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Virtual Remote Financial Planning Jobs in Florida

Osaic

Sr. Financial Planning Strategist

Jacksonville, FL · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning ... Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ...

Osaic

Sr. Financial Planning Strategist

Boca Raton, FL · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning ... Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ...

Fay Financial

Senior Financial Reporting Analyst

Tampa, FL · On-site +1

$90K - $95K/yr

Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing ... Eligible for Hybrid Work Schedule with Remote Flex Days Compensation * The hiring range for this ...

Rewst

$200K - $300K/yr

We value the flexibility of remote work and enjoy opportunities to collaborate in person on ... You'll manage the teams responsible for FP&A, Accounting and Human Resources, while assisting the ...

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

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 are popular job titles related to Virtual Remote Financial Planning jobs in Florida?

For Virtual Remote Financial Planning jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Virtual Remote Financial Planning jobs in Florida look for?

The top searched job categories for Virtual Remote Financial Planning jobs in Florida are:

What cities in Florida are hiring for Virtual Remote Financial Planning jobs?

Cities in Florida with the most Virtual Remote Financial Planning job openings:

Virtual Remote Financial Planning jobs near you
Infographic showing various Virtual Remote Financial Planning job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Financial Planning Analyst

King Risk Partners

Gainesville, FL • Remote

$70K - $95K/yr

Full-time

Posted 2 days ago

New

Job description

Position Overview

We are seeking a highly analytical Financial Analyst to join our corporate finance team. King Risk Partners is experiencing rapid expansion through both organic initiatives and an aggressive mergers and acquisitions (M&A) strategy.


In this remote role, the Financial Analyst will serve as a core contributor to the Financial Planning & Analysis (FP&A) function. The position entails managing complex financial models, overseeing corporate budgeting and forecasting processes, and providing analytical support for the Executive team and Regional Business Partners. The ideal candidate has direct experience working with private equity-backed companies, thrives in high-growth, fast-paced environments, possesses elite data management skills, and experience with corporate planning tools and M&A financial mechanics.


Key Responsibilities

  • Financial Planning & Forecasting: Build, maintain, and scale financial models to support annual budgeting, rolling forecasts, and long-range strategic planning.
  • Corporate Planning Systems: Administer and optimize our financial planning software (e.g., Workday Adaptive Planning), ensuring data integrity, streamlined reporting structures, and aligned actuals-to-budget workflows.
  • M&A and Valuation Support: Review financial data from acquisition targets to evaluate run-rate performance and verify historical data structures.
  • Quality of Earnings (QoE) Tracking: Analyze and trace Quality of Earnings (QoE) adjustments, identifying pro forma adjustments, non-recurring expenses, and post-acquisition synergies to reflect true economic performance.
  • Data Visualization & Analytics: Design, implement, and automate interactive executive dashboards and operational KPI reports using data visualization tools (e.g., Power BI, Tableau).
  • Variance & Performance Reporting: Perform monthly and quarterly financial variance analysis (Actual vs. Budget/Forecast), delivering actionable commentary to leadership and private equity stakeholders regarding key business drivers.


Qualifications & Skills

  • Education: Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
  • Experience: 5+ years of progressive experience in corporate finance, financial analyst roles, or transaction advisory services. Experience in a private equity-backed corporate setting or a highly acquisitive environment is strongly preferred.
  • Advanced Technical Skills:
  • Expert-level proficiency in Microsoft Excel (advanced formulas, financial modeling architecture, large data set manipulation).
  • Experience maintaining robust reporting models in Excel while longer-term systems are optimized.
  • Hands-on experience utilizing Workday Adaptive Planning (or equivalent enterprise corporate planning solutions).
  • Familiarity with data visualization suites (Power BI or Tableau).
  • Functional Competencies:
  • Strong conceptual understanding of transaction financial mechanics, including EBITDA adjustments, non-recurring add-backs, and QoE reporting workflows.
  • Familiarity with the insurance agency sector, brokerage metrics (e.g., commission structures, retention rates, organic growth), or general recurring-revenue models is highly advantageous.
  • Soft Skills: Exceptional written and verbal communication capabilities, with a proven ability to distill complex data into clear strategic narratives for executive and investor audiences; comfortable working autonomously in a fully remote framework.