Remote Financial Planning Specialist Jobs
Remote Financial Planning Specialist jobs are in active demand across the U.S., with remote-first firms and distributed financial services teams hiring across wealth management, fintech, and insurance sectors. Employers hiring remotely right now include Fidelity Investments, Fisher Investments, and CBIZ. Find a role that fits below and apply directly.
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Showing 5 of 74+ Remote Financial Planning Specialist jobs
About Clarity Clinic
Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychologists, and Therapists. Our mission is to thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional holistic care. Our staff of Psychiatrists, Advanced Practice Providers and Psychotherapists offer the latest medication, psychological assessment, and therapy treatment as we help guide our patients toward mental wellness and a balanced personal and professional lifestyle. Our team offers a broad range of specialties, services, and orientations to support and help all people regardless of their place in life. This multidisciplinary approach allows us to provide holistic care in psychiatry, psychotherapy and much more.
We’re redefining mental health care through our leading network of mental health providers, who thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional psychiatry and therapy care. It’s time to get the mental health care you deserve with our leading psychiatry (medication management) and talk therapy services.
What You'll Own
Forecasting & Budgeting
- Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
- Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
- Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
Data Extraction & Analysis
- Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
- Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP — not just the numbers but what they mean and what should happen next
- Over time, surface questions and trends the business hasn't thought to ask yet — the best financial planning and analytics work anticipates problems before they're visible to everyone else
Reporting & Variance Analysis
- Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
- Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
- Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
Financial Modeling & Decision Support
- Build pro formas for new locations, new service lines, and provider compensation structures
- Model provider-level profitability — revenue, collections, utilization, and allocated costs — to identify what's working and what isn't
- Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design
Data & Systems
- Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting
- Partner closely with our Data Scientist — take their demand forecasting and capacity outputs and translate them into financial projections and planning assumptions
- Maintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language
Other Duties
- The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.
Core Competencies
The following competencies are required for this position and will be assessed during the hiring process, during the 90-day onboarding period, and as part of ongoing performance evaluation in accordance with Clarity Clinic's standards and Joint Commission requirements.
Technical & Functional Competencies
- Financial Planning & Forecasting Demonstrates the ability to build, maintain, and update driver-based financial models including annual budgets, rolling forecasts, and cash flow projections. Produces work that is accurate, documented, and defensible without requiring supervisory reconstruction.
- Data Extraction & Systems Proficiency Demonstrates proficiency in extracting, cleaning, and structuring data from source systems including AdvancedMD, Rippling, and Power BI. Operates independently in these systems without reliance on IT or data teams for routine pulls.
- Healthcare Revenue Cycle Knowledge Demonstrates working knowledge of CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance. Applies this knowledge directly to financial planning assumptions and variance analysis.
- Financial Modeling & Decision Support Demonstrates the ability to build pro formas, scenario models, and provider-level profitability analyses that support strategic decisions including new location evaluation, provider compensation design, and capital investment cases.
- Reporting & Data Visualization Demonstrates the ability to build and maintain Power BI dashboards and produce board-ready reporting packages that are forward-looking, narrative-driven, and accessible to non-financial stakeholders.
Behavioral & Professional Competencies
- Analytical Rigor Produces accurate, assumption-tested models and draws defensible conclusions. Identifies the root cause of variances rather than reporting surface-level results. Validates drivers and stress-tests outputs before presenting findings.
- Strategic Thinking Connects financial insights to operational and growth strategy. Proactively models decisions before they become urgent and surfaces risks and opportunities ahead of the planning cycle.
- Executive Communication Communicates complex financial findings clearly and concisely in written and verbal form. Translates technical analysis into recommendations that non-financial stakeholders can act on.
- Accountability & Ownership Takes end-to-end responsibility for forecast quality, reporting accuracy, and follow-through. Initiates work without being prompted and delivers finished products rather than works in progress.
- Collaboration & Operational Partnership Works effectively across departments and functions to align metrics, definitions, and accountability. Maintains clear lane discipline when working alongside the Data Scientist and other functional partners.
- Adaptability & Problem Solving Operates effectively in environments with imperfect or evolving data. Builds through ambiguity rather than waiting for perfect information and improves processes and definitions over time.
- Professional & Ethical Conduct Maintains confidentiality of financial, operational, and patient-adjacent data in accordance with Clarity Clinic policy and applicable regulatory requirements. Demonstrates integrity in all financial reporting and modeling activities.
What We're Looking For
Must-Haves
- 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
- Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
- Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
- Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
- Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
- Strong written communication — you can explain what the numbers mean and what to do about it
- Comfortable operating in environments where data is imperfect and processes are still being built
- Someone who brings answers and a point of view, not just completed tasks
- Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
- Some experience with P&L/payroll/operational inputs
Strong Differentiators
- AdvancedMD experience (significant plus)
- Multi-site outpatient healthcare, behavioral health, or medical group background
- Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
- Experience working alongside or translating outputs from data science or analytics teams
- Rippling or comparable HRIS/payroll system experience
Compensation & Benefits
- Base Salary: $95,000 – $120,000 depending on experience and qualifications
- Bonus Target: 10%
- Fully remote with Chicago-area preference
- Full comprehensive benefits package including health, dental, vision, EAP services and more
- Monthly Wellness Reimbursement to promote your self-care routine & well-being
- 401k match up to 4%
- Opportunities for growth and professional development
- 15 days of accrued PTO and up to 5 sick/wellness days
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk, hear, or effectively communicate with others. The employee is frequently required to stand, walk, sit, and use a keyboard. The employee must occasionally lift and/or move up to 25 pounds.
We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, candidates of all ages, and nontraditional backgrounds. Clarity Clinic an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Please stay alert to protect yourself from sophisticated job scams during the recruiting process. Only emails that come from claritychi.com are legitimate recruiting messages. Our HR Team will not send emails from other domains, or message you using WhatsApp or text messaging. We conduct all interviews by phone or video, and we will never ask you for money or to download software either during the interview process, credentialing or during our onboarding process. More tips from the FTC to avoid job scams: https://www.consumeraffairs.com/news/ftc-offers-tips-on-avoiding-job-scams-041321.html
About Clarity Clinic
Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychologists, and Therapists. Our mission is to thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional holistic care. Our staff of Psychiatrists, Advanced Practice Providers and Psychotherapists offer the latest medication, psychological assessment, and therapy treatment as we help guide our patients toward mental wellness and a balanced personal and professional lifestyle. Our team offers a broad range of specialties, services, and orientations to support and help all people regardless of their place in life. This multidisciplinary approach allows us to provide holistic care in psychiatry, psychotherapy and much more.
We’re redefining mental health care through our leading network of mental health providers, who thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional psychiatry and therapy care. It’s time to get the mental health care you deserve with our leading psychiatry (medication management) and talk therapy services.
What You'll Own
Forecasting & Budgeting
- Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
- Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
- Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
Data Extraction & Analysis
- Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
- Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP — not just the numbers but what they mean and what should happen next
- Over time, surface questions and trends the business hasn't thought to ask yet — the best financial planning and analytics work anticipates problems before they're visible to everyone else
Reporting & Variance Analysis
- Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
- Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
- Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
Financial Modeling & Decision Support
- Build pro formas for new locations, new service lines, and provider compensation structures
- Model provider-level profitability — revenue, collections, utilization, and allocated costs — to identify what's working and what isn't
- Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design
Data & Systems
- Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting
- Partner closely with our Data Scientist — take their demand forecasting and capacity outputs and translate them into financial projections and planning assumptions
- Maintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language
Other Duties
- The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.
Core Competencies
The following competencies are required for this position and will be assessed during the hiring process, during the 90-day onboarding period, and as part of ongoing performance evaluation in accordance with Clarity Clinic's standards and Joint Commission requirements.
Technical & Functional Competencies
- Financial Planning & Forecasting Demonstrates the ability to build, maintain, and update driver-based financial models including annual budgets, rolling forecasts, and cash flow projections. Produces work that is accurate, documented, and defensible without requiring supervisory reconstruction.
- Data Extraction & Systems Proficiency Demonstrates proficiency in extracting, cleaning, and structuring data from source systems including AdvancedMD, Rippling, and Power BI. Operates independently in these systems without reliance on IT or data teams for routine pulls.
- Healthcare Revenue Cycle Knowledge Demonstrates working knowledge of CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance. Applies this knowledge directly to financial planning assumptions and variance analysis.
- Financial Modeling & Decision Support Demonstrates the ability to build pro formas, scenario models, and provider-level profitability analyses that support strategic decisions including new location evaluation, provider compensation design, and capital investment cases.
- Reporting & Data Visualization Demonstrates the ability to build and maintain Power BI dashboards and produce board-ready reporting packages that are forward-looking, narrative-driven, and accessible to non-financial stakeholders.
Behavioral & Professional Competencies
- Analytical Rigor Produces accurate, assumption-tested models and draws defensible conclusions. Identifies the root cause of variances rather than reporting surface-level results. Validates drivers and stress-tests outputs before presenting findings.
- Strategic Thinking Connects financial insights to operational and growth strategy. Proactively models decisions before they become urgent and surfaces risks and opportunities ahead of the planning cycle.
- Executive Communication Communicates complex financial findings clearly and concisely in written and verbal form. Translates technical analysis into recommendations that non-financial stakeholders can act on.
- Accountability & Ownership Takes end-to-end responsibility for forecast quality, reporting accuracy, and follow-through. Initiates work without being prompted and delivers finished products rather than works in progress.
- Collaboration & Operational Partnership Works effectively across departments and functions to align metrics, definitions, and accountability. Maintains clear lane discipline when working alongside the Data Scientist and other functional partners.
- Adaptability & Problem Solving Operates effectively in environments with imperfect or evolving data. Builds through ambiguity rather than waiting for perfect information and improves processes and definitions over time.
- Professional & Ethical Conduct Maintains confidentiality of financial, operational, and patient-adjacent data in accordance with Clarity Clinic policy and applicable regulatory requirements. Demonstrates integrity in all financial reporting and modeling activities.
What We're Looking For
Must-Haves
- 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
- Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
- Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
- Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
- Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
- Strong written communication — you can explain what the numbers mean and what to do about it
- Comfortable operating in environments where data is imperfect and processes are still being built
- Someone who brings answers and a point of view, not just completed tasks
- Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
- Some experience with P&L/payroll/operational inputs
Strong Differentiators
- AdvancedMD experience (significant plus)
- Multi-site outpatient healthcare, behavioral health, or medical group background
- Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
- Experience working alongside or translating outputs from data science or analytics teams
- Rippling or comparable HRIS/payroll system experience
Compensation & Benefits
- Base Salary: $95,000 – $120,000 depending on experience and qualifications
- Bonus Target: 10%
- Fully remote with Chicago-area preference
- Full comprehensive benefits package including health, dental, vision, EAP services and more
- Monthly Wellness Reimbursement to promote your self-care routine & well-being
- 401k match up to 4%
- Opportunities for growth and professional development
- 15 days of accrued PTO and up to 5 sick/wellness days
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk, hear, or effectively communicate with others. The employee is frequently required to stand, walk, sit, and use a keyboard. The employee must occasionally lift and/or move up to 25 pounds.
We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, candidates of all ages, and nontraditional backgrounds. Clarity Clinic an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Please stay alert to protect yourself from sophisticated job scams during the recruiting process. Only emails that come from claritychi.com are legitimate recruiting messages. Our HR Team will not send emails from other domains, or message you using WhatsApp or text messaging. We conduct all interviews by phone or video, and we will never ask you for money or to download software either during the interview process, credentialing or during our onboarding process. More tips from the FTC to avoid job scams: https://www.consumeraffairs.com/news/ftc-offers-tips-on-avoiding-job-scams-041321.html
See All 74 Remote Financial Planning Specialist Jobs
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Find JobsRemote Financial Planning Specialist Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Healthcare & Medical Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote financial planning specialist jobs.
- CFP designation or active progress toward certification
- Experience with financial planning software such as MoneyGuidePro or eMoney
- Series 65, Series 66, or Series 7 securities license
- Bachelor's degree in finance, accounting, economics, or a related field
- Demonstrated experience building comprehensive financial plans for clients
- Strong knowledge of retirement accounts, tax planning strategies, and investment vehicles
Tips for Your Remote Financial Planning Specialist Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial planning specialist openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through non-remote listings.
Show async client communication skills upfront
Remote financial planning specialists manage client relationships entirely through video calls, email, and secure portals. Highlight specific tools you've used, like eMoney, RightCapital, or Redtail, and give examples of financial guidance you've delivered in writing.
Demonstrate remote self-direction in your materials
Remote employers want evidence you can prioritize and move work forward without daily direction. Reference how you've managed a client pipeline, tracked deliverables, or hit planning deadlines independently, and name the project management or CRM tools you used.
Target remote-first financial services firms
Virtual RIA firms, fintech platforms, and remote-first insurance companies build their workflows around distributed teams from the start. Roles at these employers are structured for remote work, so onboarding, compliance, and client handoffs are already adapted to fully remote delivery.
Remote Financial Planning Specialist Jobs: Frequently Asked Questions
How do I get a remote financial planning specialist job?
Remote financial planning specialist roles go to candidates who can demonstrate self-direction and clear written communication from day one. Remote employers screen heavily for async collaboration skills, proficiency with financial planning software like eMoney or MoneyGuidePro, and the ability to manage client relationships without in-person contact. Certifications like CFP strengthen your candidacy, and a portfolio showing client outcomes or financial plans you've built gives you a concrete edge.
Which companies hire remote financial planning specialists?
Companies hiring remote financial planning specialists right now include Fidelity Investments, Fisher Investments, and CBIZ, based on current remote listings on Migrate Mate as of November 2026. Remote-first financial advisory firms, fintech platforms, and distributed insurance and wealth management teams are the most consistent sources of remote openings for this role.
Can you get a remote financial planning specialist job with no experience?
Yes, but remote entry-level financial planning specialist roles are harder to land because employers expect you to work independently from the start without on-site coaching. Remote-first fintech companies and virtual RIA firms are more likely to hire junior candidates. What opens the door is showing completed coursework toward a CFP, hands-on work from internships or personal finance projects, and strong written communication that signals you can operate without daily oversight.
Do you need a degree for remote financial planning specialist jobs?
Not always, but most remote employers in this role expect at least a bachelor's degree in finance, economics, or a related field. What remote hiring managers weigh alongside or instead of a degree includes progress toward CFP certification, demonstrated experience with financial planning software, and a clear history of managing or analyzing financial data, even from non-traditional settings.
Which industries hire the most remote financial planning specialists?
Most remote financial planning specialist openings sit in Banking & Financial Services, Healthcare & Medical Services, and Investment & Asset Management, per current remote listings on Migrate Mate as of November 2026. These sectors hire financial planning specialists remotely because their distributed teams serve clients nationally and rely on digital tools for every stage of the planning and advisory process.
See All 74 Remote Financial Planning Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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