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Remote Financial Planning Jobs in Summit, NJ (NOW HIRING)

Nano Nuclear Energy Inc

Director, FP&A

New York, NY · Remote

$150K - $180K/yr

... remote communities, and critical infrastructure--the company is advancing innovative nuclear ... The Director of FP&A will be responsible for developing the forecasting processes, financial models ...

New

Nano Nuclear Energy Inc

Director, FP&A

Manhattan, NY · Remote

... remote communities, and critical infrastructure-the company is advancing innovative nuclear ... The Director of FP&A will be responsible for developing the forecasting processes, financial models ...

VB Spine

Director, FP&A

Allendale, NJ · On-site +1

$195K - $208K/yr

Director, FP&A Location: Leesburg, VA, Allendale, NJ, or Remote (25-30% Travel Required) Company ... VB Spine Looking for a career where your work truly matters? At VB Spine, you'll be part of a ...

LHH US

FP&A Manager

Bridgewater, NJ · On-site +1

$40 - $50/hr

Bridgewater, NJ (flexible - onsite, hybrid, or fully remote) Duration: 6-Month Contract (Medical Leave Coverage) Compensation: $40-$50/hour Overview We are seeking an experienced FP&A Manager to ...

LHH US

FP&A Manager

Bridgewater, NJ · On-site +1

$40 - $50/hr

Bridgewater, NJ (flexible - onsite, hybrid, or fully remote) Duration: 6-Month Contract (Medical Leave Coverage) Compensation: $40-$50/hour Overview We are seeking an experienced FP&A Manager to ...

Nestle

Sr FP&A Analyst

Bridgewater, NJ · On-site +1

$87K - $109K/yr

Reporting to the FP&A Director, this role partners closely with Brand Finance Co-Pilots and ... This is a remote role with anticipated monthly travel to our corporate office in Bridgewater, NJ.

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Summit, NJ

Remote Financial Planning information

See Summit, NJ salary details

$53.7K

$102.7K

$148.2K

How much do remote financial planning jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial planning in Summit, NJ is $102,733.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,800.00 and $108,400.00 per year, depending on experience, location, and employer.

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 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.

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 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.

More about Remote Financial Planning jobs

What job categories do people searching Remote Financial Planning jobs in Summit, NJ look for?

The top searched job categories for Remote Financial Planning jobs in Summit, NJ are:

What cities near Summit, NJ are hiring for Remote Financial Planning jobs?

Cities near Summit, NJ with the most Remote Financial Planning job openings:

Remote Financial Planning jobs near you

Associate Manager, Financial Planning & Analysis (FP&A)

Pierrefabre

Secaucus, NJ • On-site, Remote

$85K - $105K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Job description

Your mission

The Associate Manager, Financial Planning & Analysis (FP&A) supports the financial planning, forecasting, reporting, and business analysis activities for Pierre Fabre USA with a primary focus on net revenue, Gross-To-Net (GtN) and gross margin performance analysis and forecasting. Reporting to the Associate Director, Financial Planning & Analysis, this role partners with Commercial, Marketing, Operations, and Accounting to provide financial reporting and analysis that supports business performance and informed decision-making.

The ideal candidate combines strong financial acumen with analytical rigor and business partnering skills, helping Commercial, Marketing, and Operations teams understand performance drivers andidentifyopportunities to improve profitability.

Essential Functions:

Business Finance:

  • Lead monthly reporting, analysis and forecasting of sales,GtNdeductions, and net revenue.

  • Monitor revenue performance against budget, forecast, and prior year,identifyingkey drivers and risks and opportunities with Commercial.

  • Lead monthly Billbacks meetings with Commercial and Accounting, ensuringaccurateaccruals during month-end close and alignment between financial forecasts and actual spending.

  • Monitor and analyze gross margin performance (cogs, cost-to-serve) across brands,channelsand product categories when relevant.

  • Maintain and enhance financial models at the brand,channeland product level.

  • Assistin the development and enhancement of financial models that connect business drivers to P&L performance and support scenario analysis (e.g.P&L by channel).

  • Other duties as described by the business.

Division/BU FP&A:

  • Support the AssociateDirectorFP&A in Division/BU P&L management.

  • Monitor actuals against plans (budget, forecast, prior year) across revenue and operating expenses), analyzevariancesandidentifyrisks and opportunities.

  • Support division-wide budgeting, monthlyforecastsand strategic Long-Term Plans (LTP).

Cross-Functional Business Partnering:

  • Collaborate with Commercial and Accounting teams to improve visibility and transparency of deductions andGtNimpacts.

  • Build strong relationships with key stakeholders to be recognized as a valued partner.

  • Deliver against ad hoc requests and projects from several cross-functional business partners, including local Management team.

Reporting & Financial Controlling:

  • Support month-end close activities by partnering withAccountingtovalidatefinancial results, prepare accruals, cost allocations, ensuring reporting accuracy and compliance with Group policies.

  • Prepare monthly financial reporting packages, dashboards, and P&L summaries for key stakeholders, local Management and Head Office.

  • Develop recurring reports that translate financial results into clear, actionable business insights.

Process Improvement & Special Projects:

  • Subject Matter Expert (SME) forPeakPerf, new Pierre Fabre EPM tool.

  • Identifyopportunities to improve reporting efficiency, forecast accuracy, and financial planning processes.

  • Other duties as described by the business.

Required Education, Experience and Competencies:

  • Bachelor's degree in Finance, Accounting, Economics, or Business Administration.

  • 3-5 yearsof progressive experience in Financial Planning & Analysis or Commercial Finance.

  • Experience in the Beauty or CPG industry with strong brands is preferred.

  • Exposure to Gross-to-Net accounting and customer profitability concepts is preferred.

  • Strong understanding of financial statements, P&L management, budgeting, forecasting, and accrual accounting.

  • Advanced Microsoft Excel skills with experience building financial models at channel and product level and performing complex analyses.

  • Experience with ERP systems and financial planning/reporting tools preferred.

  • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.

  • Excellent communication and interpersonal skills with the ability to build effective cross-functional relationships.

  • Highly motivated, self-starter profile, with the ability to thrive in a fast-paced, deadline-driven environment.

WorkEnvironment/physicaldemands/positiontypeandexpectedhoursofwork:

  • ThispositionbasedinSecaucus,NJ,andoffersahybridworkarrangementwithtworemotedayseachweek.
  • Thisjoboperatesinaclerical,officesetting.Thisroleroutinelyusesstandardofficeequipment.
  • Thenormalworkinghoursoftheofficearefrom8:30a.m.-5:00p.m.MondaythroughFriday.
  • Reasonableaccommodationsmaybemadetoenableindividualswithdisabilitiestoperformtheessentialfunctions.

Compensation and Benefits:

Salary Range: $85,000 - $105,000

This range represents the base annual full-time salary for all positions within the applicable job grade. The actual salary offer will depend on a range of factors including experience, education, location, and other relevant qualifications. This position is also eligible for a Pierre Fabre bonus, commission, or incentive program in addition to the base pay.

Employees may be eligible to participate in a comprehensive benefits package that includes medical, dental, and vision coverage, voluntary benefits, a 401(k) retirement plan, a generous PTO policy, paid company holidays, and paid parental leave. Additional offerings include employee discounts on our products, professional development opportunities, and access to mental health and wellness programs.

Pierre Fabre

Pierre Fabre has been recognized by Forbes as one of the "World's Best Employers" for the 3rd year running.

https://www.pierre-fabre.com/en-us

True to My Nature

https://www.aveneusa.com/

Who you are ?

Pierre Fabre is an equal employment opportunity employer and does not discriminate against any applicant because of race, creed, color, age, national origin, ancestry, religion, gender, sexual orientation, gender expression and identity, disability, genetic information, veteran status, military status, application for military service or any other class protected by state or federal law.

We are convinced that diversity is a source of fulfillment, social balance and complementarity for our employees, which is why our offers are open to all, without restriction.

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