when you apply for a role with us.