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Remote Financial Planning Jobs in Riverside, CA (NOW HIRING)

Experience building remote finance organizations. * Knowledge of international finance and multi-entity accounting. Technical Skills * ERP Systems: NetSuite, Oracle, SAP, Microsoft Dynamics 365

New

FP&A Manager - AI Trainer

Corona, CA 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

Orange, CA 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

Pomona, CA 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

Anaheim, CA 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

Irvine, CA 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

Murrieta, CA 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

Ontario, CA 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

Riverside, CA 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

Rialto, CA 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

Fontana, CA 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

Hesperia, CA 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

Menifee, CA 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

Santa Ana, CA 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 ...

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Remote Financial Planning information

See Riverside, CA salary details

$52.7K

$100.9K

$145.5K

How much do remote financial planning jobs pay per year?

As of Aug 3, 2026, the average yearly pay for remote financial planning in Riverside, CA is $100,864.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $106,400.00 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.
What are the most commonly searched types of Financial Planning jobs in Riverside, CA? The most popular types of Financial Planning jobs in Riverside, CA are:
What are popular job titles related to Remote Financial Planning jobs in Riverside, CA? For Remote Financial Planning jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Riverside, CA look for? The top searched job categories for Remote Financial Planning jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Remote Financial Planning jobs? Cities near Riverside, CA with the most Remote Financial Planning job openings:
Infographic showing various Remote Financial Planning job openings in Riverside, CA as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $100,864 per year, or $48.5 per hour.

Chief Financial Officer

Soft source inc

Irvine, CA โ€ข Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

New


Job description

Chief Financial Officer (CFO) – Remote (USA)

Location: Remote, United States
Employment Type: Full-Time
Experience: 20+ Years

About the Role

We are seeking a strategic and hands-on Chief Financial Officer (CFO) to lead our finance organization and partner closely with the CEO and executive leadership team. The ideal candidate is an experienced financial executive with a strong background in corporate finance, FP&A, accounting, fundraising, financial operations, and strategic planning.

As CFO, you will drive financial strategy, improve operational performance, ensure regulatory compliance, and provide data-driven insights that support sustainable business growth. This role is fully remote within the United States and offers the opportunity to influence executive decision-making across a fast-growing organization.


What You Will DoFinancial Strategy & Leadership
  • Develop and execute the company's long-term financial strategy aligned with business objectives.
  • Partner with executive leadership to evaluate growth opportunities, investments, and strategic initiatives.
  • Lead annual budgeting, forecasting, and long-range financial planning.
  • Present financial performance, forecasts, and strategic recommendations to the CEO and Board of Directors.
  • Drive profitability, operational efficiency, and cash flow optimization across the organization.
Financial Planning & Analysis (FP&A)
  • Build and oversee company-wide budgeting and forecasting processes.
  • Develop financial models supporting strategic initiatives, pricing, and expansion.
  • Monitor KPIs and deliver actionable financial insights to business leaders.
  • Identify financial risks and recommend mitigation strategies.
  • Analyze business performance and recommend improvements based on financial data.
Accounting & Financial Operations
  • Oversee accounting, treasury, payroll, tax, procurement, and financial reporting.
  • Ensure accurate monthly, quarterly, and annual financial close processes.
  • Maintain compliance with US GAAP and applicable regulatory requirements.
  • Strengthen internal controls, financial governance, and audit readiness.
  • Manage relationships with external auditors, banks, tax advisors, and legal partners.
Capital Management
  • Lead fundraising initiatives, debt financing, and investor relations when applicable.
  • Manage banking relationships and capital allocation strategies.
  • Optimize working capital and cash management processes.
  • Evaluate mergers, acquisitions, and strategic investments through financial due diligence.
Risk Management & Compliance
  • Ensure compliance with federal, state, and financial regulations.
  • Develop enterprise risk management strategies.
  • Oversee financial policies, governance, and internal audit functions.
  • Monitor tax compliance and regulatory reporting requirements.
Leadership
  • Build, mentor, and develop a high-performing finance organization.
  • Foster collaboration across Finance, Operations, Sales, Product, HR, and Legal.
  • Promote data-driven decision making throughout the company.
  • Lead finance transformation initiatives through automation and technology adoption.

Required Qualifications
  • 20+ years of progressive finance and accounting experience.
  • 10+ years in a senior finance leadership role (CFO, VP Finance, Finance Director, or equivalent).
  • Bachelor's degree in Finance, Accounting, Economics, or Business.
  • CPA, CMA, or MBA preferred.
  • Strong knowledge of US GAAP, financial reporting, and corporate finance.
  • Experience leading FP&A, accounting, treasury, and financial operations.
  • Expertise in financial modeling, forecasting, budgeting, and strategic planning.
  • Experience supporting executive leadership and Board-level reporting.
  • Strong analytical and problem-solving abilities.
  • Excellent communication and executive presentation skills.

Preferred Qualifications
  • Experience in SaaS, Technology, FinTech, AI, or high-growth organizations.
  • Experience with venture-backed or private equity-backed companies.
  • IPO readiness or public company reporting experience.
  • M&A, fundraising, and investor relations experience.
  • Experience building remote finance organizations.
  • Knowledge of international finance and multi-entity accounting.

Technical Skills
  • ERP Systems: NetSuite, Oracle, SAP, Microsoft Dynamics 365
  • Financial Planning: Adaptive Planning, Anaplan, Planful
  • Accounting: US GAAP, IFRS, Revenue Recognition (ASC 606)
  • Reporting: Power BI, Tableau, Excel (Advanced), SQL
  • Cloud Platforms: AWS, Azure, Google Cloud (Financial Cost Management)
  • Automation: Power Automate, Alteryx, RPA
  • CRM: Salesforce
  • Collaboration: Microsoft 365, Google Workspace, Slack

 Why Join Us
  • Fully Remote within the United States
  • Competitive Base Salary + Annual Bonus
  • Equity/Stock Options (where applicable)
  • Comprehensive Medical, Dental, and Vision Insurance
  • 401(k) with Company Match
  • Flexible PTO and Paid Holidays
  • Professional Development and Leadership Programs
  • Collaborative, high-growth culture with executive-level impact