Senior Associate, Finance

L3HHCM20 • City of Rochester, NY

2d • $57,500 - $107,500 • Onsite

About The Position

The Senior Associate, FP&A plays a critical role in delivering high‑quality financial insights, forecasts, and analytical support that drive strategic decision-making. This role partners across Finance, Sales teams, and functional leadership to support key financial processes, including forecasting, monthly reviews, variance analysis, and capital/indirect budget management. The Senior Associate is an influential contributor in improving FP&A processes, systems, dashboards, and analytical automation to enhance forecasting accuracy and operational efficiency.

Requirements

• Bachelor’s degree in finance, Accounting, Economics, Business, Data Analytics, Computer Science, or related analytical field.
• Experience in financial analysis, budgeting, forecasting, financial modeling, and reporting.
• Strong analytical skills with the ability to interpret financial data and communicate insights effectively.
• Advanced Excel and PowerPoint proficiency.

Nice To Haves

• Experience with ERP systems, financial planning software, Oracle SmartView, or similar tools.
• Experience with Power BI, Alteryx, dashboarding, or other data automation tools.
• Strong presentation and communication skills, capable of preparing executive-level deliverables.

Responsibilities

• Coordinate concise and impactful departmental expense and headcount forecasting and reporting for SG&A department managers
• Maintain and update templates used by departments for their recurring financial submissions
• Support the coordination of capital authorization, spend, and timing
• Assist in preparing executive presentations for capital request reviews
• Prepare routine department‑level financial reporting packages and respond to ad hoc requests
• Develop and maintain Power BI dashboards to visualize key financial information
• Use advanced Excel and data analytics skills to support departmental reporting and analysis
• Demonstrate strong proficiency in Oracle Planning for departmental forecasting (including SmartView, Ad‑hoc queries, and navigation of planning forms)
• Identify and support implementation of process improvements to streamline reporting and improve efficiency
• Enhance tools and data flows to reduce manual work and increase accuracy
• Collaborate with SG&A managers, Sales (Bids & Proposals / Direct Sell budget), and accounting/finance teams to ensure timely and accurate inputs

Benefits

• health and disability insurance
• 401(k) match
• flexible spending accounts
• EAP
• education assistance
• parental leave
• paid time off
• company-paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level