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 SalesforceBuild and maintain robust financial models to support forecasting, scenario analysis, investment decisions, and long-range planningAUM & Revenue Forecasting: Model fee revenues based on market performance, net client inflows/outflows, and fee tier schedulesBudgeting & Expense Management: Contribute to the preparation of the annual budget, track actual operating expenses (technology, compliance, personnel costs), and run variance analysesAdvisor/Segment Profitability: Analyze profit margins tied to specific advisory teams, client segments, or office locationsKPI Dashboard Reporting: Track and report on key business metrics like client acquisition costs, revenue per advisor, and organic growth rates for executive reviewsStrategic Modeling: Conduct ad-hoc scenario planning for corporate expansions, potential M&A/firm mergers, or new wealth service linesCollaborate 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 optimismContagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires othersTrusted Relationships – supportive and authentic with mutual respect for colleagues Qualifications: Bachelor's degree in finance, Accounting, Economics, Business, or related field2-5 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 analysisAdvanced Microsoft Excel proficiency (financial modeling, data manipulation), familiarity with CRM/ERP tools (Salesforce or NetSuite), and BI reporting toolsStrong communication skills to translate complex financial data into easy to understand executive summaries for firm partners and executivesHigh 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 visibilityRun reports on advisor productivity, lead conversion rates, and client demographic data to identify growth trendsAudit pipeline fields to ensure accurate data entry, proper lead scoring, and clean revenue projections for firm executives Benefits: Performance-based bonusSafe Harbor 401(k) planMedical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurancePaid vacationOpportunities for professional growth and continuing educationPartial remote workSalary range: $83,000 – 114,000 annually, non-exemptPay 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.