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

CooperCompanies

Sr. Financial Analyst, Americas GBS

Victor, NY · On-site

$82K - $102K/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 ...

TES Staffing

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Senior Financial Analyst - Pricing & Balance Sheet Strategy

Honeoye Falls, NY · On-site

$75K - $90K/yr

Senior Financial Analyst - Pricing & Balance Sheet Strategy Location: Honeoye Falls, NY Schedule ... Pricing is correctly loaded and maintained within the ERP system. * Customer orders reflect the ...

Summa

Financial Analyst

Rochester, NY

$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 ...

IDEX

Senior Commerical Finance Analyst

Rochester, NY · On-site

$90K - $100K/yr

Position Summary The Senior Commercial Finance Analyst partners with sales, operations, and ... Ensure data accuracy across ERP,financial systems, and reporting * Translate complex financial data ...

ERM

Manager, Financial Planning and Analysis

Rochester, NY · On-site

$90K - $110K/yr

Experience partnering with senior leadership teams Key Responsibilities: * Maintain and continuously improve North America's suite of reports and dashboards as a key member of North America's FP&A ...

IDEX

Senior Finance Analyst

West Henrietta, NY · Hybrid

$82K - $102K/yr

JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial Finance Manager LOCATION: Rohnert Park ... Experience with ERP systems is required, JD Edwards preferred * Expert skills in Excel and SAP Web ...

Paychex

Financial Senior Analyst

Rochester, NY · On-site

$82K - $103K/yr

Works with Financial Planning and Analysis department during the budget process and provides cost ... senior management for cost controls. * Reviews all IT Data Center related change requests for ...

Paychex

Financial Senior Analyst

Rochester, NY · On-site

$82K - $103K/yr

Works with Financial Planning and Analysis department during the budget process and provides cost ... senior management for cost controls. * Reviews all IT Data Center related change requests for ...

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 ... Communicate to senior management the reasons behind the product/department performance and results.

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All JobsSr Financial Planner JobsSr Financial Planner Jobs in Rochester, NY

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 Aug 10, 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?

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 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 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 are popular job titles related to Sr Financial Planner jobs in Rochester, NY? For Sr Financial Planner jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Sr Financial Planner jobs in Rochester, NY look for? The top searched job categories for Sr Financial Planner jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Sr Financial Planner jobs? Cities near Rochester, NY with the most Sr Financial Planner job openings:
Sr Financial Planner jobs near you

Sr. Financial Analyst, Americas GBS

CooperCompanies

Victor, NY • On-site

$82K - $102K/yr

Full-time

Re-posted 12 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.
Scope:
The Senior Financial Analyst, GBS Americas is responsible for delivering financial analysis and advanced data analytics to support Americas GBS leadership, with a primary focus on cash forecasting, liquidity management, and working capital optimization. This role consolidates data from multiple systems, supports regional reporting, and develops actionable insights to enhance financial performance and operational excellence across the Americas. This is onsite 5 days a week in office position.
  • 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, NYand is not eligible for relocation assistance

This role is primarily responsible for cash flow forecasting, variance analysis, and scenario modeling to support effective liquidity planning and strategic decision-making. The Senior Financial Analyst will lead the preparation and consolidation of regional cash forecasts, analyze performance against expectations, and provide clear insights into drivers and risks. The position requires development of dashboards and analytics to monitor KPIs, cash performance, and working capital, while supporting continuous improvement initiatives. The role includes presenting insights to senior leadership, enhancing forecasting accuracy, and driving process improvements to ensure data integrity and efficiency. This role partners closely with Finance, FP&A, Treasury, and Operations teams across the Americas and requires strong collaboration, analytical rigor, and business acumen.
Responsibilities
Essential Functions & Accountabilities:
  • Prepare and manage short- and long-term cash flow forecasts (direct and indirect), including regional consolidation across the Americas
  • Perform variance analysis (forecast vs. actuals) to identify key drivers, risks, and opportunities, and communicate actionable insights to leadership
  • Develop and maintain scenario modeling and sensitivity analysis to support strategic planning and decision-making
  • Analyze and optimize working capital components (AR, AP, inventory) to improve liquidity and cash conversion
  • Partner with Treasury, FP&A, and Operations teams to enhance cash visibility, forecasting accuracy, and liquidity planning
  • Develop and maintain advanced dashboards and reporting tools using Tableau, Excel, or similar platforms
  • Analyze large and complex datasets from multiple ERPs and systems to deliver clear, data-driven insights
  • Automate reporting and forecasting processes to improve efficiency, scalability, and accuracy
  • Deliver KPI and SLA reporting with performance commentary and improvement recommendations
  • Collaborate cross-functionally to define and standardize performance and cash-related metrics
  • Prepare and present executive-level reports and insights to senior leadership
  • Support strategic initiatives and perform ad hoc financial modeling and analysis

Qualifications
Knowledge, Skills and Abilities:
  • Strong expertise in cash flow analysis, forecasting, and liquidity management
  • Advanced analytical capabilities with experience in variance analysis and scenario modeling
  • Deep understanding of working capital drivers and cash optimization strategies
  • Advanced Excel skills, including financial modeling and large dataset analysis
  • Experience with data visualization tools (Tableau preferred)
  • Strong communication and presentation skills, with the ability to influence senior leadership
  • Ability to translate complex financial data into clear, actionable insights
  • Proactive, detail-oriented, and able to manage multiple priorities in a fast-paced environment
  • Strong collaboration skills with cross-functional teams and external partners
  • Experience with ERP systems (Oracle, D365, HFM preferred) and data modeling

Experience & Education:
  • Bachelor's degree in finance, Accounting, Business Analytics required (MBA preferred)
  • 5+ years of experience in cash forecasting, FP&A, Treasury, or financial analysis
  • Proven experience in cash flow modeling, variance analysis, and scenario planning
  • Experience in shared services or GBS environments preferred
  • Hands-on ERP experience (Oracle, D365 preferred)

Work Environment:
  • Office-based role with extended periods working at a computer
  • Occasional need to work evenings, weekends, or holidays based on business needs

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 $83,458.00 and $111,277.00 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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