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FP&A Analyst

Modera Wealth Management
Location
Boston, MA; Westwood, MA; Westwood, NJ; Charlotte, NC; Atlanta, GA; New York City, NY
Posted
17 days ago
Department
Finance
Salary
$83,000 – 114,000
What they actually want (must-haves)
  • Bachelor’s degree in finance, Accounting, Economics, Business, or related field
  • 2-5 years in corporate finance, accounting, business analysis, or financial analysis experience
  • Experience supporting budgeting, forecasting, and using data for business or financial analysis
  • Advanced Microsoft Excel proficiency
  • Familiarity with CRM/ERP tools (Salesforce or NetSuite)
  • Strong communication skills
Nice to have
  • Experience in wealth management or financial services industry
What the job really is

The FP&A Analyst role at Modera Wealth Management involves supporting strategic decision-making by gathering and analyzing financial data, building financial models, and developing business cases. The analyst will contribute to budgeting and expense management, revenue forecasting, and profitability analysis while collaborating with various teams to optimize growth and operational efficiency.

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
Things to weigh
  • Salary range provided but may vary based on experience and performance
  • Role involves significant collaboration across multiple departments which may require adaptability
  • Fast-paced environment may be challenging for some candidates
Job score4/5
Benefits3/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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