1

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

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

*NEW* Staff Accountant

Pittsford, NY · On-site

$65K - $80K/yr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Staff Accountant

Pittsford, NY · On-site

$65K - $80K/yr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

*NEW* Staff Accountant

Victor, NY · On-site

$65K - $80K/yr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Staff Accountant

Greece, NY · On-site

$65K - $80K/yr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Staff Accountant

Rochester, NY · On-site

$65K - $80K/yr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Staff Accountant

Rochester, NY · On-site

$60 - $80/hr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Staff Accountant

Victor, NY · On-site

$65K - $80K/yr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

*NEW* Staff Accountant

Henrietta, NY · On-site

$65K - $80K/yr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Staff Accountant

Henrietta, NY · On-site

$65K - $80K/yr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

*NEW* Staff Accountant

Greece, NY · On-site

$65K - $80K/yr

Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and ... Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software ...

Showing results 41-60

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 Sep 7, 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 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 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 cities near Rochester, NY are hiring for Sr Financial Planner jobs?

Cities near Rochester, NY with the most Sr Financial Planner job openings:

Staff Accountant

Augmentis

Webster, NY

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago


Key responsibilities

  • Prepare and post journal entries to ensure the accuracy and completeness of the general ledger monthly.

  • Perform balance sheet account reconciliations, identifying and resolving reconciling items in a timely manner.

  • Support the monthly close process, coordinating with cross-functional stakeholders to meet established close deadlines.


Job description

Our client, a leading manufacturer of aero engines and industrial gas turbine components, is a globally recognized public company with a remarkable 75-year history of growth and innovation. Renowned in the aerospace industry, it offers an exceptional company culture that fosters development and provides diverse opportunities. Forbes has honored it as one of the World's Best Employers, highlighting its commitment to excellence and inclusivity.

Company Description & Perks:

  • Publicly traded company on a path of continuous growth, recognized by Forbes as a top global employer
  • This position is eligible for a $1,000 sign-on bonus
  • Exceptional insurance coverage and 401(k) matching program (9%), effective upon hire
  • Employer contribution to your Retirement Savings Plan account each pay period
  • Vibrant company culture and collaborative team environment
  • Access to excellent training programs for professional development
  • Free fitness center membership
  • Be at the forefront of innovation, applying machine learning to aerospace manufacturing
  • Collaborate with a supportive, cutting-edge team dedicated to solving challenging real-world problems

Our client is seeking a detail-oriented and motivated Staff Accountant. This is a hands-on role embedded within a collaborative accounting and finance team, offering meaningful day-to-day ownership of core general accounting functions.

The Staff Accountant will be responsible for the execution of general ledger activities, month-end close, and financial reporting, while also serving as a key backup resource to the Senior Financial Analyst on inventory accounting, standard cost analysis, and forecasting activities. This position is ideally suited for a manufacturing-focused accountant eager to deepen their technical skill set and grow in a structured, process-driven environment.

Key Responsibilities

General Ledger & Month-End Close

  • Prepare and post journal entries to ensure the accuracy and completeness of the general ledger monthly.
  • Perform balance sheet account reconciliations, identifying and resolving reconciling items in a timely manner.
  • Support the monthly close process, coordinating with cross-functional stakeholders to meet established close deadlines.
  • Assist with balance sheet reviews and internal/external audit requests, providing supporting documentation and analysis as needed.

Financial Reporting & Analysis

  • Prepare and distribute daily, weekly, and monthly financial reports to management and relevant business partners.
  • Perform PAE (Pre-Authorized Expenditure) and GASE (General and Specific Expense) variance analysis, communicating findings and trends to the finance team.
  • Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and periodic forecasting activities.
Accounts Receivable & Credit Management
  • Monitor and actively manage the accounts receivable aging, proactively following up on past-due balances to support healthy cash flow.
  • Process credit memos and Return Merchandise Authorization (RMA) transactions accurately and in accordance with established policies.
Inventory & Manufacturing Accounting
  • Coordinate and maintain the revert/scrap scheduling and tracking process, including preparation and issuance of related invoices.
  • Assist with standard cost system updates and reconciliation of inventory-related accounts to the general ledger.
Payroll Reconciliation
  • Complete weekly and bi-monthly payroll reconciliations, ensuring data integrity between payroll systems and the general ledger.
Process Improvement
  • Proactively identify opportunities to streamline, automate, or otherwise improve accounting processes and internal controls.
  • Partner with IT and operations teams to evaluate and implement system enhancements supporting the accounting function.

Qualifications

Basic Qualifications

  • Bachelor's degree in Business Administration with a concentration in Accounting or Finance required.
  • Minimum of 2-3 years of accounting experience in a manufacturing environment.
  • Working knowledge of U.S. GAAP and its application within a manufacturing or cost accounting context.
  • Proficiency in Microsoft Office Suite, with strong Excel skills (pivot tables, VLOOKUP, data analysis).
Preferred Qualifications
  • 2-3 years of direct exposure to standard cost accounting systems within manufacturing or aerospace.
  • Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software experience is a plus.
  • Familiarity with aerospace industry accounting standards and practices.

Core Competencies

  • Strong analytical and problem-solving skills, with a high degree of accuracy and attention to detail.
  • Excellent written and verbal communication skills; ability to present financial information clearly to non-financial stakeholders.
  • Self-motivated, with the ability to operate both as an independent contributor and as a collaborative team member.
  • Adaptable and intellectually curious, with a demonstrated desire for continuous learning and professional development.
  • Ownership mindset, taking personal accountability for deliverables, deadlines, and the accuracy of work product.

Compensation & Benefits

Our client offers a competitive total rewards package designed to attract and retain top talent:

  • $1,000 Sign-On Bonus for qualified candidates
  • 5% Annual Target Performance Bonus
  • Comprehensive Benefits effective Day 1 of employment:
  • Medical, Prescription Drug, Dental, and Vision coverage
  • 401(k) Retirement Savings Plan:
    • 6% company match, plus an additional 3% company contribution regardless of employee participation, for a maximum total company contribution of 9% annually
  • Paid Time Off (PTO) plus 11 paid company holidays per year
  • Employee Life Insurance
  • Employee Assistance Program (EAP)
  • Paid Parental Leave, up to 3 weeks at 100% pay for the birth or adoption of a child
_______________________________________________________________________________________________________________________________________
About Augmentis
Augmentis is a specialized recruiting firm focused on accounting, finance, procurement, and engineering talent across the U.S. We partner with growthoriented companies to match highimpact professionals with meaningful roles.

To learn more about Augmentis, visit our website: www.augment-is.com 

Representation/employer clarification:

Augmentis is conducting this search on behalf of our client. The selected candidate will be employed directly by our client, not by Augmentis.

EEO + disclaimer

Our client and Augmentis are Equal Opportunity Employers. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. This job posting does not constitute a contract or guarantee of employment, and role details are subject to change based on our clients' needs. By applying, you acknowledge that your information may be shared with our client for recruitment and hiring.

Text Message Consent & Privacy
As part of your application, you'll have the option to receive text updates about your status, screening, and scheduling. This is optional; it is not required to apply. See our Privacy Policy and SMS Terms & Conditions for details on how your information is used and protected.