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Valuation Jobs in Rochester, NY (NOW HIRING)

ROW/Land Agent

Rochester, NY ยท On-site

$78K - $84K/yr

He/she is very knowledgeable about property valuation, survey drawings and alignments sheets. Responsibilities Responsible for acquisition and enforcement of real property rights required for the ...

Interim CFO

Rochester, NY ยท On-site

$63.34 - $73.34/hr

Guide the organization through ongoing audit activity, valuation-related reviews, and other financial examinations with strong attention to accuracy and documentation. * Oversee tax and compliance ...

New

Warehouse-staff

Pavilion, NY ยท On-site

$16 - $18/hr

Collectively, our leadership has over 300 years of experience in sales and sponsorship, analytics and valuation, hospitality and operations. Responsibilities: Follows warehouse manager's assignments ...

Audit Senior

Rochester, NY ยท On-site

$69 - $85/hr

We provide clients with the highest quality audit, tax, financial consulting, business valuation, information systems consulting, and outsourced accounting services. Our industry-specific ...

Audit Senior

Rochester, NY ยท On-site

$69K - $85K/yr

We provide clients with the highest quality audit, tax, financial consulting, business valuation, information systems consulting, and outsourced accounting services. Our industry-specific ...

Audit Senior

Rochester, NY ยท On-site

$69K - $85K/yr

We provide clients with the highest quality audit, tax, financial consulting, business valuation, information systems consulting, and outsourced accounting services. Our industry-specific ...

Showing results 21-40

Valuation information

See Rochester, NY salary details

$42K

$112.4K

$161.9K

How much do valuation jobs pay per year?

As of Sep 6, 2026, the average yearly pay for valuation in Rochester, NY is $112,355.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,300.00 and $130,800.00 per year, depending on experience, location, and employer.

What is valuation in finance?

Valuation in finance refers to the process of determining the present worth or fair value of an asset, company, or investment. It involves analyzing financial statements, market trends, and various qualitative and quantitative factors to estimate what something is worth. Valuation is crucial for mergers and acquisitions, investment analysis, financial reporting, and strategic planning. Common valuation methods include discounted cash flow (DCF), comparable company analysis, and precedent transactions.

What are the key skills and qualifications needed to thrive in a valuation role, and why are they important?

To excel in Valuation, you need a solid background in finance, accounting, and quantitative analysis, typically supported by a relevant degree such as finance, economics, or accounting. Familiarity with valuation models, Excel, financial modeling software, and sometimes certifications like CFA or ASA are commonly expected. Strong analytical thinking, attention to detail, and effective communication are crucial soft skills for interpreting data and presenting findings clearly. These competencies ensure accurate and credible valuations, which are essential for informed business decisions and regulatory compliance.

What are some common challenges faced by professionals working in valuation roles, and how can they be managed?

Valuation professionals often face challenges such as dealing with incomplete financial data, rapidly changing market conditions, and balancing tight deadlines with the need for accuracy. Navigating these issues requires strong analytical skills, attention to detail, and effective communication with clients and team members to clarify assumptions and gather necessary information. Staying updated on industry standards and maintaining a collaborative approach with colleagues in finance, legal, and accounting departments can help ensure thorough and defensible valuations.

What is the difference between Valuation vs Appraisal?

AspectValuationAppraisal
CredentialsTypically requires certifications like CVA or ASAOften requires state licensing or appraiser certification
Work EnvironmentFinancial, corporate, or consulting settingsReal estate, personal property, or machinery assessments
Industry UsageUsed in finance, mergers, acquisitions, and investment analysisCommon in real estate, insurance, and personal property sectors
PurposeEstimate value for transactions, investments, or financial reportingDetermine market value for sales, insurance, or legal purposes

While both valuation and appraisal involve estimating value, valuation is broader, often used in financial contexts, whereas appraisal is more specific to real estate and personal property assessments. Understanding these differences helps professionals choose the right approach for their needs.

Is valuation a good career path?

Valuation is a specialized finance role that involves assessing the worth of assets, companies, or securities, often requiring strong analytical skills and knowledge of financial modeling. It can offer opportunities for career growth, especially in investment banking, consulting, or asset management, and typically requires relevant certifications like the CFA. The field is competitive but can be rewarding for those interested in finance and data analysis.

What is a valuation job?

A valuation job involves assessing the worth of assets, properties, or companies, often for financial reporting, investment analysis, or transaction purposes. Professionals in this field use financial models, market data, and industry knowledge, and may hold certifications like CVA or ASA. The role typically requires analytical skills and proficiency with valuation tools and methodologies.

What skills do you need for valuation?

Valuation professionals need strong analytical skills, proficiency in financial modeling, and knowledge of accounting principles. They should be skilled in using valuation tools and software, such as Excel and specialized valuation platforms, and often require relevant certifications like CFA or ASA. Attention to detail and the ability to interpret financial data are essential for accurate assessments.

What are the most commonly searched types of Valuation jobs in Rochester, NY?

The most popular types of Valuation jobs in Rochester, NY are:

What are popular job titles related to Valuation jobs in Rochester, NY?

For Valuation jobs in Rochester, NY, the most frequently searched job titles are:

What cities near Rochester, NY are hiring for Valuation jobs?

Cities near Rochester, NY with the most Valuation job openings:

Infographic showing various Valuation job openings in Rochester, NY as of August 2026, with employment types broken down into 89% Full Time, 10% Part Time, and 1% Contract. Highlights an 77% Physical, 6% Hybrid, and 17% Remote job distribution, with an average salary of $112,355 per year, or $54 per hour.

Compliance Specialist III

EPIC Retirement Plan Services

Rochester, NY โ€ข On-site

$65K - $96K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday


Job description

Pay Range: $65,654.00 - $96,282.00
The Compliance Specialist III is directly responsible for preparing increasingly complex compliance and government filings within company service standards and following department procedures to ensure accuracy and quality of deliverables. Review increasingly complex compliance and government filings of other team members within company service standards. Mentor and train other team members.
Education and Experience:
  • Associates degree and 5+ years related experience or an equivalent combination of education and experience.
  • ASPPA Qualified 401(k) Administrator (QKA) designation required.

Skills and Abilities:
  • Ability to read and interpret documents such as retirement adoption agreements, program manuals, and government
  • instructions and guidance
  • Ability to write reports and emails/correspondence, and work effectively with employees across the company
  • Advanced math skills including the ability to apply concepts such as fractions, percentages, and ratios
  • Experience with Microsoft programs including Excel and Word
  • Ability to work independently and balance multiple tasks

Tasks Performed:
  • 40% Prepare compliance tests and year end packages including: review of plan eligibility requirements and determination of eligible participants; review of plan allocation conditions and calculation of requested contributions and forfeiture allocations; ADP/ACP nondiscrimination, 415 annual additions, 416 Top Heavy, and 410(b) coverage tests; and conduct self and peer review as needed.
  • 15% Prepare, review, and publish Form 5500, Form 5330, Form 8955-SSA and other regulatory forms required. Reconcile and prepare the Form 5500 and all applicable schedules for large filer plans and assist Plan Consultants in answering any auditor questions.
  • 10% Maintain a working knowledge of moderate complexity plans, including but not limited to dual eligibility, integrated profit sharing allocations, ADP/ACP testing failures, 403(b), Davis Bacon, MEP and PEP plans. Continue to learn and develop knowledge of more complex difficulty plans including cross-tested profit sharing allocations, balance forward valuations, and defined benefit and cash balance combo plans
  • 10% Research and resolve testing and 5500 issues and questions, which may include collaboration with other departments as needed. Assist and mentor other team members with complex issues and questions. Work with Managers to development processes and implement best practices that ensure a set standard of service.
  • 5% Prepare asset reconciliation and research differences as needed for plan valuation, testing and reporting requirements.
  • 5% Prepare outside asset and balance forward earnings allocations and participant validations (monthly, quarterly, annually) as needed.
  • 5% Prepare Plan Documents as needed, including but not limited to Restatements, Amendments, SPDs, SMMs and Notices.
  • 5% Assist with QDRO allocations and corrective earnings calculations as needed.
  • 5% Perform other duties as assigned.

Physical Requirements:
  • Communicate effectively with internal and/or external customers
  • Stationary 75% of time or greater
  • Move Objects to Maximum 10 lbs

Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
  • Parental Leave: Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage: Ensuring your overall health and well-being.
  • Flexible Spending Accounts: For healthcare and dependent care expenses.
  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance: Supporting your growing family.
  • Tuition Reimbursement: Invest in your education and career growth.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Pet Insurance: For all your furry friends.
  • Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:
  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage: Ensuring your overall health and well-being.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
  • Paid Sick and Safe Leave: For your health and safety.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.