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Financial Planning Jobs in Rochester, NY (NOW HIRING)

Erm

Manager, Financial Planning and Analysis

Rochester, NY · On-site

$90K - $110K/yr

The Manager, Financial Planning and Analysis role will be a critical part of North America's FP&A Team, and the larger North America Finance Team, driving financial and operational performance ...

ERM

Manager, Financial Planning and Analysis

Rochester, NY · On-site

$90K - $110K/yr

The Manager, Financial Planning and Analysis role will be a critical part of North America's FP&A Team, and the larger North America Finance Team, driving financial and operational performance ...

Baldwin Richardson Foods

FP&A Manager

Macedon, NY · On-site

FP&A Manager Posting Start Date: 7/20/26 Division: Finance Location Type: Hybrid Pay Min: 130,000.00 USD Pay Max: 140,000.00 USD Job Location: Macedon, NY, USA, 14502 | Westmont, IL, USA, 60559 Req ...

Safran

Financial Analyst

Rochester, NY · On-site

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

Safran

Financial Analyst

Rochester, NY · On-site

$60K - $80K/yr

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

Safran

Financial Analyst

Rochester, NY · On-site

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

Safran

Financial Analyst

Rochester, NY · On-site

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

DataAnnotation

FP&A Manager - AI Trainer

Rochester, NY · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

L3HHCM20

Senior Specialist, Finance

Rochester, NY · On-site +1

$76K - $141K/yr

Employees work 9 out of every 14 days- totaling 80 hours worked- and have every other Friday off L3Harris is currently seeking a highly motivated Financial Planning and Analysis (FP&A) Senior ...

FirstLight

Strategic Financial Analyst

Victor, NY · On-site

$90K - $110K/yr

FirstLight is seeking a Strategic Financial Analyst to support financial planning and analysis activities within a fiber telecommunications environment. This role will focus on financial analysis ...

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All JobsFinancial Planning JobsFinancial Planning Jobs in Rochester, NY

Financial Planning information

See Rochester, NY salary details

$35K

$59.8K

$103.1K

How much do financial planning jobs pay per year?

As of Jul 29, 2026, the average yearly pay for financial planning in Rochester, NY is $59,809.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $67,600.00 per year, depending on experience, location, and employer.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the Certified Financial Planner (CFP) and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

Who makes more money, CFP or CPA?

Financial planners with a Certified Financial Planner (CFP) designation often have higher earning potential than Certified Public Accountants (CPAs), especially when providing comprehensive financial planning services. However, CPAs may earn more in accounting-specific roles or in firms with high billable hours. Salary varies based on experience, location, and client base.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000 per year, with top earners in the industry reaching higher compensation through commissions, bonuses, and advanced certifications like the CFP or CFA.

What are some common challenges Financial Planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly more, often exceeding six figures. Income can also include commissions and fees for services provided.

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

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.
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 jobs in Rochester, NY? For Financial Planning jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Financial Planning jobs in Rochester, NY look for? The top searched job categories for Financial Planning jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Financial Planning jobs? Cities near Rochester, NY with the most Financial Planning job openings:
Financial Planning jobs near you
Infographic showing various Financial Planning job openings in Rochester, NY as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $59,809 per year, or $28.8 per hour.

Financial Planning & Analysis Manager

CooperCompanies

Victor, NY • On-site

$101K - $132K/yr

Full-time

Posted 7 hours ago

Job description


At CooperVision, a division of CooperCompanies, we're driven by a unifying purpose to help people to experience life's beautiful moments. We are connected through our shared values - dedicated, innovative, friendly, partners, and do the right thing. As a leading global manufacturer of contact lenses, we are committed to helping improve the way people see each day. Through our diverse lens portfolio, we tackle the toughest vision challenges - including astigmatism, presbyopia, and childhood myopia. We offer the most complete collection of spherical, toric, and multifocal products available, enabling us to fit 99% of all contact wearers. Learn more at www.coopervision.com.
  • This role is not eligible for employer-sponsored work authorization now or in the future. Applicants must be authorized to work in the United States on a permanent and ongoing basis without the need for future sponsorship (i.e., H1B, STEM OPT extensions, TN, etc.)
  • This position requires full-time onsite work (5 days per week) in Victor and is not eligible for relocation assistance.

Job Summary:
The Financial Planning & Analysis (FP&A) Manager is responsible for supporting the fiscal planning and analysis requirements for the Americas region. This role partners closely with business and finance leadership to deliver high-quality financial planning, forecasting, and performance insights that support strategic decision-making. This is a critical role in creating budget and forecast deliverables. Additionally, the role oversees the development and maintenance of sophisticated financial models and management reporting. Through delivering top-tier business insights for senior leadership this role will help ensure the team understands key business drivers, risks, and opportunities. This role will lead the integration of AI-driven automation and decision-support solutions to improve efficiency, accuracy, and business insights across the business.
Responsibilities
Responsible for the creation and maintenance of financial reporting infrastructure of the Americas FP&A team including:
  • P&L Financials, including the combined financials of multiple markets and consolidated CooperVision commercial analyses
  • Detailed Sales by Brand reporting
  • Detailed Operating Expense and Cost Structure Reporting
  • Headcount Reporting, Analysis and System Loads
  • Regional Weekly Revenue Flashes
  • High Level Estimates for off-cycle forecast validation
  • Other reporting as needed, including pro-forma financial scenarios
  • Continuously improve the reporting infrastructure to support evolving business needs and deliver meaningful insights to senior management.

Provides support in preparing presentations to communicate:
  • Monthly financial results
  • Annual Budget and Quarterly Forecasts
  • Other Presentations for Regional or Global Executive Leadership
  • Work with the Americas FP&A team to assess and implement opportunities to utilize AI to automate and streamline processes. Serve as the AI SME within the Americas FP&A team.
  • Parter with the HR and Accounting organizations to track US CooperVision benefit expenses and provide monthly forecasts of full year
  • Provide the first line of support for EPM issues and questions within the Americas FP&A team
  • Serve as the EPM SME within the Americas FP&A group which includes representing the Americas team on EPM and other systems related projects
  • Proactively review financial results intra-close and during Budget / Forecast cycles to ensure compliance with deadlines and expectations
  • Work with company's Sr. Director of Sustainability with analyses needed to support our Plastic Neutrality Initiative
  • Strive for continuous improvement in reporting including leveraging new tools and supporting global initiatives

Travel Requirements:
Rarely. <5% per year
Qualifications
Knowledge, Skills and Abilities:
  • Qualified candidates should possess 7 to 10 years of progressive FP&A experience
  • Bachelor's degree in finance or accounting is required, MBA a plus.
  • Experience with all FP&A aspects of the P&L including revenue, gross margin, OpEx, and OI
  • Demonstrated ability to independently research, analyze and interpret data
  • Expert degree of proficiency with Hyperion EPM
  • Extremely detail oriented and highly organized
  • Experience dealing with multiple and competing priorities in a matrix environment
  • Strong communication and interpersonal skills collaborating effectively with all levels
  • Demonstrated proficiency with AI tools (e.g., Copilot and similar platforms), along with a commitment to continuous learning and enabling broader team adoption.
  • High level of proficiency in Microsoft Office products (Excel, PowerPoint)

Work Environment:
  • Normal office environment (in office role)

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
For U.S. locations that require disclosure of compensation, the starting base pay for this role is between $104,769.00 and $139,692.00 per year and may include cost of living adjustments. The actual base pay includes many factors and is subject to change and modification in the future. This position may also be eligible for other types of compensation and benefits.
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