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Contract Financial Planner Jobs in Rochester, NY

Amteck, LLC

Senior Project Manager

Henrietta, NY · On-site

... planning, scheduling, supervision and management of personnel ensuring all financial targets are ... Establish contract budgets when project is assigned and takeoff is finalized; takeoff and establish ...

CDS Monarch, Inc.

Accounts Payable Supervisor

Webster, NY · On-site

$70K - $80K/yr

Support financial system upgrades or ERP implementations. * Assist with the preparation of year-end ... Also, they do not establish a contract for employment and are subject to change at the direction of ...

GLC Business Services

Project Manager

Rochester, NY · On-site

$110K - $135K/yr

Participate in project turnover and preconstruction planning activities. * Review contracts ... Financial Management * Own project financial performance from project startup through closeout.

Livingston Associates

Project Manager

Rochester, NY · On-site

$85K - $110K/yr

Position Summary The Project Manager is responsible for the overall financial, contractual, and ... Review contract documents and identify risks. * Manage change orders, claims, and contract ...

L3HHCM20

Sr. Associate, Subcontracts

Rochester, NY · On-site

$60K - $112K/yr

... as Contracts, Program Management, Finance, Engineering, Quality, Business Development and others. * Develops an understanding of procurement systems and tools such as Material Requirements Planning ...

Amteck, LLC

Project Manager

Henrietta, NY

Lead project planning, scheduling, budgeting, procurement, and execution * Drive project financial ... Manage contract review, risk analysis, change orders, RFIs, submittals, and project documentation

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Showing results 41-60

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

Contract Financial Planner information

See Rochester, NY salary details

$49.8K

$95.4K

$137.7K

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:
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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.

Program Accountant

URBAN LEAGUE OF ROCHESTER NY, Inc.

Rochester, NY • On-site

$25 - $28/hr

Full-time

Posted 26 days ago

Job description

Job Summary
The program accountant is responsible for developing, monitoring, and maintaining all accounting and financial reporting requirements of assigned programs.
Job Responsibilities
  • For new programs - read request for proposal, obtain an understanding of the funding/budget parameters, and develop a budget and budget narrative based on those parameters with the Comptroller.
  • For existing programs - analyze new budget against past performance and understand variances.
  • Work with program directors and Program Planning, Research and Evaluation (PPR&E) to determine staff and program-specific costs as necessary for both new and existing program budgets.
  • Actively manage and maintain contract management tracking spreadsheet to track and understand accounting and financial reporting requirements, including cash and in-kind match requirements.
  • Ensure all costs associated with grant are properly recorded and all costs charged against the grant are accurate.
  • Analyze costs against budget to ensure in line and variances are understood and properly communicated.
  • Prepare program accounting spreadsheet for assigned programs on a monthly basis.
  • Review accounting spreadsheets with Comptroller on a monthly basis. Identify, discuss, and adjust any issues, including, but not limited to program allocations, budget-to-actual variances, and programmatic changes.
  • Host monthly budget review meetings with program directors and PPR&E on a monthly basis to review accounting spreadsheets. Identify, discuss, and adjust any issues, including, but not limited to program allocations, budget-to-actual variances, and programmatic changes.
  • Prepare vouchers/billings for assigned contracts/grants within timeline of agreement.
  • Prepare budgets and related documents for new contract proposals as assigned.
  • Prepare contract related reports for assigned programs on a timely basis.
  • Prepare Medicaid billings for assigned Medicaid funded programs, and process Medicaid re-bills as needed.
  • Assist Comptroller with a monthly analysis of open Accounts Receivable balances. Follow up with funders regarding outstanding billings.
  • Perform all other duties as assigned by the Comptroller.
  • Attend / support ULR/EDC events and fund raising functions.

Requirements
  • Associate's Degree in Accounting with at least 3 years of experience in general accounting and/or grant/contract management. OR
  • Bachelor's degree in Accounting with at least 2 years of experience in general accounting and/or grant/contract management.
  • Ability to read contracts, summarize the accounting and financial reporting requirements, and translate that information into appropriate accounting entries and transactions
  • Experience managing federal, state, and local program accounts is a plus
  • Ability to function effectively as part of a team
  • Strong analytical skills and attention to detail
  • Ability to interface with external vendors
  • Ability to work in a fast-paced environment with demonstrated ability to juggle multiple, competing tasks and demands
  • Excellent written and verbal communication skills
  • Must be customer service oriented
  • Excellent interpersonal skills and ability to work well as a team
  • Proficiency with Microsoft Word and Excel. Experience with Business Central is a plus

Salary Description
$25 to $28 per hour

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