Financial Planning and Analysis Remote Jobs in New Mexico (US)

This page tracks remote financial planning and analysis openings that are location-eligible for New Mexico.

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Practice Sales Lead – Financial Services

Infovista

Deliver networks people love

Financial Planning and Analysis3 hours ago

Full Time Remote SeniorTeam 501-1,000Since 1996H1B Sponsor

Company Site LinkedIn

• Develop and implement overlay sales strategies to complement primary sales initiatives and enhance overall revenue. • Identify and target potential clients within the financial services industry to expand the customer base. • Collaborate with marketing and product teams to align sales campaigns with product offerings and market demands. • Maintain and nurture relationships with existing clients to ensure satisfaction and encourage repeat business. • Conduct product presentations and demonstrations to prospective clients, tailoring solutions to their specific needs. • Analyze market trends and competitor activities to identify new sales opportunities and adjust strategies accordingly. • Prepare and deliver regular sales reports and forecasts to senior management, highlighting progress and areas for improvement. • Define and articulate Infovista’s differentiated BFSI CX narrative, positioning the company at the intersection of customer experience, operational risk, and AI-driven interactions • Shape high-value use cases that resonate with financial institutions, including fraud validation, authentication journey reliability, and AI agent safety within banking customer interactions. • Translate these capabilities into compelling C-level messaging, enabling effective engagement with senior stakeholders such as CTO, CIO, and CX leaders. • Directly support top strategic deals where vertical expertise is critical, while developing repeatable go-to-market plays that can be scaled across regions and accounts to consistently drive revenue growth in the financial services segment. • Translate customer challenges into concrete, solution-driven constructs, such as journey validation use cases and risk exposure scenarios that highlight business impact. • Collaborate closely with Product and Sales Engineering teams to co-design tailored solutions, while driving multi-stakeholder deal alignment, ensuring successful deal progression and closure. • Act as the primary voice of BFSI customers within the organization, bringing deep industry insight into internal decision-making.

View details: Practice Sales Lead – Financial Services

United States

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Director of Finance and Operations

New Roots Institute

New Roots Institute is a nonprofit organization dedicated to ending factory farming through an array of educational outreach and leadership development programs

Financial Planning and Analysis9 hours ago

Full Time Remote Mid Level

Company Site

Title: Director of Finance & Operations Location: US Job Description: $103,000 Annually Empower the Next Generation to End Factory Farming What would it mean to dedicate your time, talent, and energy to creating a more just and sustainable food system? New Roots Institute is a growing nonprofit dedicated to ending factory farming by empowering the next generation of advocates. Our fellowship programs train students to lead real-world campaigns that create structural and behavioral change in their communities. We’re seeking a passionate and experienced Director of Finance & Operations to join our team and help us deepen our impact. Is New Roots Institute the right place for you? Here’s what you should know: - Ending factory farming is not merely our employment. We prioritize our lives around it and are looking for people who bring that same commitment, along with the self-awareness and discipline to sustain it. - We continuously question our own biases and assumptions and adapt when we recognize we’re wrong. We’re looking for people who can see their ego and know how to put it aside to achieve shared goals. - We're results-oriented, strive for excellence, and are looking for people who can say they never miss deadlines. - Giving and receiving honest and direct feedback is foundational to our culture and a performance requirement for all of us. We're looking for people who are eager to use constructive feedback to grow and help others to grow, both personally and professionally. - Because we work remotely, proactive communication and quick responses are key to building trust and working effectively together. We’re looking for people who excel at keeping everyone updated. If you don’t always respond within a few hours, New Roots won’t be the place for you. - We genuinely enjoy working together and look for ways to have fun, despite the tragic nature of what we are up against. How You’ll Make an Impact Financial Management - Lead all financial operations including budgeting, forecasting, cash flow management, accounts payable/receivable, and month-end close processes. - Drive the annual organizational budget process in collaboration with program and department leads; monitor performance against budget throughout the year. - Build and maintain multi-year financial models to support scenario planning and strategic decision-making. Reporting and Compliance - Develop and present timely, accurate financial reports to the senior management team and Board of Directors, including dashboards that translate financial data into strategic insight. - Oversee the annual audit and Form 990 preparation; serve as primary liaison with external auditors and the finance committee of the Board. - Manage restricted grant funds, ensuring compliance with funder requirements and accurate tracking of expenditures by grant. - Develop and implement internal controls, financial policies, and risk management frameworks. People Operations and HR - Interface with Rippling PEO on payroll processing, benefits administration, workers' comp, unemployment claims, HR compliance, and employment tax filings, and ensure that New Roots meets its obligations as the worksite employer. - Partner with senior management on compensation philosophy, job classification, and total rewards strategy. Organizational Operations - Design and continuously improve operational systems, policies, and processes that support a remote-first, growing organization. Strategic Partnership - Serve as a strategic partner to the Managing Director and a collaborative, solutions-oriented member of the senior management team. - Support strategic planning processes by providing operational and financial analysis to inform organizational priorities. - Provide financial analysis and recommendations to support decisions around program expansion, staffing, and organizational growth. - Support the Development team with grant budgets, financial reporting to funders, and financial components of proposals. What We’re Looking For Required Skills & Experience People Leadership - 3+ years of direct supervisory experience. - Experience coaching and developing staff. - You've navigated difficult people decisions: performance management, role transitions, team restructuring, or separations. Knowledge and Technical Skills - 5+ years of progressive financial management experience, with at least 2 years in a senior or director-level role in a nonprofit organization. - Demonstrated experience managing audits, preparing or overseeing Form 990 preparation, and working with external auditors. - Deep knowledge of nonprofit accounting (GAAP), fund accounting, and grant compliance. - Proficiency with QuickBooks Online and strong Google Sheets skills. Communication and Leadership - Strong written and verbal communication skills; comfortable presenting to senior leadership and board members. - Exceptional analytical skills and the ability to translate complex financial data into clear, accessible formats. Work Style - Highly organized, self-directed, and comfortable managing multiple priorities in a remote work environment. Preferred Skills & Experience - CPA, MBA, or equivalent advanced credential. - Experience with organizational technology infrastructure, including software licensing, project management tools, and data security practices. Other Requirements - Shared vegan and anti-speciesist values. No one on our team consumes animals or animal products or believes that non-human animals can ethically be treated as resources for human use. - Ability to commit to attending the annual in-person team meeting, which typically takes place during the first full week of June (Monday through Friday). Compensation and Benefits This is a full-time, remote position with a salary of $103,000 per year, plus a comprehensive benefits package, including health, dental, and vision insurance, and unlimited PTO. Please note, we have a no-negotiation salary policy to ensure transparency and equity across the team. View more of our benefits on our Join Our Team page. Hiring Process If a candidate is moved forward, the hiring process will include a skills task, screening interview, competencies interview, work history interview, and reference checks. See our Join Our Team page for more details. Ready to Make a Difference? - To Apply: Please click the “Apply for this position” link to tell us why you are interested in New Roots Institute and to submit your resume. Applications will be reviewed on a rolling basis. We hope to fill this position as soon as possible. - We value diversity, equity, and inclusion and are committed to creating a workplace where everyone feels welcome and respected. We strongly encourage individuals from all backgrounds to apply, especially those who identify as Black, Indigenous, LGBTQIA+, people with disabilities, and people from the global majority. - By submitting your application, you are indicating that you have read our Privacy Policy and accept its terms. - Please note that we are only considering applicants based in North America at this time.

View details: Director of Finance and Operations

United States

$0 / year

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VP, Finance

Enveda

Financial Planning and Analysis9 hours ago

Full Time Remote LeadTeam 201-500Since 2019H1B Sponsor

Company Site LinkedIn

• Own the month-end, quarter-end, and year-end close process; ensure timeliness, accuracy, and GAAP compliance across all financial statements; maintain the general ledger, oversee journal entries, account reconciliations, and consolidations • Own complex areas critical to biotech including R&D and clinical trial expense accruals, stock-based compensation, leases, collaboration and licensing arrangements, revenue recognition, and equity/financing transactions; document positions in clear technical memos • Serve as the primary point of contact for external auditors; lead the annual financial statement audit from planning through issuance, including audit schedules, PBC requests, and management responses • Manage the company’s cash position, bank relationships, and investment accounts; oversee cash flow forecasting, wire approvals, and operating account controls; ensure clear visibility into the company’s liquidity runway at all times • Prepare accurate and timely internal financial reports (P&L, balance sheet, cash flow) for the CFO, executive team, and Board; design, implement, and maintain a robust internal control environment and accounting policies consistent with GAAP and SOX-readiness standards • Oversee federal, state, and local tax filings (or coordinate with external advisors); manage R&D tax credits and all regulatory reporting requirements • Evaluate, implement, and optimize accounting systems and finance tools (ERP, expense management, procurement workflows); deploy AI strategically and responsibly; scale and modernize the finance tech stack to meet the demands of a growing clinical-stage biotech • Manage relationships with external auditors, tax advisors, payroll providers, and accounting consultants; hold vendors accountable to scope, budget, and timeline • Directly manage, develop, and retain the finance team; serve as the day-to-day mentor and primary resource for finance staff; build a high-performance culture within the function

ERP

View details: VP, Finance

United States

$320K - $360K / year

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Patient Financial Services Representative 4

Inova Health System

We are Inova, Northern Virginia’s leading nonprofit healthcare provider. Every day, our 26,000+ team members provide world-class healthcare to the communities we serve. Our people are the reason we're a national leader in healthcare safety, quality and patient experience. And from best-in-class facilities to professional development opportunities, we support them at every step. At Inova, we're constantly striving to be ever better — to shape a more compassionate future for healthcare. Inova Health System is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender identity or expression, marital status, national or ethnic origin, political affiliation, pregnancy (including childbirth, pregnancy-related conditions and lactation), race, religion, sex, sexual orientation, veteran status, genetic information, or any other characteristics protected by law.

Financial Planning and Analysis10 hours ago

Full Time Remote Mid LevelTeam 10,001

Role Description Inova Health is looking for a dedicated Patient Financial Services Representative 4 - Insurance Follow Up to join our Resolution team. This role will be full-time day shift from Monday - Friday, 8:00am - 5:00pm, Remote Role. Remote Eligibility: This position is eligible for remote work for candidates residing in the following states: - VA - MD - DC - DE - FL - GA - NC - OH - PA - SC - TN - TX - WV The Patient Financial Services Representative 4 performs the duties of a Patient Financial Services Representative 3 and is responsible for the timely and accurate editing, submission, and/or follow-up of assigned claims. - Processes claims for multiple payer types (i.e. Commercial, Managed Care, Blue Cross, Medicare, Medicaid, etc.) - Ensures that all assigned claims meet clearinghouse and/or payer processing criteria. - Ensures appropriate follow-up on assigned work lists while meeting all departmental productivity and quality review standards. - Informs management of issues and potential resolutions regarding problems with the claims process. - Provides support, education, and guidance to team members while performing duties, as assigned, in the absence of the supervisor or manager. Qualifications - Associate Degree or an additional three years of experience appropriate to the position under consideration. - 3 years of Experience in revenue cycle, finance, customer service or data analytics. Requirements - Expertise in Insurance Follow-Up Resolutions highly preferred. - Proficiency in hospital billing systems (e.g., Epic) and insurance verification portals. - Extensive understanding of Medicaid, Medicare, commercial insurance, and self-pay policies. - Familiarity with HIPAA regulations and hospital financial assistance programs. - Ability to analyze patient accounts, identify discrepancies, and resolve billing or insurance issues effectively. Benefits - Committed to Team Member Health: offering medical, dental and vision coverage, and a robust team member wellness program. - Retirement: Inova matches the first 5% of eligible contributions – starting on your first day. - Tuition and Student Loan Assistance: offering up to $5,250 per year in education assistance and up to $10,000 for student loans. - Mental Health Support: offering all Inova team members, their spouses/partners, and their children 25 mental health coaching or therapy sessions, per person, per year, at no cost. - Work/Life Balance: offering paid time off, paid parental leave, and flexible work schedules. Company Description We are Inova, Northern Virginia’s leading nonprofit healthcare provider. Every day, our 26,000+ team members provide world-class healthcare to the communities we serve. Our people are the reason we're a national leader in healthcare safety, quality and patient experience. And from best-in-class facilities to professional development opportunities, we support them at every step. At Inova, we're constantly striving to be ever better — to shape a more compassionate future for healthcare. Inova Health System is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender identity or expression, marital status, national or ethnic origin, political affiliation, pregnancy (including childbirth, pregnancy-related conditions and lactation), race, religion, sex, sexual orientation, veteran status, genetic information, or any other characteristics protected by law.

View details: Patient Financial Services Representative 4

United States

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Finance and Operations Coordinator

Alliant Insurance Services

Financial Planning and Analysis11 hours ago

Full Time Remote SeniorTeam 10,001+Since 1925H1B Sponsor

Company Site LinkedIn

• Support the financial, operational, administrative, and systems coordination needs of AHC • Ensure the business runs smoothly across invoicing, bookkeeping coordination, onboarding, Salesforce support, and day-to-day operations • Help maintain organized workflows, documentation, systems, and operational processes across the business • Provide regular and ad hoc reporting support to leadership

View details: Finance and Operations Coordinator

United States

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Financial Professional Advisor

Equitable

Financial Planning and Analysis13 hours ago

Full Time Remote Mid LevelTeam 5,001-10,000H1B Sponsor

Company Site LinkedIn

• Proactively connect with clients via phone, email, and chat to provide timely support and guidance • Serve as a single point of contact, coordinating Equitable’s full range of resources to address client needs efficiently and effectively • Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions • Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve • Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience

View details: Financial Professional Advisor

United States

$47.5K / year

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Fractional Chief Financial Officer – Credit Funds

Arootah

Executive Coaching and Business Consulting

Financial Planning and Analysis15 hours ago

Contract Remote LeadTeam 11-50H1B No Sponsor

Company Site LinkedIn

• Advisors are engaged on an as-needed basis, based on client demand and fit. • Advisors are deployed on project-based engagements when client needs match their expertise. • Joining the network does not guarantee placement; it provides access to opportunities as they arise. • Project-based work that fits around existing commitments. • Client origination and engagement management handled by Arootah; advisors focus on delivery.

View details: Fractional Chief Financial Officer – Credit Funds

United States

$225 - $350 / hour

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Accounting and Finance Transformation Specialist

Anchorage Digital

Trusted institutional partner in crypto and first federally chartered crypto bank

Financial Planning and Analysis16 hours ago

Full Time Remote SeniorTeam 201-500Since 2017H1B Sponsor

Company Site LinkedIn

• Lead our global automation strategy and support our most important strategic initiatives. • Own the finance transformation roadmap, translating complex financial needs into scalable, compliant, and audit-ready solutions. • Serve as the critical link between Accounting, Engineering, and Product.

View details: Accounting and Finance Transformation Specialist

United States

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Senior Financial Analyst

Limble CMMS

Modern, Mobile, and Easy-to-Use Maintenance Software

Financial Planning and Analysis17 hours ago

Full Time Remote SeniorTeam 51-200Since 2016H1B No Sponsor

Company Site LinkedIn

• Own and maintain the company's integrated three-statement model (P&L, balance sheet, cash flow), keeping it current, accurate, and useful for decision-making • Build and refine scenario and sensitivity analyses to support strategic planning, fundraising, and board-level conversations • Lead the annual budgeting process and maintain rolling forecasts in close partnership with the VP of Finance • Track actuals vs. plan, identify variances, and surface insights that inform corrective action • Develop and maintain financial models that support headcount planning, go-to-market investment, and operational efficiency • Support procurement process and manage finance approval process • Own the company's core SaaS metrics and ensure they're reliably tracked and reported • Build dashboards and reporting frameworks that give leadership real-time visibility into business health • Serve as the embedded finance partner for key department heads across G&A and Product • Help functional leaders build and manage their budgets, evaluate ROI on initiatives, and make data-driven investment decisions • Translate financial complexity into actionable recommendations for non-finance stakeholders

View details: Senior Financial Analyst

United States

$110K - $130K / year

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Senior Manager Financial Planning and Analysis

Lumen Technologies

Lumen Technologies is self-described as a global company of 40,000+ professionals empowering businesses, government, and communities to “produce amazing things.” Driven by the

Financial Planning and Analysis18 hours ago

Full Time Remote LeadTeam 10,001

Role Description Lumen is seeking a Senior Manager, FP&A to support financial leadership for the Technology and Product organization. This is not a traditional reporting role. This role acts as a true extension of senior finance leadership, helping drive clarity, insight, and action across a broad, complex, and evolving set of priorities tied to technology investment and product performance. This individual will operate at the center of a highly matrixed environment, working across Finance, Product, and Engineering teams to gather inputs, challenge assumptions, and assemble a clear, decision-grade financial view. They will take fragmented, sometimes incomplete data and translate it into structured analysis, compelling storytelling, and executive-ready materials that enable faster, higher-confidence decisions. Work Location Fully remote position open to candidates based anywhere in the U.S. Main Responsibilities - Build and maintain clear, integrated financial views across capital investment, operating expense, cash, and product performance, ensuring consistency, transparency, and alignment across multiple data sources. - Develop and enforce product-level P&L governance, including consistent definitions, allocation methodologies, and clear accountability across Product, Technology, and Finance. - Serve as the connector across a matrixed organization, partnering with multiple finance and business teams to gather inputs, reconcile differences, and create a single, credible view of performance and outlook. - Lead the development of executive presentations end-to-end by orchestrating inputs across teams, guiding what is needed, pushing on gaps, and shaping a clear, cohesive storyline for leadership. - Translate complex and fragmented inputs into concise, structured narratives that highlight performance, risks, tradeoffs, and recommended actions for senior leadership. - Lead forecasting, scenario analysis, and ad hoc modeling related to product investments, cost structure, portfolio decisions, and business performance. - Identify where product and technology economics are improving or deteriorating, and help leadership understand where to invest, accelerate, pause, or pivot. - Bring discipline and follow-through to operating rhythms including monthly reviews, variance analysis, and leadership deliverables. - Coach and support team members while elevating standards for modeling, analysis, and communication. What Success Looks Like - Senior leaders are consistently prepared with clear, actionable insights and materials that drive decisions. - Product-level financials are transparent, governed, and trusted, with clear alignment across teams. - Executive presentations are sharp, cohesive, and easy to follow, with a clear storyline and recommended actions. - Work moves forward even in ambiguity, with fewer gaps, faster turnaround, and less rework across teams. - The organization experiences stronger alignment, improved decision speed, and increased confidence in financial insights. Qualifications - 7–10+ years of FP&A experience supporting complex product, technology, or engineering organizations. - Strong financial modeling, forecasting, and scenario analysis capabilities. - Experience with product-level financials and P&L governance. - Proven ability to operate effectively in a matrixed environment and influence without direct authority. - Excellent communication and presentation skills, with the ability to distill complexity into clear, executive-level insights. - Comfortable working in ambiguity with a resourceful, creative, and solutions-oriented mindset. - Ability to proactively identify gaps, pursue the right inputs, and deliver thoughtful recommendations. Compensation This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. - $132,232 - $176,310 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, WY - $138,844 - $185,124 in these states: CO, HI, MI, MN, NC, NH, NV, OR, RI - $145,456 - $193,940 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, WA Benefits - Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing.

View details: Senior Manager Financial Planning and Analysis

United States

$132.2K - $193.9K / year

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