KPC Regional Director, Planning & Investments KeyCorpKPC Regional Director, Planning & InvestmentsRochester, NY$96,000–$181,000 / yearIn 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Rochester, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Rochester, NYRochester, NYAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewInvestment Accountant I/II/III Univera HealthcareInvestment Accountant I/II/IIIRochester, New YorkThe Investment Accountant will be a part of a team responsible for the accounting and financial reporting functions of the Lifetime Healthcare Companies’ investments, including, but not limited to, the preparation of external (generally accepted accounting principles (GAAP) and statutory) and internal reporting, financial statement disclosures, regulatory and external audit support and is an integral member of the monthly, quarterly, and annual accounting close. NOTE: We include multiple levels of classification differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others.
NewInvestment Accountant I/II/III Excellus BCBSInvestment Accountant I/II/IIIRochester, New YorkThe Investment Accountant will be a part of a team responsible for the accounting and financial reporting functions of the Lifetime Healthcare Companies’ investments, including, but not limited to, the preparation of external (generally accepted accounting principles (GAAP) and statutory) and internal reporting, financial statement disclosures, regulatory and external audit support and is an integral member of the monthly, quarterly, and annual accounting close. NOTE: We include multiple levels of classification differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others.
Senior Finance Analyst IDEXSenior Finance AnalystWest Henrietta, NY$97,000–$110,000 / yearResponsibilities Include: + Product line analysis in collaboration with the Ops Finance, Engineering and Product Managers to identify opportunities to drive efficiencies and understand impacts of changing business conditions + Business partner & liaison with Product Management Leadership providing financial advice and guidance to achieve profitability targets. With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses (https://www.idexcorp.com/our-businesses/business-segments/) around the globe, chances are, we have something special for you.
Senior Analyst- Finance Data The Cooper Companies IncSenior Analyst- Finance DataVictor, NY$83,458–$139,096 / yearThis role partners closely with Finance Leadership, FP&A, Operations, IT, and Business stakeholders to develop analytics, dashboards, and models that improve forecast accuracy, financial visibility, and overall business performance. Demonstrated ability to leverage AI and automation tools (e.g., Copilot, Claude, or similar) to enhance financial analysis, reporting efficiency, and decision support, while applying appropriate governance and controls.