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 Staff Accountant in Boston, MA to join our expanding finance team as we continue our growth trajectory. This is a full-time hybrid role split between remote work and a minimum three days per week in our Boston office.
Responsibilities:
- Execute all Accounts Payable tasks including invoice processing, payments, and managing vendor relationships.
- Process & manage employee expense reimbursements.
- Record revenue and accounts receivable entries into the accounting system and assist with operations with accounts receivable processing issues as needed.
- Work with Billing Department to reconcile revenue booked to the NetSuite accounting system with revenue reports from the billing system.
- Research billing and client payment issues and questions. Process client refunds as directed by Operations.
- Record bank transactions weekly in NetSuite
- Monthly bank statement reconciliations.
- Monitor bank balances and cash flow. Alert Director of Finance of cash transfer requirements.
- Handle online banking administrative tasks.
- Perform monthly accounting close process including account reconciliations and generation of financial reports.
- Maintain balance sheet schedules and post monthly entries including Prepaid Expenses, Accrued Expenses, and Amortization/Depreciation.
- Manage, accurately process, and track Modera Charitable Foundations requests as needed for client and employee giving.
- Assist the Director of Finance with reporting needs for executive leadership, board of managers, and key stakeholders.
- Record payroll entries into NetSuite and track/reconcile employee-related liabilities.
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 Business, Finance, or Accounting, plus a minimum of 2 years of post-degree work experience
- Demonstrated proficiency with NetSuite desktop
- Must be organized with a strong attention to detail
- Commitment to continual improvement demonstrated in a willingness to learn new things and take on new tasks
- Proficient in managing deadlines and ability to schedule tasks accordingly
- Confidentiality is essential
Skills and Competencies:
- Proven analytical and problem-solving skills
- Working knowledge of planning strategies and solutions
- Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
- Excellent written and verbal communication skills
- Actively engages as a team member
- Adaptability and flexibility
- Client first attitude
- Occasional travel may be required
Benefits:
- Competitive based salary
- Performance based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, and more
- Generous PTO and leave policies
- Opportunities for professional growth and continuing education
- Partial remote work
- Salary Range: $75,000-90,000
- 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.
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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.
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