Fp&A Analyst

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 250 employees in 20 offices along the East Coast, managing more than $18B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Financial Planning and Analysis (FP&A) Analyst to support strategic decision-making across the organization. This role will be responsible for gathering and analyzing data, building and maintaining financial models, developing business cases, framing recommendations around key business problems and opportunities, supporting internal corporate budgeting, and revenue forecasting  to help firm leaders optimize growth and operational efficiency.

Responsibilities:

• 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
• AUM & Revenue Forecasting: Model fee revenues based on market performance, net client inflows/outflows, and fee tier schedules
• Budgeting & Expense Management: Contribute to the preparation of the annual budget, track actual operating expenses (technology, compliance, personnel costs), and run variance analyses
• Advisor/Segment Profitability: Analyze profit margins tied to specific advisory teams, client segments, or office locations
• KPI Dashboard Reporting: Track and report on key business metrics like client acquisition costs, revenue per advisor, and organic growth rates for executive reviews
• Strategic Modeling: Conduct ad-hoc scenario planning for corporate expansions, potential M&A/firm mergers, or new wealth service lines
• Collaborate cross-functionally with finance, technology, 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
• 2-5 years in corporate finance, accounting, business analysis, or financial analysis experience (wealth management or financial services industry preferred)
• Experience supporting budgeting, forecasting, and using data to support business or financial analysis
• Advanced Microsoft Excel proficiency (financial modeling, data manipulation), familiarity with CRM/ERP tools (Salesforce or NetSuite), and BI reporting tools
• Strong communication skills to translate complex financial data into easy to understand executive summaries for firm partners and executives
• High attention to detail, strong organizational skills, and ability to manage multiple priorities in a fast-paced environment

Skills and Competencies:

• Creating scalable models and reporting processes that improve planning and visibility
• Run reports on advisor productivity, lead conversion rates, and client demographic data to identify growth trends
• Audit pipeline fields to ensure accurate data entry, proper lead scoring, and clean revenue projections for firm executives

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: $83,000 – 114,000 annually, non-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