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Contract Financial Planner Jobs in Rochester, NY

L3HHCM20

Specialist, Material Management

Rochester, NY · On-site

... contract structures, and operational constraints while maintaining alignment with segment-level ... Partner with Finance to integrate SIOP outputs with financial planning, budgeting, and forecasting ...

Robert Half

Sage Consultant

Rochester, NY · On-site

$47.50 - $55/hr

... support a Contract engagement in Rochester, New York. This role will serve as a hands-on ERP ... Partner with finance and administrative teams to strengthen system use for billing, payables, and ...

Gleason

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 ...

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All JobsContract Financial Planner JobsContract Financial Planner Jobs in Rochester, NY

Contract Financial Planner information

See Rochester, NY salary details

$49.8K

$95.4K

$137.6K

How much do contract financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for contract financial planner in Rochester, NY is $95,392.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,600.00 per year, depending on experience, location, and employer.

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.

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 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 most commonly searched types of Financial Planner jobs in Rochester, NY?

The most popular types of Financial Planner jobs in Rochester, NY are:

What are popular job titles related to Contract Financial Planner jobs in Rochester, NY?

For Contract Financial Planner jobs in Rochester, NY, the most frequently searched job titles 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:

Contract Financial Planner jobs near you
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.

Sr Program Administrator - NYSP2I

Rochester Institute of Technology

Rochester, NY • On-site

Full-time

Posted 10 days ago

Rochester Institute Of Technology rating

7.6

Company rating: 7.6 out of 10

Based on 32 frontline employees who took The Breakroom Quiz

294th of 629 rated colleges and universities

Job description

Position Highlights
This position plays a key leadership role in supporting the New York State Pollution Prevention Institute (NYSP2I) by overseeing contracts, grants, business operations, compliance, and sponsor reporting. The role manages budgets, financial processes, and contractual requirements while ensuring alignment with sponsor, regulatory, and RIT standards. Working closely with the director and program teams, the position supports strategic planning, marketing initiatives, proposal development, and funding opportunities. Responsibilities also include administering competitive programs, coordinating with internal and external stakeholders, improving operational processes, and ensuring the successful delivery of program objectives that advance New York State sustainability and environmental goals.
  • Administer NYSP2I's contracts and grants, including reviewing and drafting scopes of work, budgets, and contractual documents (research agreements, NDAs, amendments, subawards); ensure compliance with sponsor, state, and RIT requirements. Regularly report to the NYSP2I director on program status and progress, and collaborate to identify opportunities for optimized outputs and performance metrics aligned with New York State goals. Partner with the director, program managers, and marketing coordinator to shape and execute the Institute's marketing strategy, ensuring messaging aligns with sponsor expectations and contract requirements. Stay informed on relevant research, business trends, environmental initiatives, and regulatory priorities (e.g., DEC and EPA focus areas) to support strategic planning and program alignment. ~ 30% of time annually.
  • Manage NYSP2I's business operations, including budget review, invoice and PO processing, financial tracking, and ensuring compliance with funding guidelines and audit readiness. ~25% of time annually.
  • Support program managers and staff by reviewing project SOWs, budgets, technical reports, and outputs to ensure contractual and compliance accuracy; coordinate with SRS and Legal Affairs when required. ~15% of time annually.
  • Lead and administer sponsor-required progress reporting, including compiling inputs, reviewing content, and ensuring timely submission of deliverables. Identify funding opportunities and assist in developing a complex proposal, ensuring a cohesive and well-written final proposal that complies with the RFP requirements. This includes assisting with budget development and review, coordinating with and collecting required documents and information from proposal partners. ~10% of time annually.
  • Provide administrative support for the Institute's competitive programs (R&D Technical Advisory Committee process, Community Grants Program, Student Competition), including development and administration of RFPs, contracting, and compliance tracking. ~10% of time annually.
  • Coordinate operational support functions, including internal process improvements, and liaise with RIT administrative offices (Finance, Procurement, SRS). ~5% of time annually.
  • OTHER DUTIES AS ASSIGNED ~5% of time annually.

Essential Duties & Responsibilities
  • Coordinates the development of research proposals, integrating strategic financial planning and compliance with funding agency requirements
  • Conducts financial analysis and budget management for research projects, ensuring optimal allocation and utilization of resources
  • Reviews compliance of research operations with grant conditions, implementing changes where necessary to meet regulatory standards
  • Establishes and maintains effective collaborations with faculty, researchers, and external partners to enhance research opportunities
  • Manages a portfolio of research projects, providing oversight and support to ensure successful project execution
  • Advocates for and supports the integration of new research technologies and methodologies to advance project goals
  • Other duties as assigned

Knowledge, Skills, & Abilities
  • Knowledge of grant writing and proposal development that aligns with state and federal grant/sponsorship laws and regulations and RIT policies and procedures
  • Knowledge of regulatory and compliance standards regulations
  • Knowledge of financial, procurement, HR, and compliance policies and procedures related to research administration
  • Skill in project management and organization to manage schedules, resources, and project timelines efficiently in a dynamic environment
  • Skill in effective communication and collaborating with internal and external stakeholders regarding complex or technical topics
  • Ability to maintain sensitive and confidential information with discretion and uphold ethical standards of grant funds

Minimum Education & Experience
  • Bachelor's degree in related field
  • 8 years of relevant experience
  • Equivalent combination of experience and education may be considered

Job Level Overview
Specialized Contributor Level 3 - A senior-level role requiring broad understanding of the profession or field of work. Independently leads diverse and often complex assignments, projects, or programs. May act as a mentor and guide less experienced staff.
FLSA Category
Exempt
Work Location
On Campus
Compensation
$65,000-$95,000 annually
Application Materials
When you are ready to complete an application for this position please be prepared to submit the below requested information. This will be required to ensure your application is processed in a timely manner.
Cover Letter, Curriculum Vitae or Resume
Candidates must be eligible to work in the United States.
Additional Details
In compliance with NYS's Pay Transparency Act, the salary range for this position is listed above. 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. The hiring process for this position may require a criminal background check and/or motor vehicle records check. Any verbal or written offer made is contingent on satisfactory results, as determined by Human Resources. RIT provides equal opportunity to all qualified individuals and does not discriminate on the basis of race, color, creed, age, marital status, sex, gender, religion, sexual orientation, gender identity, gender expression, national origin, veteran status or disability in its hiring, admissions, educational programs and activities. RIT provides reasonable accommodations to applicants with disabilities under the Rehabilitation Act, the Americans with Disabilities Act, the New York Human Rights Law, or similar applicable law.
If you need reasonable accommodation for any part of the application and hiring process, please contact the Human Resources office at 585-475-2424 or email your request to careers@rit.edu. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.

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About Rochester Institute of Technology

Sourced by ZipRecruiter

Rochester Institute of Technology (RIT) is a preeminent institution in the education services industry, located in Rochester, NY, US. Renowned globally for its innovative and industry-aligned education, RIT was established in 1829 and has since then been committed to offering academic rigor in fields of study with an emphasis on applied learning. This is evidenced by their broad spectrum of undergraduate and graduate programs in areas such as engineering, science, business, and fine arts. RIT's mission centers on providing technology-based educational programs for career-minded students.

Industry

Colleges, universities, and professional schools

Company size

1,001 - 5,000 Employees

Headquarters location

Rochester, NY, US

Year founded

1829

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