Financial Advisor
Finance analyst job in Rochester, NY
This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Private Client Financial Advisor - Rochester, NY
Finance analyst job in Irondequoit, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyFinancial Controller
Finance analyst job in Rochester, NY
We are currently seeking an experienced and detail-oriented Financial Controller to join our team and build a best-in-class accounting function that supports our growth and drives strategic decision-making. In this role, you will be responsible for the day-to-day operations of our accounting team, overseeing the financial management and reporting of our real estate portfolio and ensuring compliance with all accounting standards. As our Controller, you'll be the financial backbone of the company, reporting directly to the CFO and working closely with executive leadership.
What You'll Do:
Daily Operations: Manage all core accounting functions including AP, AR, bank reconciliations, and general ledger activity.
Financial Reporting: Prepare and review monthly financial statements, balance sheets, and cash flow reports with precision and insight.
Cash Management: Oversee cash management of over 50 properties and meet with AP manager for check disbursements review and approval.
Strategic Planning: Direct annual accounting processes; reviewing annual CAM reconciliations, real estate tax accruals, and operating budgets.
Controls & Compliance: Design and implement robust internal controls and financial policies to ensure compliance and mitigate risk.
Strategic Vision: Look "beyond the books" and provide recommendations for improvement on our financial performance, tax planning, systems, and processes.
Work Collaboratively: Partner closely with leasing, construction, property care, and executive leadership.
What We Look For:
Bachelor's degree in accounting or finance
CPA required
Exceptional communication skills, with a high level of confidence interacting with c-suite executives and the ability to communicate complex financial information to audiences with varying levels of accounting knowledge
Significant experience in accounting/finance with proven ability to lead teams and collaborate across departments
Deep understanding of GAAP, financial systems, and accounting practices
Ability to manage multiple projects concurrently within strict timelines
Proficiency within the Microsoft suite of products as well as other major accounting platforms (Experience with Microsoft Power BI and Spreadsheet Server is a plus)
Strong analytical mindset with a focus on accuracy and process improvement
Compensation: Up to $150,000
Glazer Properties offers a competitive and comprehensive benefits package including:
Exceptional salary based on qualifications and prior professional experience
Excellent Medical and Dental Coverage Options
Health Savings account
401(k) retirement plan
Paid vacation and sick days
Paid holidays
Health Care Economics Analyst
Finance analyst job in Rochester, NY
At MVP Health Care, we're on a mission to create a healthier future for everyone - which requires innovative thinking and continuous improvement. To achieve this, we're looking for a **Health Care Economics Analyst** to join #TeamMVP. This is the opportunity for you if you have a passion for analytical thinking, health care, and collaboration.
**What's in it for you:**
+ Growth opportunities to uplevel your career
+ A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
+ Competitive compensation and comprehensive benefits focused on well-being
+ An opportunity to shape the future of health care by joining a team recognized as a **Best Place to Work For in the NY Capital District** , one of **the Best Companies to Work For in New York** , and an **Inclusive Workplace** .
**Qualifications you'll bring:**
+ Bachelor's degree of applicable study with minimum of 3 years of experience in Health Care Analytics role or Advanced degree in math or statistics, and at least 1 year of experience working with Health Care data
+ Working knowledge of Provider Billing/Reimbursement methodologies
+ Foundational knowledge of MVP's markets and products and awareness of competitive landscape
+ Working knowledge of MVP Data assets including claim, pharmacy, member and provider data
+ Proficiency in SQL and Microsoft suite of products including Power Platform
+ Curiosity to foster innovation and pave the way for growth
+ Humility to play as a team
+ Commitment to being the difference for our customers in every interaction
**Your key responsibilities:**
+ Collaboration with team leader, peers and key stakeholders across the organization
+ Research and query multiple data sources, manipulate large sets of data using appropriate tool
+ Identify and implement the most efficient solution for the business problem with forward thinking mindset to leverage automation and efficiency
+ Leverage AI, Machine Learning or Statistical software where appropriate to advance analytics
+ Validation of data, data models and reporting for accuracy and soundness
+ Actively seek to draw inferences from the data to drive actionable insights/strategic discussions
+ Actively seek to understand the why and how to add value to business request vs. just doing the request
+ Actively challenge the status quo and find a better way
+ Contribute to our humble pursuit of excellence by performing various responsibilities that may arise, reflecting our collective goal of enhancing healthcare delivery and being the difference for the customer.
**Where you'll be:**
Location: remote within New York State
**Pay Transparency**
MVP Health Care is committed to providing competitive employee compensation and benefits packages. The base pay range provided for this role reflects our good faith compensation estimate at the time of posting. MVP adheres to pay transparency nondiscrimination principles. Specific employment offers and associated compensation will be extended individually based on several factors, including but not limited to geographic location; relevant experience, education, and training; and the nature of and demand for the role.
We do not request current or historical salary information from candidates.
**MVP's Inclusion Statement**
At MVP Health Care, we believe creating healthier communities begins with nurturing a healthy workplace. As an organization, we strive to create space for individuals from diverse backgrounds and all walks of life to have a voice and thrive. Our shared curiosity and connectedness make us stronger, and our unique perspectives are catalysts for creativity and collaboration.
MVP is an equal opportunity employer and recruits, employs, trains, compensates, and promotes without discrimination based on race, color, creed, national origin, citizenship, ethnicity, ancestry, sex, gender identity, gender expression, religion, age, marital status, personal appearance, sexual orientation, family responsibilities, familial status, physical or mental disability, handicapping condition, medical condition, pregnancy status, predisposing genetic characteristics or information, domestic violence victim status, political affiliation, military or veteran status, Vietnam-era or special disabled Veteran or other legally protected classifications.
To support a safe, drug-free workplace, pre-employment criminal background checks and drug testing are part of our hiring process. If you require accommodations during the application process due to a disability, please contact our Talent team at ******************** .
**Job Details**
**Job Family** **Informatics and Business Intelligence**
**Pay Type** **Salary**
**Hiring Min Rate** **69,383 USD**
**Hiring Max Rate** **99,911 USD**
Financial Advisor - Reliant Credit Union
Finance analyst job in Sodus, NY
Reliant Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives.
Achieve program profitability for our Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Reliant Credit Union and our Brokerage Services, Inc.).
Responsibilities
Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company.
Cultivate strong working relationships and build trust among customers through effectively working your book of business.
Follow a professional, broad based sales process in accordance with the Company's procedures.
Follow regulatory securities requirements and strictly adhere to all Company policies.
Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner.
Follow the Company and regulatory guidelines for maintaining client files.
Meet or exceed the Company's minimum program production standards along with a product mix of business consistent with the needs of your customers.
Attend all required training along with additional opportunities to attend informational meetings scheduled by the Company.
Requirements
Three to five years of proven financial services sales success experience.
Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million.
FINRA Registration: Series 7, 63 and 65/66.
Life/Health License(s).
Commitment to Total Needs Bases Sales approach.
5+ to 7 years experience
Management Experience Required - No
Minimum Education - Bachelor's Degree
Willingness to Travel - Occasionally
SKILLS AND CERTIFICATIONS
Selling securities
Selling insurance
face to face client meetings
bank or credit union experience
IDEAL CANDIDATESomeone that is good with dealing with people and building relationships. This location comes with a 50M book of business, so they would have to be used to dealing with a book, as well
IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES):Open to most backgrounds, but wirehouse and traders are not usually a good fit. We need someone with the insurance experience, as much as the securities.
Any Independent B/D, bank, or credit union.WHY WE'RE A GREAT COMPANYGreat support for the FA's, great work environment, and a stable location in a volatile arena of business.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Financial Advisor - Baltimore
Finance analyst job in Hunt, NY
If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch.
As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.
Who we are:
Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc.
You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you:
The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability.
Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind
Follow a well-defined career path that integrates education with mentorship and teaming opportunities
Transparency, honesty, and clarity as the fundamental ingredients of partnership
A culture of innovation that embraces growth and the changes that come with it
Flexibility to design the life you want, backed by the security of a large, established company like ours
How will you build your practice?
You will…
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Who do you need to be?
A strong relationship-builder who takes a client-first approach
A proven networker and marketer (alt: “connector of people”)
A dedicated worker: independent, self-motivated and goal oriented
ERP Financial Consultant
Finance analyst job in Rochester, NY
Department: Enterprise Systems Group
Billable Hours Goal: 80% of worked hours
Position Type: Full Time
Travel Required: Yes as needed
As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support.
REPORTS TO: ERP Lead Consultant
DIRECT REPORTS: None
ESSENTIAL FUNCTIONS:
· Be the trusted advisor to clients on system configuration and implementation, using Epicor's signature methodology for problem identification, implementation, documentation, testing and training
· Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy
· Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state
· Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner
· Assist with generating quote specifications and proposal generation
· Ability to adhere to project timelines and meet Service Level Agreement goals
· Provide support for clients in a help desk capacity and assist in troubleshooting application questions
· Provide on-site training and consulting for clients if necessary
ADDITIONAL RESPONSIBILITIES:
· Maintain daily timesheet and expense report entries and submit them accurately and timely
· Other duties as required
Requirements
TECHNICAL SKILLS:
· High level (Intermediate) of proficiency in MS Office and SharePoint
· Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc.
SOFT SKILLS & ABILITIES:
· Strong written and verbal communication skills
· Pleasant and professional demeanor in all client and internal communications
· Ability to multi task
· Intellectually resourceful with sound/ethical judgment and effective decision-making abilities
· Independent worker and able to work effectively on daily tasks without direct supervision
· Strong organization skills and ability to operate efficiently throughout daily tasks
· In general, own's issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate
· Demonstrates empathy with users and professionalism at all times
· Work well with clients at all levels
· Operates with client satisfaction in mind
· Energy, enthusiasm and results-oriented
· Strong troubleshooting and analytical skills
EDUCATION, EXPERIENCE, & KNOWLEDGE:
· CPA or CMA Preferred
· Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software
· Strong knowledge in supply chain / distribution desirable
· Proven success in ERP software project implementation and deployment across multi-business verticals
WORK ENVIRONMENT/PHYSICAL DEMANDS:
· Use of computer and office equipment
· Ability to remain calm in stressful situations
· Performs all administrative functions expected at this level
ADDITIONAL REQUIREMENTS:
· Ability to be scheduled for evening or weekend work occasionally
· Valid driver's license in your state of residence and reliable personal vehicle
Salary Description $85,000-$115,000
Financial Analyst II
Finance analyst job in Rochester, NY
As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.
Job Location (Full Address):
601 Elmwood Ave, Rochester, New York, United States of America, 14642
Opening:
Worker Subtype:
Regular
Time Type:
Full time
Scheduled Weekly Hours:
40
Department:
500240 Lab Admin-Clin Labs SMH
Work Shift:
Range:
UR URG 110
Compensation Range:
$60,431.00 - $84,603.00
The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.
Responsibilities:
Conducts specialized and highly complex analysis of financial data in support of various finance functions. Responsible for providing senior management with the analysis and information they need to make timely operational, financial, and strategic decisions. Conducts specialized and highly complex analysis of financial data in support of the various Finance functions, identifying and researching material variances by working with related entity personnel. Reviews and evaluates accounting policies and procedures for efficiency, accuracy, and compliance with generally accepted accounting principles (GAAP).
Responsibilities
Position Summary:
UR Medicine Labs is the largest medical lab in Western New York, performing over 10 million patient tests per year. We are currently looking for a Financial Analyst II to join our department's finance team. Under general direction from the Pathology and Lab Medicine Finance Director, and with latitude for independent judgment and initiative, provides quantitative and qualitative analysis of current and proposed business operations, along with ongoing review and analysis of financial performance for a large and complex department. Is able to analyze complex data and make independent assessments. Works collaboratively with departmental leadership and staff to support business operations.
Specific Responsibilities:
UR Medicine Labs is the largest medical lab in Western New York, performing over 10 million patient tests per year. We are currently looking for a Financial Analyst II to join our department's finance team. Under general direction from the Pathology and Lab Medicine Finance Director, and with latitude for independent judgment and initiative, provides quantitative and qualitative analysis of current and proposed business operations, along with ongoing review and analysis of financial performance for a large and complex department. Is able to analyze complex data and make independent assessments. Works collaboratively with departmental leadership and staff to support business operations.
40% Financial Analysis and Research
Support the budgeting process through analytical assessments that estimate the financial impact of operational changes such as:
- New/replacement items purchased related to clinical testing
- Price changes due to new contracts, annual CPI increases, and/or GPO tier changes
- Margin enhancement/business improvement plan development
Analyzes and interprets data, statistics and financial information and identifies significant differences in relationships among sources of information.
25% Data Presentation
- Compiles and/or prepares reports, graphs and charts of data analyzed.
- Makes presentations on areas of research or analysis.
- Prepares conclusions, forecasts and makes recommendations based on research.
15% Special Projects
- As assigned, assumes responsibilities for special projects involving financial planning and analysis.
- Establishes time tables and activity plans for assigned projects and coordinates the efforts of team members.
15% Purchasing and Finance System Support
- Utilizes Workday P2P to place orders for Faculty and lab areas in need of assistance.
- Answers questions and acts as a resource for departmental staff relating to Workday P2P.
- Stays informed of system changes and upgrades as they relate to financial management and adapts new developments into planning, control and analytical processes.
5% Team Communication/Participation
- Attends team meetings and provides updates.
- Initiates corrective action when finding errors and/or inconsistencies in data. Consults with and/or refers matter to supervisor when error trends indicate a system or procedural issue.
- Recommends improvements, adaptation, and changes in policy and procedures.
- Assists in the development and/or modification of Finance policies and procedures.
- Acts as backup for other team members' responsibilities.
- Other duties as needed.
Requirements:
- Bachelor's degree and 2-4 years of experience in the analysis and dissemination of information.
- Strong interpersonal skills and effective communication skills, written and oral.
- Experience in healthcare analytics, utilizing advanced Excel, SQL, and/or Tableau helpful, but not required.
- Demonstrates ICARE values.
- For more on the ICARE values go to: ***********************************************************************************************
The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create - and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.
Auto-Apply2026 Intern Conversion: Financial Analyst - Rochester MN
Finance analyst job in Rochester, NY
Introduction As you have witnessed this summer, at IBM we have an amazing opportunity to transform the world with cognitive technology. By using the vast amounts of information available today to identify new patterns and make new discoveries, we are helping cities become smarter, hospitals transform patient care, financial institutions minimize risk, and pharmaceuticals find cures for rare diseases. Join the forward-thinking teams at IBM solving some of the world's most complex problems - there is no better place to grow your career!
Your role and responsibilities
This position is for intern to full time conversions for starts January 2026 and later. By applying to this position, you are applying to the same role for which you were a co-op or intern at IBM in 2025.
Required education
Bachelor's Degree
Preferred education
Bachelor's Degree
Required technical and professional expertise
Successful completion of a 2025 IBM Co-op or Internship
ABOUT BUSINESS UNIT
The IBM Finance organization is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM's financial strategy, developing new business models, and mitigating enterprise risk. Do you have a passion for creating business value? Join our team in accounting, financial planning, pricing, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing.
YOUR LIFE @ IBM
In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.
Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.
Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.
Are you ready to be an IBMer?
ABOUT IBM
IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.
Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business.
At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.
IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
OTHER RELEVANT JOB DETAILS
IBM offers a competitive and comprehensive benefits program. Eligible employees may have access to:
* Healthcare benefits including medical & prescription drug coverage, dental, vision, and mental health & well being
* Financial programs such as 401(k), cash balance pension plan, the IBM Employee Stock Purchase Plan, financial counseling, life insurance, short & long- term disability coverage, and opportunities for performance based salary incentive programs
* Generous paid time off including 12 holidays, minimum 56 hours sick time, 120 hours vacation, 12 weeks parental bonding leave in accordance with IBM Policy, and other Paid Care Leave programs. IBM also offers paid family leave benefits to eligible employees where required by applicable law
* Training and educational resources on our personalized, AI-driven learning platform where IBMers can grow skills and obtain industry-recognized certifications to achieve their career goals
* Diverse and inclusive employee resource groups, giving & volunteer opportunities, and discounts on retail products, services & experiences
We consider qualified applicants with criminal histories, consistent with applicable law.
This position was posted on the date cited in the key job details section and is anticipated to remain posted for 21 days from this date or less if not needed to fill the role.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
Senior Finance Analyst
Finance analyst job in Rochester, NY
Description & Requirements Maximus is currently seeking a Senior Finance Analyst. In this role, you will be responsible for producing accurate project financial reporting results for submission. The successful candidate will conduct monthly invoice variance analysis and develop performance metrics for management review. You will maintain accurate financial records and data to support internal and external audits.
Essential Duties and Responsibilities:
- Responsible for preparation of project financial forecast including loading labor data into corporate model; validating ODC forecast and that overall forecast values are consistent; reviewing with management to finalize and submit forecast.
- Prepare any quarterly revenue adjustments required to correct revenue for impact of billed indirect rates exceeding expected actual rates.
- In conjunction with Financial Analyst, track costs, billing/invoice adjustments, contract-to-date expenditures for sub-contractors and temporary labor.
- Oversee and review monthly accruals.
- Prepare monthly variance analysis for management review.
- Responsible for ad-hoc reporting requests from the management.
- Support management to respond to ad-hoc client requests for supporting documentation, cost allocations/analysis, etc.
- Participate in all internal and external audits and maintain reports and data related to and necessary for audits.
- Ensure the security and privacy of financial information.
Job-Specific Essential Duties and Responsibilities:
- Support the invoice life cycle where necessary.
- Prepare and analyze monthly revenue adjustments to align with changes in the invoice life cycle.
- Assist with the coordination of workload.
- Collaborate with business partners to ensure alignment with process flows between business units.
- Provide financial analysis to support business decisions.
- Present findings and recommendations to management in a clear, concise manner.
- Identify trends, risks, and opportunities to improve processes and controls.
- Conduct monthly invoice variance and performance metrics analysis for management.
- Manage governance of sent/received items to/from the customer.
- Reconcile customer invoices submitted to cash received.
- Respond to ad-hoc reporting and documentation requests from management and clients.
- Support internal and external audits by maintaining accurate reports and data.
- Ensure confidentiality and security of information.
- Perform other duties as assigned.
Minimum Requirements
- Bachelor's degree in relevant field of study and 5+ years of relevant professional experience required, or equivalent combination of education and experience.
Job-Specific Minimum Requirements:
- Bachelor's degree in a relevant field, preferably Finance. Additional years of relevant experience will be considered in lieu of degree.
- 5+ years of related experience.
- Per customer requirements, this position requires United States Citizenship.
- Strong proficiency in Excel and financial acumen.
- Excellent analytical, problem-solving, and communication skills
- Experience in process improvement and automation initiatives.
- Strong business acumen and ability to influence stakeholders.
#techjobs
#LI-PN1
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
75,000.00
Maximum Salary
$
90,000.00
Easy ApplyFinance Analyst
Finance analyst job in Henrietta, NY
LOCATION: Taastrup / New York (US-NY), United States | BRAND: KB Signaling | REQUISITION ID: 8917 | JOB GRADE: 13 | ON-SITE/REMOTE: Hybrid KB Signaling delivers unparalleled end-to-end wayside and onboard conventional signaling Control, Command, and Signaling (CCS) platforms and solutions. A trailblazer, we are driven to provide the best solutions for improved safety, performance, and lower overall operating cost for today's transit and freight railway systems and operators in North America and beyond. Our team is fueled by innovation and grounded in solid values, like giving back to the communities where we do business and embracing sustainability to help protect our planet. KB Signaling is part of a global, high-tech company that will challenge you and help you grow. Discover your potential.
JOB DESCRIPTION:
Position Summary
The Finance Project Analyst provides essential financial and administrative support to the finance project team. This role requires a detail-oriented individual with strong organizational and analytical skills, capable of working independently and as part of a team.
Essential Functions:
* Ensure accuracy and timeliness of reports, consistently meeting monthly reporting deadlines.
* Communicate performance variances to management promptly and effectively.
* Clearly articulate assumptions and rationale during discussions and presentations.
* Maintain well-documented assumptions taken in Estimate to Complete (ETC) reports, stored in designated shared drives.
Knowledge:
* Project Accounting for Short Term Projects, or Long Term Projects that are classified as Non-Critical, or in the Warranty/Close Out Phase:
* Perform accounting tasks for projects within portfolio.
* Tracks project budgets and expenditures, and ensure transactions are accurately recorded.
* Support project managers in monitoring project financial performance.
* Works with project team on cash management of project, including booking invoices and updating cash forecasts.
* Assist the project team to prepare financial reports and presentations to support the Management Project Review Cycle.
* Prepares financial reports and presentations related to projects to support the Finance Project Review Cycle.
Experience
* Ensure completeness of timesheets at month end.
* Maintain a monthly gap hours file and provide recommendation in terms of hours accrual.
* Reconcile hours between the time/attendance system and the ERP.
* Run monthly cost center actuals vs budget reports, coordinate monthly cost centers meetings with cost centers owners.
* Gather comments from department heads on personnel low utilization.
* Administrative Tasks:
* Oversee the maintenance and updating of process documents related to project finance, ensuring accuracy and accessibility.
* Run bi-weekly cash review sessions with Project Directors and Senior Finance Project manager.
* Assist in the organization and upkeep of project files, both physical and digital.
* Provide general administrative support to the finance project team.
* Responsible for new project set-up and hand off to FPM and project team.
* Responsible for closeout of projects as assigned.
* Handle other special assignments and projects as assigned by management.
* Month End preparation tasks and downloading of month end financials from ERP system.
Skills:
* Accounting Skills: Basic understanding of accounting principles and practices.
* Technical Skills: Proficiency in accounting software (SAP preferred) and MS Office, especially Excel.
* Organizational Skills: Strong organizational and time-management skills, capable of handling multiple tasks and meeting deadlines.
* Communication Skills: Effective written and verbal communication skills.
* Detail-Oriented: Meticulous attention to detail and accuracy in all tasks.
* Problem-Solving Skills: Ability to identify issues and propose solutions related to project finances.
Education:
* Associate's or bachelor's degree in accounting, finance, or related field preferred.
* 1-5 years of experience in finance or accounting roles, preferably with exposure to project-based accounting.
The anticipated salary range for candidates who will work in Rochester, NY is $65 to $95K per year. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry and education. Knorr Bremse is a multi-state employer, and this pay scale may not reflect positions that work in other states or locations. Provided they meet all eligibility requirements under the applicable plan documents, employees (and their eligible dependents) will be eligible to enroll in group healthcare plans that offer medical, dental, vision, and basic life and disability insurance. Employees also will be able to enroll in our company's 401k plan. Employees will also receive 120 hours of vacation leave and 40 hours of Personal Paid Absence every year. Employees will also enjoy 12 paid holidays, and 1 floating holiday throughout the calendar year, subject to relevant terms outlined in the employee handbook. 6 weeks of paid parental leave will also be available for use. Requirements for these benefits will be controlled by applicable plan documents and policies. Employees working on federal contracts covered by the Federal Paid Sick Leave requirements will be notified and will receive benefits consistent and compliant with the FPSL requirements. Hired applicant will be able to purchase company stock, subject to the relevant plan documents and annual bonuses based on achievement of certain metrics of up to 4% of annual salary. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies. Applications for this position are accepted on an ongoing basis.
Please note: At this time, we are not able to offer immigration sponsorship for new hires. All applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future employment-based visa sponsorship.
What does KB Signaling have to offer you?
* Competitive Health Benefits, including Medical, Prescription, Dental, Vision and Virtual visits
* Company-paid Basic Life and Accidental Death & Dismemberment Insurance
* Company-paid Short-Term Disability Coverage
* Voluntary life, Disability, and other Supplemental coverages
* Identity Theft and Legal Protection benefits
* Health and Dependent Care Flexible Spending Accounts
* Health Savings Accounts
* Generous 401(k) plan
* Personal Paid Time Off
* Company-paid holidays
KB Signaling Inc. is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
The anticipated salary range for candidates who will work in [Specific City or Remotely] is $65 to $95K per year. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry and education. Knorr Bremse is a multi-state employer, and this pay scale may not reflect positions that work in other states or locations. Provided they meet all eligibility requirements under the applicable plan documents, employees (and their eligible dependents) will be eligible to enroll in group healthcare plans that offer medical, dental, vision, and basic life and disability insurance. Employees also will be able to enroll in our company's 401k plan. Employees will also receive 120 hours of vacation leave and 40 hours of Personal Paid Absence every year. Employees will also enjoy 12 paid holidays, and 1 floating holiday throughout the calendar year, subject to relevant terms outlined in the employee handbook. 6 weeks of paid parental leave will also be available for use. Requirements for these benefits will be controlled by applicable plan documents and policies. Employees working on federal contracts covered by the Federal Paid Sick Leave requirements will be notified and will receive benefits consistent and compliant with the FPSL requirements. Hired applicant will be able to purchase company stock, subject to the relevant plan documents and annual bonuses based on achievement of certain metrics of up to 4% of annual salary. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies. Applications for this position are accepted on an ongoing basis.
Nearest Major Market: Rochester
Controller
Finance analyst job in Rochester, NY
St. John Fisher University is an independent, liberal arts institution that provides a transformative education to approximately 3,800 undergraduate, master's, and doctoral students each year. Across its five Schools, Fisher offers nearly 40 majors in the humanities, social sciences, natural sciences, business, education, and nursing; 11 pre-professional programs; and master's and doctoral programs in business, nursing, education, pharmacy, and public health. The University's residential campus boasts a robust living and learning community and a successful intercollegiate athletics program. Fisher is a community where all are welcome, regardless of religious or cultural background.
The University continues to honor its founders, the Congregation of St. Basil, by embracing their motto, "Teach Me Goodness, Discipline, and Knowledge." We are located in Pittsford, N.Y., seven miles outside of the city of Rochester. The campus is situated on 164 park-like acres-a beautiful setting for a warm, friendly campus community.
Job Responsibilities
The Controller serves as the chief accounting and financial reporting officer of the University, responsible for the integrity, accuracy, and transparency of all financial operations. Reporting to the VP for Finance & Administration and CFO, the Controller provides strategic leadership and oversight of accounting, budgeting, treasury, financial systems, compliance, and internal controls. This role ensures the University's financial health and supports its mission through effective stewardship of resources and informed decision-making.
Financial Operations & Reporting
* Directs general accounting, financial reporting and analysis, grants management, payroll, accounts payable, purchasing, non-student accounts receivable, and events and reservations.
* Oversees the preparation of year-end financial statements, footnotes, and tax return schedules; ensures compliance with federal, state, and local tax regulations.
* Coordinates internal and external audits and ensures timely resolution of audit findings.
Treasury & Investment Management
* Manages cash flow, operating funds, and working capital.
* Oversees endowment funds, investment portfolios, and debt service obligations.
* Executes investment transactions and monitors compliance with debt covenants.
Budgeting & Strategic Planning
* Leads the development of the University's annual operating and capital budgets.
* Prepares financial presentations for senior leadership, the Finance & Facilities Committee, Audit & Risk Committee, Investment Committee and the Board of Trustees.
* Monitors budget performance and collaborates with departments to ensure fiscal discipline.
* Participates in strategic planning and prepares financial models for new initiatives and program development.
Systems & Compliance
* Maximizes the utility of financial systems (e.g., Banner, Prophix, Unimarket, Fundriver) to support robust reporting and decision-making.
* Develops, reviews, and implements fiscal policies and procedures.
* Establishes and monitors internal controls to safeguard University assets and ensure compliance with GAAP, GASB, and other regulatory standards.
Campus Engagement & Support
* Provides financial guidance and training to campus departments.
* Coordinates with Advancement to ensure accurate accounting for pledges, gifts, endowments, and scholarships.
* Ensures timely dissemination of financial information to support effective decision-making.
Education / Experience
Required:
* Bachelor's degree in Accounting required with five to ten years of progressively responsible financial management experience, related experience preferably in a not-for-profit or higher education environment.
* Experience analyzing financial data, using pertinent data sources to independently gather, compile and analyze financial information and coordinate and manage financial projects.
* Strong knowledge of generally accepted accounting principles.
* Strong PC based computer skills, including advanced knowledge of spreadsheet products.
Preferred:
* MBA or CPA
* Previous Banner applications experience (or another enterprise system)
Competencies / Skills
Must possess strong written and oral communication; a strong customer service orientation; consensus building skills; as well as a demonstrated ability to work collaboratively in a team environment. Must work independently with minimal supervision and exercise professional judgment in carrying out all assigned responsibilities.
Supervision of Employees
Supervises and coordinates all Controller's Office functions including Assistant Controller, Financial Reporting, Budgeting, Treasury Management, Grants Management, Payroll, Accounts Payable, Purchasing, and Events and Reservations. Direct supervision of seven employees and department headcount of thirteen.
Work Environment
Pleasant, well-lit office environment. Significant computer time required.
Equipment to be Used
Computer, phone, copier/fax
Job Type Full-time Work Hours
12 months, 35 hours/week
Special Conditions for Eligibility Minimum Number of References Requested 3 EEO Statement
It is the policy of St. John Fisher University to provide Equal Employment Opportunity to all employees and applicants for employment in accordance with the applicable federal, state, and local laws governing non-discrimination in employment in each locality in which the University has employees.
The University does not discriminate against applicants or employees in hiring, promotion, termination or the terms and conditions of employment on the basis of race, color, religion, gender, sex, perceived sex, gender identity, gender expression, the status of being transgender, sexual orientation, national origin, citizenship, age, disability, marital status, military status, veteran status, predisposing genetic, characteristics or genetic information, arrest or conviction record, status as a victim of domestic violence, or any other characteristic protected by law.
The Title IX Coordinator is the designated University official with primary responsibility for coordinating compliance with Title IX and related federal and state laws. The Title IX Coordinator, Meg Flaherty, Ph.D., can be reached by phone **************, email (titleix@sjfc.edutitleix@sjfc.edu>), in-person in Campus Center 209, or outside of business hours by contacting the Office of Safety and Security **************.
Work Location 3690 East Ave., Rochester, NY 14618 FLSA Exempt Salary / Hourly Range $125,375.00 - $147,500.00 per year Notes
The salary range for this role is set based on a variety of factors, including but not limited to internal equity, qualifications, experience, and education. The above hiring range is one component of the University's competitive Total Rewards package which can be viewed here
Posting Detail Information
Posting Number S00749P Desired Start Date Open Date Open Until Filled Special Instructions to Applicant
Sr Financial Analyst
Finance analyst job in Rochester, NY
Perform financial analysis activities to maintain the integrity of the company's financial position and provide the Controller and VP of Finance with timely and accurate information to ensure best practices are used to maximize the results of the business.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Consult functional leaders to understand the full impact of decisions on company finances and advise management accordingly. Determine and offer alternate viable solutions and ideas as applicable.
Analyze monthly financial performance including analyzing spending and efficiency; provide continuing insight into results through financial analysis. Analysis must provide actionable information to management.
Prepare and submit routine and ad hoc reports and provide supporting commentaries when appropriate.
Coordinate the preparation and review of the annual budget and monthly forecasts. Drive the annual budgeting and financial analysis roles and ensure that they add real value and productivity to the business.
Book routine, monthly, and annual journal entries. Complete month end closing process.
Insure proper and timely reconciliation of general ledger balance sheet accounts; take lead role in resolving issues that affect the balance sheet.
ADDITIONAL DUTIES AND RESPONSIBILITIES:
Accounting/SOX: Insure timely and accurate application of Pfaudler policies, and accounting and SOX rules.
Maintain strict confidentiality when reviewing and reconciling payroll data for GL processing.
Some duties may be modified and other duties may be assigned as necessary.
This position is planned to be a growth position with potential to develop into Management or Controller role over time.
SUPERVISORY RESPONSIBILITIES (if applicable)
None
QUALIFICATIONS
Must have experience with ERP systems, relevant experience in a Manufacturing environment, and experience with Budgeting/Planning and Financial Analysis. Must possess strong organizational skills, a thorough understanding of a P&L and how items influence it, good presentation and speaking skills and experience presenting to upper management, the ability to work under pressure and within tight schedules, excellent analytical assessment skills, near expert level familiarity with Excel spreadsheets. Inventory and materials costing experience is a plus.
EDUCATION and/or EXPERIENCE
B.S. degree in Accounting/Finance or related, with minimum 5-7 years of experience.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear; and taste or smell. The employee may be required to occasionally lift and/or move up to a certain weight. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
See attachment for specific physical and non-physical aspects of the job.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The job may require the performance of additional duties as assigned.
Employer's Disclaimer:
All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.
Auto-ApplyQuantitative Financial Analyst
Finance analyst job in Newark, NY
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
Responsibilities:
Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
Required Qualifications:
Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
Familiar with regulations and regulatory guidance on model risk management
Desired Qualifications:
Master's degree or above
Prior auditing background preferred
Skills:
Critical Thinking
Quantitative Development/Validation
Risk Analytics
Risk Modeling
Technical Documentation
Collaboration
Problem Solving
Risk Management
Data Modeling and Trend Analysis
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NY - New York - 114 W 47TH ST (NY8114) Pay and benefits information Pay range$85,000.00 - $130,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyFinancial Consultant
Finance analyst job in Rochester, NY
Job Description
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance.
Key Responsibilities:
Consult with clients to assess their financial situations and develop customized financial plans
Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance
Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes
Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice
Cultivate long-term client relationships based on trust, transparency, and results
Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance
Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards
Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
Qualifications
Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)
2-5 years of experience in financial advising, wealth management, or investment consulting
Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance
Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products
Exceptional communication and interpersonal skills
Proven track record of building and managing client relationships
Team player with the ability to collaborate with others
Proficient in financial planning software and CRM systems
All applicants must be 18 years of age or older
Preferred Skills:
Experience with mass affluent, high-net-worth and commercial clients
Strong analytical thinking and decision-making skills
Bilingual or multilingual proficiency is a plus
Familiarity with digital advisory platforms and financial technology tools
High level of emotional intelligence, empathy, and professionalism
Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications
Comfortable working in a fast-paced, technology-driven environment
Detail oriented with superior organizational skills and ability to prioritize
Financial Compliance Associate
Finance analyst job in Rochester, NY
Lifetime Assistance - Financial Quality Associate Make an Impact. Create Joy. Shape the Future. At Lifetime Assistance, our mission is to foster independence, dignity, and respect for individuals with intellectual and developmental disabilities. Working with us goes beyond just a job-it's a chance to transform lives, including your own.
Position Overview:
Job Title: Financial Compliance Associate
Location: Rochester, NY
Department: Quality Assurance/Quality Improvement (QA/QI)
Reports To: VP QA Improvement
Employment Type: Full-Time, 40 Hours - Days
Starting Wage: $21.55 - $24.62 per hour plus mileage reimbursement
Why You Should Work for Lifetime Assistance?
* No-Premium Health Insurance: Access comprehensive healthcare without added cost.
* Education Support: Tuition assistance, scholarships - 50% off tuition for two courses per semester plus up to $3,000 scholarship per semester - plus micro-credential stipends up to $750 and SUNY partnerships.
* Paid Training: Immersive learning, e-learning, and ongoing paid training.
* Career Growth: Clear pathways to advancement, leadership training, and coaching support.
* Work-Life Harmony: Generous paid time off and supportive scheduling.
* Join a Caring Culture: Be part of a compassionate, mission-driven team that values every person - both those we support and our employees alike.
Your Core Responsibilities:
* Conduct financial audits across homes.
* Review ledgers, bank statements, in-house accounts, receipts, and change returns to ensure accuracy.
* Verify compliance with agency processes for:
* Banking needs forms
* Withdrawals from savings → house accounts → manager/staff use
* Receipt tracking with signatures
* Change reconciliation down to the penny
* Audit purchases on Wegmans/Walmart cards and gas cards to identify theft or misuse.
* Check for compliance with OPWDD/Medicaid standards to avoid citations.
* Provide on-the-spot training when errors are identified, while still documenting and citing all findings.
* Collaborate with a team of six QI professionals specializing in different audit areas (finances, medical, physical plant, etc.).
* Support the agency's goal of completing two audits per year across main service areas, with medical reviews at least annually.
* Prepare detailed reports with recommendations for corrective action and follow-up to ensure resolution.
* Partner with program managers and frontline staff to strengthen financial accountability and operational efficiency.
* Maintain confidentiality and professional integrity while managing sensitive financial data.
What You Bring:
* Strong financial skills: balancing ledgers, reconciling accounts, and reviewing checkbooks.
* Extreme attention to detail - every penny and every receipt matters.
* Confidence to cite errors, follow through with corrections, and hold staff accountable.
* Ability to teach and support staff while maintaining compliance.
* Excellent written and verbal communication skills for documentation and staff guidance.
* Nonprofit/OPWDD experience a plus, but not required (rules can be taught).
* Degree not required - practical money management skills are most important.
* Strong organizational skills with ability to manage multiple audits simultaneously.
* Proficiency with Microsoft Excel, Word, and data entry systems.
* Valid NYS driver's license and reliable transportation required.
Our Mission & Culture:
* Mission-Driven Work: Empowering individuals to live with independence and purpose-here, your work truly matters.
* Inclusive & Supportive: A workplace built on respect, dignity, and a shared vision of inclusion.
* Community Impact: Join efforts that reflect Lifetime Assistance's dedication to community partnerships and enhanced quality of life for all.
Are You Ready to Begin?
If you're a compassionate professional ready to use your skills to ensure accountability, quality, and excellence in services that truly change lives, apply today and join us in building lives of independence-one person at a time.
Equal Opportunity Employer
Lifetime Assistance is proud to be an Equal Employment Opportunity employer. We celebrate diversity and are committed to inclusive hiring practices without regard to race, religion, gender, age, disability, or other protected characteristics.
"I am part of something bigger… Being a Lifetime Assistance employee means everything to me."
* Kimberly C, Family Coordinator of Community Services, celebrating her 30th year with us
Financial Consultant II
Finance analyst job in Rochester, NY
Hours:
40
Schedule:
Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch.
Comprehensive Benefits:
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive Plan:
Pay Range: $37.19 - $46.88
Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.
Purpose:
A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard.
Accountabilities:
Business development and client relationship building
Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals
Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making
Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health
Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience
Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships
Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events
Host a minimum annual client strategy sessions, either in person, virtually, or at location of client's choice utilizing planning software for sessions
Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours
Cultivate and maintain productive working rapport with credit union personnel on all levels
Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory
Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles
Serve as subject matter expertise
Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals
Mentor licensed Bankers and FC1 within assigned market
Personal and professional development
Master tools and technology (financial planning, account opening/maintenance, client relationship management software)
Maintain industry education and work toward advanced designations (CFP, ChFC)
Maintain excellent compliance and operational standards.
Understand and adhere to all internal written supervisory principals
Comply with all NYS Insurance Department FINRA, SEC, standards and regulations
Timely completion of all required regulatory continuing education
Proficiency with all paperwork and processes
Qualifications:
Bachelor's degree or 4 years of equivalent directly related experience
Minimum of 6 years directly related experience
Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)
Must have experience in providing planning and implementing strategies (software and product solution expertise)
Strong Knowledge of investment and insurance products
Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard)
Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper
Preferred Qualifications:
CFP, ChFC
Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm)
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
225 Chestnut Street * Rochester, New York 14604 * ************ * ************
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
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Senior Financial Analyst
Finance analyst job in Palmyra, NY
Rochester, New York
Insero Talent Solutions has partnered with a global manufacturing organization serving a wide range of markets in their search of a Senior Financial Analyst to join their growing team. The company is focused on enhancing its financial systems, reporting capabilities, and decision-support tools to drive performance, operational excellence, and long-term scalability.
The Senior Financial Analyst will play a critical role in strengthening the organization's financial framework through enhanced technology, streamlined processes, and insight-driven analysis. This role supports month-end close activities, prepares and interprets financial reports, develops budgeting and forecasting models, and builds KPI dashboards used by executive leadership.
The ideal candidate is highly analytical, detail-oriented, and motivated by opportunities to drive efficiency and improve financial visibility across a growing global business.
Responsibilities:
Support monthly and quarterly close activities, including variance analysis, account reconciliations, and key journal entry review.
Prepare, analyze, and interpret financial statements while ensuring accuracy, timeliness, and compliance with GAAP.
Partner with Finance, Operations, and IT to strengthen financial systems, reporting tools, and transaction processes to improve data integrity and efficiency.
Lead development, maintenance, and enhancement of budgeting and forecasting models; provide actionable insights to business leaders.
Build and manage KPI dashboards that deliver real-time financial and operational performance metrics.
Conduct detailed financial analyses to identify trends, risks, and opportunities, and provide recommendations to support strategic and operational decision-making.
Drive continuous improvement initiatives across financial processes, reporting capabilities, and data-driven tools.
Collaborate cross-functionally (operations, sales, supply chain, IT) to align financial insights with organizational objectives.
Requirements:
Bachelor's degree in Accounting, Finance, or a related field; CPA, CMA, or MBA is a plus.
5+ years of progressive experience in financial analysis and/or accounting, preferably within a manufacturing or global company.
Strong knowledge of GAAP, financial reporting, and month-end close processes.
Advanced Excel and financial modeling expertise; experience with ERP systems and BI/reporting tools strongly preferred.
Proven ability to design and maintain KPI dashboards and reporting frameworks.
Strong analytical, critical thinking, and problem-solving skills with exceptional attention to detail.
Excellent communication and interpersonal skills with the ability to collaborate across global teams.
Demonstrated experience driving process improvements and leveraging technology to enhance efficiency and accuracy.
Financial Advisor Development Program
Finance analyst job in Batavia, NY
Ready to launch a thriving career with unlimited earning potential? The Brighton Securities Financial Advisor Development Program offers one of the most dynamic and rewarding opportunities in the industry! If you're eager to learn, grow, and succeed, this is your chance to be part of a program that's setting the bar for success.
As a participant, you'll be learning directly from industry leaders and mentors, gaining hands-on experience in sales, investment strategies, and business management. You'll work with clients to craft tailored strategies that help them protect their wealth and reach their financial goals. You'll build long-lasting relationships, positioning yourself as a trusted advisor and driving your career forward!
At Brighton Securities, we're passionate about your success! Our strategic, tiered approach ensures that regardless of your experience level, you're equipped with the tools, training, and mentorship to succeed at every stage.
Here's why this program is a game-changer:
🔥 Training with the Best: Learn from the industry's most successful experts who will guide you on everything from prospecting to wealth management. 🔥 Build Your Client Pipeline: Develop long-term client relationships and help them achieve their financial goals with personalized strategies. 🔥 Real Results: Graduates of our program are on track to earn six-figure incomes within just 3 years!
Your Path to Success Includes:
Full registration with FINRA, and preparation for Series 7, 66, and SIE exams (if applicable)
Comprehensive, hands-on training plan
Mentorship with seasoned financial professionals
Build your own client base while receiving full-time financial advisor support
What's in it for you?
💼 Competitive Base Salary + Commissions + Bonuses 🛡️ Comprehensive Benefits Package including medical, dental, and vision coverage, 401(k) match, and Employee Assistance Programs💡 Proven Business Plan Model for success📈 Personal Marketing Budget & Guidance to grow your brand📚 Expert Guidance in wealth management, sales strategies, and investment topics🤝 Dedicated Back Office Team to support you every step of the way
Qualifications? We want driven individuals with:
🎓 A Bachelor's degree in a related field💼 At least 1 year of sales or business development experience🔥 A passion for networking and building relationships💡 An entrepreneurial mindset with a client-first attitude🎤 A confident and engaging presence
Why Choose Brighton Securities?
Our program isn't just a steppingstone. Upon successful completion of the program, you'll be ready to enjoy a rewarding and lifelong career in the financial services industry.
Are you ready to take control of your success and build your future with us? Apply now!
Committed to Equal Opportunity
Brighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will make reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.
Auto-ApplyCollege Financial Representative, Internship Program
Finance analyst job in Pittsford, NY
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
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Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
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