FP&A Manager

Modera Wealth Management; Boston (MA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Performance-based bonus

Safe Harbor 401(k) plan

Medical, Dental, Vision, FSA, LTD/STD,

Life insurance

Paid vacation

Job summary

Modera Wealth Management, LLC is seeking an FP&A Manager to drive financial planning and analysis across the organization. You will gather data, build models, develop business cases, and frame recommendations for strategic initiatives and investments.

The role includes supervising one Junior Analyst and elevating the team’s reporting, modeling, and planning capabilities, with a focus on influencing decision-making and delivering insights to leadership.

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
• 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

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

Skills

Financial modeling

Forecasting

Business cases

Data analysis

Advanced Excel

Communication skills

Cross-functional collaboration

Project management

Attention to detail

Team leadership

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

Tools

Salesforce

ERP systems

BI/reporting tools

Job description

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
• 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
• 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.