5 results for Financial Planner in Albany, NY

Financial Advisor

Albany, NY
onsite
Permanent
60000 - 80000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: • Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. • Conduct thorough financial analyses and prepare reports, projections, and recommendations. • Collaborate directly with clients to understand their financial objectives and provide personalized solutions. • Create estate flowcharts and other visual aids to simplify complex financial concepts. • Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance. • Offer financial counseling and advice to support clients in making informed decisions. • Utilize computer systems and tools to efficiently manage data and client information. • Handle inside sales activities to promote financial services and expand client relationships. • Provide remote assistance and virtual consultations to clients as needed.
2026-02-20T00:00:00Z

Financial Planning Analyst

Albany, NY
onsite
Permanent
80000 - 110000 USD / Yearly
A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner.
2026-02-13T00:00:00Z

Financial Planning and Analysis Manager

Latham, NY
onsite
Permanent
140000 - 180000 USD / Yearly
Mid to large company is seeking a FP&A Manager due to growth. Reporting to the CFO, duties include: forecasting, projections, analysis, cash flow projections, maintaining several spreadsheets, merger and acquisitions, assist in financial statement prep, other projects as assigned. This will be a hybrid position with lots of flexibility.
2026-02-13T00:00:00Z

Financial Reporting Manager

Loudonville, NY
remote
Permanent
100000 - 150000 USD / Yearly
Niche client is looking for an experienced Financial Reporting Manager for a Commodities trading business, partnering closely with the COO and senior leadership. This role is essentially the Controller for a physical commodities business. Duties include: accurate financial reporting across physical commodities, derivatives, and inventory; Analyze daily P&L attribution and provide the COO and Partners with positions and P&L reporting; perform daily reconciliation of trading system positions to general ledger balances, broker statements, and exchange clearing reports; oversee inventory accounting across elevators, terminals, port facilities, warehouses, and third-party storage locations; prepare journal entries, account reconciliations, and supporting schedules; drive timely completion of monthly, quarterly, and annual close processes; preparation of financial statements and management reports; develop variance analysis with narrative explanations; prepare monthly financial packages for the COO and Partners; budgets and forecasts; intercompany accounting; prepare elimination entries for consolidation; ASC 815, 820 and 330; daily P&L and mark-to-market reporting, hedge accounting, trading and broker reconciliations, and inventory accounting across the supply chain. This role will have direct exposure to trading operations, senior decision-makers, and opportunities to influence processes in a dynamic trading environment.
2026-03-06T00:00:00Z

Finance Administrative Assistant

Albany, NY
onsite
Permanent
48000 - 51000 USD / Yearly
We are looking for a highly organized and detail-oriented Finance Administrative Assistant to join our team in Albany, New York. In this role, you will provide essential support to the Accounts Payable Coordinator, ensuring the smooth processing of invoices, payments, and financial documentation for our Programs. Your ability to manage multiple tasks, maintain accurate records, and provide exceptional customer service will be key to your success. Responsibilities:• Assist the Accounts Payable Coordinator with tasks related to the Programs, including invoice processing, verification, and maintaining agreements with providers.• Input invoices and general ledger data into fund accounting software, ensuring accuracy and appropriate approvals.• Verify payment documents for completeness and accuracy, including calculations and required signatures.• Resolve disputes with providers and vendors regarding invoice discrepancies.• Update and maintain files for families, children, and providers in both paper and digital formats.• Track and process scholarship payments, ensuring timely disbursement to providers.• Collaborate with the team to streamline payment processes and maintain efficiency.• Prepare and organize invoices and checks for signature, mailing, and compliance with state reimbursement claims.• Create and manage spreadsheets and reports to support financial operations.• Provide documentation and assistance during annual audits, including organizing invoices and payment records.
2026-02-27T00:00:00Z