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      Formation Financial

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      Formation Financial reviews

      Professional and Flexible - Anonymous employee Formation Financial Employee Review

      5.0
      Aug 20, 2025
      Anonymous contractor
      Recommend
      CEO approval
      Business outlook

      Pros

      100% remote to promote a flexible work schedule and work-life balance. Team members are professional, helpful, and open-minded.

      Cons

      Because we are all remote, proactive communication is critical to team success and client satisfaction. It requires extra effort to keep all stakeholders informed.

      Explore other reviews about Formation Financial

      5.0
      Apr 18, 2024
      Controller
      Recommend
      CEO approval
      Business outlook

      Pros

      Work/Life Balance Amazing Team of professionals to work with Positive- growth minded culture

      Cons

      We are all remote, therefore, team activities are limited.

      5.0
      Nov 13, 2023
      Accounting manager (consultant)
      Recommend
      CEO approval
      Business outlook

      Pros

      Company is made up of extremely bright individuals (always willing to help and answer questions), flexible work hours in a remote environment, challenging and thought-provoking assignments/tasks, competitive compensation for work done, strong/fair/kind leadership

      Cons

      This is a consulting company - so you need to be a self-starter and personally driven.

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