130 Results for

Financial Planning Jobs in Rochester, NY

Jobs

Rochester, NY

$91,500–$170,500 / year

li>Collaboration: Work closely with program finance and accounting teams to develop robust processes, models, and inputs for financial forecasting, including overhead, sales, profit, operating income, and free cash flow projections. This role is responsible for providing financial analysis and insights to drive tactical and strategic decision-making for weekly, monthly and quarterly sector financial consolidation deliverables while overseeing the detailed analysis to support those deliverables.

22 days ago

Rochester, New York

WXXI Public Media, now evolving into WXXI Studios, is undergoing a bold transformation—reimagining how public media informs, inspires, and connects communities across television, radio, CITY Magazine, The Little Theatre, digital platforms, and live events. While the CFO serves as the financial architect and steward of external relationships, the Director of FP&A acts as the financial strategist and navigator—leading budgeting, forecasting, modeling, and performance tracking across the enterprise.

30+ days ago

$104,769–$174,615 / year

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Responsible for the creation and maintenance of financial reporting infrastructure of the Americas FP&A team including:

P&L Financials, including the combined financials of multiple markets and consolidated CooperVision commercial analyses.
Responsible for the creation and maintenance of financial reporting infrastructure of the Americas FP&A team including:
- P&L Financials, including the combined financials of multiple markets and consolidated CooperVision commercial analyses.

30+ days ago

$185,000–$205,000 / year

Based fully on-site in Rochester, NY, this highly visible strategic individual contributor role is ideal for a finance leader who thrives in a fast-paced, data-driven manufacturing environment and enjoys partnering directly with operational and executive leadership. Beyond the numbers, you will serve as a trusted business partner across functions - influencing decisions, identifying operational trends, and helping leaders navigate both tactical challenges and long-term strategic priorities.

30+ days ago

Rochester, New York

Completes and evaluates complex reconciliations and analysis of financial accounts, including operating, capital, special, discretionary, start-up, internal grants, and overhead project accounts to ensure transactions are accurate and in compliance with applicable institution policies and other regulatory requirements. Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer.

28 days ago

Rochester, NY

$97,600–$200,600 / year

The Strategy and Planning Team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns. Support the team to review and summarize tax-related provisions in legal documents (e.g., purchase and sale agreements, contribution agreements, restructuring documents) for US Firms' transactions to identify tax risks, elections, and post-close action items.

12 days ago

Rochester, NY

$96,000–$181,000 / year

In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice.

30+ days ago

Riedman Campus, NY

$150,000–$250,000 / year

p>EDUCATION:

LICENSES / CERTIFICATIONS:

PHYSICAL REQUIREMENTS:

S - Sedentary Work - Exerting up to 10 pounds of force occasionally Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time.

SUMMARY:

The position supports corporate initiatives by providing data related to building occupancy, leases, finance and needs assessment, as well as oversees the strategic intent of these endeavors.

30+ days ago

Rochester, NY

$115,000–$145,000 / year

Within this transformation, the Manager, Strategic Planning & Operational Performance plays a critical role for our North American Propane Division, shaping our approach to labour, capacity, and cost‑to‑serve, and turning those insights into decisions that improve operational and financial performance. You will lead labour planning for the division, build and refine operational models, and guide a team of analysts to deliver consulting‑grade insights that enhance delivery efficiency and cost‑to‑serve.

12 days ago

Rochester, New York

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Worker Subtype: Regular

Time Type: Full time

Scheduled Weekly Hours: 40

Department: 100035 Assoc VP Office of Facilities

Work Shift: UR - Day (United States of America)

Range: UR URG 121

Compensation Range: $205,245.00 - $328,392.00

The referenced pay range represents the minimum and maximum compensation for this job.

The Associate Vice President (AVP) for Planning, Design, and Construction (PDC) provides strategic leadership and executive oversight for the planning, design, and construction of all large scale capital projects across the University enterprise.

30+ days ago

Rochester, NY
$98,800–$177,600 / year
p>Position Summary:
The Manager, Demand Planning, is accountable for working cross functionally with strategic Commercial Teams, such as Sales, Revenue Growth Management and Beer Analytics to deliver a consensus depletion forecast as part of the IBP process, enabling effective operational planning, financial guidance organizational execution signals, and strategic direction at the enterprise level. An employee's pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs.
30+ days ago

Rochester, NY
$98,800–$177,600 / year
p>The S&OP Manager oversees the Sales and Operations Planning (S&OP) process within CBI, ensuring alignment between sales forecasts, production plans, inventory levels (wholesaler and internal), and overall business objectives, by driving critical, timely decision making from the individual contributor levels up thru the Beer Leadership Team (BLT) as part of a monthly cycle. An employee's pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs.
27 days ago

Rochester, New York
We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
29 days ago

NY
Remote
$87,600–$131,400 / year
Proficient in FIFCO's commercial applications including VIP iDIG, VIP KARMA, FIFCOVision, IBM Cognos Analytics, Circana Unify+. In the spirit of pay transparency, we are excited to share the base salary range for this position is $87,600 - 131,400/year, not including benefits or potential bonuses.
22 days ago

Rochester, NY
$113,100–$232,300 / year
p>In this highly visible and hands-on role, you will:
Solve ambiguous, open-ended problems, applying structured critical thinking to frame the right questions, break down complex issues, and build a clear, defensible point of view for leadership.
Facilitate operational and financial reporting to support OCIO and Transformation leadership decision-making, including tracking budget performance, portfolio health metrics, invoice and spend management, and resource utilization across service areas.
11 days ago

New
Rochester, New York
An employee’s pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Help support the annual financial planning monthly forecasting and consolidation process —including P&L, Balance Sheet, and Cash Flow—in partnership with senior leaders and stakeholders, ensuring alignment with company strategy and integration of strategic initiatives and current trends.
5 days ago

Rochester, NY
$83,400–$131,000 / year
Coordinates a collaborative functional matrix team of internal sales support and internal corporate partners to execute on Divisional key sales initiatives and strategies. 3 years of experience in Management/sales with a thorough knowledge of Sales and expert knowledge of Human Capital Management of Human Resource Outsourcing offerings.
30+ days ago

Pittsford, New York
$61,000–$250,000 / year
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Performance-based earnings and revenue¹:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities:
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
23 days ago

Rochester, NY
$161,403–$242,104 / year
Keeps current on and ensures adherence to other relevant statutes and regulations impacting construction in higher education and health care settings, such as those related to historic preservation, zoning, Plays a key role on University committees participating in master planning, strategic planning, program planning, and suitability analysis of existing space, facilities, and sites for capital project development. Serves as PDC's liaison with University senior administrators, Real Estate and Space Management, Facilities Operations and Maintenance groups, UF&S Construction Group, Facilities Infrastructure team, Environmental Health and Safety, IT, Transportation and Parking, Public Safety, and other University agencies to ensure integration of effort to provide needed support to all projects.
30+ days ago

Rochester, NY
$75,400–$100,000 / year
p>_____. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
30+ days ago

New
Rochester, NY
$128,320–$160,400 / year
Lead development and execution of comprehensive planning studies and capital plans (including 10-year outlooks), identifying system deficiencies and recommending innovative and cost-effective solutions, including Non-Wires Alternatives (NWA). This is applicable to employees that will work in electric transmission, operations, and cyber security business areas in Connecticut, Maine, Massachusetts, and New York within Avangrid Network and Corporate business areas.
6 days ago

NY
$70,197–$105,295 / year
Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations. Maintains responsibility for assigned areas of financial management such as internal financial reporting, classification of accounts and funds, plant ledgers and third-party reimbursement systems.
30+ days ago

NY
Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
13 days ago

NY
p>About FirstLight:
FirstLight, headquartered in Albany, New York, provides fiber-optic data, Internet, data center, cloud and voice services to enterprise and carrier customers throughout the Northeast connecting more than 13,000 locations in service with more than 125,000 locations serviceable by our more than 25,000-route mile network. FirstLight offers a robust suite of advanced telecommunications products featuring a comprehensive portfolio of high bandwidth connectivity solutions including Ethernet, wavelength, and dark fiber services as well as dedicated Internet access solutions, data center, cloud and voice services.
30+ days ago

Rochester, NY
Remote
$144,300–$296,100 / year
As a Firm Enterprise Solutions Director, Delivery Management on the Finance Transformation Delivery team, you will be responsible for: Leading end-to-end delivery of a finance transformation technology program, with accountability for scope, schedule, budget, quality, and outcomes. Overseeing systems integration across the finance application landscape, including enterprise resource planning (ERP), enterprise performance management (EPM), data platforms, reporting tools, workflow solutions, and connected enterprise systems.
21 days ago

Henrietta, New York
$67,500–$75,000
Financial Analyst Pay Range: $67,500-75,000 AnnuallyAbout the DDS Companies The DDS Companies is a reputable and dynamic organization that specializes in providing comprehensive infrastructure construction and engineering solutions. Analysts in utility construction must understand job cost structures, WIP reporting, forecasting discipline, production drivers, billing readiness, and cost-to-complete analysis.
28 days ago

NY
$116,000–$229,100 / year
p>Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html. Additional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software, assisting with prioritization and sequencing of the workstream's efforts and assisting project leadership as required.
30+ days ago

NY
$83,400–$131,000 / year
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Coordinates a collaborative functional matrix team of internal sales support and internal corporate partners to execute on Divisional key sales initiatives and strategies.
3 years of experience in Management/sales with a thorough knowledge of Sales and expert knowledge of Human Capital Management of Human Resource Outsourcing offerings.
30+ days ago

Rochester, NY
$83,400–$131,000 / year
ul>
Coordinates a collaborative functional matrix team of internal sales support and internal corporate partners to execute on Divisional key sales initiatives and strategies.
3 years of experience in Management/sales with a thorough knowledge of Sales and expert knowledge of Human Capital Management of Human Resource Outsourcing offerings.
30+ days ago

NY
$83,500–$131,000 / year
Bachelor's Degree - Preferred 3 years of experience in Management/sales with a thorough knowledge of Sales and expert knowledge of Human Capital Management of Human Resource Outsourcing offerings. • Coordinates a collaborative functional matrix team of internal sales support and internal corporate partners to execute on Divisional key sales initiatives and strategies.
30+ days ago

Rochester, New York
$83,500–$131,000 / year
Full time
As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Responsibilities: Coordinates a collaborative functional matrix team of internal sales support and internal corporate partners to execute on Divisional key sales initiatives and strategies.
30+ days ago

Rochester, New York
$83,400–$131,000 / year
Full time
As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Responsibilities: Coordinates a collaborative functional matrix team of internal sales support and internal corporate partners to execute on Divisional key sales initiatives and strategies.
30+ days ago

NY
$83,400–$131,000 / year
Coordinates a collaborative functional matrix team of internal sales support and internal corporate partners to execute on Divisional key sales initiatives and strategies. 3 years of experience in Management/sales with a thorough knowledge of Sales and expert knowledge of Human Capital Management of Human Resource Outsourcing offerings.
15 days ago

Rochester, NY
$29.05–$40.67 / hour
Provide professional direction of the planning, implementation, coordination, operation and evaluation of funded Investigator-Initiated and Industry-lnitiated research protocols, for the Medical/Hematology Oncology investigators of the Cancer Center; in addition to budget and billing matters for large cancer center grant funded projects (SWOG: SPORE other NIH funded grants).
Responsibilities include but are not limited to creating invoices, payment processing, responding to sponsor inquires and account reconciliation, amendments, contract end dates, review charge reports, categorize services in relation to qualified clinical trials, liaison between compliance, patient accounts, and Cancer Center staff to maintain compliance.
30+ days ago

Henrietta, New York
$62,500–$67,500
Analysts in utility construction must understand job cost structures, WIP reporting, forecasting discipline, production drivers, billing readiness, and cost-to-complete analysis. You'll work directly with senior leadership, build real-world financial models, and help shape decisions that drive multi-million-dollar projects.
28 days ago

Rochester, NY
$70,197–$105,295 / year
In doing so, the Sr Financial Analyst will gather information, analyze and interpret data to be compliant with institutional policies, complete projects related to technology, research accounting, human resources, space, equipment, etc., and appropriately disseminate information to key personnel.
Manages accounts and prepares reports tailored to the needs of Hajim School including forecasting expenditures to start-up accounts, operating budgets, grants, gifts, and other special accounts.
30+ days ago

Rochester, New York
Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. Responds to inquiries from students, parents, and campus staff regarding admission status, financial aid programs, requirements, eligibility, application procedures, form completion, award status, and deadlines.
23 days ago

Pittsford, New York
$500–$1,000 / year
Intern
Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview:
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
23 days ago

Rochester, New York
Worker Subtype: RegularTime Type: Full timeScheduled Weekly Hours: 40Department: 500023 Financial Services SMHWork Shift: Range: UR URG 110Compensation Range: $60,431.00 - $84,603.00The referenced pay range represents the minimum and maximum compensation for this job. Works with Decision Support System Administration in supporting the data management processes of hospital and medical faculty group, McKesson tools, and assists in ensuring that all feeds are fed properly, audited and integrated into the data bases efficiently and timely.
30+ days ago

Rochester, NY
$74,900–$112,300 / year
An employee's pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. For remote locations or positions open to multiple locations, the pay range may reflect several US geographic markets, including the lowest geographic market minimum to the highest geographic market maximum.
30+ days ago

Irondequoit, NY
We offer engaging, team-focused sales incentives, including monthly competitions across multiple offices that encourage friendly competition, performance recognition, and opportunities for bonuses and promotions. ROLE DESCRIPTION: As a Financial Service Representative with the Dominic Agostini Agency, you will successfully market the financial products that manage everyday risks.
30+ days ago

Rochester, NY
$140,100–$257,500 / year
An employee's pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This leadership role is designed for a financially fluent individual that has experience managing technology investments, measuring the value they contribute to business priorities, and will hold the technology organization accountable from a financial perspective.
20 days ago

NY
$80,000–$90,000 / year
p>Back to search results Merrill Advisor Development Program - Financial Advisor: Western NY Market Pittsford, New York; Jamestown, New York; Buffalo, New York; Williamsville, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
30+ days ago

Rochester, New York
Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. This role independently administers complex financial aid programs, supports recruitment and retention through accurate aid guidance, leads policy and process improvements, and ensures compliance with federal, state, and institutional regulations.
23 days ago

Rochester, New York
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. 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.
20 days ago

Canandaigua, NY
p>Skills and Qualities:
• High proficiency in building customer and peer relationships • Strong analytical, critical thinking, problem solving and decision making abilities • Excellent written and verbal communication skills • Effective time management skills • Proficient in the use of Microsoft Office applications • Demonstrates a high degree of flexibility in support of customer needs • Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients • Ability to build rapport with diverse member base within the community • Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.
30+ days ago

Batavia, NY
$150,000–$195,000 / year
p>Withums Healthcare Advisory Services practice is seeking a Financial Services Consultant Manager to join our team in our East Brunswick, NJ; Red Bank, NJ; Princeton, NJ; Whippany, NJ; New York, NY; Buffalo, NY; Rochester or Batavia, NY office.
Our team partners with health systems, hospitals, physician groups, and post-acute providers across the country to assess financial operations, improve performance, and design future-state finance functions that support sustainable growth.
30+ days ago

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Financial Planning Jobs in Rochester, NY

Finance Manager, Financial Planning & Analysis (FP&A) L3Harris Technologies Inc

Director of Financial Planning & Analysis WXXI Public Broadcasting Council

Financial Planning & Analysis Manager The Cooper Companies Inc

Director of Financial Planning and Analysis Creation Technologies LLC

Financial Planning, Analysis, & Reporting Specialist III Rochester Institute of Technology

Tax Manager, Internal Tax Team - Strategy and Planning Deloitte Touche Tohmatsu Ltd

KPC Regional Director, Planning & Investments KeyCorp

VP, Real Estate, Facility Planning and Construction Rochester Regional Health System

Manager, Strategic Planning & Operational Performance Superior Plus Energy Services Inc.

Associate Vice President - Planning, Design & Construction University of Rochester

Demand Planning Manager Constellation Brands Inc

Sales & Operations Planning Manager Constellation Brands Inc

Financial Planner Career Changer Opportunity Northwestern Mutual

Commercial Planning Analyst FIFCO USA

Strategic Planning Manager Deloitte Touche Tohmatsu Ltd

Senior Financial Analyst, Corporate FP&A Constellation Brands

Sales Planning & Operations Manager - Business Process Paychex Inc

Financial Advisor Northwestern Mutual

Director, Planning, Design and Construction University of Rochester

Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)

Principal Engineer - Distribution Planning Iberdrola SA

Sr Financial Analyst University of Rochester

Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group Ltd

Strategic Financial Analyst Firstlight Fiber Inc

Delivery Leader, Core Financial Systems Deloitte Touche Tohmatsu Ltd

Financial Analyst DDS

Workday Adaptive Planning Sr Consultant Deloitte Touche Tohmatsu Ltd

Sales Planning & Operations Manager - HR Solutions Paychex Inc

Sales Planning & Operations Manager - Sales Process Paychex Inc

Sales Planning & Operations Manager - Quota Setting Paychex Inc

Sales Planning & Operations Manager - Sales Methodology Paychex Inc

Sales Planning & Operations Manager - Strategic Accounts/Franchise Paychex Inc

Sales Planning & Operations Manager - MT Paychex Inc

Sales Planning & Operations Manager - Channel Paychex

Sales Planning & Operations Manager - CPA Channel Paychex

Sales Planning & Operations Manager - Program Manager Paychex Inc

Financial Analyst II University of Rochester

Jr. Financial Analyst DDS

Sr. Financial Analyst University of Rochester

Financial Aid and Scholarships Assistant Director Rochester Institute of Technology

College Financial Representative, Internship Program Northwestern Mutual

Business Intelligence Financial Analyst University of Rochester

Senior Financial Analyst Constellation Brands Inc

Financial Services Representative - State Farm Agent Team Member Dominic Agostini - State Farm Agent

IT Portfolio and Financial Management Director Constellation Brands Inc

Merrill Advisor Development Program - Financial Advisor: Western NY Market Bank of America Corp

Financial Aid Senior Assistant Director Rochester Institute of Technology

Senior Financial Analyst Cotality

Licensed Financial Services Representative - Canandaigua Branch ESL Federal Credit Union

Healthcare Advisory Financial Services Consultant Manager Withum Smith+Brown, PC

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