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Remote Pinnacle Financial Partners Jobs in Ohio (NOW HIRING)

Upsourced Accounting

Advisor

Columbus, OH · On-site +1

The Role An Advisor at Upsourced is the financial partner to our clients - functionally, their CFO. ... Hybrid and remote-friendly work environment

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... sell, partnership, and shareholder agreements). * Distill complex planning strategies into ...

Osaic

Sr. Financial Planning Strategist

Columbus, OH · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... sell, partnership, and shareholder agreements). * Distill complex planning strategies into ...

Divert

FP&A Manager

Columbus, OH · On-site +1

Reporting to Finance leadership, this role will partner closely with operations and cross ... Ability to work independently, manage multiple priorities, and thrive in a remote or hybrid ...

Divert

FP&A Manager

Columbus, OH · On-site +1

Reporting to Finance leadership, this role will partner closely with operations and cross ... Ability to work independently, manage multiple priorities, and thrive in a remote or hybrid ...

HOA Talent

Property Accountant

Cleveland, OH · Remote

$65K - $70K/yr

Fully remote within EST and CST time zones Compensation: $65,000 - $70,000 per year (Exempt ... key financial partner to our Clients and Property Managers. Financial Management: Oversee full ...

Huntington

Is proactive with consistent partner communication. * Works closely to coach and develop branch ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

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Remote Pinnacle Financial Partners information

What is a remote Pinnacle Financial Partners job?

Remote Pinnacle Financial Partners jobs are positions offered by Pinnacle Financial Partners that allow employees to work from locations outside of the company's physical offices. These roles can include a variety of positions such as customer service representatives, financial advisors, loan officers, and IT professionals, all of whom support the bank's operations and clients remotely. Working remotely provides flexibility, enabling employees to balance work and personal life while still contributing to the company's success. Pinnacle Financial Partners is known for its collaborative culture and commitment to client service, which extends to its remote workforce.

What skills and qualifications are needed to thrive as a remote financial services representative at Pinnacle Financial Partners?

To thrive in this role, you need a strong background in banking or financial services, attention to detail, and typically a bachelor's degree in finance, business, or a related field. Proficiency with banking software, CRM systems, and secure telecommunication tools is essential for remote work. Exceptional customer service, communication skills, and the ability to work independently are crucial soft skills. These competencies ensure efficient client support, secure handling of sensitive information, and positive client relationships in a remote environment.

What can I expect in terms of collaboration and communication while working remotely at Pinnacle Financial Partners?

As a remote team member at Pinnacle Financial Partners, you can expect to work closely with colleagues through virtual meetings, collaborative platforms, and regular check-ins. The company emphasizes a strong team culture, even in remote settings, ensuring that communication channels remain open and accessible. You'll likely participate in video conferences, team chats, and shared project management tools to stay aligned with your team and company goals. This collaborative environment helps maintain productivity and fosters a sense of connection, despite working from different locations.

What is the difference between Remote Pinnacle Financial Partners vs Remote Financial Advisor?

AspectRemote Pinnacle Financial PartnersRemote Financial Advisor
CredentialsFINRA licenses, CFP certification often requiredFINRA licenses, CFP or similar certifications common
Work EnvironmentRemote, client-facing, team collaborationRemote, client consultations, portfolio management
Industry UsageFinancial services, banking, wealth managementFinancial planning, investment advising, wealth management

Remote Pinnacle Financial Partners and Remote Financial Advisors both operate in the financial services industry, often requiring similar credentials like FINRA licenses and CFP certification. While Pinnacle Financial Partners may focus more on banking and wealth management services, Financial Advisors primarily provide personalized investment and financial planning advice. Both roles are commonly remote, emphasizing client interaction and collaboration with teams.

What are the most commonly searched types of Pinnacle Financial Partners jobs in Ohio?

The most popular types of Pinnacle Financial Partners jobs in Ohio are:

What are popular job titles related to Remote Pinnacle Financial Partners jobs in Ohio?

For Remote Pinnacle Financial Partners jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Remote Pinnacle Financial Partners jobs in Ohio look for?

The top searched job categories for Remote Pinnacle Financial Partners jobs in Ohio are:

What cities in Ohio are hiring for Remote Pinnacle Financial Partners jobs?

Cities in Ohio with the most Remote Pinnacle Financial Partners job openings:

Remote Pinnacle Financial Partners jobs near you
Infographic showing various Remote Pinnacle Financial Partners job openings in Ohio as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

VP, Financial Planning & Analysis

Rainmaker Resources, LLC

Cincinnati, OH • On-site, Remote

Full-time

Re-posted 11 days ago

Job description

Overview
This position sits within our Accounting and Finance division which facilitates day-to-day cash flows of the company, analyzes assets and liabilities, and aids planning for future growth. 

The Opportunity                
The finance team plays an integral role in driving growth and prioritizing resource allocation — from financial reporting and performance metrics to forecasting and strategic modeling. In a business that is continuously transforming, the finance function is relied upon not just for operational rigor, but as a true strategic partner to executive leadership.

The VP, FP&A will serve as a key member of the finance leadership team, bringing both analytical excellence and a forward-looking strategic mindset. This leader will own the full FP&A function — including forecasting, reporting, business partnering, and external parent company reporting — while also driving the team's evolution toward an AI-first operating model. The ideal candidate sees around corners, communicates with clarity and conviction at the executive level, and builds teams that are capable, curious, and continuously improving.
 
Responsibilities
Financial Planning & Reporting
  • Own all forecasting, budgeting, and reporting requirements, including the Annual Operating Plan (AOP) and multi-year planning cycles.
  • Full ownership of all external reporting deliverables to Roper, including board-level financial packages, ensuring accuracy, timeliness, and executive-ready quality.
  • Oversee financial models that drive reporting and forecasting, continuously improving their accuracy, scalability, and relevance.
  • Drive development of executive-facing dashboards and financial reporting through PowerBI and other BI tools.
 
AI-First FP&A & Process Innovation
  • Champion an AI-first approach to financial planning and analysis — identifying, piloting, and scaling AI and automation tools that improve speed, accuracy, and insight generation.
  • Lead the team in adopting emerging technologies and modern FP&A platforms to move from reactive reporting to proactive, predictive finance.
  • Drive continuous process improvement across the finance function and in collaboration with other business units.
 
Team Leadership & Development
  • Directly manage a team of 5 FP&A analysts (senior and junior levels), fostering a high-performance, high-growth culture.
  • Own a formal FP&A talent development program — including structured learning paths, mentorship, skills training (BI tools, SQL, AI/ML applications, financial modeling), and career progression frameworks.
  • Set clear goals and priorities across the team, provide ongoing coaching and feedback, and conduct regular performance reviews.
  • Recruit and develop top finance talent as the organization scales.
  • This job description in no way implies that the duties listed here are the only ones that team members can be required to perform

Qualifications
What You Bring to the Team
  • Bachelor's degree required; MBA or CPA a plus.
  • 12+ years of progressive FP&A, corporate finance, or related experience, with at least 3–5 years in a senior leadership role.
  • Proven experience managing and developing high-performing finance teams.
  • Deep expertise in financial modeling, forecasting, and scenario analysis.
  • Experience in SaaS or subscription-based business models strongly preferred; fluency in SaaS revenue metrics (ARR, NRR, churn, LTV, CAC, etc.) required.
  • Demonstrated experience leveraging AI tools, automation, or advanced analytics in a finance context; ability to lead a team in adopting an AI-first mindset.
  • Advanced proficiency in Microsoft Excel, PowerQuery, PowerPivot, and PowerBI.
  • Proficiency in SQL, Python, or other programming/data tools a plus.
  • Experience with M&A, strategic finance, or corporate development a plus.
  • Exceptional executive communication and presentation skills; comfortable presenting to C-suite and parent company leadership.
  • Strong ability to manage competing priorities, navigate ambiguity, and operate effectively in a fast-paced, evolving environment.
Physical Demands and Work Environment 
  • The physical activities of this position include frequent sitting, telephone communication, and working on a computer for extended periods. Visual acuity is required to perform activities close to the eyes. 
  • Team members are expected to maintain a dedicated and ergonomically appropriate remote workspace. 
  • Team members who live within commuting distance of one of our office locations (Greater Cincinnati/Northern Kentucky or Atlanta, Georgia) are expected to work in a hybrid capacity, with regular in-office presence as determined by the team or department. 
  • Team members who live outside of commuting distance will be designated as remote team members. While not required to report to an office regularly, remote team members may be expected to travel to a designated office location occasionally for team meetings, training, or other business needs with reasonable notice. 
  • All team members must reside and perform their work within the United States.