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Remote Financial Planning Jobs in Washington (NOW HIRING)

FP&A Manager - AI Trainer

Alexandria, VA ยท Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

FP&A Manager - AI Trainer

Washington, DC ยท Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

Senior Financial Analyst, GTM

Washington, DC ยท Remote

$103K - $134K/yr

PLEASE NOTE: while this role will be 100% remote, we are looking for candidates based on the East ... Lead headcount planning initiatives and define/analyze productivity metrics for the field sales ...

Senior Financial Analyst

Tysons, VA ยท Remote

$100K - $110K/yr

Remote Schedule: Monday-Friday | EST business hours Compensation: $100,000 - $110,000 / Annually ... Lead budgeting, forecasting, and financial planning activities * Support strategic planning ...

Financial Modeling and Deal Structuring * Build and own financial models for new products ... While this position is open to remote candidates across the U.S., we will prioritize those who live ...

Merchandise Planner - MFP

Washington, DC ยท 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

Financial Modeling and Deal Structuring * Build and own financial models for new products ... While this position is open to remote candidates across the U.S., we will prioritize those who live ...

Showing results 21-40

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

CFO - Private Equity - Remote

Joy and Grace LLC

Washington, DC โ€ข Remote

$200K - $275K/yr

Full-time

Posted 13 days ago


Job description

Joy & Grace is conducting a confidential executive search for a Chief Financial Officer on behalf of a growing, private equity-backed, multi-location operating company. This opportunity is being presented under the Joy & Grace brand while the employer remains undisclosed at the early stage of the process. The position is a senior leadership role reporting directly to the Chief Executive Officer and partnering closely with the Board and ownership group.

Opportunity Overview

This is not a traditional controller-style CFO role. The organization is seeking a strategic financial leader who can drive financial performance, improve operational visibility, support growth initiatives, and help build scalable infrastructure for the next stage of the business. The CFO will serve as a hands-on executive partner across finance, operations, and long-range planning.

The company is in a growth phase and is focused on strengthening forecasting, improving decision support, and evaluating acquisition opportunities. The role includes meaningful exposure to executive leadership, board interaction, and enterprise-wide decision-making in a performance-driven environment.

Key Responsibilities

  • Partner with the CEO, executive leadership team, Board of Directors, and ownership group to develop and execute financial strategy.
  • Lead budgeting, forecasting, financial planning and analysis, scenario modeling, and KPI development.
  • Oversee core financial functions including accounting, treasury, tax, audit, cash management, reporting, and compliance.
  • Provide timely and accurate monthly, quarterly, and annual financial reporting in accordance with GAAP.
  • Improve financial visibility into business performance, labor utilization, operational efficiency, and working capital.
  • Support mergers and acquisitions through financial evaluation, due diligence, modeling, and post-acquisition integration planning.
  • Manage banking, lender, investor, audit, and other external financial relationships.
  • Help optimize capital structure, capital allocation, and liquidity planning.
  • Build, mentor, and lead a high-performing finance organization with a strong culture of accountability and continuous improvement.
  • Oversee financial systems, reporting tools, automation opportunities, and ERP-related enhancements that improve decision-making and scalability.

Candidate Profile

The ideal candidate is a business-minded finance executive who combines strategic judgment with operational discipline. This person should be comfortable leading in a fast-paced, growth-oriented environment and using finance as a driver of enterprise value rather than simply a reporting function.

Preferred qualifications include:

  • Bachelor's degree in Accounting, Finance, Economics, Business, or a related field; advanced degree preferred.
  • CPA and/or CFA preferred.
  • 10+ years of progressive finance leadership experience, including senior-level leadership responsibility.
  • Strong FP&A, forecasting, budgeting, and strategic planning experience.
  • Demonstrated M&A and integration experience.
  • Experience in a private equity-backed environment strongly preferred.
  • Experience supporting complex, multi-location operations.
  • Industry background in construction, manufacturing, building products, industrial services, distribution, or similarly labor-intensive environments preferred.
  • Strong executive presence with the ability to communicate effectively with boards, investors, lenders, and operating leaders.
  • Advanced proficiency with financial systems, ERP platforms, reporting tools, and Excel.

Leadership Traits

Successful candidates will bring a high level of integrity, curiosity, accountability, and business partnership. The company values leaders who are analytical, improvement-focused, proactive, and comfortable challenging the status quo with data-backed recommendations.

Work Arrangement and Compensation

This role is remote within the United States and includes up to 25% travel for leadership meetings, operational reviews, board interaction, and acquisition-related activity. Compensation includes a competitive base salary generally targeted in the $200,000 to $275,000+ range, plus target bonus opportunity and potential long-term incentive participation.

Confidentiality Statement

Joy & Grace is managing this search on a confidential basis. Company identity and additional details will be shared with qualified candidates during the interview process. All inquiries will be handled with discretion and professionalism.

Equal Opportunity

The employer is an equal opportunity employer and values diversity of background, experience, and perspective.