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Remote Financial Planning Jobs in Reston, VA (NOW HIRING)

Hogg

Financial Planning & Reporting Manager

Fairfax, VA · On-site +1

$75K - $95K/yr

Financial Planning & Reporting Manager POSITION OVERVIEW OPNX Talent seeks to fill the full-time position of our client's Financial Planning & Reporting Manager, within the Accounting department ...

Fanniemae

Senior Financial Analyst - FP&A

Washington, DC · On-site +1

$85K - $110K/yr

THE IMPACT YOU WILL MAKE The Senior Financial Analyst - FP&A role will offer you the flexibility to ... remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for ...

Robert Half

CFO - Chief Financial Officer

Washington, DC · Remote

$79.16 - $91.66/hr

... a remote client engagement. This Long-term Contract opportunity is suited for a finance executive ... The ideal candidate will provide leadership across reporting, planning, cash management, and ...

Addison Group

Financial Analyst

Sterling, VA · Remote

This position will support financial planning, operational analysis, and project-based financial ... Position is fully onsite during training, with potential for 1 remote day per week after onboarding

DataAnnotation

FP&A Manager - AI Trainer

Washington, DC · 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

Alexandria, VA · 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 ...

Cherry Bekaert

Financial Analyst

Washington, DC · On-site +1

Support annual budgeting, forecasting, and long-range planning activities * Prepare monthly financial reports and analyze key business trends * Partner with operational leaders to monitor budgets and ...

Addison Group

Senior Financial Analyst

Tysons, VA · 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 ...

2U

Director, FP&A Deal Desk

Arlington, VA · On-site +1

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 ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Reston, VA

Remote Financial Planning information

See Reston, VA salary details

$52.5K

$100.6K

$145.1K

How much do remote financial planning jobs pay per year?

As of Jul 24, 2026, the average yearly pay for remote financial planning in Reston, VA is $100,583.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,100.00 and $106,100.00 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 the most commonly searched types of Financial Planning jobs in Reston, VA? The most popular types of Financial Planning jobs in Reston, VA are:
What are popular job titles related to Remote Financial Planning jobs in Reston, VA? For Remote Financial Planning jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Reston, VA look for? The top searched job categories for Remote Financial Planning jobs in Reston, VA are:
What cities near Reston, VA are hiring for Remote Financial Planning jobs? Cities near Reston, VA with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Reston, VA as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $100,583 per year, or $48.4 per hour.

Workday Adaptive Planning & FP&A Analyst

X Energy LLC

Rockville, MD • On-site, Remote

$100K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

X-energy LLC conducts a thorough recruiting process and will never issue offers without interview to discuss qualifications and responsibilities. All applications will be submitted via our company career page, www.x-energy.com/careers/. We will never ask you to provide payment information as part of the recruiting process. If anyone claiming to represent X-energy directs you in a manner otherwise, please contact us at www.x-energy.com/contact-us.

Job Description

The Senior Systems Analyst will serve as the primary architect and lead System Administrator for the X-energy financial engine, owning the end-to-end management and evolution of the Workday Adaptive Planning platform. Responsibilities include designing complex financial models, managing data integration with systems like Deltek Costpoint, Workday HCM, [AK1.1]and automating FP&A and Operations workflows for global forecasting capabilities.


Job Profile Tasks/Responsibilities:

  • Lead the system administration, roadmap management, and architectural evolution of the Workday Adaptive Planning platform.
  • Design and maintain complex financial models, reports, dashboards, and templates to support the Annual Operating Plan (AOP), rolling forecasts, and ongoing financial reviews.
  • Perform Administrator functions such as maintaining the models, dimensions andmanagement of user access.
  • Manage and test data integration between Adaptive Planning and external systems (Deltek, Workday HCM, Excel) using APIs, OfficeConnect, and ETL tools; includes connection review, data flow validation, SQL column verification, loader/mapping maintenance, task scheduling, and troubleshooting.
  • Automate FP&A workflows and provide technical support and training to global platform users.
  • Manage training of new system users.
  • Maintain documentation regarding FP&A system related processes.
  • Perform other duties as assigned by manager.

Job Profile Minimum Qualifications:

  • Active Workday Adaptive Planning Certification.
  • Bachelor's degree in a relevant field of study.
  • Minimum of 3 years of experience in a high-growth technology or startup environment.
  • Proven experience building complex financial models from scratch within the Workday Adaptive Planning environment.
  • Professional experience in a Finance or accounting-focused business role.
  • Technical proficiency in advanced sheets, assumptions, and formulas within Adaptive Planning.
  • Experience leveraging AI tools, such as Gemini, to automate or optimize system workflows.
  • Demonstrated experience managing end-to-end system implementations or major platform upgrades.

Location: 530 Gaither Road, Rockville, MD.

Work Site Expectations: Remote Based
Travel Expectations: Up to 10% as needed
Hours: 8:00am-5:00pm, Mon-Fri

Compensation

As required by Maryland and other applicable state law, X Energy, LLC (X-energy) lists the expected compensation range for a publicly advertised job opportunity based upon the job requirements (e.g. education/training, experience, skill sets, etc.). Individual candidates who meet the job requirements for the posted position will be offered a salary within this range based on their respective levels of education/training, experience, and other qualifications unique to them. Salary ranges may vary based on the specific office location and region referenced in the posting to take into consideration differences in cost of living and may not be reflective of all regions. Please note that compensation ranges listed for US job postings reflect base salary only and do not include benefits or other incentives.

Offers within the posted salary range are commensurate with the individual's qualifications for the position, along with a view on internal equity, market data, and room for growth. The salary range for this position is:

$100,000- $125,000

Position Job Classification

Full time - Exempt

Benefits

X Energy, LLC offers a robust benefits package that includes a 401K plan with an employer match, Medical/Dental /Vision Insurance, Life and Disability Insurance, Paid Time Off, and a Tuition Reimbursement/Professional Development policy that supports the continuing education of our employees.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

X Energy, LLC participates in E-Verify. Please visit the links below for more information about E-Verify and the protection of your Right to Work.

Right To Work Link: If you have the right to work, don't let anyone take it away (e-verify.gov)

E-Verify Participation Link: E-Verify Participation Poster English and Spanish

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