Head of FP&A (Remote)

FP&A Manager

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.

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.

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

Collaborate cross-functionally with finance, operations, growth, and other business teams as needed

Additional projects and duties as needed

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
• 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
• 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

Performance-based bonus

Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance

Partial remote work

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.

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