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Remote Financial Planning Jobs in Basking Ridge, NJ

Bounce AI

FP&A Manager

Manhattan, NY · On-site +1

$140K - $180K/yr

Description We are seeking a FP&A Manager to help build and scale the financial planning function at a critical stage in our growth. Reporting directly to the VP of Finance, you'll play a central ...

Garner Health

Senior FP&A Manager

New York, NY · On-site +1

$190K - $230K/yr

We are looking for a FP&A Senior Manager - Headcount to join our team. You will be on the front ... with remote work and occasional travel to HQ. What you will do: * Develop and maintain dynamic ...

VAST Data

Corporate FP&A Manager

New York, NY · Remote

VAST Data is looking for a Manager, Corporate FP&A to join our growing team! This is a great opportunity to be part of one of the fastest-growing infrastructure companies in history, an organization ...

VAST Data

Corporate FP&A Manager

New York, NY · On-site +1

Description VAST Data is looking for a Manager, Corporate FP&A to join our growing team! This is a great opportunity to be part of one of the fastest-growing infrastructure companies in history, an ...

Initio Capital

FP&A Analyst

New York, NY · Remote

Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions ... Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

DataAnnotation

FP&A Manager - AI Trainer

Paterson, NJ · Remote

$50 - $60/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 ...

DataAnnotation

FP&A Manager - AI Trainer

Elizabeth, NJ · Remote

$50 - $60/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 ...

DataAnnotation

FP&A Manager - AI Trainer

New York, NY · Remote

$50 - $60/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 ...

DataAnnotation

FP&A Manager - AI Trainer

Newark, NJ · Remote

$50 - $60/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 ...

Hospitable

Chief Financial Officer (Remote)

New York, NY · Remote

$312K/yr

Hospitable is a remote-only, global, and trust-based company. We believe exceptional work comes ... A recognized accounting qualification (ACCA, ACA, CIMA, or a locally accredited CPA), with real FP& ...

Hospitable

Chief Financial Officer (Remote)

New York, NY · Remote

$436K/yr

Hospitable is a remote-only, global, and trust-based company. We believe exceptional work comes ... A recognized accounting qualification (ACCA, ACA, CIMA, or a locally accredited CPA), with real FP& ...

Vantage Airport Group

Financial Analyst

New York, NY · On-site +1

$105K - $134K/yr

The Role The Financial Analyst, FPA will support the Corporate FP&A team through financial planning ... This position offers Remote flexibility though employees will need to be located in or near ...

Alteryx

Senior Financial Analyst, GTM

New York, NY · 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 ...

Propeller Industries

Finance Manager

New York, NY · On-site +1

... FP&A Services Employment Type: Full Time Location: Remote - US Description Title: Finance Manager Reports To: CFO Location: Remote Role overview: The Finance Manager role focuses on providing a ...

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Showing results 1-20

All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Basking Ridge, NJ

Remote Financial Planning information

See Basking Ridge, NJ salary details

$52K

$99.6K

$143.8K

How much do remote financial planning jobs pay per year?

As of Jul 18, 2026, the average yearly pay for remote financial planning in Basking Ridge, NJ is $99,635.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $105,100.00 per year, depending on experience, location, and employer.

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 popular job titles related to Remote Financial Planning jobs in Basking Ridge, NJ? For Remote Financial Planning jobs in Basking Ridge, NJ, the most frequently searched job titles are:
What cities near Basking Ridge, NJ are hiring for Remote Financial Planning jobs? Cities near Basking Ridge, NJ with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
FP&A Manager

FP&A Manager

Bounce AI

Manhattan, NY • On-site, Remote

$140K - $180K/yr

Full-time

Retirement, PTO

Re-posted 2 days ago

Job description

Description
We are seeking a FP&A Manager to help build and scale the financial planning function at a critical stage in our growth. Reporting directly to the VP of Finance, you'll play a central role in developing the processes, models, and reporting cadence that guide how we plan, allocate resources, and evaluate performance across the business.
This role is a strong fit for someone who brings a structured, analytical approach to problem-solving and is motivated by helping an organization mature its financial operations as we scale. You'll work closely with department leaders to support forecasting, manage budgets, and deliver insights that drive sound, data-backed decisions. Your work will help shape Bounce for continued thoughtful and sustainable growth.
#LI-MA1
About Us
Bounce is a fintech startup revolutionizing debt recovery for consumers and creditors with our best-in-class product. By leveraging the power of AI and automation, we create user-friendly experiences that drive positive outcomes for all parties involved.
With a team based in Israel, and New York, we have been growing rapidly. We support hundreds of thousands of consumers on their journey to financial resilience and build partnerships with top creditors and fintech companies.
How You'll Spend Your Time
  • Own the company's financial model, rolling forecasts, and long-range planning scenarios.
  • Lead monthly and quarterly budget vs. actuals analysis and collaborate with department heads to understand and manage spend.
  • Dive into metrics like recovery performance, CAC/LTV, payback periods, and margins across our creditor partners and turn into actionable insights.
  • Partner on pricing analysis, resource allocation, and contract modeling for new business opportunities.
  • Contribute to materials for board meetings and investor updates - translating numbers into narrative.

Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA is a plus)
  • 5+ years of experience in FP&A, strategic finance, investment banking, or a related field
  • Experience leading operating expense forecasting, budget ownership, and performance analysis, partnering with stakeholders through month-end close to support strategic decision-making
  • Advanced Excel and financial modeling skills; familiarity proficiency in NetSuite and FP&A tools
  • Strong analytical and problem-solving skills
  • Excellent interpersonal, written, and verbal communication skills
  • Highly organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Interest in fintech, tech or debt recovery space

What We Offer
  • Competitive salary range of $140,000-180,000
  • Comprehensive benefits package
  • 401K + 5% Match
  • Competitive PTO plan
  • Collaborative and innovative hybrid working environment
  • Opportunity to grow in your career with a growing company

Bounce is an equal opportunity employer that is dedicated to diversity and inclusion. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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