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Virtual Remote Financial Planning Jobs in Indiana

CFS

Sr. FP&A

Goshen, IN · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

CFS

Sr. FP&A

Goshen, IN · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

True Rx Management Services.

Senior Financial Analyst

Washington, IN · On-site +1

$73K - $91K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 100% remote with in-office requirements as needed for training and meetings. What You'll Do: As a Senior Financial Analyst, you'll support the Financial Planning & Analysis (FP&A) function by ...

Deckers

$66K - $89K/yr

United States (Remote) Interested applicants must reside in one of the following approved states ... Support 3 to 5-year revenue and margin planning by developing consistent, well-governed assumptions ...

InsuraTec

Sales Representative (Remote)

Plymouth, IN · 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)

Anderson, IN · 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)

Muncie, IN · 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)

Fishers, IN · 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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All JobsFinancial Planning JobsVirtual Remote Financial Planning JobsVirtual Remote Financial Planning Jobs in Indiana

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 Indiana?

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

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

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

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

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

Virtual Remote Financial Planning jobs near you

Sr. FP&A

CFS

Goshen, IN • Remote

$80K - $120K/yr

Full-time

Posted 13 days ago

Job description

Senior FP&A Analyst

Location: Hybrid – South Bend, Indiana (2 days onsite / 3 days remote)
Salary: $80,000 – $120,000

Position Overview

We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana. This position will serve as a strategic finance partner responsible for Asset Liability Management (ALM), balance sheet management, financial forecasting, and risk analysis. The ideal candidate will be a self-starter who enjoys working independently while providing meaningful financial insights and recommendations to executive leadership.

Key Responsibilities
  • Lead the Asset Liability Management (ALM) process by analyzing interest rate risk, liquidity risk, and overall balance sheet performance.
  • Develop financial models, forecasts, and scenario analyses to support strategic planning and executive decision-making.
  • Monitor key financial metrics, cash flow, capital adequacy, and balance sheet trends while identifying risks and recommending mitigation strategies.
  • Prepare and present financial reports, ALM analysis, and recommendations to executive leadership and the Asset Liability Committee (ALCO).
  • Partner with accounting and finance leadership on budgeting, forecasting, and long-range financial planning initiatives.
  • Analyze interest rate sensitivity and provide recommendations that strengthen profitability while minimizing financial risk.
  • Support regulatory reporting and ensure compliance with financial reporting standards and credit union regulations.
  • Continuously improve reporting processes, financial models, and analytical tools to drive efficiency and better business decisions.
Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3+ years of experience in FP&A, treasury, banking, credit union, wealth management, insurance, or financial services.
  • Hands-on experience with Asset Liability Management (ALM) and balance sheet management.
  • Strong understanding of interest rate risk, liquidity management, and financial risk mitigation.
  • Advanced Excel and financial modeling skills.
  • Excellent communication and presentation skills with the ability to confidently present findings to executive leadership.
  • Ability to work independently while collaborating effectively across departments.
  • CFA, CTP, or other financial certifications are a plus.
Compensation & Benefits
  • Salary: $80,000 – $120,000
  • Hybrid schedule: 2 days onsite in South Bend, Indiana, with flexibility to work remotely the remainder of the week.
  • Comprehensive benefits package
  • Bonus eligibility
  • Excellent opportunity for career advancement within a growing organization
  • High visibility with executive leadership and the opportunity to influence strategic financial decisions.

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