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Contract Financial Planner Jobs in Rochester, NY

Provideactionable insightsintopricing, discounting, and contract performance * Support monthly ... Ensure data accuracy across ERP,financial systems, and reporting * Translate complex financial data ...

... financial planning, risk management, and corporate valuation techniques. Ability to explain ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...

Finance Tutor

Rochester, NY · Remote

$18 - $40/hr

... IPOs, and financial planning. * Curriculum Awareness & Adaptive Instruction: Familiar with ... Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New ...

Contract Manager I

Rochester, NY · On-site

$65K - $85K/yr

Commercial awareness relating to industrial capital goods contracts, INCOTERMS, financial processes, scheduling, planning * Preferred experience in negotiating and selling techniques * Multi-tasking ...

Showing results 21-40

Contract Financial Planner information

See Rochester, NY salary details

$49.8K

$95.4K

$137.7K

How much do contract financial planner jobs pay per year?

As of Aug 11, 2026, the average yearly pay for contract financial planner in Rochester, NY is $95,417.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the contract financial planner position, and why are they important?

To thrive as a Contract Financial Planner, you need a solid grasp of financial analysis, investment strategies, and retirement planning, typically backed by a degree in finance or a related field. Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Excel, and certifications like CFP (Certified Financial Planner) are highly valued. Strong interpersonal skills, adaptability, and the ability to communicate complex information clearly are essential soft skills for this role. These competencies enable effective client engagement, accurate financial planning, and successful navigation of dynamic contract-based assignments.

What are the typical types of clients and projects a contract financial planner works with?

As a Contract Financial Planner, you may work with a diverse client base, including individuals, small businesses, or even collaborating with larger financial advisory firms on a temporary basis. Projects can range from developing comprehensive financial plans and investment strategies to assisting with tax optimization, estate planning, or succession planning for business owners. The variety of assignments offers exposure to different financial situations and industries, keeping the work dynamic and fostering continuous professional growth. Effective communication and adaptability are key, as you’ll often need to quickly understand each client's unique needs and objectives.

What is a contract financial planner?

A Contract Financial Planner is a professional who provides financial planning services on a contractual or freelance basis rather than as a full-time employee. They assist clients with budgeting, investments, retirement planning, and other financial goals. These planners may work with individual clients, businesses, or financial firms on a temporary or project basis. Their flexibility allows them to take on multiple clients while delivering personalized financial strategies.

How to become a contract financial planner?

To become a contract financial planner, you typically need a bachelor's degree in finance, accounting, or a related field, along with relevant certifications such as the Certified Financial Planner (CFP) designation. Gaining experience in financial planning and developing strong analytical and communication skills are also important, and some roles may require licensing depending on the services offered.
What are the most commonly searched types of Financial Planner jobs in Rochester, NY? The most popular types of Financial Planner jobs in Rochester, NY are:
What job categories do people searching Contract Financial Planner jobs in Rochester, NY look for? The top searched job categories for Contract Financial Planner jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Contract Financial Planner jobs? Cities near Rochester, NY with the most Contract Financial Planner job openings:
Infographic showing various Contract Financial Planner job openings in Rochester, NY as of June 2026, with employment types broken down into 95% Full Time, 2% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $95,392 per year, or $45.9 per hour.

$115 - $125/hr

Other

Posted 6 days ago


Habitat For Humanity rating

6.8

Company rating: 6.8 out of 10

Based on 104 frontline employees who took The Breakroom Quiz

407th of 771 rated non-profit organizations


Job description

Greater Rochester Habitat for Humanity is a Rochester, New York-based affiliate of Habitat for Humanity International — one of the world’s most recognized and trusted nonprofit housing organizations. We build strength, stability, and self-reliance through affordable homeownership, home repair, and community development programs serving a three-county region of Monroe, Ontario and Wayne counties.
With a staff of approximately 50, we operate across multiple program lines — including new home construction, critical home repair, homebuyer education, a retail ReStore, and financial literacy programming. We are in an active period of strategic transformation: deepening our financial sustainability, diversifying revenue, and building the organizational infrastructure needed to grow our community impact over the next decade.

Position Description/Overview
The Chief Financial Officer (CFO) is a senior leadership role responsible for the full financial health of Greater Rochester Habitat for Humanity — encompassing financial operations, reporting, budgeting, forecasting, facilities management, and strategic financial planning. This is a hands‑on leadership position suited to a finance professional who is equally comfortable setting organizational strategy and rolling up their sleeves to work directly in the ledger when needed.
The CFO serves as a trusted strategic partner to the Chief Executive Officer and a key liaison to the Board of Directors, Finance Committee, and Audit Committee. As the organization enters a pivotal chapter — reducing dependence on government funding, developing earned income streams, and building a new business model grounded in its track record of impact — the CFO will play a central role in shaping what comes next and will be a key leader in seizing opportunities to grow the organization.

Responsibilities
  • Financial Leadership & Reporting
  • Oversee all financial operations of the organization, including accounts payable, accounts receivable, payroll, general ledger, and month‑end close processes
  • Work with funders to effectively optimize grant contract funding and compliance
  • Produce timely, accurate, and board‑ready financial statements, dashboards, and management reports on a monthly, quarterly, and annual basis
  • Ensure compliance with GAAP, nonprofit accounting standards (ASC 958), grant reporting requirements, and all applicable regulatory obligations
  • Ensure compliance with all contract and government regulations and requirements
  • Lead the annual audit process; serve as primary staff liaison to external auditors and the Board Audit Committee
  • Maintain and strengthen internal controls and financial policies to safeguard organizational assets
  • Work directly in the organization’s accounting and ledger systems as needed with the ability to utilize fund accounting for grants management — this is a working CFO role, not a purely supervisory one
Budgeting, Forecasting & Financial Modeling
  • Lead the annual organizational budget process in partnership with the CEO and program directors, including multi‑year projections across all lines of business
  • Monitor financial performance against budget on a regular cycle; produce variance analyses and flag risks and opportunities to leadership and the board
  • Build and maintain financial models to evaluate new program initiatives, earned income strategies, capital investments, and business model scenarios
  • Develop and maintain cash flow forecasts and manage liquidity to ensure operational continuity
  • Provide financial analysis to support go/no‑go decisions on new opportunities, including geographic expansion, technology licensing, and new program development
Strategic Partnership & Revenue Diversification
  • Serve as a key strategic partner to the CEO — translating financial data into actionable insights, identifying risks before they become crises, and surfacing opportunities the organization is positioned to pursue
  • Play a leadership role in the organization’s business model transformation — helping design, model, and evaluate earned income strategies that reduce dependence on government and grant funding
  • Advise on financial structuring of new ventures, fee‑for‑service programs, technology licensing, and other unrestricted revenue opportunities
  • Partner with program directors to build financial literacy across the organization; ensure all lines of business understand their unit economics and sustainability targets
  • Assess the financial viability of capital projects, real estate development deals, manufactured housing initiatives, and other program investments
  • Serve as key partner to the management team to align the organization and ensure they have the financial information needed to achieve the goals for their areas of responsibilities
Board Relations & Committee Liaison
  • Serve as primary staff liaison to the Board Finance Committee and Audit Committee — preparing materials, presenting financial results, and facilitating informed governance
  • Present financial reports to the full Board of Directors at quarterly meetings; translate complex financial information for non‑finance board members in a manner they can understand
  • Support the board in fulfilling its fiduciary responsibilities, including the review and approval of annual budgets, audit findings, and financial policies
  • Maintain a transparent, proactive relationship with board leadership; surface concerns early and provide clear recommendations
Facilities Management
  • Provide oversight and management direction to the Facilities staff member responsible for day‑to‑day building operations, maintenance, and vendor relationships
  • Ensure facilities expenditures are planned, budgeted, and executed in alignment with organizational priorities
  • Evaluate lease agreements, capital improvements, and facility‑related contracts; advise on lease‑vs‑buy and space decisions as the organization grows
Team Leadership & Development
  • Directly supervise and develop three finance staff — fostering a culture of accuracy, accountability, continuous learning, and mission alignment
  • Directly supervise one facilities staff – guiding the direction and return on investment for all facilities decisions
  • Build team capacity to support organizational growth without proportional headcount increases; invest in systems and process improvements that scale
  • Model Habitat for Humanity’s values in all interactions — with staff, volunteers, board members, funders, and community partners
  • Willingness to spend time at remote locations to build unity across the organization
Requirements
  • Bachelor’s degree in accounting, finance, or related field
  • Minimum 8 years of progressive financial leadership experience
  • Hands‑on proficiency with accounting software and general ledger systems
  • Experience managing finance staff
  • Strong financial modeling, forecasting, and scenario analysis skills
  • Experience serving as a liaison to a board of directors or board committee preferred
  • Excellent written and verbal communication skills — able to present financial information clearly to non‑finance audiences
  • Alignment with the mission, values, and community ethic of Habitat for Humanity International
Preferred
  • CPA, CMA, or equivalent professional designation
  • Master’s degree in accounting, finance, business, or public administration
  • Experience in affordable housing, community development, or real estate development finance
  • Familiarity with LIHTC, CDFI, HOME, CDBG, or similar funding mechanisms
  • Demonstrated experience in nonprofit financial management, including fund accounting and grant compliance preferred
  • Experience with facilities management oversight
  • Knowledge of State & Federal nonprofit funding and regulatory environment
  • Track record of building or supporting earned income, fee‑for‑service, or business model diversification efforts preferred
  • Familiarity with manufactured housing, repair programs, or multi‑line nonprofit organizations
  • Prior experience supporting an organizational financial restructuring, or strategic repositioning

Salary Range
$115k-$125k
Performance‑based review cycle tied to organizational goals

Requirements added by the job poster
Bachelor’s Degree
Certified Public Accountant

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