Remote Financial Planning and Analysis

Description

Remote Financial Planning and Analysis Specialist

Introduction to the Role

Step confidently into a key role where your financial acumen and strategic thinking help shape essential business outcomes. As a Remote Financial Planning and Analysis (FP&A) Specialist, you will contribute meaningful financial insights, build forward-looking models, and support fiscal decisions that align with organizational goals. This remote position offers the flexibility to thrive professionally while collaborating with a results-driven team. Annual compensation for this role is $85,000.

Key Responsibilities

Strategic Financial Modeling

  • Create robust financial models to guide operational and strategic decision-making.
  • Conduct risk assessments and scenario evaluations to provide proactive recommendations.
  • Share impactful insights with executives that inform resource planning and growth strategies.

Budgeting and Forecasting

  • Lead budget preparation across departments, aligning plans with business goals.
  • Generate rolling forecasts to stay ahead of changing market demands.
  • Utilize digital tools to streamline financial planning and improve forecasting accuracy.

Performance Tracking and Reporting

  • Monitor key financial metrics and prepare performance reports monthly and quarterly.
  • Investigate financial variances and develop actionable solutions.
  • Translate complex data into easy-to-understand visual dashboards for stakeholders.

Strategic Business Support

  • Provide financial advice to department leaders on budget usage and spending trends.
  • Work collaboratively across functions to support integrated financial planning.
  • Encourage a culture of financial awareness and responsible decision-making throughout the organization.

Work Environment and Culture

This is a remote-first position that focuses on flexibility, accountability, and innovation. You’ll be supported by a collaborative team that emphasizes open communication, personal growth, and continuous learning. Our workplace fosters self-motivation while maintaining connection through virtual engagement.

What we offer:

  • Flexible scheduling that supports both personal wellness and work productivity
  • Professional support through mentorship and tailored development plans
  • Team connection via regular virtual meetups, peer reviews, and knowledge-sharing sessions

Tools and Technology

You will work with advanced platforms and collaborative tools to support your day-to-day responsibilities:

  • Cloud-based financial systems like Workday or NetSuite for efficient data management
  • Visualization software, such as Power BI and Tableau, to convert raw data into clear insights
  • Predictive planning tools, including Anaplan and Adaptive Insights, to support strategic foresight
  • Virtual collaboration suites like Slack, Zoom, and Microsoft Teams help you stay connected and productive

Qualifications and Experience

Core Requirements

  • A bachelor’s degree in Finance, Accounting, Economics, or a directly related area
  • At least 3 years of experience in FP&A or corporate financial strategy roles

Key Competencies

  • Deep experience with Excel and financial modeling software
  • Strong analytical mindset with a talent for interpreting financial data
  • Excellent interpersonal communication, both written and verbal
  • Strong organizational habits and the ability to manage multiple priorities

Additional Assets

  • Prior experience in fast-scaling organizations or remote environments
  • Familiarity with financial operations in nonprofit or public sector settings
  • Understanding of financial governance, reporting regulations, or auditing processes

Growth and Career Development

This position is designed to offer a clear pathway for growth. As part of a collaborative finance team, you’ll gain exposure to organizational leadership and participate in strategic conversations that shape the business’s future.

Professional growth opportunities include:

  • Participation in leadership development programs
  • Funding for industry certifications such as CFA or CPA
  • Involvement in special financial initiatives and task forces
  • Invitations to leadership webinars and industry networking sessions

Your work will help drive innovation and efficiency, preparing you for senior-level opportunities.

Strategic Contribution to the Mission

This role directly contributes to the long-term sustainability and fiscal success of the organization. By offering forward-thinking insights, optimizing resources, and helping align financial goals with core objectives, your work will influence multiple areas—from operations to growth planning.

You will play a key role in:

  • Refining budget strategies that improve service delivery
  • Recommending data-driven decisions to enhance impact
  • Strengthening overall financial resilience and responsiveness

Call to Action

Are you ready to put your analytical skills to work in a fully remote, impact-driven setting? If you're seeking a role where your financial expertise fuels real-world outcomes and growth, we encourage you to apply.

Become part of a team where your voice matters, your work makes a difference, and your career thrives.

Apply today and bring clarity to strategy as a Remote FP&A Specialist.