Please Note: We have ONE opening for an FP&A Manager that can be based in one of our many office locations: Boston, MA - Westwood, MA - Westwood, NJ - New York City, NY - Charlotte, NC - Atlanta, GA
Why work at Modera Wealth?
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Job Overview:
We are looking for a Financial Planning and Analysis (FP&A) Manager to support strategic decision-making across the organization. This role will be responsible for gathering and analyzing data, building financial models, developing business cases, and framing recommendations around key business problems and opportunities.
The ideal candidate combines strong financial and analytical skills with the ability to translate company data into actionable business insights. This person will supervise one Junior Analyst and help elevate the team’s reporting, modeling, and planning capabilities.
Responsibilities:
- Partner with business leaders to evaluate financial and operational performance and support strategic decision-making
- Gather, validate, and synthesize financial and operational data from multiple sources including salesforce
- Build and maintain robust financial models to support forecasting, scenario analysis, investment decisions, and long-range planning
- Develop business cases for strategic initiatives, capital investments, staffing models, real-estate costs, cost-saving opportunities, and other key business decisions
- Translate business problems into structured financial analysis and clear recommendations
- Support budgeting, forecasting, and monthly/quarterly performance review processes
- Identify trends, risks, and opportunities through variance analysis and KPI reporting
- Prepare presentations and materials for leadership that clearly communicate insights and recommendations
- Improve and streamline reporting processes, financial planning tools, and analytical frameworks
- Supervise, mentor, and develop one Junior Analyst, including review of work product and support for professional growth
- Collaborate cross-functionally with finance, operations, growth, and other business teams as needed
What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:
- Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
- Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
- Trusted Relationships – supportive and authentic with mutual respect for colleagues
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
- 5-10 years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles
- Strong experience building financial models, forecasts, and business cases
- Demonstrated ability to analyze complex business issues and provide clear, data driven recommendations
- Experience supporting budgeting, forecasting, and management reporting processes
- Prior people management or team leadership experience preferred; experience supervising or mentoring junior team members is a plus
- Advanced Excel skills required; experience with financial planning tools, Salesforce, ERP systems, and BI/reporting tools preferred
- Strong communication skills with the ability to present analysis to both finance and non-finance stakeholders
- High attention to detail, strong organizational skills, and ability to manage multiple priorities in a fast-paced environment
Skills and Competencies:
- Delivering high-quality, insightful financial analysis that influences business decisions
- Building clear and credible business cases around important company initiatives
- Helping leaders understand trade-offs, risks, and financial implications of business problems
- Creating scalable models and reporting processes that improve planning and visibility
- Effectively managing and developing a Junior Analyst
Benefits:
- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
- Paid vacation
- Opportunities for professional growth and continuing education
- Partial remote work
- Salary range: $140,000- $160,000 annually, exempt
- Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role
Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- 5-10 years of experience in FP&A, corporate finance, investment banking, consulting, or related analytical roles
- Strong experience building financial models, forecasts, and business cases
- Demonstrated ability to analyze complex business issues and provide clear, data driven recommendations
- Experience supporting budgeting, forecasting, and management reporting processes
- Advanced Excel skills
- Prior people management or team leadership experience; experience supervising or mentoring junior team members
- Experience with financial planning tools, Salesforce, ERP systems, and BI/reporting tools
- Strong communication skills with ability to present analysis to finance and non-finance stakeholders
- High attention to detail, strong organizational skills, and ability to manage multiple priorities in a fast-paced environment
What We Do
Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind. Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com. Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.
