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.
$105k-250k yearly Auto-Apply 2d ago
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Investment Consultant - Rochester, NY
Charles Schwab 4.8
Finance analyst job in Pittsford, NY
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$112k-200k yearly est. 2d ago
Analyst/Associate, CLO Portfolio
Redding Ridge Asset Management
Finance analyst job in York, NY
Redding Ridge Asset Management LLC (“Redding Ridge”) was established and seeded by Apollo Global Management, Inc. (together with its subsidiaries, “Apollo”) in 2016. Redding Ridge has assets under management of approximately $44.2 billion as of October 31, 2025. Redding Ridge's primary business consists of acting as collateral manager for CLO transactions and related warehouse facilities in both the U.S. and Europe. Redding Ridge also provides structuring and ratings advisory services to issuers across various asset classes.
The Role
RRAM is seeking an Associate to join its U.S. CLO Surveillance team to focus on the monitoring, analytics, optimization, and management of investments across the portfolio. This role will interface with multiple aspects of the business and gain exposure to primary market tracking and investing, secondary market trading, bespoke transactions, and fund-level monitoring/reporting. The successful candidate will be a key partner to RRAM's PMs, Structuring team, Investor Relations team, and Apollo's Trading and Operations teams.
Primary Responsibilities
Portfolio Monitoring
Manage and distribute daily PM dashboards, ensuring accuracy, reconciliation, and timely delivery to PMs; proactively identify and resolve discrepancies and provide suggestions to PMs based on issues found with the daily snapshot
Conduct daily portfolio monitoring and hypothetical testing; recommend trading strategies to ensure funds and accounts stay within their guideline; understand the impact that trades, repricing, extensions, and rating changes have on the tests
Communicate with PMs and the trade desk to continually update all new and reset portfolio builder models
ESG
Partner with Apollo's ESG team and Credit Analysts to ensure that ESG scorecards are in place for all new names
Trade Booking
Calculate order allocations, communicate allocations to the trade desk, and input orders into the order management system
Ensure all trades are accurately booked and reflected in internal systems, working with the Traders to resolve any booking issues
Ad Hoc Projects/Requests
Own ad-hoc data and information requests for PMs, including formulating responses to investor inquiries and internal reporting needs
Maintain relevant data to support Investor Relations and other ad hoc RRAM-level requests
Qualifications & Experience
3-5 years of buyside experience focused on leveraged loans and high yield; structured credit, fixed income, or similar relevant fields
Knowledge of the CLO market, including documentation, modelling, and deal analysis (preferred)
Familiarity with Bloomberg databases; extraction and monitoring
Strong Excel and PowerPoint skills are required. Python and SQL experience is a plus
Ability to work with and extrapolate large amounts of data
Team player with the ability to “wear multiple hats”
Excellent work ethic; ownership mentality with high attention to detail and accountability
Self-driven, able to learn quickly, with a strong attention to detail and problem-solving skills
Ability to prioritize and work in a fast-paced environment
Bachelor's degree required, Business, Economics, Finance, or related field
Pay Range
$150,000 - $175,000
The base salary range for this position is listed above and is dependent on individual candidate experience and skills. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including experience and expertise, and may vary from the amounts listed here.
Redding Ridge Asset Management and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
$150k-175k yearly Auto-Apply 4d ago
Health Care Economics Analyst
MVP Service 4.6
Finance analyst job in Rochester, NY
Join Us in Shaping the Future of Health Care
At MVP Health Care, we're on a mission to create a healthier future for everyone. That means embracing innovation, championing equity, and continuously improving how we serve our communities. Our team is powered by people who are curious, humble, and committed to making a difference-every interaction, every day. We've been putting people first for over 40 years, offering high-quality health plans across New York and Vermont and partnering with forward-thinking organizations to deliver more personalized, equitable, and accessible care. As a not-for-profit, we invest in what matters most: our customers, our communities, and our team.
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.
You'll contribute to our humble pursuit of excellence by bringing curiosity to spark innovation, humility to collaborate as a team, and a deep commitment to being the difference for our customers. Your role will reflect our shared goal of enhancing health care delivery and building healthier, more vibrant communities.
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
#CS
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.
$69,383.00-$92,279.00
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 ********************.
$69.4k-92.3k yearly Auto-Apply 22d ago
Financial Controller
Glazer Properties
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
$150k yearly 38d ago
Financial Controller
Gooch and Housego
Finance analyst job in Rochester, NY
ABOUT US Gooch & Housego (G&H) is a global precision photonics manufacturer operating across industrial, aerospace & defense, life sciences, and semiconductor markets. With operations spanning North America, Europe, and Asia, G&H designs and manufactures advanced optical components, systems, and subsystems that enable some of the world's most demanding applications.
JOB PURPOSE
The Financial Controller will partner closely with the Rochester site leadership team and the Optical Systems Division to ensure the site delivers against its financial budgets, forecasts, and long-term strategic growth plans. This role is responsible for end-to-end site financial control, reporting, planning, and decision support within the G&H financial framework.
KEY RESPONSIBILITIES
Site Financial Leadership & Business Partnering
* Provide timely, accurate, and insightful financial reporting to the Rochester site leadership and Optical Systems Division management to support achievement of budgets and forecasts.
* Act as a trusted finance business partner to site leadership, ensuring financial implications of business decisions are clearly assessed, communicated, and understood.
* Support and challenge operational leaders with data-driven insights to improve profitability, efficiency, and performance.
Financial Planning & Control
* Lead the development of the site's annual budget, periodic forecasts, and long-range financial plans.
* Ensure robust business cases are prepared to support capital investments sourcing decisions, pricing strategies, and other key initiatives.
* Provide financial review and approval of customer quotes and proposals through the Proposal Gate Review process.
* Maintain and analyze standard costs, identifying variances and partnering with operations to drive corrective actions.
Accounting, Compliance & Reporting
* Ensure complete, accurate, and timely financial accounting and reporting for the Rochester site, including ownership of the month-end close process.
* Ensure full implementation and ongoing adherence to the G&H Financial Control Framework at the site.
* Ensure financial systems and processes support compliance with customer-mandated financial reporting requirements.
* Liaise with external auditors as required to support efficient and effective site audits.
* Prepare and submit site tax packs to support the Group's U.S. consolidated tax return.
Operational Excellence
* Partner with site leadership to develop and implement financial processes and controls that support efficient and profitable manufacturing operations.
* Continuously identify opportunities to improve finance processes, reporting quality, and operational decision support.
RESPONSIBILITIES - G&H FINANCE TEAM MEMBER
As part of the broader G&H Finance team, the role holder will also:
* Provide ad hoc support to Group Finance and participate in cross-site and group-wide finance initiatives.
* Support periodic reviews of other sites' adherence to the G&H Financial Control Framework.
* Contribute to projects aimed at improving the effectiveness and efficiency of finance function activities across the Group.
REQUIREMENTS
Specialist Functional Knowledge
* Strong working knowledge of U.S. GAAP; familiarity with IFRS preferred.
* Deep experience operating ERP systems and associated reporting tools in a manufacturing environment.
* Advanced Microsoft Excel and overall Microsoft Office proficiency.
* CPA or CMA strongly preferred.
* MBA preferred.
Experience
* Significant experience in a senior finance role with leadership responsibility, ideally as a Financial Controller.
* Proven experience acting as a finance business partner to non-finance leaders.
* Manufacturing environment experience is required.
* Strong hands-on experience with ERP systems and standard costing methodologies.
Core Competencies
* Strong communication and influencing skills
* Leadership and collaboration
* Delivering results
* Attention to detail and accuracy
* Accountability and ownership
ADDITIONAL INFORMATION
This job description is not intended to be exhaustive, but rather to define the fundamental purpose and responsibilities of the role. Employees may be required to perform other reasonable and related duties as assigned by their manager.
G&H is committed to providing equal employment opportunities for all employees and applicants. We do not discriminate based on gender, race, religion or belief, age, disability, sexual orientation, gender identity, veteran status, or any other protected characteristic.
This role may involve access to items or technical data subject to U.S. Export Control Laws, including the Export Administration Regulations (EAR) and the International Traffic in Arms Regulations (ITAR). As part of the recruitment process, candidates may be required to confirm whether they meet the definition of a "U.S. person" under these regulations. Information collected for this purpose will be used solely for compliance and evaluation purposes. Failure to provide required information may limit our ability to consider an application.
$91k-147k yearly est. 7d ago
Financial Controller
Gooch & Housego PLC
Finance analyst job in Rochester, NY
Description:
ABOUT US
Gooch & Housego (G&H) is a global precision photonics manufacturer operating across industrial, aerospace & defense, life sciences, and semiconductor markets. With operations spanning North America, Europe, and Asia, G&H designs and manufactures advanced optical components, systems, and subsystems that enable some of the world's most demanding applications.
JOB PURPOSE
The Financial Controller will partner closely with the Rochester site leadership team and the Optical Systems Division to ensure the site delivers against its financial budgets, forecasts, and long-term strategic growth plans. This role is responsible for end-to-end site financial control, reporting, planning, and decision support within the G&H financial framework.
KEY RESPONSIBILITIES
Site Financial Leadership & Business Partnering
Provide timely, accurate, and insightful financial reporting to the Rochester site leadership and Optical Systems Division management to support achievement of budgets and forecasts.
Act as a trusted finance business partner to site leadership, ensuring financial implications of business decisions are clearly assessed, communicated, and understood.
Support and challenge operational leaders with data-driven insights to improve profitability, efficiency, and performance.
Financial Planning & Control
Lead the development of the site's annual budget, periodic forecasts, and long-range financial plans.
Ensure robust business cases are prepared to support capital investments sourcing decisions, pricing strategies, and other key initiatives.
Provide financial review and approval of customer quotes and proposals through the Proposal Gate Review process.
Maintain and analyze standard costs, identifying variances and partnering with operations to drive corrective actions.
Accounting, Compliance & Reporting
Ensure complete, accurate, and timely financial accounting and reporting for the Rochester site, including ownership of the month-end close process.
Ensure full implementation and ongoing adherence to the G&H Financial Control Framework at the site.
Ensure financial systems and processes support compliance with customer-mandated financial reporting requirements.
Liaise with external auditors as required to support efficient and effective site audits.
Prepare and submit site tax packs to support the Group's U.S. consolidated tax return.
Operational Excellence
Partner with site leadership to develop and implement financial processes and controls that support efficient and profitable manufacturing operations.
Continuously identify opportunities to improve finance processes, reporting quality, and operational decision support.
RESPONSIBILITIES - G&H FINANCE TEAM MEMBER
As part of the broader G&H Finance team, the role holder will also:
Provide ad hoc support to Group Finance and participate in cross-site and group-wide finance initiatives.
Support periodic reviews of other sites' adherence to the G&H Financial Control Framework.
Contribute to projects aimed at improving the effectiveness and efficiency of finance function activities across the Group.
REQUIREMENTS
Specialist Functional Knowledge
Strong working knowledge of U.S. GAAP; familiarity with IFRS preferred.
Deep experience operating ERP systems and associated reporting tools in a manufacturing environment.
Advanced Microsoft Excel and overall Microsoft Office proficiency.
CPA or CMA strongly preferred.
MBA preferred.
Experience
Significant experience in a senior finance role with leadership responsibility, ideally as a Financial Controller.
Proven experience acting as a finance business partner to non-finance leaders.
Manufacturing environment experience is required.
Strong hands-on experience with ERP systems and standard costing methodologies.
Core Competencies
Strong communication and influencing skills
Leadership and collaboration
Delivering results
Attention to detail and accuracy
Accountability and ownership
ADDITIONAL INFORMATION
This job description is not intended to be exhaustive, but rather to define the fundamental purpose and responsibilities of the role. Employees may be required to perform other reasonable and related duties as assigned by their manager.
G&H is committed to providing equal employment opportunities for all employees and applicants. We do not discriminate based on gender, race, religion or belief, age, disability, sexual orientation, gender identity, veteran status, or any other protected characteristic.
This role may involve access to items or technical data subject to U.S. Export Control Laws, including the Export Administration Regulations (EAR) and the International Traffic in Arms Regulations (ITAR). As part of the recruitment process, candidates may be required to confirm whether they meet the definition of a “U.S. person” under these regulations. Information collected for this purpose will be used solely for compliance and evaluation purposes. Failure to provide required information may limit our ability to consider an application.
Requirements:
$91k-147k yearly est. 4d ago
Corporate Commissions Analyst
6063 Sandbox
Finance analyst job in Rochester, NY
Provide support and analysis in order to ensure accurate and timely distribution of sales commission and bonuses, corporate sponsored sales programs, reporting, and recognition and rewards for the sales organization.
Responsibilities
Prepares monthly sales and commission data to ensure accurate payment of commissions for all sales personnel and divisions in accordance with the associated compensation plans.
Builds compensation plans within Oracle Incentive Compensation (OIC) application.
Builds reports within Oracle Analytics (OBIEE) module to support reporting needs for the Sales organization.
Ensures that all assigned internal analysis and monthly close processes for the Core and MMS Commission Cycle are completed on time and within quality control guidelines.
Performs monitoring controls to ensure the accuracy of data within OIC, working with Corporate Commissions Coordinators to make necessary corrections in a timely manner throughout the monthly commission cycle.
Establishes and documents standard operating procedures to support daily usage and maintenance of OIC and associated commission systems.
Assists the Corporate Commission Managers in developing new system enhancement projects as well as design and analyze current system enhancements while assisting in the development of new procedures and processes in order to meet changing compensation plan requirements or improve the overall efficiency of the commissions process.
Works with Corporate Support to appropriately identify system related issues and developing resolutions to rectify potential and existing problems.
Responds in a timely and accurate manner to all levels of sales management, including senior management and their assistants, to address all issues concerning the Core/MMS sales division.
$55k-80k yearly est. 60d+ ago
Health Care Economics Analyst
MVP Health Care 4.5
Finance analyst job in Rochester, NY
**Join Us in Shaping the Future of Health Care** At MVP Health Care, we're on a mission to create a healthier future for everyone. That means embracing innovation, championing equity, and continuously improving how we serve our communities. Our team is powered by people who are curious, humble, and committed to making a difference-every interaction, every day. We've been putting people first for over 40 years, offering high-quality health plans across New York and Vermont and partnering with forward-thinking organizations to deliver more personalized, equitable, and accessible care. As a not-for-profit, we invest in what matters most: our customers, our communities, and our team.
**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** .
You'll contribute to our humble pursuit of excellence by bringing curiosity to spark innovation, humility to collaborate as a team, and a deep commitment to being the difference for our customers. Your role will reflect our shared goal of enhancing health care delivery and building healthier, more vibrant communities.
**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
\#CS
**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.
$69,383.00-$92,279.00
**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 ******************** .
$69.4k-92.3k yearly 18d ago
Financial Advisor
Northwestern Mutual 4.5
Finance analyst job in Pittsford, NY
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$137k-250k yearly Auto-Apply 13d ago
Manufacturing Finance Analyst
Cirona Labs
Finance analyst job in Rochester, NY
Job Description
Manufacturing FinanceAnalyst
Reports To: Controller Role Type: Hybrid Work Arrangement: Hybrid Work Location: Candidates must be able to work on-site at the company's headquarters located in Rochester, NY most days. Must be authorized to work in the United States and able to provide proof of work eligibility. Salary Range: $85,000 - $100,000 (base salary)
Position Summary:
The Manufacturing FinanceAnalyst plays a key role in supporting the month-end close process while delivering detailed financial and cost analysis for manufacturing operations. This position serves as a critical link between accounting accuracy and financial insight, working closely with Operations and Finance leadership. Over time, the role is expected to evolve into a more analysis-focused position, contributing to strategic decision-making and operational efficiency initiatives.
Key Responsibilities:
Accounting & Month-End Close
Manage month-end close activities related to manufacturing operations, inventory, and cost of goods sold (COGS).
Prepare, review, and post journal entries, accruals, and related accounting adjustments.
Perform balance sheet reconciliations, including inventory, work-in-process (WIP), reserves, and accruals.
Support internal controls, audits, and compliance related to cost accounting and inventory processes.
Manufacturing & Cost Analysis:
Analyze manufacturing COGS and key cost drivers, including materials, labor, and overhead.
Conduct per-unit cost and margin analysis by product, SKU, or customer.
Investigate, document, and explain cost, usage, and production variances.
Partner with Operations to assess production efficiency, yield, and process improvement opportunities.
Planning & Financial Analysis:
Support the annual budgeting process and rolling forecasts.
Perform variance analysis against budget, forecast, and prior-period results.
Prepare financial reports, dashboards, and ad hoc analyses for management and leadership.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
4-7 years of experience in manufacturing accounting, cost accounting, or operations finance.
Strong understanding of inventory management, standard costing, and COGS.
Advanced proficiency in Microsoft Excel; ERP system experience required.
CPA or CMA certification preferred but not required.
Key Competencies:
Strong analytical and problem-solving skills
High attention to detail and accuracy
Ability to translate financial data into actionable insights
Effective communication and cross-functional collaboration skills
Ability to manage multiple deadlines in a fast-paced manufacturing environment
Cirona Labs is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws, including the Americans with Disabilities Act (ADA).
$85k-100k yearly 24d ago
Financial Analyst II
Thus Far of Intensive Review
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 FinancialAnalyst 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 FinancialAnalyst 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.
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.
$55k-71k yearly est. 2d ago
Sr Analyst - Finance & Accounting
Maximus 4.3
Finance analyst job in Rochester, NY
Description & Requirements This role serves as a key financial partner to program and senior leadership, responsible for ensuring accurate forecasting, financial compliance, and clear visibility into project performance. The position oversees project financial forecasts, revenue adjustments, accruals, and variance analysis while coordinating closely with analysts, subcontractors, and management to track costs and billing activity. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to respond effectively to audits, client inquiries, and ad-hoc reporting needs, all while safeguarding the integrity and confidentiality of financial data.
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 FinancialAnalyst, 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.
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.
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
$
65,400.00
Maximum Salary
$
105,400.00
$77k-105k yearly est. Easy Apply 4d ago
Controller
St. John Fisher College 4.4
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.
Physical Demands 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 0 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
$125.4k-147.5k yearly 11d ago
Sr Financial Analyst
Pfaudler Company
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.
$77k-104k yearly est. Auto-Apply 60d+ ago
Revenue Operations Analyst
Greenlight Networks
Finance analyst job in Rochester, NY
Greenlight Networks is seeking a part-time Revenue Operations Analyst to assist our team! This role involves multiple facets of performance tracking and reporting, and close collaboration across the marketing, sales and customer experience teams. The candidate should have a foundation in using data to evaluate and optimize sales/marketing efforts to generate revenue.
This role requires hands-on experience with Excel and other data analysis technologies. The candidate should possess natural curiosity, be able to work on multiple projects simultaneously in a fast-paced environment and meet deadlines while maintaining a focus on quality work.
Key Responsibilities:
Data Collection & Cleaning: Assist in the gathering and cleansing/scrubbing of data from multiple sources (CRM, Billing, etc).
Analysis: On-going evaluation of data to identify trends that may highlight opportunities and/or issues.
Reporting & Visualization: Create dashboards, reports, and presentations to communicate findings to stakeholders.
Strategy Support: Assist marketing teams with data-driven decisions, A/B testing, and optimization.
Education & Experience:
Working toward or have a Bachelor's degree in Marketing, Business, or a related field.
Strong analytical skills with large data sets and quantitative analysis.
Comfortable in a fast-paced environment and able to pivot quickly, adjust to new priorities, and remain calm under pressure.
Genuine curiosity and willingness to learn new technology.
Compensation:
Our job titles may span more than one career level. The hourly pay range for this position is $21.00/hr - 24.00/hr. The actual salary offered to a candidate may be influenced by a variety of factors, such as: training, transferable skills, work experience, education, business needs, market demands and work location. The base pay range is subject to change and may be modified in the future. More information on offered benefits, which include health, welfare, and retirement, are available at ************************************
$21 hourly 6d ago
Quantitative Financial Analyst
Bank of America 4.7
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.
$85k-130k yearly Auto-Apply 60d+ ago
Financial Consultant II
ESL Federal Credit Union 4.5
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.
#LI-JF1
$37.2-46.9 hourly 60d+ ago
Senior Financial Analyst
Insero Talent Solutions
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 FinancialAnalyst 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 FinancialAnalyst 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.
How much does a finance analyst earn in Rochester, NY?
The average finance analyst in Rochester, NY earns between $52,000 and $120,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Rochester, NY
$79,000
What are the biggest employers of Finance Analysts in Rochester, NY?
The biggest employers of Finance Analysts in Rochester, NY are: