140 Results for

Financial Planning Jobs in Elmwood, NY

Jobs

Orchard Park, NY26 days ago

$125,000–$160,000 Per Year

Working in a collaborative, team-oriented environment, this individual will provide financial insights, develop tools for data-driven decisions, and partner with leadership across academic and administrative areas.

The System Director of Financial Planning & Analysis will play a critical role in advancing the College's financial strategy and operational decision-making.

Buffalo, NY30+ days ago

The Financial Planning and Analysis Manager will work closely with our senior management to increase company efficiency and profitability by assisting with the formulation of the short, medium, and long-term financial plans.

Evaluate, analyze and report on previous forecast and budget to actual expenditures to identify variances working with TU leadership to understand and communicate variance analysis to Executive Management.

Buffalo, NY30+ days ago

$20.55–$34.25 Per Hour

li>Perform high level administrative / project assignments, relieving management of many day-to-day operations and ensuring smooth functioning of department.

Work Arrangement/Location: This is a hybrid position requiring four days/week of in-office work at the One M&T Plaza office in Buffalo, NY.

NY8 days ago

$97,600–$200,600 Per Year

p>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.

Amherst, NY30+ days ago

p>Working Conditions: Sedentary work - sitting majority of shift Walking and standing are required only occasionally Ability to sit at a computer terminal for majority of shift Requires use of hands and fingers to operate computer and telephone keyboard OSHA Category III - Normal routine involves no exposure to blood, body fluid or tissue and as part of their employment, incumbents are not called upon to perform or assist in emergency care or first aid. This Bachelor level of social worker role engages patients, caregivers, and interdisciplinary team members through telehealth and virtual communication tools to coordinate services, address social determinants of health, and promote optimal outcomes.

Amherst, NY30+ days ago

$96,000–$181,000 Per 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.

Buffalo, NY17 days ago

p>As the most comprehensive provider of human services in Western New York, Catholic Charities delivers wide‑ranging programs to address systemic poverty, sudden financial crisis, hunger, behavioral health, workforce readiness, family stability, legal immigration and resettlement, and help for older adults. This role leads the agency's budget creation process, conducts periodic P&L reviews with program teams, manages budget amendments, and incorporates program-level changes into new budget forecasts while overseeing the overall forecasting process.

Buffalo, NY19 days ago

As the most comprehensive provider of human services in Western New York, Catholic Charities delivers wide‑ranging programs to address systemic poverty, sudden financial crisis, hunger, behavioral health, workforce readiness, family stability, legal immigration and resettlement, and help for older adults. This role leads the agency's budget creation process, conducts periodic P&L reviews with program teams, manages budget amendments, and incorporates program-level changes into new budget forecasts while overseeing the overall forecasting process.

NY18 days ago

Remote

$87,600–$131,400 Per Year

li>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.

Buffalo, New York10 days ago

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Job Title: Operations Planning Analyst

Reporting To:.

The Operations Planning Analyst is the central base upon which all phases of Production Control operation are planned, controlled, and monitored to ensure on time completion of Moog's commitments to its customers.

Buffalo, New York17 days ago

2026-06-19

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.

NY7 days ago

$113,100–$232,300 Per 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.

Buffalo, NY30+ days ago

$107,500–$179,100 Per Year

p>Education and Experience Required:

Bachelor's degree and a minimum 9 years' accounting, auditing, operations, and/or financial institutions experience, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 9 years' accounting, auditing, operations, and/or financial institutions experience. The successful candidate brings a comprehensive understanding of accounting matters involving pension/OPEB, payroll, bonus/incentive, stock compensation and SOX, and applies this expertise to assist with financial and accounting processes, compliance and planning activities, and ensure appropriate internal controls are maintained.

Boston, New York10 days ago

This includes key financial planning, forecasting and explanation of the balance sheet and net interest income and margin of the firm, as well as executing key financial processes aligned with funds transfer pricing, Treasury and Investment Portfolio P&L, regulatory and management reporting, as well as governance, issues management and transformation.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home..

Buffalo, NY30+ days ago

$157,500–$292,500 Per Year

p>Overview:

As a key member of the Controllership leadership team, executes the Company's monthly financial close process and ensures the timely, accurate, and complete preparation and filing of the Company's external financial reports with the U.S. Securities and Exchange Commission (SEC), including Forms 10-K, 10-Q, 8-K (earnings materials), and related disclosures. The role leads key controllership processes that enable external reporting, including close and consolidation activities, and coordinates with Legal, Accounting Policy, First Line Risk officers and internal and external auditors on technical accounting conclusions, SOX/ICFR and SEC reporting compliance and general reporting considerations.

Grand Island, New York26 days ago

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For more information on our benefits, please visit: https://jobs.thermofisher.com/global/en/total-rewards.

Buffalo, New York29 days ago

Onsite – Buffalo, NY

The Business Modernization Program Project Manager is responsible for planning and delivering assigned ERP modernization workstreams or releases, ensuring scope, schedule, resources, risks, and dependencies are actively managed throughout the implementation lifecycle.

Job Title: Business Modernization - Project Manager - Planning

Reporting To:.

Buffalo, NY30+ days ago

$75,400–$100,000 Per 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).

Buffalo, New York30+ days ago

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).

Williamsville, New York19 days ago

$61,000–$250,000 Per 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.

Buffalo, NY30+ days ago

$60,000–$80,000 Per Year

The Associate Planning Analyst is the central base upon which all phases of Production Control operation are planned, controlled, and monitored to ensure on time completion of Moog's commitments to its customers. Develop achievable & balanced production plans that align with Customer demands / schedules, through capacity analysis and collaboration with appropriate team members.

New!

Buffalo, NY2 days ago

$122,400–$183,600 Per Year

li>Challenge and integrate supply-demand inputs by interrogating assumptions with a holistic understanding of the full supply-demand-production process and macroeconomic context; collaborate with Supply Chain Planning to incorporate capacity, mix, and logistics constraints using Theory of Constraints and optimization techniques.

Drive layout engineering and facility optimization, providing guidance on production area design, material flow paths, construction phasing, facility expansion, greenfield design, and efficient cost tracking frameworks for engineering and site operations.

NY9 days ago

p>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.

Williamsville, NY17 days ago

Remote

$144,300–$296,100 Per 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.

Williamsville, New York26 days ago

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Nii Sowah, Managing Director:

Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.
Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses.

New!

NY4 days ago

$120,000–$125,000 Per Year

Counsel, with additional "dotted line" reporting to the WNY Regional Director for activities and projects involving the WNY regional office, assists in the formulation, development, and implementation of programs, activities and projects in furtherance of the ESD's WNY subsidiaries missions associated with "place-based" revitalization and assists with the development and implementation of projects in the larger WNY Region as directed by the WNY Regional Director. Counsel for Upstate Capital Projects, this person shall also be responsible/available for augmenting ESD's Design and Construction Department capabilities in Upstate New York by providing technical support related to city planning, place-based economic development, environmental review, and/or historic resources management for capital projects in being undertaken/administered through the ESD's Regional Offices and/or Upstate-wide initiatives.

Buffalo, NY15 days ago

$70,000–$80,000 Per Year

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

Buffalo, NEW YORK30+ days ago

We specialize in integrating systems, providing energy-efficient equipment and services, and supporting sustainability through innovative technologies like renewable natural gas conversion and energy storage solutions.

The Strategic Finance Analyst supports revenue growth and strategic decision-making by delivering actionable financial insights across Sales Operations and Battery Energy Storage System (BESS) initiatives.

Buffalo, NY30+ days ago

$64,500–$87,000 Per Year

p>In the US, we proudly offer an unrivaled house of beloved brands, including Galbani® Italian cheeses and ricotta, Président® specialty cheeses and butters, Kraft® natural and grated cheeses, Breakstone's® cottage cheese, Cracker Barrel®, Black Diamond® cheddar, and Parmalat® milk. Our yogurt portfolio includes siggi's®, Stonyfield Organic®, Brown Cow, Oui®, Yoplait®, Go-Gurt®, ratio®, Green Mountain Creamery®, and Mountain High®, along with a growing family of ethnic favorites like Karoun®, Gopi®, and Arz®.

NY30+ days ago

$63,000–$96,000 Per Year

This role provides critical financial management, forecasting, and strategic analysis support for the Finance team to craft the financial performance narrative of the business and how it contributes to KeyCorp's financial results and strategy.

This position is a strategic corporate finance role, supporting KeyCorp's overall financial performance, with responsibility to help drive the financial performance of the Consumer Bank Line of Business, specifically Business Banking.

NY30+ days ago

$52,727–$82,938 Per Year

li>If you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability.

FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.

Buffalo, NY30+ days ago

$55,000–$75,000

p> Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Buffalo, New York15 days ago

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

NY22 days ago

Thorough knowledge of financial aid methods and procedures at the college level; good knowledge of educational procedures and practices at the college level; ability to develop and supervise student services activities, including financial aid functions; ability to coordinate and direct the work of others; ability to prepare statistical material effectively; good organizational ability; sound professional judgment; courtesy; tact; physically capable of performing the essential functions of the position with or without reasonable accommodation.

MINIMUM QUALIFICATIONS:

Graduation from a regionally accredited college or university with a Bachelor's degree and five (5) years' experience of responsible educational administration, including five (5) years of experience in financial aid administration at the collegiate level.

West Seneca, NY30+ days ago

On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. • Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications.

Buffalo, NY30+ days ago

$117,600–$176,400 Per Year

Partner with operations and supply chain teams to drive improvements in working capital, optimize inventory levels, and ensure alignment with corporate financial targets. Inventory KPIs: Define, implement, and monitor key inventory performance indicators (KPIs) such as inventory turns, days on hand, excess & obsolete levels, and accuracy metrics.

Buffalo, NY30+ days ago

$89,600–$149,300 Per Year

li>Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives.

Display an expert-level understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items.

NY30+ days ago

$103,100–$154,700 Per Year

Key Responsibilities: Serve as a data and technical expert to the BPG Commercial and Business Finance teams to develop scalable, data-driven solutions, models, and dashboards to derive insights, supervise business performances, and support business strategies and goals. Your responsibilities will encompass the development of Business Intelligence solutions, the creation of data visualization tools, assisting the Group in the automation of reports, the enhancement of data collection, and the optimization of analytics processes.

Buffalo, NY30+ days ago

$62,200–$103,600 Per Year

Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment of a smaller, less complex nature, utilizing experts in , Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. Scope of Responsibilities: Education and Experience Required: Associates' degree and a minimum of 2 years' investment or insurance sales experience, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' investment or insurance sales experience.

Amherst, NY30+ days ago

The Legend Group, an established and growing financial services firm located in Buffalo, NY, is seeking an assistant with excellent administrative skills who desires to support our clients and team of financial advisors. Proactively work to ensure all advisor client follow-up and associated tasks are completed; create workflow in CRM system to track all outstanding follow-up tasks to be reviewed regularly with each advisor.

Buffalo, New York30+ days ago

This role primarily focuses on financial analysis in support of potential internal and external capital investment opportunities through valuation, risk assessment, and deal structuring; as well as, peer analysis regarding performance, merger-related activities, and capital actions, to assist senior management in implementing the bank’s strategy.

Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives.

Buffalo, NY30+ days ago

$150,000–$195,000 Per 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.

New!

Buffalo, NY2 days ago

$100,700–$136,000 Per Year

As one of the largest departments in the company in terms of expenditures and vendors, the Technology operating budget and maintenance thereof is complex, and the monthly accounts payable processing needs to ensure a timely processing of vendor payments. As an Senior Manager of IT Financial Management you will be responsible for supporting an array of activities that advance the transformation of the Technology Group and work closely with leadership in driving strategic initiatives.

Buffalo, NY17 days ago

$155,000–$410,000 Per Year

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations.

Buffalo, NY30+ days ago

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.

Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Buffalo, NY16 days ago

Buffalo, NY11 days ago

$60,000–$75,000 Per Year
Full-time

The selected candidate will be responsible for conducting financial analysis, preparing reports, and assisting with budget forecasting.

The Financial Analyst will collaborate with various departments to provide insights that drive strategic decision-making.

Williamsville, NY30+ days ago

$72,900–$134,400 Per Year

Deloitte's Controllership function, within its Finance & Administration organization, provides stewardship over the US firms' assets by monitoring business transactions and enforcing accounting policy that results in accurate and reliable financial statements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Buffalo, NY30+ days ago

$99,000–$266,000 Per Year

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

Buffalo, NY30 days ago

$55,000–$80,000 Per Year

As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness. Sales Goal Achievements: Develop and implement strategies to meet or exceed sales targets for various banking products and services, that may include loans, deposits, and/or investments.

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Financial Planning Jobs in Elmwood, NY

System Director of Financial Planning & Analysis Bryant & Stratton College

Financial Planning & Analysis Manager Allient Inc

Senior Administrative Assistant - Financial Planning & Analysis/FP&A (Hybrid in Buffalo, NY)) M&T Bank Corp

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

Care Planning Social Worker Dent Neurologic Institute

KPC Regional Director, Planning & Investments KeyCorp

Director, Planning and Budget Catholic Charities of Buffalo of New York Inc

Director, Planning and Budget Catholic Charities of Buffalo

Commercial Planning Analyst FIFCO USA

Operations Planning Analyst Moog

Financial Consultant TIAA

Strategic Planning Manager Deloitte Touche Tohmatsu Ltd

Financial Analysis Consultant - Controller Accounting Policy & Projects M&T Bank Corp

Treasury CFO, Managing Director State Street

Finance Director - Financial Reporting M&T Bank Corp

Financial Analyst III Thermo Fisher Scientific

Business Modernization - Project Manager - Planning Moog

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

Financial Solutions Advisor - Private Bank Office Bank of America

Financial Advisor Northwestern Mutual

Associate Planning Analyst Moog Inc

Staff Industrial & Production Planning Engineer Tesla Inc

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

Delivery Leader, Core Financial Systems Deloitte Touche Tohmatsu Ltd

Financial Representative Career Changer Buffalo District

Senior Director, WNY Policy & Planning New York State Thruway Authority

Financial Advisor - Buffalo Corebridge Financial Inc

Strategic Financial Analyst Stark Tech

Supply Chain Financial Analyst Lactalis American Group, Inc.

Lead Financial Analyst KeyCorp

Financial Specialist U.S. Department of Justice

Financial Representative Davis Family Financial LLC

Financial Advisor - Buffalo Corebridge Financial

Coordinator of Financial Aid Erie Community College

Financial Solutions Advisor - Upstate New York Market Bank of America Corp

Financial Analyst Schneider Electric SE

Financial Analysis Consultant IV - Corporate Development (Hybrid in Buffalo, NY) M&T Bank Corp

Sr. Analyst - Financial Data Analytics Thermo Fisher Scientific Inc

Affluent Market Financial Advisor Centralized M&T Bank Corp

Financial Sales Assistant LEGEND WEALTH MANAGEMENT LLC

Mergers & Acquisitions / Corporate Development Financial Analysis Consultant IV (Hybrid in Buffalo, NY) Wilmington Trust

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

Senior Manager, IT Financial Management Delaware North Companies Inc

Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director PricewaterhouseCoopers LLP

Personal Financial Counselor - Army National Guard, Buffalo, NY Magellan Health Inc

Personal Financial Counselor, Assignment Ready Counselor, PFC-New York Magellan Health Inc

Financial Analyst Careerscape

Accounting and Financial Reporting Specialist Deloitte Touche Tohmatsu Ltd

Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLP

Financial Center Manager Northwest Savings Bank

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