Remote Financial Planning Analysis Jobs
Remote Financial Planning Analysis jobs are in active demand across the U.S., with remote-first firms and distributed teams hiring for both full-time and contract roles in technology, financial services, and healthcare. Employers hiring remotely right now include Herself Health, Prenuvo, and Reading Partners. Find a role that fits below and apply directly.
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Job description
About this role
Veterans Transition Program- Associate, Financial Planning and Analysis
We recognize that veterans bring a unique and valued perspective to BlackRock thanks to their extraordinary backgrounds and experiences. The Veterans Transition Program is designed to support veterans in making the transition from military life to the civilian workforce. The Program offers participants the opportunity to work at the world’s largest asset manager for six months. On completion of the Program, successful participants will be offered permanent employment at BlackRock.
Over the course of the Program, participants will:
Join teams and have an immediate impact;
Immerse themselves in the work of their teams;
Gain an understanding of how BlackRock serves its clients;
Be supported through training and mentorship;
Get exposure to senior leaders;
Participate in social and networking opportunities.
Program Structure:
The program begins with an orientation where you’ll learn about BlackRock’s principles, mission, purpose, and culture. You’ll learn about the asset management industry and get an in-depth look at how BlackRock serves its clients. Following orientation, you’ll join your team and gain insights into the day-to-day life of an Associate as you develop subject-matter expertise through on-the-job learning and our industry-leading technology, Aladdin.
F&S Overview
Finance & Strategy (F&S) is BlackRock’s global finance partner, delivering timely, accurate and insight‑driven financial analysis to support effective decision‑making across the firm. The team provides strategic thought leadership and financial discipline to inform resource allocation and support sustainable business growth.
Strategic Finance Overview
Within F&S, Corporate Strategy & Development (CS&D) and Financial Planning & Analysis (FP&A) together form “Strategic Finance.” This team sits at the intersection of corporate strategy, financial analysis, and senior leadership decision-making, partnering closely with firm leadership on the most consequential priorities facing BlackRock.
Strategic Finance is responsible for shaping the firm’s long-term direction and financial performance, leading efforts across growth strategy, capital allocation and investment decision-making. The team delivers rigorous, insight-driven analysis on complex and often ambiguous problems, developing critical business metrics, evaluating cost and revenue drivers, and providing an integrated view of the firm’s financial health.
Strategic Finance plays a central role in budgeting and forecasting, enterprise planning, and high-impact initiatives – helping to define firmwide priorities, inform strategic decisions, and drive long-term value creation across global markets.
The team is hiring for one of the following roles:
Business Partnering
You will sit at the intersection of finance, strategy and business leadership, acting as a trusted advisor to teams across the firm. In this role, you will drive decision-making through rigorous financial analysis, translating complex and often ambiguous business questions into structured insights that shape priorities and outcomes.
You will lead core financial processes including budgeting, forecasting, and long-term planning, while developing and analyzing key business metrics to assess performance, identify opportunities, and evaluate cost and revenue drivers.
Working closely with senior stakeholders, you will play a critical role in informing growth strategy, capital allocation, and investment decisions, ensuring that financial insights are embedded into business decision-making and long-term value creation.
As a business partner, you will:
- Support the development of business plans, budgets, forecasts and financials
- Perform financial, strategic, and performance analyses to evaluate drivers, risks and opportunities
- Work closely with FP&A, Controllers and COO teams to develop and leverage financials, forecasts and insights that underpin strategy and drive decision-making
Strategy
You will focus on shaping the firm’s long‑term direction by addressing its most critical and high‑impact business questions. In this role, you will develop enterprise‑level strategy, evaluate growth opportunities, and drive initiatives that position the firm for sustainable, long‑term success.
You will structure and solve complex strategic problems, conduct market and competitive analysis, and develop clear recommendations for senior leadership on topics such as growth strategy, market entry, and business prioritization.
In parallel, you will support the execution of strategic priorities through activities such as evaluating and executing acquisitions, investments, partnerships, and divestitures. Working closely with senior leadership and cross‑functional stakeholders, you will help translate strategy into execution and drive measurable business outcomes.
As a strategist, you will support
- Market research, investment evaluation, or M&A due diligence
- Synthesis of inputs to support executive decision-making
- Valuation methodologies, competitive landscaping, or scenario analysis frameworks
Standard Key Responsibilities
- Prepare high‑quality materials and structured insights for governance forums and senior leadership decision-making
- Deliver reporting, planning, and analytical outputs, ensuring accuracy, completeness, and quality of deliverables
- Translate complex data and analyses into clear, executive‑level insights, narratives, and recommendations
- Partner with business leaders, COO teams, and finance stakeholders to translate financial plans and strategy into actionable priorities, including budgeting, forecasting, planning cycles and strategic initiatives.
- Support the development of business plans, budgets, and financials
- Build and maintain financial models, tools, and analytical frameworks to improve insight generation and scalability
- Support initiatives to improve and evolve team level processes and deliverables
- Identify and implement process improvements, automation and standardization efforts to enhance efficiency, scalability and output quality
- Familiarity with Excel and PowerPoint; proven with TM1 / Cognos a plus
Skills/Experience
- Minimum of 2 years of Active Uniformed service
- <5 years of civilian work experience
- Bachelor’s degree obtained pre- or post-military service
- Open to all U.S. Veterans, regardless of rank or branch of service
- Must be able to commence employment in October 2026
- Strong analytical and problem-solving skills, with the ability to structure complex questions and derive actionable insights
- Ability to interpret complex datasets with accuracy, integrity, and attention to detail
- Clear and effective communication skills, tailored to different audiences
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Collaborative mindset with strong stakeholder engagement across teams and functions
- Intellectual curiosity, ownership, and commitment to continuous improvement
- Understanding of business drivers, financial performance, and strategic context
- Produces accurate, well-structured outputs with guidance
- Effectively manages stakeholders across teams and functions
- Influences senior stakeholders and drives alignment in complex environments
Development Value
- Unparalleled exposure to BlackRock’s leadership at the global, regional and business unit level through sitting at the center of the firm’s decision making
- Experience in one of the firm’s premier talent engines – with a strong track record of importing, developing, and exporting firm and business-unit leaders
- A collaborative, inquisitive, and high-performing team culture across the global Strategy & Finance team
Where will I be based?
This role will be based in our New York, New York Office
Program Eligibility:
Minimum of 2 years of Active Uniformed service
<5 years of civilian work experience
Bachelor’s degree obtained pre- or post-military service
Open to all U.S. Veterans, regardless of rank or branch of service
Must be able to commence employment in October 2026
Application Deadline:
July, 24 2026
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance (opens in new window) on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com (opens in new window). We also encourage you to get to know us on LinkedIn (opens in new window), Instagram (opens in new window), YouTube (opens in new window), X (opens in new window), and TikTok (opens in new window).
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement (opens in new window) and the pay transparency statement (opens in new window).
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com (opens in new window). All requests are treated in line with our privacy policy (opens in new window). (opens in new window)
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.R262117
Job description
About this role
Veterans Transition Program- Associate, Financial Planning and Analysis
We recognize that veterans bring a unique and valued perspective to BlackRock thanks to their extraordinary backgrounds and experiences. The Veterans Transition Program is designed to support veterans in making the transition from military life to the civilian workforce. The Program offers participants the opportunity to work at the world’s largest asset manager for six months. On completion of the Program, successful participants will be offered permanent employment at BlackRock.
Over the course of the Program, participants will:
Join teams and have an immediate impact;
Immerse themselves in the work of their teams;
Gain an understanding of how BlackRock serves its clients;
Be supported through training and mentorship;
Get exposure to senior leaders;
Participate in social and networking opportunities.
Program Structure:
The program begins with an orientation where you’ll learn about BlackRock’s principles, mission, purpose, and culture. You’ll learn about the asset management industry and get an in-depth look at how BlackRock serves its clients. Following orientation, you’ll join your team and gain insights into the day-to-day life of an Associate as you develop subject-matter expertise through on-the-job learning and our industry-leading technology, Aladdin.
F&S Overview
Finance & Strategy (F&S) is BlackRock’s global finance partner, delivering timely, accurate and insight‑driven financial analysis to support effective decision‑making across the firm. The team provides strategic thought leadership and financial discipline to inform resource allocation and support sustainable business growth.
Strategic Finance Overview
Within F&S, Corporate Strategy & Development (CS&D) and Financial Planning & Analysis (FP&A) together form “Strategic Finance.” This team sits at the intersection of corporate strategy, financial analysis, and senior leadership decision-making, partnering closely with firm leadership on the most consequential priorities facing BlackRock.
Strategic Finance is responsible for shaping the firm’s long-term direction and financial performance, leading efforts across growth strategy, capital allocation and investment decision-making. The team delivers rigorous, insight-driven analysis on complex and often ambiguous problems, developing critical business metrics, evaluating cost and revenue drivers, and providing an integrated view of the firm’s financial health.
Strategic Finance plays a central role in budgeting and forecasting, enterprise planning, and high-impact initiatives – helping to define firmwide priorities, inform strategic decisions, and drive long-term value creation across global markets.
The team is hiring for one of the following roles:
Business Partnering
You will sit at the intersection of finance, strategy and business leadership, acting as a trusted advisor to teams across the firm. In this role, you will drive decision-making through rigorous financial analysis, translating complex and often ambiguous business questions into structured insights that shape priorities and outcomes.
You will lead core financial processes including budgeting, forecasting, and long-term planning, while developing and analyzing key business metrics to assess performance, identify opportunities, and evaluate cost and revenue drivers.
Working closely with senior stakeholders, you will play a critical role in informing growth strategy, capital allocation, and investment decisions, ensuring that financial insights are embedded into business decision-making and long-term value creation.
As a business partner, you will:
- Support the development of business plans, budgets, forecasts and financials
- Perform financial, strategic, and performance analyses to evaluate drivers, risks and opportunities
- Work closely with FP&A, Controllers and COO teams to develop and leverage financials, forecasts and insights that underpin strategy and drive decision-making
Strategy
You will focus on shaping the firm’s long‑term direction by addressing its most critical and high‑impact business questions. In this role, you will develop enterprise‑level strategy, evaluate growth opportunities, and drive initiatives that position the firm for sustainable, long‑term success.
You will structure and solve complex strategic problems, conduct market and competitive analysis, and develop clear recommendations for senior leadership on topics such as growth strategy, market entry, and business prioritization.
In parallel, you will support the execution of strategic priorities through activities such as evaluating and executing acquisitions, investments, partnerships, and divestitures. Working closely with senior leadership and cross‑functional stakeholders, you will help translate strategy into execution and drive measurable business outcomes.
As a strategist, you will support
- Market research, investment evaluation, or M&A due diligence
- Synthesis of inputs to support executive decision-making
- Valuation methodologies, competitive landscaping, or scenario analysis frameworks
Standard Key Responsibilities
- Prepare high‑quality materials and structured insights for governance forums and senior leadership decision-making
- Deliver reporting, planning, and analytical outputs, ensuring accuracy, completeness, and quality of deliverables
- Translate complex data and analyses into clear, executive‑level insights, narratives, and recommendations
- Partner with business leaders, COO teams, and finance stakeholders to translate financial plans and strategy into actionable priorities, including budgeting, forecasting, planning cycles and strategic initiatives.
- Support the development of business plans, budgets, and financials
- Build and maintain financial models, tools, and analytical frameworks to improve insight generation and scalability
- Support initiatives to improve and evolve team level processes and deliverables
- Identify and implement process improvements, automation and standardization efforts to enhance efficiency, scalability and output quality
- Familiarity with Excel and PowerPoint; proven with TM1 / Cognos a plus
Skills/Experience
- Minimum of 2 years of Active Uniformed service
- <5 years of civilian work experience
- Bachelor’s degree obtained pre- or post-military service
- Open to all U.S. Veterans, regardless of rank or branch of service
- Must be able to commence employment in October 2026
- Strong analytical and problem-solving skills, with the ability to structure complex questions and derive actionable insights
- Ability to interpret complex datasets with accuracy, integrity, and attention to detail
- Clear and effective communication skills, tailored to different audiences
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Collaborative mindset with strong stakeholder engagement across teams and functions
- Intellectual curiosity, ownership, and commitment to continuous improvement
- Understanding of business drivers, financial performance, and strategic context
- Produces accurate, well-structured outputs with guidance
- Effectively manages stakeholders across teams and functions
- Influences senior stakeholders and drives alignment in complex environments
Development Value
- Unparalleled exposure to BlackRock’s leadership at the global, regional and business unit level through sitting at the center of the firm’s decision making
- Experience in one of the firm’s premier talent engines – with a strong track record of importing, developing, and exporting firm and business-unit leaders
- A collaborative, inquisitive, and high-performing team culture across the global Strategy & Finance team
Where will I be based?
This role will be based in our New York, New York Office
Program Eligibility:
Minimum of 2 years of Active Uniformed service
<5 years of civilian work experience
Bachelor’s degree obtained pre- or post-military service
Open to all U.S. Veterans, regardless of rank or branch of service
Must be able to commence employment in October 2026
Application Deadline:
July, 24 2026
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance (opens in new window) on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com (opens in new window). We also encourage you to get to know us on LinkedIn (opens in new window), Instagram (opens in new window), YouTube (opens in new window), X (opens in new window), and TikTok (opens in new window).
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement (opens in new window) and the pay transparency statement (opens in new window).
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com (opens in new window). All requests are treated in line with our privacy policy (opens in new window). (opens in new window)
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.R262117
See All 34 Remote Financial Planning Analysis Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Financial Planning Analysis Job Market
Who's Hiring
- Herself Health6H
- Prenuvo5
- Reading Partners4
- Experian2
- Surgery Partners2
Top Industries Hiring
- Insurance4
- Technology & Software4
- Healthcare & Medical Services2
- Education1
- Distribution & Wholesale1
What Employers Look For
The qualifications that appear most often in remote financial planning analysis jobs.
- Bachelor's degree in finance, accounting, or economics
- Advanced Excel skills including financial modeling and pivot tables
- Experience with budgeting, forecasting, and variance analysis
- Proficiency in FP&A software such as Adaptive Insights, Anaplan, or Hyperion
- Strong communication skills for presenting financial insights to leadership
- CPA or CFA designation preferred for senior financial planning analysis roles
Tips for Your Remote Financial Planning Analysis Job Search
Highlight async communication in your application
Remote financial planning analysis teams rely on written memos, annotated models, and recorded walkthroughs instead of whiteboard sessions. Call out specific examples where you delivered a forecast or variance summary in writing to a distributed audience, and mention the tools you used.
Apply early to remote roles that fit
Migrate Mate lists remote financial planning analysis openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated listings.
Show self-directed financial modeling work
Remote employers want evidence you can own a model start to finish without daily check-ins. Link to a GitHub repo, a Google Sheet, or a portfolio page that shows a three-statement model, a budget-to-actual analysis, or a scenario-planning tool you built independently.
Target remote-first firms and distributed finance teams
Companies built around remote work embed it into their FP&A workflow from the start. Look for organizations where the finance function is explicitly distributed across time zones, which signals they've solved the coordination challenges that trip up hybrid or reluctantly-remote teams.
Prepare for a remote-format case interview
Many distributed teams screen financial planning analysis candidates with a live or take-home modeling exercise shared over video call or a collaborative spreadsheet. Practice walking through your assumptions and conclusions verbally over screen share, since that mirrors the actual working rhythm of the role.
Remote Financial Planning Analysis Jobs: Frequently Asked Questions
How do I get a remote financial planning analysis job?
Remote financial planning analysis roles go to candidates who can demonstrate self-direction, precise written communication, and the ability to build models and deliver insights without in-person collaboration. Employers screen for proficiency in tools like Excel, Tableau, and cloud-based ERP systems, along with comfort presenting findings asynchronously through decks or written memos. A portfolio of forecasting work or variance analysis you've owned independently gives you a clear edge over candidates with similar credentials.
Which companies hire remote financial planning analysiss?
Companies hiring remote financial planning analysiss right now include Herself Health, Prenuvo, and Reading Partners, based on current remote listings on Migrate Mate as of June 2026. Remote-first technology firms, distributed financial services companies, and multi-site healthcare organizations are among the most consistent hirers for this role.
Can you get a remote financial planning analysis job with no experience?
Yes, but remote entry-level financial planning analysis roles are harder to land because employers expect you to work independently from day one without in-person mentorship. Companies that hire entry-level remote FP&A analysts tend to be mid-size SaaS firms or fintech startups with structured onboarding. Candidates who demonstrate Excel and financial modeling skills through coursework, personal projects, or internships, and who communicate clearly in writing, open the door to these roles.
Do you need a degree for remote financial planning analysis jobs?
Usually, but not always for every remote role. Most employers expect a bachelor's degree in finance, accounting, or economics, though some distributed teams weigh demonstrated modeling skills and real analytical output just as heavily. Candidates who can show clean financial models, variance analyses, or budget reports they've built and explained to stakeholders can sometimes offset a non-traditional educational background, especially at growth-stage companies.
Which industries hire the most remote financial planning analysiss?
The sectors hiring the most remote financial planning analysiss are Insurance, Technology & Software, and Healthcare & Medical Services, based on current remote listings on Migrate Mate as of June 2026. These industries favor remote financial planning analysis talent because their teams are geographically distributed and rely on centralized financial oversight across multiple business units or product lines.
See All 34 Remote Financial Planning Analysis Jobs
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