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Virtual Remote Financial Planning Jobs in Arizona

InsuraTec

Sales Representative (Remote)

Kingman, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

Surprise, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

Prescott, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

Payson, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

Goodyear, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

Somerton, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

Anthem, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

Vail, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

Glendale, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

Tucson, AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

InsuraTec

Sales Representative (Remote)

AZ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Self-Paced & Virtual : Control your career growth at your own pace with maximum flexibility.

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Showing results 21-40

All JobsFinancial Planning JobsVirtual Remote Financial Planning JobsVirtual Remote Financial Planning Jobs in Arizona

Virtual Remote Financial Planning information

What is the difference between Virtual Remote Financial Planning vs Virtual Remote Financial Advisor?

AspectVirtual Remote Financial PlanningVirtual Remote Financial Advisor
CredentialsCFP, CFA, or similar certifications often requiredCFP, CFA, or similar certifications often required
Work EnvironmentRemote, client meetings via video, financial planning softwareRemote, client meetings via video, investment management
Employer & Industry UsageFinancial planning firms, independent plannersFinancial advisory firms, wealth management companies

Both roles typically require similar credentials and operate remotely, focusing on client financial services. Financial planners often develop comprehensive plans, while financial advisors may focus more on investment management and ongoing advice. The distinction can vary by employer, but both roles serve clients in a virtual environment.

What virtual remote financial planning jobs can I do remotely?

Virtual remote financial planning jobs include roles such as financial advisor, planner, or analyst, which can be performed entirely online using financial software and communication tools. These positions often require certifications like CFP or CFA and involve client consultations, portfolio management, and financial analysis conducted remotely on flexible schedules.
What are popular job titles related to Virtual Remote Financial Planning jobs in Arizona? For Virtual Remote Financial Planning jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Virtual Remote Financial Planning jobs in Arizona look for? The top searched job categories for Virtual Remote Financial Planning jobs in Arizona are:
What cities in Arizona are hiring for Virtual Remote Financial Planning jobs? Cities in Arizona with the most Virtual Remote Financial Planning job openings:
Virtual Remote Financial Planning jobs near you

Sr. Financial Analyst, Global Legal, Regulatory & HR

Align Technology

Tempe, AZ • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Align Technology rating

8.4

Company rating: 8.4 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Description
This position is ideal for a senior-level finance professions to join the Global Corporate FP&A team as Sr. Financial Analyst, driving the financial planning and strategic analysis for Worldwide Legal, Regulatory, and HR organizations. This role serves as a key finance partner to senior leadership, driving financial visibility, influencing business decisions, and enabling scalable growth.

Role expectations
Strategic Business Partnership
  • Partner closely with Legal, Regulatory, and HR leadership to manage financial performance and support strategic decision-making
  • Act as a trusted advisor by providing insights, challenging assumptions, and influencing outcomes
  • Present financial results, forecasts, and key insights to senior leadership
Planning, Forecasting & Reporting
  • Lead the monthly forecast and Annual Operating Plan (AOP) processes end-to-end
  • Deliver accurate, timely, and insightful monthly and quarterly financial reporting, including variance analysis
  • Identify trends, risks, and opportunities, and recommend strategies to optimize financial outcomes
Financial Analysis & Decision Support
  • Perform in-depth financial modeling, scenario planning, and business case analysis
  • Drive financial analytics for new initiatives, investments, and strategic projects
  • Translate complex financial data into clear, actionable insights
 Process Improvement & Operational Excellence
  • Identify opportunities to enhance financial processes, systems, and reporting efficiency
  • Drive automation, standardization, and continuous improvement initiatives
  • Oversee financial governance activities, including purchase requisitions and contract reviews in SAP
Cross-Functional Collaboration
  • Partner with Finance and Accounting teams to ensure accurate reporting and compliance with company policies and US GAAP
  • Lead close processes, including expense reviews, journal entries, and balance sheet reconciliations
  • Collaborate effectively across global teams and functions
 Leadership & Influence
  • Mentor junior analysts and provide guidance on financial analysis and best practices
  • Lead cross-functional initiatives and contribute to broader FP&A transformation efforts
  • Ad Hoc Projects
  • Support high-impact, executive-level requests and strategic initiatives as needed

What we're looking for
  • Education: Bachelor’s degree in Finance, Accounting, or related field
  • Experience: 6+ years of progressive experience in FP&A or financial analysis
  • Skills: Advanced Excel and PowerPoint skills, with robust financial modeling capabilities
  • Communication: Proven ability to influence stakeholders and communicate effectively with senior leadership
  • Teamwork:  Experience working in dynamic, fast-paced environments
Complementary skills
  • Strong understanding of US GAAP and financial reporting principles
  • Strong problem-solving mindset with a focus on driving results and continuous improvement

Pay Transparency
If provided, base salary or wage rate ranges are the range in which Align reasonably expects to set a candidate’s pay for the posted position. Actual placement depends on the individual skills and experience level of a candidate plus the total compensation and equity across team members. For other locations outside of the primary location, the base salary range will be adjusted geographically. 
 
For Field Sales roles, the salary listed is the base pay only and does not include the applicable incentive compensation plan. A cost of living adjustment may be added to base pay for higher cost areas in the U.S. 
 
Our internship hourly rates are a standard pay determined based on the position and your location, year in school, degree, and experience.
General Description of All Benefits
We are pleased to provide a general description of the benefits Align offers to full-time employees in this position.  
 
Family Benefits.  Align offers employees and their eligible dependents medical (with a Health Savings Account option for some plan offerings),  dental, and vision in accordance with those plans.  Align also offers to employees:
  • Discounts on Invisalign and Vivera to employees and their eligible dependents after 90 days of employment
  • Back-up Child/Elder Care and access to a caregiving concierge
  • Family Forming Benefits – Available to Employees, and their spouse or domestic partner, covered under one of Align’s health plans
  • Breast Milk Delivery and Lactation Support Services
  • Employee Assistance Program
  • Hinge Health Virtual Physical Therapy – Available to all employees and eligible dependents (age 18+) enrolled in an Align medical Plan
Employee benefits.  Align offers its employees:
  • Short-term and long-term disability insurance in accordance with those plans.
  • Basic Life Insurance and Accidental Death and Dismemberment.  Voluntary Supplemental Life Insurance for Employee, Spouse/Domestic Partner, and Child(ren) are available for purchase in accordance with those plans.
  • Flexible Spending Accounts – Employees may be eligible to participate in a health care account (including a limited health FSA if enrolled in a HDHP), dependent care account, and a pre-tax commuter benefit plan.
  • 401k plan (with a discretionary Company match of 50% up to 6% of eligible earnings up to a maximum match of 3%.). Employer match vests after two years – 25% year one and 100% at year two. Align offers traditional, Roth, and after-tax options.
  • Employee Stock Purchase Program (Employees must work 20 hours or more and be employed on purchase date to be eligible).
  • Paid vacation of up to 17 days during the first full year of employment (currently accrued at the rate of 5.24 hours each pay-period), which carries over to a maximum cap of 30 days.  Annual paid vacation time accrual increases based on tenure. Both exempt and non-exempt employees who work 32 hours or more per week receive prorated vacation accrual based on their regularly scheduled work hours and tenure.
  • Sick time is accrued throughout the year at the rate of one hour for every thirty worked. Employees can carry over unused sick leave each year, up to a maximum balance of 80 hours.
  • 11 Company-designated paid holidays throughout the year.
  • If employed for at least 12 consecutive months, Align will grant up to 6 weeks of paid Parental Leave. If employed for less than 12 consecutive months, Align will grant up to 4 weeks of paid Parental Leave.  All parental leave must be completed within one year of the birth or placement of the child.  Parental leave is in addition to any state and/or local parental leave benefits. Three days of paid bereavement leave. In some cases, due to travel the amount of paid leave may be extended to 5 paid days off. To the extent applicable state or local law offers more generous benefits, Align complies with any such law.
  • Non-exempt employees will receive full pay for up to 10 days of jury duty.  Exempt employees will receive their full salary during any week they serve and perform any work. Other insurance such as legal, critical illness, voluntary accident, long-term care, auto, home and pet insurance are available for purchase.  
To the extent applicable state or local law offers more generous benefits, Align complies with any such law. 

What Align Technology employees say

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