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Finance And Insurance Manager Jobs in Rochester, NY

... Used Car Finance Manager. A qualified individual will be expected to: * Secure financing for ... Outstanding medical, dental, and vision plans, as well as life insurance * 401K with company match

... Used Car Finance Manager. A qualified individual will be expected to: * Secure financing for ... Outstanding medical, dental, and vision plans, as well as life insurance * 401K with company match

... Used Car Finance Manager. A qualified individual will be expected to: * Secure financing for ... Outstanding medical, dental, and vision plans, as well as life insurance * 401K with company match

Manage Trackers for forecasting and actuals reporting, including CSDPlan uploads and analysis ... L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match ...

Showing results 41-60

Finance And Insurance Manager information

See Rochester, NY salary details

$24.7K

$96.8K

$168.7K

How much do finance and insurance manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for finance and insurance manager in Rochester, NY is $96,795.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What does a Finance and Insurance Manager do?

A Finance and Insurance (F&I) Manager typically works at automotive dealerships and is responsible for helping customers secure vehicle financing and select insurance products. They act as a liaison between lenders, insurance companies, and customers, ensuring all paperwork is completed accurately and in compliance with regulations. F&I Managers also explain warranty options, insurance packages, and other add-on products to customers, aiming to enhance the dealership’s profitability while ensuring customer satisfaction. Their role requires strong communication, sales, and financial skills.

What are the key skills and qualifications needed to thrive as a Finance and Insurance Manager?

To thrive as a Finance and Insurance Manager, you need strong analytical skills, financial acumen, a solid understanding of lending and insurance products, and typically a degree in finance, business, or a related field. Familiarity with dealership management software, loan processing systems, and relevant certifications such as AFIP are common requirements. Excellent negotiation, customer service, and communication skills help build trust and ensure customer satisfaction. These competencies are crucial for optimizing dealership profitability, ensuring compliance, and delivering a seamless buying experience.

What are some common challenges Finance and Insurance Managers face when balancing customer satisfaction with compliance requirements?

Finance and Insurance Managers often need to navigate complex regulatory requirements while ensuring that customers have a positive experience during the sales process. Balancing transparency, accuracy, and thorough documentation with the need to keep the financing process efficient can be challenging. Success in this role requires strong communication skills to clearly explain financial products and compliance procedures, as well as attention to detail to avoid errors that could lead to regulatory issues. Building trust with both customers and dealership staff is crucial for long-term success.

What is the difference between Finance And Insurance Manager vs Insurance Agent?

AspectFinance And Insurance ManagerInsurance Agent
CredentialsOften requires a finance or insurance license, sometimes a degree in finance or businessRequires an insurance license specific to the type of insurance sold
Work EnvironmentWorks in dealerships, banks, or financial institutions, managing financing and insurance processesWorks in insurance agencies, selling policies directly to clients
Employer & IndustryAutomotive dealerships, banks, or financial servicesInsurance companies, agencies, or brokerages
Search & Comparison IntentInterested in roles managing finance and insurance products within organizationsLooking to sell insurance policies and assist clients with coverage options

The main difference is that a Finance And Insurance Manager oversees the financing and insurance processes within organizations, often managing teams and client portfolios, while an Insurance Agent focuses on selling insurance policies directly to customers. Both roles require licensing and industry-specific knowledge but differ in responsibilities and work settings.

How hard is it to be a Finance And Insurance Manager?

Becoming a Finance and Insurance Manager typically requires strong knowledge of finance, sales, and customer service, along with relevant experience in automotive or retail settings. The role often involves managing compliance, understanding financing options, and working under pressure to meet sales targets, making it a challenging but attainable position for those with the right skills and certifications such as a finance license.

What is the role of a Finance And Insurance Manager?

A Finance and Insurance Manager oversees the financing and insurance processes for customers, often in automotive or retail settings. They evaluate credit applications, explain financing options, and ensure compliance with regulations, using tools like dealership management systems. Strong communication and knowledge of financial products are essential for this role.

What are popular job titles related to Finance And Insurance Manager jobs in Rochester, NY?

For Finance And Insurance Manager jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Finance And Insurance Manager jobs in Rochester, NY look for?

The top searched job categories for Finance And Insurance Manager jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Finance And Insurance Manager jobs?

Cities near Rochester, NY with the most Finance And Insurance Manager job openings:

Infographic showing various Finance And Insurance Manager job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, and 6% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $96,795 per year, or $46.5 per hour.

Director of Global Finance & Strategic Initiatives

Whole Latte Love

Rochester, NY • On-site

$110K - $125K/yr

Full-time

Posted 29 days ago


Job description

Description

We are seeking a highly strategic and execution-focused Director of Global Finance & Strategic Initiatives to support Salzman Group's continued growth, with a strong emphasis on multi-currency operations, international expansion, and financial systems optimization.

This role is critical in addressing current operational and financial complexities, including ERP system inefficiencies, international duties and compliance, FX exposure, inventory and purchasing visibility, and cross-functional data alignment.

Working alongside the Accounting Operations Manager, this individual will act as the financial architect of our next phase, ensuring our systems, processes, and reporting infrastructure scale effectively with the business.

  1. Multi-Currency & FX Strategy

Establish and manage processes for foreign currency transactions, revaluation, and reporting

Analyze and mitigate FX exposure across USD/CAD and international vendor payments

Partner with purchasing and leadership to protect margins impacted by currency fluctuations

Evaluate hedging strategies or operational alternatives where appropriate


2. Duties, Customs, and International Compliance 

Own and optimize customs duty workflows, CBP payments (ACH Credit/Debit), and broker coordination

Improve visibility into true landed costs (duties, tariffs, freight, insurance, fees)

Partner with brokers to standardize reporting and reduce discrepancies

Identify and execute on duty recovery opportunities (e.g., refunds, drawback programs)

Ensure proper classification, documentation, and audit readiness


3. ERP Optimization & Financial Infrastructure

Lead financial ownership of ERP optimization, specifically:

Inventory and receiving accuracy 

Purchase order visibility and forecasting accuracy

Financial reporting tied to operational data

Partner with IT/operations to fix data fragmentation between platforms

Build scalable workflows to eliminate manual workarounds and spreadsheet dependencies

Improve real-time visibility into inventory, costs, and financial performance


4. Inventory, Purchasing & Forecast Visibility

Develop financial frameworks to improve:

Inventory valuation accuracy

Forecasting by SKU / variant / warehouse

Purchase planning tied to demand and cash flow

Partner with purchasing to align incoming inventory timing with financial planning

Identify and reduce cash tied up in excess or misaligned inventory


5. Shipping, Claims & Cost Recovery

Analyze shipping-related financial leakage, including:

Damage claims (UPS, USPS, insurance gaps)

Declared value strategy vs. actual risk exposure

Partner with operations to improve:

Claims success rates

Documentation processes (photos, weights, packaging evidence)

Evaluate cost-benefit of current insurance structures (e.g., UPS Capital)

6. Strategic Finance & Growth Initiatives

Build financial models for:

International expansion

Distribution channels (retailers, partners, marketplaces)

Pricing and margin optimization

Analyze profitability across:

DTC (Shopify)

Marketplaces (Amazon/eBay)

Wholesale/distribution

Support leadership with data-driven decision-making and scenario planning


7. Reporting, KPIs & Decision Support

Develop clear, actionable reporting on:

Margin by channel, product, and geography

FX impact on profitability

Landed cost trends

Inventory turns and working capital

Build dashboards that connect financial + operational performance

8. Process Improvement & Cross-Functional Alignment

Eliminate inefficiencies across finance, accounting, purchasing, and operations

Create standardized, scalable processes for:

Returns and refunds 

Inventory receiving and classification

International transactions

Act as a bridge between finance and operations, ensuring alignment and accountability



Requirements

Requirements:

  • Bachelor's degree in Accounting, Finance, or related field (CPA strongly preferred)
  • 8-10+ years of experience in finance/accounting, preferably in e-commerce, distribution, or inventory-heavy businesses
  • Direct experience with:
  • Multi-currency environments
  • ERP systems 
  • Inventory and supply chain finance
  • Strong understanding of:
  • GAAP
  • International transactions and duties/tariffs
  • Proven ability to fix broken processes and build scalable systems
  • Advanced Excel / financial modeling skills
  • Highly analytical, detail-oriented, and execution-driven


What Success Looks Like (First 6-12 Months):

  • Financial workflows significantly improved (inventory, purchasing, reporting clarity)
  • Clear visibility into true landed costs and margins
  • FX exposure understood and actively managed
  • Duty/payment processes streamlined (reduced fees, improved control)
  • Reduction in manual workarounds and reporting inconsistencies
  • Improved inventory planning and cash flow management
  • Measurable improvements in claims recovery and cost leakage