Financial Analyst (Remote)

Company logo

Unlock Employer

Posted May 3, 2026

Remote · US · ask about Worldwide Contract

Overview

This role is for a Financial Analyst with experience in FP&A, investment banking, consulting, or personal finance advisory. The position is fully remote and offers flexible contract or full-time opportunities. Compensation ranges from $45 to $110 per hour depending on experience and certifications.

Responsibilities

  • Build and maintain budgets, forecasts, and perform variance analysis.
  • Design financial models for scenario planning, fundraising, or mergers and acquisitions.
  • Provide advisory services on retirement, investment, estate, or tax planning.
  • Collaborate with executives to translate financial data into actionable business decisions.
  • Present financial findings through dashboards, presentations, and client reviews.
  • Define and monitor key financial metrics and KPIs.

Requirements

  • Minimum 2 years of experience in FP&A, investment banking, consulting, or personal finance advisory.
  • Expert-level proficiency in Excel or Google Sheets for financial modeling.
  • Strong understanding of financial statements, key metrics, and forecasting techniques.
  • Ability to communicate complex financial information clearly to non-finance stakeholders.
  • Excellent analytical and problem-solving skills.
  • Self-motivated and able to work independently in a remote setting.

Preferred Qualifications

  • Professional certifications such as CFA, CFP, MBA, or CPA.
  • Experience with SaaS financial metrics including ARR, CAC, LTV, and NRR.
  • Familiarity with business intelligence tools like Looker, Tableau, or Power BI, and SQL.
  • Knowledge of product analytics platforms such as Mixpanel or Amplitude.
  • Credentials in fiduciary, tax, or estate planning.

Compensation & Benefits

  • Competitive hourly pay based on role and certification level.
  • Remote and flexible work arrangements.
  • Opportunities to work on diverse projects involving startups, high-net-worth individuals, and enterprise finance.
  • Access to learning and development in both corporate and personal finance domains.

Location

  • Fully remote position

Equal Opportunity

Hiring decisions are based solely on skills and qualifications. All qualified candidates are encouraged to apply regardless of background or prior employment history.