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Financial Planning Associate Jobs in Rochester, NY

Keenfinity

FP&A and Reporting Lead

Fairport, NY · On-site

$81K - $101K/yr

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and ... The FP&A and Reporting Lead is the senior financial business partner for the Radionix business ...

Keenfinity

FP&A and Reporting Lead

Fairport, NY · On-site +1

$81K - $101K/yr

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and ... The FP&A and Reporting Lead is the senior financial business partner for the Radionix business ...

L3HHCM20

Sr Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs ... Certification such as Certified Financial Planner (CFP) is required. * A portable book of existing ...

Keybank

Financial Wellness Associate

Rochester, NY · On-site

$19.23 - $28.37/hr

Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies. * Knowledge of various financial products such as loans, credit cards, and ...

KeyBank

Financial Wellness Associate

Rochester, NY · On-site

Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies. * Knowledge of various financial products such as loans, credit cards, and ...

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Financial Planning Associate information

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$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for financial planning associate in Rochester, NY is $31.73, according to ZipRecruiter salary data. Most workers in this role earn between $20.53 and $34.13 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
What are the most commonly searched types of Financial Planning jobs in Rochester, NY? The most popular types of Financial Planning jobs in Rochester, NY are:
What are popular job titles related to Financial Planning Associate jobs in Rochester, NY? For Financial Planning Associate jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Rochester, NY look for? The top searched job categories for Financial Planning Associate jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Financial Planning Associate jobs? Cities near Rochester, NY with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Rochester, NY as of June 2026, with employment types broken down into 1% As Needed, 73% Full Time, 25% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $65,997 per year, or $31.7 per hour.

FP&A and Reporting Lead

Keenfinity

Fairport, NY • On-site

$81K - $101K/yr

Full-time

Posted 12 days ago

Job description

Company Description
The transition from Bosch to Radionix is now complete - providing a future-focused trajectory for our Radionix and Bosch product portfolios and exclusive benefits for our valued partners.
The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and customers alike. The new Radionix vision - Mission control for your security - encapsulates our focus on empowering users with an intrusion system that seamlessly integrates every layer of security, from our intrusion system products to our G Series panels to our reimagined Remote Security Manger app.
Fairport, NY is the headquarters for the Radionix sales & marketing organization in the United States and serves as the primary site for research and development, engineering, quality, and product management for intrusion detection systems, including state-of-the-art sensors, control panels, software, communications and more.
This role is a hybrid position at our office in Fairport, NY.
Job Description
The FP&A and Reporting Lead is the senior financial business partner for the Radionix business globally, responsible for planning, forecasting, management reporting, and performance analysis across all regions (Americas / EMEA / APAC). This role ensures financial transparency and decision support by delivering accurate, timely, and insightful analyses of P&L performance, KPIs, and business drivers. As a key member of the Radionix Americas Senior Leadership Team, the FP&A Lead partners closely with Sales, Operations, and Management to enable data-driven decisions, support strategic initiatives, and continuously improve financial processes and systems. The role leads and develops a team of 6 - 8 FP&A professionals.
Key Responsibilities:
Financial Planning & Forecasting
  • Lead and coordinate annual operating plans, forecasts, and long-range financial models across all regions.
  • Partner with global and regional finance teams to ensure assumptions are realistic, data-driven, and aligned with business priorities.
  • Provide scenario modeling and sensitivity analyses to support strategic decision-making.

Management Reporting & Performance Analysis
  • Oversee global management reporting processes to ensure accuracy, consistency, and timeliness of results.
  • Deliver actionable insights on revenue, margin, and cost performance; highlight trends, risks, and opportunities.
  • Present consolidated monthly and quarterly performance reports to the executive team, including commentary on key variances and business drivers.

Commercial Finance
  • Drive pricing strategy, portfolio mix optimization, and customer-level profitability analysis.
  • Support sales pipeline conversion and commercial decision-making to maximize growth and margin.
  • Contribute to M&A integration, business case development, and exit planning activities as required.

Investment & Capital Allocation
  • Lead business cases for growth initiatives, product roadmaps, capex, and transformation programs.
  • Implement consistent IRR/NPV frameworks and post-investment reviews to validate benefits.
  • Support strategic direction on the business's value creation plan and deliver on it.

Process & Systems Improvements
  • Drive continuous improvement in FP&A processes, data governance, and reporting systems.
  • Implement best practices in planning and analytics, including automation and standardization of reporting tools (e.g., Power BI, SAP, Hyperion).
  • Partner with IT/data teams on finance systems and FP&A data model design to ensure scalability and control.

Team Leadership & Development
  • Lead, mentor, and develop a team of FP&A professionals across regions and within BPO structures.
  • Foster a culture of accountability, collaboration, and excellence in financial performance management.
  • Build future leadership capability within the finance organization.

Qualifications
Required Qualifications:
  • Bachelor's degree in finance, Accounting, Economics, or related discipline required.
  • MBA, CPA, or CMA preferred.
  • 10+ years of progressive finance experience, with significant exposure to FP&A, business partnering, and global operations.
  • Proven success leading financial reporting and planning functions in a multinational or matrixed environment.
  • Experience in technology, security, or industrial manufacturing sectors highly desirable.
  • Strong command of planning, forecasting, and performance analysis methodologies.
  • Ability to translate financial insights into strategic recommendations that drive results.
  • Experience with enterprise planning systems (e.g., SAP, Oracle, Hyperion) and advanced Excel or BI tools.
  • Proven ability to lead diverse teams across geographies and manage external BPO relationships.
  • Exceptional presentation and storytelling skills with executive audiences.
  • Track record of implementing scalable, efficient financial processes and reporting frameworks.

Preferred Qualifications:
  • Act as a key financial advisor to the Radionix global leadership team.
  • Champion continuous improvement and digital transformation within the finance organization.
  • Partner with global and regional leaders to drive alignment between financial and operational plans.
  • Support M&A integration, business case development, and investment analysis as required.

Additional Information
The U.S. base salary range for this full-time position is $160,000-$200,000 annually. Within the range, individual pay is determined based on several factors, including, but not limited to, work experience and job knowledge, complexity of the role, job location, etc.
  • Reasonable accommodations may be made, to the extent they do not pose an undue hardship, to enable qualified individuals with covered disabilities to perform essential functions.
  • Indefinite U.S. work authorized individuals only. Future sponsorship for work authorization is not available.
  • All of your information will be kept confidential according to EEO guidelines.

At Keenfinity we don't just build innovative solutions - we shape a smarter, more connected world through technology. We value different backgrounds, ideas, and experiences and we're committed to growing, learning, and celebrating success as one team. Everyone is welcome here - we foster an environment where everyone is respected, valued, and encouraged to be their authentic self.
Keenfinity is an equal opportunity employer, offering equal opportunities for all. We welcome applications from people with disabilities and can offer support, if needed. When everyone has a chance to contribute, we all do better.
#Radionix
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