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Sr Financial Planner Jobs in Rochester, NY (NOW HIRING)

Senior Financial Analyst

Rochester, NY · On-site

$74.90K - $112.30K/yr

Position Summary The Senior Financial Analyst, Corporate FP&A, will play a key role in supporting financial planning and analysis for both enterprise-wide and ad hoc strategic initiatives. Working ...

Sr. Financial Analyst, Americas GBS

Victor, NY · On-site

$82K - $102.10K/yr

The Senior Financial Analyst, GBS Americas is responsible for delivering financial analysis and ... This role partners closely with Finance, FP&A, Treasury, and Operations teams across the Americas ...

Sr. Financial Analyst

Rochester, NY

$84.40K - $105.10K/yr

Senior Financial Analyst Location: Rochester, NY (Fully Onsite) Salary: $80,000 - $90,000 ... Create financial models, reporting dashboards, and data-driven insights utilizing ERP systems and ...

Sr. Financial Analyst

Rochester, NY

$84.40K - $105.10K/yr

Senior Financial Analyst Location: Rochester, NY (Fully Onsite) Salary: $80,000 - $90,000 ... Create financial models, reporting dashboards, and data-driven insights utilizing ERP systems and ...

Senior Financial Analyst

York, NY · On-site

$80.40K - $100.10K/yr

We are looking for a Senior Financial Analyst who thrives in fast-moving environments, spots ... Own and evolve our core FP&A system (Drivetrain). You'll build and scale high-impact dashboards ...

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

Financial Analyst

Rochester, NY · On-site

$80K - $100K/yr

Partner with Sr. Financial Analyst and operations teams on cost and performance insights ... Experience with cost accounting, inventory, or standard costing preferred * ERP experience (Oracle ...

Financial Analyst

Rochester, NY · On-site

$80K - $105K/yr

QAD and Oracle ERP system experience highly desirable. * Visual Software Experience * Oracle ... the Sr Financial Analyst position as it relates to inventories, standard cost revisions and ...

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Showing results 1-20

Sr Financial Planner information

See Rochester, NY salary details

$49.8K

$95.4K

$137.6K

How much do sr financial planner jobs pay per year?

As of May 28, 2026, the average yearly pay for sr financial planner 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 Sr Financial Planner, and why are they important?

To thrive as a Sr Financial Planner, you need deep expertise in financial analysis, investment strategies, and retirement planning, typically with a bachelor's degree in finance or related field and certifications like CFP or CFA. Familiarity with financial planning software, tax preparation tools, and portfolio management systems is crucial. Strong interpersonal skills, active listening, and clear communication help build trust with clients and tailor financial solutions to their needs. These skills and qualities ensure accurate, ethical advice and long-term client satisfaction in a highly competitive industry.

How does a Sr Financial Planner typically collaborate with other departments within a financial services firm?

As a Sr Financial Planner, you will frequently work with other departments such as investment management, tax advisory, and legal teams. Collaboration often involves coordinating on client strategies, ensuring comprehensive financial plans, and sharing insights or updates on regulatory changes. Effective communication and teamwork are essential, as you’ll need to integrate diverse expertise to deliver holistic advice that addresses all aspects of a client's financial life. This cross-functional collaboration not only benefits clients but also fosters your professional growth by broadening your exposure to different financial disciplines.

What is a Sr Financial Planner?

A Sr Financial Planner is an experienced professional who helps individuals and organizations manage their finances by creating comprehensive financial plans. They analyze clients' financial situations, set goals, and recommend investment, tax, estate, and retirement strategies. Senior Financial Planners often have advanced certifications, such as CFP (Certified Financial Planner), and many years of experience in the finance industry. Their role requires strong analytical, communication, and interpersonal skills to build long-term client relationships and provide tailored advice.

What is the difference between Sr Financial Planner vs Financial Advisor?

AspectSr Financial PlannerFinancial Advisor
CertificationsCFP, CFA, or CPACFP, ChFC, or similar
Work EnvironmentSenior roles in financial planning firms or departmentsIndependent or firm-based client consultations
Employer & IndustryFinancial planning firms, banks, or wealth managementFinancial services across various sectors
Search & ComparisonOften compared for experience and seniorityCommonly compared for client services and advice scope

The main difference between a Sr Financial Planner and a Financial Advisor lies in experience, scope, and seniority. Sr Financial Planners typically have more advanced certifications and handle complex financial strategies, often in senior roles within firms. Financial Advisors may have similar certifications but generally focus on providing basic to intermediate financial advice to clients. Both roles are integral to financial services, but the seniority and expertise level distinguish the Sr Financial Planner from a standard Financial Advisor.

What cities near Rochester, NY are hiring for Sr Financial Planner jobs? Cities near Rochester, NY with the most Sr Financial Planner job openings:
Infographic showing various Sr Financial Planner job openings in Rochester, NY as of May 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 84% Physical, 12% Hybrid, and 4% Remote job distribution, with an average salary of $95,392 per year, or $45.9 per hour.
Senior Financial Analyst

Senior Financial Analyst

Constellation Brands

Rochester, NY • On-site

$74.90K - $112.30K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago


Constellation Brands rating

8.8

Company rating: 8.8 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

17th of 377 rated food and drinks producers


Job description

Job Description

Company Summary

Constellation Brands is a leading international producer and marketer of beer, wine, and spirits with operations in the U.S., Mexico, New Zealand, and Italy. Our mission is to build brands that people love because we believe elevating human connections is Worth Reaching For. It's worth our dedication, hard work, and calculated risks to anticipate market trends and deliver for our consumers, shareholders, employees, and industry. This dedication is what has driven us to become one of the fastest-growing, large CPG companies in the U.S. at retail, and it drives our pursuit to deliver what's next.

Every day, people reach for brands from our high-end, imported beer portfolio anchored by the iconic Corona Extra and Modelo Especial, a flavorful lineup of Modelo Cheladas, and favorites like Pacifico and Victoria; our exceptional wine brands including The Prisoner Wine Company, Robert Mondavi Winery, Kim Crawford, Schrader Cellars, and Lingua Franca; and our craft spirits brands such as Casa Noble Tequila and High West Whiskey.

As an agriculture-based company, we strive to operate in a way that is sustainable and responsible. Our ESG strategy is embedded into our business, and we focus on serving as good stewards of the environment, investing in our communities, and promoting responsible beverage alcohol consumption. We believe these aspirations in support of our longer-term business strategy allow us to contribute to a future that is truly Worth Reaching For.

Position Summary

The Senior Financial Analyst, Corporate FP&A, will play a key role in supporting financial planning and analysis for both enterprise-wide and ad hoc strategic initiatives. Working closely with the CFO Leadership Team, EMC and other cross-functional partners, this role delivers critical analytical support for management reporting, forecasting, budgeting, and scenario modeling. The position offers opportunities to collaborate with senior leaders, contribute to executive-level deliverables, and drive process improvements, all while deepening expertise in financial analytics and business partnership. Located at Constellation's Aqueduct office in Rochester, NY.

Duties, Responsibilities, and Essential Functions

  • Support core FP&A processes including monthly close, rolling forecasts, annual budgeting, and long-range planning across corporate functions and enterprise priorities.

  • Serve as a strategic finance business partner to key stakeholders and senior leaders, providing financial insights and recommendations to guide spending, resource allocation, and achievement of business objectives.

  • Build and maintain dynamic financial models to evaluate business cases, investments, growth opportunities, and multiple scenario outcomes.

  • Perform variance, trend, and performance analysis to identify risks, opportunities, and provide actionable recommendations for leadership.

  • Consolidate, validate, and analyze large data sets from multiple internal and external sources to improve decision-making, forecasting accuracy, and financial visibility.

  • Prepare executive-level reporting, dashboards, and presentations for senior leadership, including EMC and Board-level materials, translating complex information into clear, concise insights and recommendations.

  • Participate in ad hoc analyses and cross-functional projects related to enterprise strategy, cost optimization, organizational investments, and drive continuous improvement of FP&A processes and tools.

Education Required

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

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

  • At least five years of relevant professional experience in Finance, Accounting or Consulting preferred

Skills Required

  • Advanced Microsoft Excel skills

  • Proficiency in Microsoft PowerPoint

  • Familiarity with OneStream software preferred, but not required

  • Strong communication skills, both oral and written, with the ability to present complex information clearly to diverse audiences

  • Solid understanding of finance and accounting principles with strong business acumen

  • Ability to build effective partnershipsand work collaboratively with internal stakeholders across functions

  • Proven analytical and problem-solving abilitieswith attention to detail

  • Continuous improvement mindset with a focus on process efficiency and simplification

  • Self-motivated and able to operate independently while seeking guidance when needed

Other Requirements

  • Ability to travel if required - less than 10%

  • Must be at least 18 years of age

  • Must be able to sit and/or stand for long periods of time and work on a computer for extended periods. Lifting may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

#LI-NW1

Location

Rochester, New York

Additional Locations

Job Type

Full time

Job Area

Finance & Accounting

The salary range for this role is:

$74,900.00 - $112,300.00

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).