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Remote Financial Planning Jobs in Renton, WA (NOW HIRING)

Payabli

FP&A Analyst

Seattle, WA · On-site +1

In this FP&A Analyst role, you will have the following key responsibilities Financial Planning ... is remote, candidates located in Seattle or Los Angeles are preferred. We think you'll love being ...

DocuSign

Corporate FP&A Director

Seattle, WA · On-site +1

$186K - $300K/yr

Employee divides their time between in-office and remote work. Access to an office location is ... Experience with financial and ERP systems, such as Oracle and Adaptive Planning Preferred * Deep ...

Fandom

FP&A Manager

Seattle, WA · 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 ...

DocuSign

Sr. Financial Analyst

Seattle, WA · On-site +1

$105K - $163K/yr

Lead FP&A support for Corporate including Capex & Depreciation, Business Taxes, Insurance ... Employee divides their time between in-office and remote work. Access to an office location is ...

Omnidian

Finance Manager, Corporate FP&A

Seattle, WA · Remote

$109K - $150K/yr

This is an upleveling of our Senior Financial Analyst, Corporate FP&A job posting. If you applied to that role, no need to reapply. What You'll Do At Omnidian we believe in trust and autonomy. How ...

Omnidian

Finance Manager, Corporate FP&A

Seattle, WA · On-site +1

This is an upleveling of our Senior Financial Analyst, Corporate FP&A job posting. If you applied to that role, no need to reapply. What You'll Do At Omnidian we believe in trust and autonomy. How ...

DataAnnotation

FP&A Manager - AI Trainer

Renton, WA · 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

Bellevue, WA · 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

Seattle, WA · 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

Kent, WA · 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

Tacoma, WA · 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

Financial Planner - AI Trainer

Kent, WA · Remote

$50 - $60/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Renton, WA

Remote Financial Planning information

See Renton, WA salary details

$56.8K

$108.7K

$156.9K

How much do remote financial planning jobs pay per year?

As of Jul 27, 2026, the average yearly pay for remote financial planning in Renton, WA is $108,749.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,500.00 and $114,700.00 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 the most commonly searched types of Financial Planning jobs in Renton, WA? The most popular types of Financial Planning jobs in Renton, WA are:
What are popular job titles related to Remote Financial Planning jobs in Renton, WA? For Remote Financial Planning jobs in Renton, WA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Renton, WA look for? The top searched job categories for Remote Financial Planning jobs in Renton, WA are:
What cities near Renton, WA are hiring for Remote Financial Planning jobs? Cities near Renton, WA with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Renton, WA as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $108,749 per year, or $52.3 per hour.
Financial Planning and Analysis Specialist - B2B SAAS and Services (Contract - Remote - Philippines)

Financial Planning and Analysis Specialist - B2B SAAS and Services (Contract - Remote - Philippines)

Lightbridge Solutions

Columbia, WA • On-site, Remote

Contractor

Posted 19 days ago

Job description

Lightbridge Solutions is a dynamic and innovative management consulting firm and systems implementer specializing in optimizing B2B SAAS business operations. We are seeking a Fractional Director of Finance with a focus on Financial Planning and Analysis (FP&A) to play a pivotal role in establishing and driving our financial strategy. This remote position is ideal for an experienced finance professional based in the Philippines who is passionate about contributing to our growth by building and leading our FP&A function.
As the Fractional Director of Finance - FP&A at Lightbridge Solutions, you will be instrumental in shaping our financial direction and facilitating informed strategic planning decisions. In this part-time, remote role, you will work 100% remotely from the Philippines, collaborating closely with our U.S. headquarters team to set up and manage our FP&A function.


Responsibilities:

  • Establish and lead the FP&A function, developing tailored processes and frameworks for budgeting, forecasting, and financial analysis that align with our consulting and SAAS offerings.
  • Collaborate with cross-functional teams to gather insights, data, and input for accurate financial forecasting of our solutions.
  • Prepare and present comprehensive financial reports, highlighting key performance indicators (KPIs) and variances, enabling data-driven decision-making.
  • Develop financial models that provide insights into different scenarios, assisting in risk assessment, pricing strategies, and growth planning for our consulting services and SAAS software.
  • Work closely with the executive team to set financial targets that support our company's strategic goals.
  • Analyze market trends, competitive landscapes, and industry benchmarks to inform financial strategies for our holistic solutions.
  • Monitor and manage cash flow, identifying opportunities for optimization and risk mitigation in our consulting and SAAS operations.
  • Provide guidance on pricing structures, cost analysis, and profitability for both our consulting and software offerings.
  • Ensure compliance with relevant financial regulations and standards, considering the dual nature of our solutions.

Required Qualifications:

  • Bachelor's degree in Finance, Accounting, Business, or a related field (MBA or advanced degree preferred).
  • Proven experience (5+ years) in finance roles, with a strong emphasis on FP&A or financial analysis.
  • Solid understanding of financial planning, budgeting, and forecasting processes tailored to consulting and SAAS solutions.
  • Proficiency in financial modeling, and data analysis, and familiarity with financial software tools (Excel, Hyperion, PBCS, NSPB, or other financial planning software).
  • Excellent communication skills to collaborate effectively with a remote team and convey financial insights to both consultants and technical experts.
  • Strong analytical mindset with the ability to translate complex data into actionable insights.
  • Integrity and discretion in handling sensitive financial information.
  • Experience within the consulting or SAAS industry is advantageous.
  • Professional certifications (e.g., CMA, CFA) are a plus.

Strongly Desired Qualifications:

  • Hyperion, PBCS, or NSPB expertise.

Benefits:
  • Competitive compensation based on experience and expertise.
  • Flexibility to work remotely from the Philippines.
  • Opportunity to shape and lead the FP&A function from its inception, contributing to the growth of a unique consulting and SAAS company.
  • Collaborate closely with a dedicated, cross-functional team.
  • Potential for professional growth and advancement as Lightbridge Solutions expands its reach.
Employment Type: CONTRACTOR

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