Remote Financial Planning Analyst Jobs
Remote Financial Planning Analyst jobs are open across the U.S. at remote-first firms, distributed teams, and companies in sectors like financial services, technology, and healthcare. Employers hiring remote financial planning analysts right now include CVS Health, Apptegy, and Herself Health. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 209+ Remote Financial Planning Analyst jobs
Title: Financial Planning Analyst
Duration: 6 months with possible extension or hire
Type: Remote
Shift schedule: Monday – Friday (9am – 5pm EST)
Job Description
The Financial Planning Analyst (FPA) supports clinical trial planning through comprehensive budgeting, benchmarking, and financial analysis. The role is responsible for developing program- and study-level budget scenarios, translating operational assumptions (e.g., number of sites, countries, timeline, and enrollment) into financial clinical trial forecasts, and supporting decision-making across clinical programs. The FPA works closely with cross-functional teams to ensure accurate, transparent, and high-quality budget outputs and contributes to continuous improvement of budgeting methodologies and tools.
Core essential skill set:
- 2 years of work experience required.
- Quick learner with strong Excel, PowerPoint skills and AI tools.
- Bachelor’s degree as a minimum required education.
- Previous experience working with clinical trial budgeting tools, such as IQVIA Investigator Grant or Medidata Grant Manager. Experience in Oracle Clear Trial. (Very important).
- Understanding of fair market value for clinical trial purposes.
- Strong understanding of clinical trials and protocol (Schedule of assessments and site needs).
- No accounting required, but high-level understanding of financial impact is essential.
- Clinical Trial Budgeting Experience
- AI Tools Exposure (Very important)
Title: Financial Planning Analyst
Duration: 6 months with possible extension or hire
Type: Remote
Shift schedule: Monday – Friday (9am – 5pm EST)
Job Description
The Financial Planning Analyst (FPA) supports clinical trial planning through comprehensive budgeting, benchmarking, and financial analysis. The role is responsible for developing program- and study-level budget scenarios, translating operational assumptions (e.g., number of sites, countries, timeline, and enrollment) into financial clinical trial forecasts, and supporting decision-making across clinical programs. The FPA works closely with cross-functional teams to ensure accurate, transparent, and high-quality budget outputs and contributes to continuous improvement of budgeting methodologies and tools.
Core essential skill set:
- 2 years of work experience required.
- Quick learner with strong Excel, PowerPoint skills and AI tools.
- Bachelor’s degree as a minimum required education.
- Previous experience working with clinical trial budgeting tools, such as IQVIA Investigator Grant or Medidata Grant Manager. Experience in Oracle Clear Trial. (Very important).
- Understanding of fair market value for clinical trial purposes.
- Strong understanding of clinical trials and protocol (Schedule of assessments and site needs).
- No accounting required, but high-level understanding of financial impact is essential.
- Clinical Trial Budgeting Experience
- AI Tools Exposure (Very important)
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Find JobsRemote Financial Planning Analyst Job Market
Who's Hiring
- CVS Health47
- Apptegy6
- Herself Health6H
- Prenuvo5
- Reading Partners4
Top Industries Hiring
- Healthcare & Medical Services67
- Technology & Software26
- Insurance14
- Education11
- Consulting & Professional Services7
What Employers Look For
The qualifications that appear most often in remote financial planning analyst jobs.
- Bachelor's degree in finance, accounting, economics, or a related field
- Advanced Excel skills including financial modeling, pivot tables, and complex formulas
- Experience with FP&A or business intelligence tools such as Adaptive Insights, Anaplan, or Hyperion
- Proficiency in building and maintaining three-statement financial models and variance analyses
- Two to five years of experience in a corporate finance, accounting, or analytical role
- CFA, CPA, or MBA credential preferred for senior-level financial planning analyst positions
Tips for Your Remote Financial Planning Analyst Job Search
Prove your async finance communication skills
Remote financial planning analyst roles run on written communication. Build a short portfolio of annotated budget decks or variance commentary you've written for a non-finance audience. Clear, self-explanatory financial narratives signal you can work without constant back-and-forth.
Show fluency in remote FP&A tools
Remote employers filter fast for tool experience. Make your proficiency with cloud planning platforms like Adaptive Planning, Anaplan, or Planful visible on your resume and in interviews. Knowing how to collaborate on a live model without being in the same room is a real differentiator.
Apply early to remote roles that fit
Migrate Mate lists remote financial planning analyst 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.
Demonstrate independent project ownership
Remote hiring managers want evidence you can own a forecast or analysis cycle from kickoff to delivery without being managed closely. Describe a time you drove a budget process or built a model end-to-end, including how you surfaced findings to stakeholders without in-person meetings.
Prepare for remote financial planning analyst interviews
Remote interviews for this role often include a live modeling exercise or a take-home case. Practice walking through assumptions and sensitivities clearly on a shared screen, and be ready to explain your methodology in writing after the call, since distributed teams rely heavily on documented reasoning.
Remote Financial Planning Analyst Jobs: Frequently Asked Questions
How do I get a remote financial planning analyst job?
Target companies with fully distributed finance teams, where remote financial planning analysts are the norm rather than an exception. Remote employers screen heavily for self-direction, clear written communication, and fluency with cloud-based FP&A tools like Adaptive Planning or Anaplan. Candidates who can show they've delivered variance analysis, rolling forecasts, or budget models asynchronously, without hand-holding, stand out most.
Which companies hire remote financial planning analysts?
Companies hiring remote financial planning analysts right now include CVS Health, Apptegy, and Herself Health, based on current remote listings on Migrate Mate as of June 2026. Remote-first technology firms, distributed financial services companies, and SaaS businesses are among the most consistent employers of financial planning analysts in a fully remote capacity.
Can you get a remote financial planning analyst job with no experience?
Yes, but remote entry-level financial planning analyst roles are harder to land because employers expect you to work independently from day one, without on-site mentorship. Early-career candidates do best targeting remote-first startups or smaller distributed finance teams that value initiative. Showing a self-built financial model, a personal budgeting project, or a certificate in FP&A tools can open the door when direct experience is thin.
Do you need a degree for remote financial planning analyst jobs?
Usually, but remote employers weigh demonstrated FP&A skills and real deliverables heavily alongside formal credentials. A bachelor's in finance, accounting, or economics is common, yet candidates who can show proficiency in financial modeling, scenario analysis, and tools like Excel, Power BI, or a dedicated planning platform often remain competitive even without a traditional four-year background.
Which industries hire the most remote financial planning analysts?
Most remote financial planning analyst openings sit in Healthcare & Medical Services, Technology & Software, and Insurance, per current remote listings on Migrate Mate as of June 2026. These sectors tend to run distributed finance functions, making it practical for financial planning analysts to contribute fully without being on-site.
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