Top 50 Senior financial planner Jobs in Remote

Senior Financial Consultant - Capital Finance - Remote
Optum —Eden Prairie, MN
- $91,700 - $163,700 a year
- Full-time
- Remote
- 5 years
- Pass drug screening
- Finance
Senior Financial Planner (New Client Development)
Edelman Financial Engines, LLC —Remote
- $250,000 - $325,000 a year
- Remote
- 7 years
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Sr. Attorney for AI-Based Strategic Wealth Advisory (REMOTE)
Royal Legal Solutions —Remote
- $144,000 - $318,000 a year
- Choose your own hours
- Remote
- CPA
- Senior level
- Master of Business Administration
- Employee discount
- Flexible schedule
Quick Apply
Sr. Financial and Actuarial Consultant - Remote / Hybrid
DW Simpson —New York, NY
- Up to $220,000 a year
- Remote
- 8 years
- Travel
- Mentoring
Quick Apply
Sr Financial Planner
Wealth Enhancement Group —Remote
- $115,000 - $157,200 a year
- Full-time
- Remote
- 7 years
- CPA
- Research
- Profit sharing
- Paid parental leave
Financial Analyst Senior Corporate
Atrium Health —Winston-Salem, NC
- $41.10 - $61.65 an hour
- Full-time
- Remote
- Microsoft Excel
- CPA
- 5 years
- Paid parental leave
- Disability insurance
Managed Health Sr. Financial Analyst
Atrium Health —Remote
- $41.10 - $61.65 an hour
- Full-time
- Remote
- CPA
- 5 years
- Research
- Paid parental leave
- Disability insurance
20h
Senior Staff Consultant ,SAP Financial Management
Nagarro —Remote
- Senior level
Quick Apply
Senior Principal Consultant - Financial Services
CCSI —Rochester, NY
- $80 - $100 an hour
- Full-time
- Remote
- 11+ years
- Finance
- Presentation skills
Senior Financial Advisor
Lifeworks Advisors —Remote
- $100,000 - $300,000 a year
- Full-time
- Remote
- 7 years
- Mentoring
- US work authorization
- Health savings account
- Health insurance
Quick Apply
11d
Senior Financial Planner - Remote (PST Time Zone)
EP Wealth Advisors, LLC —Remote
- $90,000 - $120,000 a year
- Full-time
- Remote
- Research
- 3 years
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
7d
Senior Solution Consultant - Financial Services
Workiva —Remote
- $156,000 - $253,000 a year
- Full-time
- 6 years
- Master's degree
- Presentation skills
- 401(k) matching
Senior Data Analytics Consultant, Power BI / Federal Financial Data
Aretum —McLean, VA
- Full-time
- Remote
- Azure
- Computer Science
- 3 years
- AD&D insurance
- Disability insurance
Quick Apply
Senior FP&A Analyst
Central Pyramid —McKinney, TX
- Full-time
- Remote
- CPA
- Finance
- SQL
Quick Apply
14d
Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid)
Empower Annuity Insurance Company of America —Dublin, CA
- $125,400 - $181,875 a year
- Remote
- Bachelor's degree
- Travel
- Fingerprint clearance
- Paid parental leave
- Paid holidays
14d
Wealth: Sr Portfolio Manager
B. Riley —Remote
- $125,000 - $175,000 a year
- Full-time
- Remote
- Research
- 8 years
- Presentation skills
- Profit sharing
- Paid holidays
Quick Apply
Senior Private Wealth Advisor, Practice Lead - San Jose/Santa Cruz
Empower Annuity Insurance Company of America —San Jose, CA
- $125,400 - $181,875 a year
- Remote
- Bachelor's degree
- Team management
- Travel
- Paid parental leave
- Paid holidays
14d
Senior Private Wealth Advisor, Practice Lead - Bay area
Empower Annuity Insurance Company of America —San Francisco, CA
- $136,800 - $198,375 a year
- Remote
- Bachelor's degree
- Team management
- Travel
- Paid parental leave
- Paid holidays
14d
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northern California
Empower Annuity Insurance Company of America —Sacramento, CA
- $136,800 - $198,375 a year
- Remote
- Bachelor's degree
- Team management
- Travel
- Paid parental leave
- Paid holidays
Senior Private Wealth Advisor, Practice Lead (Remote/Hybrid in Northern California)
Empower Annuity Insurance Company of America —Santa Barbara, CA
- $125,400 - $181,875 a year
- Remote
- Bachelor's degree
- Team management
- Travel
- Paid parental leave
- Paid holidays
14d

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senior financial planner jobs near remote

Senior Financial Consultant - Capital Finance - Remote

Optum -
Eden Prairie, MN

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Job Details

Full-time
$91,700 - $163,700 a year

Qualifications

Accounting systems
Bachelor's degree
Accounting and finance experience
Stakeholder relationship building
Stakeholder management

Full Job Description

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

The Senior Financial Consultant - Capital Finance is a trusted financial advisor and strategic partner supporting Optum Rx and Pharmacy Care Services (PCS) leadership. This role plays a critical part in the planning, governance, and execution of the PCS capital portfolio, representing approximately $170M in annual capital spend.

In this role, you will provide financial and operational oversight across capital planning, business case development, forecasting, variance analysis, and performance reporting. You will serve as a key liaison between PCS leadership, Finance, and enterprise capital governance teams, ensuring alignment with UnitedHealth Group standards and driving disciplined capital execution.

You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.

Primary Responsibilities:
Capital Portfolio Oversight & Governance

Serve as the Capital Finance lead supporting the Optum Rx PCS capital investment portfolio
Support development, prioritization, and execution of the capital plan, ensuring effective deployment of capital resources
Manage capital planning processes, including budgeting, forecasting, monthly reporting, and variance analysis
Provide visibility into capital investments, benefits realization, and overall P&L impact
Ensure adherence to enterprise capital governance processes, controls, and reporting requirements

Financial Analysis & Strategic Decision Support

Analyze complex financial and operational challenges using advanced financial modeling and analytics
Support business case development and capital investment evaluation with data-driven insights and recommendations
Perform ad hoc analyses to inform capital prioritization, cost optimization, and strategic initiatives
Identify risks and opportunities in capital performance and recommend actionable solutions

Cross-Functional Partnership

Partner with PCS leadership, Finance, Product, IT, and enterprise governance teams to align on capital priorities and performance
Act as a key liaison between business and finance stakeholders to drive integrated planning, reporting, and accountability
Influence decision-making through strong financial insight, business acumen, and communication

Performance Reporting & Forecasting

Lead capital forecasting, variance analysis, and performance tracking to ensure accuracy and accountability
Deliver actionable insights to improve forecast precision and capital efficiency
Enhance reporting and analytics to improve visibility and decision support for senior leadership

You'll enjoy the flexibility to work remotely* from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.

Required Qualifications:

Bachelor's degree in Finance, Accounting, or a related field
5+ years of experience in financial planning & analysis, accounting, or related finance roles
Solid understanding of accounting principles and financial systems (e.g., Essbase, PeopleSoft)

Preferred Strengths:

Experience supporting capital planning, governance, or large investment portfolios
Advanced financial modeling and forecasting experience
Ability to operate effectively in a highly matrixed environment
Proven analytical, problem-solving, and stakeholder management skills
Demonstrated ability to manage complex financial processes and deliver actionable insights
Solid communication skills with the ability to influence cross-functional stakeholders

All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $91,700 to $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Apply Now

Refine Your Search

senior financial planner jobs in remote

Senior Financial Consultant - Capital Finance - Remote

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