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Remote Financial Planning Jobs in Utah (NOW HIRING)

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 ...

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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 August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 100% Remote job distribution.

Director of Financial Planning & Analytics (SLC)

Headlight

Salt Lake City, UT • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Join a team that's transforming mental healthcare. Founded by psychiatrists, Headlight is more than a company: it's a movement. A movement that exists on the front lines of the mental health crisis, transforming the way people access care and the way clinicians deliver it. In order to help people in their time of need and ensure that every person who comes to us has options, we are transparent about our capabilities, treatments, and coverage, we champion innovation, and we leverage our rich data to continuously implement better ways of delivering care. Our mission is simple but powerful: Improving lives, one session at a time. 

Our highly skilled and principled clinical team enjoys autonomy and institutional support so they can put their focus where it should be: on improving patient outcomes. Our clinicians want to do more than help individual clients, so they work to affect the system as a whole, elevating standards of care so that their efforts reverberate far beyond what they could do in private practice.

As the most trusted behavioral health partner in the Western U.S., we've established deep relationships that give us unparalleled access, interoperability, and first-priority referrals. This exclusivity, combined with our best-in-class coordinated care and feedback loops, results in superior outcomes and cost savings.

Our services are convenient, accessible, and expert, combining personalized client engagement with advanced technology to enhance, not replace, human connection. Indeed, we hold that human-to-human relationships are indispensable, so from the match to the session to the time between sessions, we provide whole person care so nobody falls through the cracks and there is a brighter path forward for all.

We're looking for a Director of Financial Planning & Analytics to own the systems, models, and processes that power financial decision-making at Headlight Health. Reporting to the CFO, you'll own the forecasting and analytics function that drives revenue visibility, budgeting, and long-range planning across a growing multi-site behavioral health organization.This role is ideally hybrid out of our Salt Lake City office, though we're open to remote candidates who bring the right experience and working style.

For local applicants to Salt Lake City this will be a hybrid schedule.  Remote applicants not local to SLC apply here.

This is not a traditional FP&A role, and it is not a people management role. You'll operate as a senior individual contributor owning the analytical infrastructure - developing scalable models and planning frameworks that help leadership understand where the business is going, not just where it's been. You'll work at the intersection of finance, billing operations, and data, building the forecasting capabilities that a scaling healthcare company needs.Success in this role depends on your ability to continuously identify what's preventing our financial picture from being accurate, timely, and actionable. Sometimes that means improving a model. More often, it means uncovering gaps in upstream data quality, billing processes, or systems - and driving cross-functional solutions to fix them. We're looking for someone who understands how finance, operations, and data come together in a healthcare environment, and who has built planning capabilities from the ground up.

This is a role where the work evolves constantly. We're still building a lot of our processes, and the person in this seat will have real influence over how they take shape. If you want a defined playbook to execute, this probably isn't the right fit. If you want to understand a complex system and help make it better, we'd love to talk.
Our Pillars
  • Make things easier.
  • Forge genuine connections.
  • Elevate the standard.
Roles and Responsiblities
 
  • Own the company's forecasting methodology across revenue, reimbursement, and long-range planning - partnering closely with our Sales & Operations Planning function on provider productivity.
  • Improve, build, and evolve driver-based financial models that support executive decision-making, budgeting, scenario analysis, and growth planning.
  • Continuously identify gaps in data, systems, and billing processes that limit forecasting accuracy or scalability, and drive cross-functional efforts to resolve them.
  • Influence stakeholders across Finance, Operations, Billing, and Clinical to implement process improvements, strengthen data quality, and improve the inputs that power planning.
  • Lead the evolution of financial reporting from manual, spreadsheet-driven workflows toward scalable, repeatable processes and modern planning tools.
  • Partner with billing and operations teams to operationalize financial models and build reporting infrastructure that reflects how the business actually works.
  • Establish governance, documentation, and feedback loops that measure forecast performance, identify variance root causes, and drive continuous improvement.
  • Support investor reporting, board materials, and fundraising with clear, well-supported financial narratives.
  • Own the annual budget, forecast, and long-range planning cycle end-to-end.
 
Required Qualifications
  • 5+ years of experience in financial planning, strategic finance, or financial analytics - ideally in healthcare, MSO, or a complex multi-site services environment.
  • Deep expertise building forecasting models for revenue, operating expenses, and long-range planning.
  • Strong understanding of healthcare revenue cycle economics - reimbursement, payer contracts, and AR dynamics. Familiarity with provider productivity metrics is a plus; you'll partner with our S&OP function rather than own that domain.
  • Demonstrated ability to identify root causes behind forecasting or planning challenges and drive improvements to business processes, systems, or data quality.
  • Proven success influencing cross-functional stakeholders without direct authority to implement operational or analytical change.
  • Advanced Excel proficiency; SQL experience preferred or strong willingness to learn.
  • Experience with modern planning or BI tools (Adaptive Planning, Anaplan, Pigment, Power BI, Tableau, or similar) preferred.
  • Self-directed and comfortable operating with ambiguity in a fast-moving environment.
  • For local applicants to Salt Lake City this will be a hybrid schedule.  Remote applicants not local to SLC apply here.
What Success Looks Like
  • Forecast accuracy improves because you've identified and resolved underlying data, process, and systems gaps - not just refined spreadsheet formulas.
  • Revenue and reimbursement forecasts become trusted inputs for executive and board decision-making because assumptions are transparent and business inputs are reliable.
  • Finance evolves from a reactive reporting function to a proactive planning capability, with scalable models and repeatable workflows.
  • Cross-functional teams - billing, operations, clinical - adopt new processes that improve the quality and timeliness of financial inputs.
  • Leadership has a clear, reliable picture of where the business is going, with the scenario analysis and risk visibility to make confident decisions.
  • You operate as a force multiplier - a senior individual contributor who drives the quality of financial thinking across the organization who helps build the finance team out over time.
Benefits
  • W2 role with competitive compensation
  • Medical, Dental and Vision on the first of the month after employment
  • Paid Vacation, Sick, and Holiday time
  • Employee Assistance Program (EAP) provides confidential counseling services, resources, and support to help you navigate personal or professional challenges. 
  • 401(k) plan with company contribution
  • Hybrid work schedule
  • Opportunity to work in a cutting-edge healthcare technology environment
  • Professional development opportunities and training
  • Collaborative and supportive work culture
  • Impactful role contributing to the enhancement of patient care and healthcare processes
$140,000 - $160,000 a year
If you need any accommodations for your interview please email [email protected] prior to scheduling.

Not meeting all the requirements? Research indicates that women, communities of color, and historically underrepresented individuals are often hesitant to apply for jobs unless they meet every qualification. We are committed to cultivating a diverse, inclusive, and genuine workplace. If you're enthusiastic about this position but your previous experience doesn't precisely match every qualification listed, we enthusiastically encourage you to submit your application. You could be the ideal candidate for this role or others!

Headlight is committed to the principles of diversity, equity, and inclusiveness and seeks to create a working environment reflective of this commitment. We seek to provide a diverse clinician base to support the diversity of our clients. Headlight supports and respects diversity of people, culture, and ideas throughout our organization. Headlight thrives to be a welcoming, diverse and discrimination- and harassment-free workplace.

By applying for this position, you consent to receive future communications from Headlight via email or text regarding this application and related employment opportunities. You may opt-out at anytime by contacting us directly.

Job Postings on Indeed and other job boards may post with total compensation (base + bonus). For the exact base salary range please check our website or our job-site
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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