Financial Planning Jobs in Rochester, NY (NOW HIRING)

Benefits  

• 11 Paid Holidays
• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Paid training
• Referral program
• Vision insurance

 Job type  

• Full-time.

Location  

• This is an in-office opportunity located at any of our NY offices. (Perry, Geneseo or East Aurora, NY).

Salary

• 85k-115k based on experience 
• Company paid single coverage Bronze or Silver plan health care 

Budgeting & Financial Planning

• Lead the Company’s annual budgeting process across departments, contracts, locations, and lines of business.
• Partner with operations and department leaders to build budgets based on revenue, staffing, productivity, compensation, operating expenses, and other business drivers.
• Develop and maintain consolidated Company budgets and detailed budgets by contract, department, location, and line of business.
• Maintain rolling forecasts and update financial expectations based on actual performance and changing business conditions.
• Develop long-range financial plans, headcount plans, labor models, and capital expenditure analyses.

Pricing & New Business Analysis

• Lead financial modeling and pricing for new business opportunities, contract renewals, expansions, modifications, and other significant opportunities.
• Develop detailed pricing models incorporating labor, benefits, payroll taxes, overhead, technology, facilities, subcontractors, capital requirements, and other direct and indirect costs.
• Work with Operations and business leaders to develop appropriate staffing, productivity, utilization, training, ramp-up, and performance assumptions.
• Analyze proposed pricing for expected contribution margin, operating margin, break-even points, and return to investment.
• Perform sensitivity and scenario analysis for changes in staffing, wages, productivity, volume, pricing, contract terms, and other assumptions.
• Support pricing for government contracts, commercial contracts, BPO opportunities, and other Company lines of business.
• Compare actual contract performance with original pricing assumptions and use findings to improve future pricing models.

Forecasting & Financial Performance

• Prepare monthly, quarterly, and annual financial forecasts.
• Analyze actual results against budget, forecast, prior periods, and original pricing assumptions.
• Identify and explain significant revenue, labor, operating expense, and margin variances.
• Develop forecast for revenue, labor, headcount, operating expenses, contribution margin, and operating income.
• Identify emerging financial risks and opportunities and communicate them to the President & CFO and appropriate business leaders.

Contract & Business Unit Profitability

• Develop and maintain profitability reporting by contract, client, location, and line of business.
• Analyze contract-level revenue, direct labor, benefits, operating costs, allocated overhead, contribution margin, and profitability.
• Partner with Operations to understand the operational drivers behind financial performance.
• Identify underperforming contracts or business units and help leadership understand root causes and potential corrective actions.
• Evaluate the financial impact of staffing changes, wage adjustments, incentive programs, remote/hybrid work arrangements, facility utilization, and other operational decisions.
• Develop appropriate cost allocation methodologies in coordination with the President and CFO and Director of Accounting/Controller.

Executive Decision Support

• Serve as financial business partner to the President & CFO and executive leadership.
• Translate financial and operations data into clear, actionable recommendations.
• Prepare financial analysis supporting major operations and strategic decisions.
• Evaluate potential investments, acquisitions, new locations, contract opportunities, facility decisions, and other strategic initiatives.
• Develop scenario models and executive-level financial presentations for senior leadership and ownership as requested.
• Provide independent financial challenge to operational assumptions when appropriate.

Management Reporting & Process Improvement

• Work closely with the Director of Accounting/Controller following monthly close to analyzing actual financial results.
• Prepare management reporting packages including budget-to-actual results, forecasts, KPIs, trends, and variance explanations.
• Develop dashboards and reporting tools that improve visibility in business performance.
• Connect operational metrics such as staffing, hours worked, productivity, utilization, collections, call volumes, and other performance measures to financial results.
• Develop and maintain standardized models for budgeting, forecasting, pricing, and profitability analysis.
• Identify opportunities to automate and improve the accuracy, efficiency, and consistency of financial planning and analysis.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field required.
• MBA, CPA, CMA, or other relevant advanced degree or certification preferred but not required.
• 10+ years of progressively responsible experience in finance, financial analysis, budgeting, pricing, operations analytics, or related disciplines preferred.
• Significant experience developing complex budgets, forecasts, pricing models, and profitability analyses.
• Experience in a labor-intensive service business strongly preferred; accounts receivable management, BPO/contract center operations, government contracting, or similar industry experience is highly desirable.
• Advanced Microsoft Excel and financial modeling skills required; experience with ERP, budgeting, business intelligence, and data analytics systems preferred.

• Strong financial modeling, analytical, budgeting, forecasting, pricing, and profitability-analysis skills.
• Ability to understand complex operations and translate operational assumptions into financial models.
• Ability to challenge assumptions and identify financial risks while understanding operations realities.
• Strong communication skills and the ability to explain complex financial concepts to non-financial leaders.
• Strong attention to detail with the ability to maintain a broader business and strategic perspective.
• High degree of judgement, discretion, confidentiality, and comfort working directly with senior executives.

As a federal contractor, this position requires U.S. citizenship and security clearance granting access to classified information. The background investigation is conducted by the Office of Personnel Management (OPM) and is an evaluation of the whole person to determine suitability. The suitability review begins after a conditional offer of employment has been accepted and will include a review of your employment, education, residences, references, criminal history and credit, as an example.  Some of the most important factors in an investigation are the individual’s honesty, candor, and thoroughness in the completion of their security forms. In rare instances, non-U.S. citizens with highly specialized skills and experience may also be considered for the security clearance process.

Information and Physical Security is the responsibility of every employee.  In your position you are required to safeguard the computer systems by following proper username and password management which includes selecting challenging passwords and committing them to memory, they should not be written down or stored where others can freely have access.  This also includes securing your desk and workstation when you are not there. This includes locking your session and putting sensitive paperwork away when not physically at your desk.  You are not to share your username or password with anyone. The physical security of our offices of are equal importance, never shadow or let someone shadow your entry into a Coast Professional, Inc. facility. If this occurs quickly report this action immediately.  You are required to follow all Information Technology policies and procedures regarding the management of your system accounts and equipment. If you witness any security violation you should immediately report it to management.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the physical presence in the workplace is essential. The employee is regularly required to talk or hear. The noise level in the work environment is usually moderate. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds.

This job description reflects management’s assignment of essential job functions but is not intended to be a comprehensive list of all activities, duties and responsibilities required by the job incumbent. Nothing in the herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. 

Coast Professional, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, protected veteran status, genetic information or any other categories protected by applicable law.