Designs, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college's finances and operations * Maintains analysis ...
Designs, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college's finances and operations * Maintains analysis ...
Financial Analyst
Rochester, NY · On-site
$60K - $80K/yr
... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...
Financial Analyst
Rochester, NY · On-site
$60K - $80K/yr
... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...
Financial Analyst
Rochester, NY · On-site
... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...
Quick apply
Financial Analyst
Rochester, NY · On-site
... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...
Financial Planning, Analysis, & Reporting Specialist III
Rochester, NY · On-site
$65K - $90K/yr
Designs, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college's finances and operations * Maintains analysis ...
Financial Planning, Analysis, & Reporting Specialist III
Rochester, NY · On-site
$65K - $90K/yr
Designs, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college's finances and operations * Maintains analysis ...
Financial Analyst
Rochester, NY · On-site
... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...
Quick apply
Financial Analyst
Rochester, NY · On-site
... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...
... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...
... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...
FP&A Manager - AI Trainer
Rochester, NY · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Quick apply
FP&A Manager - AI Trainer
Rochester, NY · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Senior Financial Analyst
Rochester, NY · On-site
$65K - $75K/yr
Student Affairs Financial Planning and Business Operations The Student Affairs Financial Planning ... Designs, prepares, and presents financial information to the leadership team to assist with ongoing ...
Senior Financial Analyst
Rochester, NY · On-site
$65K - $75K/yr
Student Affairs Financial Planning and Business Operations The Student Affairs Financial Planning ... Designs, prepares, and presents financial information to the leadership team to assist with ongoing ...
Senior Financial Analyst
Rochester, NY · On-site +1
$65K - $75K/yr
Student Affairs Financial Planning and Business Operations The Student Affairs Financial Planning ... Designs, prepares, and presents financial information to the leadership team to assist with ongoing ...
Senior Financial Analyst
Rochester, NY · On-site +1
$65K - $75K/yr
Student Affairs Financial Planning and Business Operations The Student Affairs Financial Planning ... Designs, prepares, and presents financial information to the leadership team to assist with ongoing ...
Financial Analyst I
Fairport, NY · On-site
$65K - $75K/yr
The Financial Analyst I supports the Financial Planning & Analysis (FP&A) function through ... Essential Duties & Responsibilities: * Assist in the preparation of the annual budget and ongoing ...
Quick apply
Financial Analyst I
Fairport, NY · On-site
$65K - $75K/yr
The Financial Analyst I supports the Financial Planning & Analysis (FP&A) function through ... Essential Duties & Responsibilities: * Assist in the preparation of the annual budget and ongoing ...
Financial Planner - AI Trainer
Rochester, NY · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Quick apply
Financial Planner - AI Trainer
Rochester, NY · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Vice President, Financial Analysis - Business Banking PXT
Rochester, NY · On-site
$180 - $240/hr
... assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and ...
New
Vice President, Financial Analysis - Business Banking PXT
Rochester, NY · On-site
$180 - $240/hr
... assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and ...
New
Business Intelligence Financial Analyst
Rochester, NY · On-site
$61K - $85K/yr
Performs complex Financial Planning and Analysis (FP&A) studies as requested. Responsibilities ... Maintains analytical expertise to assist with data collection and guidance to key customers ...
Business Intelligence Financial Analyst
Rochester, NY · On-site
$61K - $85K/yr
Performs complex Financial Planning and Analysis (FP&A) studies as requested. Responsibilities ... Maintains analytical expertise to assist with data collection and guidance to key customers ...
Business Intelligence Financial Analyst
Rochester, NY · On-site
$61K - $85K/yr
Performs complex Financial Planning and Analysis (FP&A) studies as requested. Responsibilities ... Maintains analytical expertise to assist with data collection and guidance to key customers ...
Business Intelligence Financial Analyst
Rochester, NY · On-site
$61K - $85K/yr
Performs complex Financial Planning and Analysis (FP&A) studies as requested. Responsibilities ... Maintains analytical expertise to assist with data collection and guidance to key customers ...
Insurance and Financial Services Position - State Farm Team Member
Henrietta, NY · On-site
$50K - $100K/yr
Provide clients with comprehensive financial planning and insurance advice. * Assist clients with retirement planning, investment management, and insurance needs. * Stay current with market trends ...
Quick apply
Insurance and Financial Services Position - State Farm Team Member
Henrietta, NY · On-site
$50K - $100K/yr
Provide clients with comprehensive financial planning and insurance advice. * Assist clients with retirement planning, investment management, and insurance needs. * Stay current with market trends ...
Senior Associate, Finance
$57K - $107K/yr
Maintain and update templates used by departments for their recurring financial submissions Capital Planning & Tracking * Support the coordination of capital authorization, spend, and timing * Assist ...
Senior Associate, Finance
$57K - $107K/yr
Maintain and update templates used by departments for their recurring financial submissions Capital Planning & Tracking * Support the coordination of capital authorization, spend, and timing * Assist ...
Financial Senior Analyst
$82K - $103K/yr
... financial analysis and reporting. Responsibilities * Responsible for working with all levels of ... planning and forecasting to control expenditures and provide data to assist in decision making.
Financial Senior Analyst
$82K - $103K/yr
... financial analysis and reporting. Responsibilities * Responsible for working with all levels of ... planning and forecasting to control expenditures and provide data to assist in decision making.
Financial Senior Analyst
Rochester, NY · On-site
$82K - $103K/yr
... financial analysis and reporting. Responsibilities * Responsible for working with all levels of ... planning and forecasting to control expenditures and provide data to assist in decision making.
Financial Senior Analyst
Rochester, NY · On-site
$82K - $103K/yr
... financial analysis and reporting. Responsibilities * Responsible for working with all levels of ... planning and forecasting to control expenditures and provide data to assist in decision making.
Financial Aid and Scholarships Assistant Director
Rochester, NY · On-site
$60K - $65K/yr
... management and financial planning * Verifies and analyzes financial data to determine aid ... Under the direction of the Associate Director, the Assistant Director is responsible for ...
Financial Aid and Scholarships Assistant Director
Rochester, NY · On-site
$60K - $65K/yr
... management and financial planning * Verifies and analyzes financial data to determine aid ... Under the direction of the Associate Director, the Assistant Director is responsible for ...
... management and financial planning * Verifies and analyzes financial data to determine aid ... Under the direction of the Associate Director, the Assistant Director is responsible for ...
... management and financial planning * Verifies and analyzes financial data to determine aid ... Under the direction of the Associate Director, the Assistant Director is responsible for ...
Financial Planning Assistant information
See Rochester, NY salary details
$35K - $41.2K
14% of jobs
$46.1K is the 25th percentile. Wages below this are outliers.
$41.2K - $47.4K
15% of jobs
The median wage is $53.1K / yr.
$47.4K - $53.6K
24% of jobs
$53.6K - $59.8K
17% of jobs
$63.9K is the 75th percentile. Wages above this are outliers.
$59.8K - $66K
9% of jobs
$66K - $72.2K
6% of jobs
$72.2K - $78.4K
3% of jobs
$78.4K - $84.5K
3% of jobs
$84.5K - $90.7K
3% of jobs
$90.7K - $96.9K
3% of jobs
$96.9K - $103.1K
3% of jobs
$35K
$59.8K
$103.1K
How much do financial planning assistant jobs pay per year?
What are some of the main ways a financial planning assistant supports financial advisors during client meetings?
What does a financial planning assistant do?
A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.
What is the difference between Financial Planning Assistant vs Financial Advisor?
| Aspect | Financial Planning Assistant | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatory | Often requires a bachelor's degree; CFP certification is common and preferred |
| Work Environment | Supports financial planners in an office setting, handling administrative and client support tasks | Works directly with clients to develop and implement financial plans |
| Employer & Industry Usage | Employed by financial planning firms, banks, or investment companies | Employed by similar firms, often with a client-facing role |
While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.
What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?
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Financial Planning, Analysis, & Reporting Specialist III
Rochester, NY
$65K - $90K/yr
Full-time
Re-posted 9 days ago
Rochester Institute Of Technology rating
7.6
Based on 32 frontline employees who took The Breakroom Quiz
288th of 618 rated colleges and universities
Job description
Essential Duties & Responsibilities
- Designs, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college's finances and operations
- Maintains analysis and financial forecasting across the organization, including complex compensation-related reconciliations
- Prepares cost models based on data from general ledger, registrar, student financial services, and fixed assets
- Completes and evaluates complex reconciliations and analysis of financial accounts, including operating, capital, special, discretionary, start-up, internal grants, and overhead project accounts to ensure transactions are accurate and in compliance with applicable institution policies and other regulatory requirements
- Develops annual operating budget based on current salary recommendations, current and new academic and operational initiatives, and revenue forecasts
- Prepares various standard and ad hoc reporting and analysis for management decision-making for multiple stakeholders
- Other duties as assigned
Knowledge, Skills, & Abilities
- Knowledge of accounting, finance, and budgeting practices and protocols to ensure accurate financial management and compliance
- Knowledge of enterprise-wide financial applications and Microsoft Office
- Skill in synthesizing and analyzing financial data and preparing detailed reports to support decision-making and budgeting activities
- Skill in written, verbal, and interpersonal communication and customer service
- Ability to manage multiple tasks and projects while maintaining accuracy and attention to detail
- Ability to work independently with minimal supervision and exercise professional judgment regarding financial decisions
Minimum Education & Experience
- Bachelor's degree in related field
- 5 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.
Reports to the Saunders College of Business Director of Administrative Operations. Hybrid Remote Work: in office 4 days per week; remote 1 day per week.
FLSA Category
ExemptWork Location
HybridCompensation
$65,900 - $90,000 annuallyApplication 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 ResumeCandidates 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 tohr@rit.edu. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.
What Rochester Institute Of Technology employees say
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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