<p>Dana Rodak from the Rochester, NY Robert Half office has been engaged by a local company to find their next Director of Finance based in Rochester, New York. This role will involve overseeing the financial operations of the organization, including budgeting, tax strategy, and cash flow management.</p><p><br></p><p>For confidential consideration, please apply or email your resume to Dana Klier directly.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and lead the annual budget process, ensuring accurate financial forecasting.</p><p>• Develop and present monthly financial reports to guide strategic decision-making.</p><p>• Manage and review tax compliance, optimizing tax strategies in accordance with local, state, and federal laws.</p><p>• Oversee liquidity management and manage banking relationships to maintain financial stability.</p><p>• Maintain relationships with financial institutions and manage credit facilities and banking agreements.</p><p>• Establish and oversee financial policies and procedures to mitigate financial risks.</p><p>• Provide strategic financial planning, making recommendations on cost-saving initiatives and investment opportunities.</p><p>• Analyze financial data, identify trends and develop strategic financial plans.</p><p>• Ensure the organization's financial stability and strategic growth by managing complex tax returns and banking relationships.</p><p>• Utilize skills in financial modeling, Microsoft Excel, and accounting software. Experience with ERP systems is a plus.</p>
<p>Hannah Savage with Robert Half is looking for a detail-oriented and organized Full Charge Bookkeeper to join her client's team in Rochester, New York. This role is essential in maintaining accurate financial records, processing transactions, and supporting key accounting functions. The ideal candidate will excel in managing diverse bookkeeping tasks and thrive in a fast-paced financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee time and billing activities, including reviewing time entries, generating invoices, posting payments, and issuing credits.</p><p>• Update and maintain accurate client information in financial systems.</p><p>• Compile and run detailed reports from time and billing software.</p><p>• Handle accounts payable and accounts receivable tasks efficiently.</p><p>• Perform general ledger activities, maintaining precise financial records.</p><p>• Reconcile bank accounts to ensure consistency and accuracy in financial statements.</p><p>• Support month-end close processes to finalize financial reporting.</p><p><br></p><p><strong>For immediate, confidential consideration contact Hannah Savage with Robert Half's Rochester, NY branch TODAY!</strong></p>
<p>Our client, a successful full-service law firm, is seeking a junior Estate Planning Attorney to join their well-established law firm in Rochester, New York. This position offers the opportunity to work within a supportive and client-focused Trusts & Estates practice group. If you are passionate about estate planning and eager to build a long-term career, this role could be an excellent fit for you.</p><p><br></p><p><strong>Location:</strong> Rochester, NY</p><p><strong>Salary:</strong> $100,000 - $145,000 (depending on experience) + great benefits!</p><p><strong>Schedule: </strong>In-Office</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies</li><li>Assist in the administration of estates and trusts, including probate filings and asset transfers</li><li>Conduct client meetings to assess goals, gather information, and explain estate planning options</li><li>Research legal issues and provide guidance on estate, gift, and generation-skipping transfer tax issues</li><li>Coordinate with financial advisors, accountants, and other professionals to develop and implement estate plans</li><li>Stay current with changes in relevant state and federal laws</li></ul>
We are looking for a skilled Financial Business Analyst to join our team on a long-term contract basis in Rochester, New York. In this role, you will apply your expertise to analyze financial data, develop insights, and support business decisions. This position requires a strategic thinker with a strong understanding of financial systems and regulatory compliance.<br><br>Responsibilities:<br>• Conduct detailed analyses of financial statements to identify trends and provide actionable insights.<br>• Evaluate cash flow models to ensure accurate forecasting and financial planning.<br>• Collaborate with business units to assess current processes and recommend improvements.<br>• Develop and document business requirements for financial systems and processes.<br>• Ensure compliance with the Bank Secrecy Act (BSA) and related regulatory standards.<br>• Support decision-making by preparing comprehensive financial reports and presentations.<br>• Partner with stakeholders to align financial strategies with organizational goals.<br>• Assist in the implementation of enhancements to business systems and workflows.<br>• Monitor key financial metrics and provide regular updates to leadership.<br>• Facilitate communication between technical teams and business units to ensure successful project outcomes.
<p>Our client, a successful estate planning law firm, is seeking a Paralegal to join their team. The ideal candidate will support attorneys and work closely with clients throughout the probate and estate settlement process. </p><p><br></p><p><strong>Location: </strong>Pittsford, NY </p><p><strong>Salary: </strong>$75,000 - $95,000 (depending on experience)</p><p><strong>Schedule:</strong> In-Office M-F</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Assisting attorneys in the probate and administration of decedents’ estates, including administration of trusts.</li><li>Preparing documents and filing documents with Surrogate’s Court.</li><li>Meeting with clients both in person and on the phone, and you will be dealing with courts and various financial institutions on our clients’ behalf. </li><li>Assist in all phases of estate administration, including gathering asset information, preparing inventories, and tracking estate expenses.</li><li>Communicate with clients to collect necessary documents, provide case updates, and address routine inquiries.</li><li>Contact banks, brokerage firms, insurance companies, and other financial institutions to obtain account information, request asset valuations, and process transfers.</li><li>Draft correspondence, memoranda, waivers, consents, and other related estate documents.</li><li>Maintain organized case files, calendars, and deadlines to ensure timely filings and compliance with court requirements.</li><li>Coordinate with accountants, appraisers, and other third-party professionals as needed.</li><li>Provide general administrative support to the partner, including document management and scheduling.</li></ul>
