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Remote Financial Planning Jobs in Rochester, NY (NOW HIRING)

FP&A Manager

Rochester, NY · On-site +1

$105K - $164K/yr

Position Summary The Manager, Corporate FP&A, plays a key role in supporting enterprise-level ... For remote locations or positions open to multiple locations, the pay range may reflect several US ...

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Senior Financial Analyst

Rochester, NY · On-site +1

$69K - $146K/yr

Provide financial support across month-end close, forecasting, R&Os, and annual planning * Plan ... For remote locations or positions open to multiple locations, the pay range may reflect several US ...

SUMMARY The Assistant Controller / FP&A is responsible for the monthly collection, consolidation ... This position is a remote role; however, we are seeking candidates who reside within reasonable ...

Senior Project Manager

Fairport, NY · On-site +1

$145K - $160K/yr

... Remote Security Manger app. Fairport, NY is the headquarters for the Radionix sales & marketing ... Experience supporting business planning cycles and year-end financial activities. Technical ...

... Remote Security Manger app. ​Fairport, NY is the headquarters for the Radionix sales & marketing ... Experience supporting business planning cycles and year-end financial activities. Technical ...

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

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Remote Financial Planning information

See Rochester, NY salary details

$49.8K

$95.4K

$137.6K

How much do remote financial planning jobs pay per year?

As of Jun 28, 2026, the average yearly pay for remote financial planning in Rochester, NY is $95,392.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,600.00 per year, depending on experience, location, and employer.

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

To thrive as a Remote Financial Planner, you need expertise in financial analysis, investment strategies, and personal finance, usually supported by a bachelor's degree in finance or accounting and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management tools, and secure online communication platforms is typically required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top professionals apart in this remote role. These skills and qualities are crucial for building client trust, providing sound financial advice, and managing client relationships effectively from a distance.

What is remote financial planning?

Remote financial planning is the process of working with a financial planner or advisor virtually, rather than meeting in person. Through online platforms, phone calls, and video meetings, clients receive guidance on budgeting, investing, retirement planning, and other financial goals from the comfort of their home or office. This approach offers flexibility, access to a wider range of professionals, and convenience for both clients and advisors.

What Are Remote Financial Planning Jobs?

In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.

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

AspectRemote Financial PlanningRemote Financial Advisor
CertificationsCFP, CFA, or ChFC often requiredCFP, CFA, or ChFC often required
Work EnvironmentPrimarily client consultations, planning, and analysisClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, independent advisors, banksFinancial advisory firms, banks, wealth management companies

Remote Financial Planning involves creating comprehensive financial strategies for clients, focusing on long-term goals. Remote Financial Advisors typically provide investment advice and manage portfolios. Both roles often require similar certifications and work in comparable environments, but their core functions differ: planning vs. advising on investments.

How do remote financial planners typically collaborate with clients and team members effectively?

Remote financial planners often use a combination of secure video conferencing, collaborative digital tools, and cloud-based financial software to interact with clients and colleagues. Regular virtual meetings and clear communication protocols are essential for building trust and ensuring all stakeholders are aligned on financial strategies. Additionally, remote planners must be proactive in maintaining client relationships, frequently updating them on progress and responding promptly to inquiries. Collaboration with analysts, compliance professionals, and administrative staff is usually managed through project management platforms and secure document sharing systems.
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 job categories do people searching Remote Financial Planning jobs in Rochester, NY look for? The top searched job categories for Remote Financial Planning jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Remote Financial Planning jobs? Cities near Rochester, NY with the most Remote Financial Planning job openings:
Infographic showing various Remote Financial Planning job openings in Rochester, NY as of June 2026, with employment types broken down into 1% As Needed, 90% Full Time, 6% Part Time, and 3% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $95,392 per year, or $45.9 per hour.
FP&A Manager

FP&A Manager

Constellation Brands

Rochester, NY • On-site, Remote

$105K - $164K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday


Constellation Brands rating

8.9

Company rating: 8.9 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

17th of 388 rated food and drinks producers


Job description

Job Description

Position Summary

The Manager, Corporate FP&A, plays a key role in supporting enterprise-level strategic analysis, financial modeling, and planning activities within the Strategic Analytics Corporate FP&A team. Reporting to the Director of Corporate FP&A, this role provides analytical support to the CFO Leadership Team and broader organization to inform both ad hoc and enterprise-level decision-making. By partnering with leadership across Corporate and the divisions, this role provides financial insight into business performance to support strategic initiatives and decision-making. This role also works closely with the Consolidations FP&A team supporting monthly management reporting and forecasting, annual budgeting, long-range strategic planning, and ad hoc projects. The Manager provides actionable insights to guide financial decisions and enhance business performance.

The ideal candidate is analytical, detail-oriented, and proactive, with strong skills in financial modeling, business storytelling, and cross-functional collaboration. This individual will drive high-quality planning and reporting processes, execute the FP&A vision and strategy, and contribute to the growth and development of peers through mentorship and knowledge-sharing.

The position is located on-site in Rochester, NY, two days per week with additional days, as necessary.

Responsibilities

  • Analyze business cases, develop complex financial models and conduct scenario analyses to support strategic initiatives and decision-making.

  • Perform enterprise-level Discounted Cash Flow (DCF) analysis to support capital allocation decision-making, periodic M&A activity, and other "what-if" analyses.

  • Perform trend and variance analysis, incorporating market and competitive insights to deliver actionable recommendations.

  • Conduct ad hoc analyses to evaluate business performance and support key initiatives.

  • Gather, consolidate, and manage large datasets from various sources to support business analytics initiatives.

  • Partner with the Consolidations FP&A team to support forecasting and financial planning processes.

  • Prepare consolidated forecasts and budgets, ensuring alignment with overall financial strategy.

  • Support execution of annual operating plans and long-range strategic planning.

  • Partner cross-functionally (Accounting, Tax, Treasury, and business units) to support decision-making, compliance, and accurate reporting. Prepare and deliver executive-level presentations and reporting, translating complex financial data into clear, actionable insights for both financial and non-financial stakeholders.

  • Contribute to the development of the broader FP&A team through informal leadership, mentorship, and collaborative problem-solving.

Minimum Qualifications

  • Bachelor's degree in business (Finance/Accounting) or Economics

  • MBA in Finance, Accounting or Economics preferred but not required

  • 5+ years of relevant professional experience in Finance, Accounting, or Consulting

  • Advanced Microsoft Excel skills

  • Proficiency in Microsoft PowerPoint

  • Familiarity with OneStream software preferred, but not required

Preferred Qualifications

  • Excellent communication and interpersonal skills, both oral and written

  • Outstanding financial acumen, including comprehensive knowledge of Finance and Accounting principles

  • Experience presenting successfully to Senior Leadership

  • Customer/Quality focus, with ability to cultivate strong partnerships with internal and external stakeholders

  • Demonstrated analytical and problem-solving ability

  • Highly motivated with a continuous improvement mindset and ability to adapt to rapidly changing priorities

  • Ability to prioritize work, meet tight deadlines, and manage time effectively

  • Highly accurate and detail-oriented

  • Comfortable operating independently

Physical Requirements/Work Environment

  • Occasionally lifting up to 25 lbs.

  • Sitting, working at desk/personal computer for extended periods of time

  • Primary work environment is a professional corporate office

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

  • Ability to travel if required

Location

Rochester, New York

Additional Locations

Job Type

Full time

Job Area

Finance & Accounting

The salary range for this role is:

$105,100.00 - $164,400.00

This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. Our compensation is based on cost of labor. For remote locations or positions open to multiple locations, the pay range may reflect several US geographic markets, including the lowest geographic market minimum to the highest geographic market maximum. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. At Constellation Brands, it is not typical for an individual to be hired at the high end of the range for their role, and compensation decisions are dependent upon the facts and circumstances of each position and candidate. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Equal Opportunity

Constellation Brands is committed to a continuing program of equal employment opportunity. All persons have equal employment opportunities with Constellation Brands, regardless of their sex, race, color, age, religion, creed, sexual orientation, national origin or citizenship, ancestry, physical or mental disability, medical condition (cancer or genetic characteristics), marital status, gender (including gender identity or gender expression), familial status, military or veteran status, genetic information, pregnancy, childbirth, breastfeeding, or related conditions (or any other group or category within the framework of the applicable discrimination laws and regulations).


What Constellation Brands employees say

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