FP&A Manager

Modera Wealth Management • Boston, MA

12h • $140,000 - $160,000 • Hybrid

About The Position

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.

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.

Requirements

• 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 required
• 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

Nice To Haves

• Prior people management or team leadership experience preferred; experience supervising or mentoring junior team members is a plus
• experience with financial planning tools, Salesforce, ERP systems, and BI/reporting tools preferred

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

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

What This Job Offers

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