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Financial Planning Jobs in Rochester, NY

Senior Financial Analyst

Cotality

Rochester, New York

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Budget Management, Budgeting, Communication Skills, Cross-Functional, Data Sets, Data Visualization, Decision Support, Economics, Ecosystems, Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Trend Analysis, Forecasting, Insurance, Interpersonal Skills, Leadership, Marketing, Microsoft Product Family, Performance Metrics, Power BI, Presentation/Verbal Skills, Process Improvement, Public Accounting, Real Estate, Revenue/Sales Reporting, Sales, Time Management, Writing Skills
LOCATION
Rochester, New York
POSTED
11 days ago
At Cotality, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.

Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description:

The Senior Financial Analyst plays a key role within the Cotality Insurance Solutions Finance team, supporting financial reporting, forecasting, and decision support through accurate, timely, and insight-driven analysis. We are seeking a driven and self-motivated, individual who will be responsible for analyzing monthly financial variances and reviewing key performance indicators to ensure the integrity of financial reporting for the Insurance Solutions segment, while delivering detailed insights into monthly revenue trends and partnering with finance colleagues to improve revenue accuracy and transparency. The analyst will collaborate on quarterly forecasting and annual budgeting processes, providing leadership with a clear view of financial performance and future trajectories.

Leveraging advanced tools such as Power BI, Microsoft Fabric, and Power Query, the Senior Financial Analyst will integrate diverse datasets that translate complex financial data into cohesive datasets. The role also supports the development and maintenance of financial models and reporting structures that evolve alongside business needs.

This position partners cross-functionally across Finance, Sales, Marketing, and Product teams to ensure the timely and accurate submission of financial information, while establishing regular communication and alignment on company priorities and revenue expectations. In addition, the Senior Financial Analyst assists in preparation of executive-level presentations and supplemental financial materials to support strategic decision-making, and contributes to ad hoc reporting requests and high-priority special projects. Through these efforts, the role drives improved financial visibility, process effectiveness, and overall business performance.

Core Deliveries and Responsibilities
  • Analyze monthly financial variances and review key performance indicators to ensure accurate financial reporting for the insurance solutions segment.
  • Execute quarterly forecasting and annual budgeting activities to provide leadership with a clear view of financial trajectories.
  • Provide detailed insight into monthly revenue trends and collaborate with finance colleagues to improve the accuracy of revenue reporting.
  • Build and maintain advanced data visualizations using Power BI (or similar tool) to transform financial data into clear business insights.
  • Utilize Microsoft Fabric and Power Query to integrate diverse datasets.
  • Help prepare financial models and reporting structures that support the evolving needs of our business partnerships.
  • Partner across multiple departments to ensure the timely and accurate submission of all required financial information.
  • Establish regular communication and alignment with marketing, product and sales teams regarding company priorities and revenue expectations.
  • Compile supplemental financial materials and presentations to support executive leaders in making strategic decisions.
  • Help prepare ad hoc reporting requests and high-priority special projects.

Job Qualifications:

Education, Experience, Knowledge and Skills
  • Bachelor's degree in Finance, Accounting, or Economics required; Master's degree preferred
  • Minimum of 5 years of experience in financial planning, budgeting/forecasting, Public Accounting experience a plus
  • Strong written and verbal communications skills, including an ability to influence people to move toward collective organizational goals, effectively communicate financial results both verbally and through reports, and make informative presentations to leadership
  • Proven track r

About the Company

C

Cotality

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