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Modera Wealth Management

FP&A Analyst

Modera Wealth Management · Boston, MA; Westwood, MA; Westwood, NJ; Charlotte, NC; Atlanta, GA; New York City, NY

Posted 13 days ago · $83,000 – 114,000

or apply directly on Modera Wealth Management's site. We never take the application ourselves.

Is this posting real?

This role has been open
13 days
Modera Wealth Management's roles stay open a median of 45 days
Reposted
No
Salary listed
Yes
100% of Modera Wealth Management's roles list one
Ghost-job risk at Modera Wealth Management
high
8 stale, 0 reposted of 14 open
Hiring momentum
20 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Modera Wealth Management's own greenhouse board since 2026-08-03. Full hiring picture for Modera Wealth Management.

About this role

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.

Our read on this posting4.0out of 5
benefits
3/5
freshness
4/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Modera Wealth Management as an employer.

What you need

  • 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 you get

  • 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

Worth weighing

  • 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

Summarised from Modera Wealth Management's posting. Read the full original.

Listed by Modera Wealth Management on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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