Manager, Web Experience & Operations

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 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: 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. Responsibilities: * 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 * Supervise, mentor, and develop one Junior Analyst, including review of work product and support for professional growth * Collaborate cross-functionally with finance, 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 * 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 * Experience supporting budgeting, forecasting, and management reporting processes * Prior people management or team leadership experience preferred; experience supervising or mentoring junior team members is a plus * 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 * High attention to detail, strong organizational skills, and ability to manage multiple priorities in a fast-paced environment   Skills and Competencies: * 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 * Effectively managing and developing a Junior Analyst 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: $140,000- $160,000 annually, 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 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 [https://moderawealth.com/privacy/] 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 [http://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.

Paperless Parts is a SaaS startup helping manufacturers quote faster and win more work. From rockets to medical devices, we power the parts that move the world forward.   This position requires activities that are subject to US Export Control Laws and require US Citizenship or Green Card Holder. Services Engineer The Opportunity: Customer Success is at the center of everything we do at Paperless Parts, and it all starts with our Implementation Team.  This is a full-time position reporting to the Services Engineering Manager, in Boston, MA. Our customers rely on various software systems to manage their manufacturing operations. As a services engineer focused on integrations, you will customize Paperless Parts integrations to a wide range of customer Relationship Management (CRM), Enterprise Resource Planning (ERP), and other systems. . Each integration presents unique challenges, and you’ll uncover each customer’s needs through strong written and verbal communication and a broad technical background. Who you are: You will be responsible for developing, implementing, and supporting integrations that connect Paperless Parts with our customers’ critical business systems. Your mission is to build solutions for manufacturers that automate manual processes, improve data flow, and deliver meaningful business insights. In this role, you will become a subject matter expert on the Paperless Parts platform and work directly with customers to design, develop, and deploy integration solutions that are central to their success. You will lead discovery sessions to gather business and technical requirements, manage customer communications throughout implementation, facilitate user acceptance testing, and provide ongoing support for production integrations. You will identify common customer needs and help expand our library of reusable integration capabilities while also developing custom solutions for more complex requirements. As the Services Engineering function grows, you will play an active role in recruiting, mentoring, and developing team members, helping establish best practices and scale our delivery organization. This position requires activities that are subject to US Export Control Laws and requires US Citizenship or Green Card Holder status. RESPONSIBILITIES * Lead the end-to-end delivery of customer integration projects, serving as the technical lead responsible for discovery, solution design, development, testing, deployment, and go-live success. Ensure integrations are delivered on time, within budget, and meet Paperless Parts' quality standards. * Design, develop, and maintain integrations between Paperless Parts and customer business systems, including ERP, CRM, MES, and other manufacturing technologies, leveraging both standard integration offerings and custom solutions. * Partner directly with customer stakeholders to gather business and technical requirements, define integration strategies, facilitate user acceptance testing, and provide technical leadership throughout the implementation lifecycle. * Provide advanced troubleshooting and Tier 2 support for production integrations, resolving complex technical issues and ensuring reliable operation for live customers. * Manage multiple concurrent customer engagements, proactively communicating status, identifying risks, and coordinating with internal and customer teams to drive successful outcomes. * Contribute to the evolution of Paperless Parts' integration capabilities, including APIs, SDKs, AI-powered tooling, implementation methodologies, and reusable integration frameworks that improve scalability and delivery efficiency. * Support the growth of the Services Engineering organization through knowledge sharing, mentoring, recruiting, and participation in Paperless Parts' DEI and social impact initiatives. KNOWLEDGE, SKILLS, AND ABILITIES * Proven experience leading the technical delivery of customer-facing software integration projects, with a demonstrated track record of delivering high-quality solutions on time and within budget. * Strong hands-on expertise with Python, SQL, REST APIs, web services, and modern integration architectures, including experience integrating SaaS applications with ERP, CRM, manufacturing, or other business-critical systems. * Ability to independently lead technical discovery, gather requirements, and translate business needs into scalable technical solutions while effectively communicating with technical teams, business users, and executive stakeholders. * Strong troubleshooting, analytical, and problem-solving skills, including experience supporting production integrations and resolving complex technical issues. * Ability to successfully manage multiple priorities and customer engagements in a fast-paced, high-growth environment. * Bachelor's degree in Computer Science, Engineering, Information Systems, or equivalent professional experience. * Willingness to travel to customer sites as needed (up to 25%). Salary Range: $100,000 - $130,000 The job posting range is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, performance, sales or revenue-based metrics, and business or organizational needs. Paperless Parts Life Culture: At Paperless Parts, we value intentionality, persistence and relationships. We live and breathe these values every day. As a fast-growing company, we’re continually improving what we’ve built while still building from the ground up.  Boston Office: Our office is full of energy; people regularly collaborate to solve complex problems. We recognize that people work well in different environments and have intentionally designed our office to provide collaborative spaces and quiet focus areas. Our height-adjustable desks are set up with additional monitors, and employees are provided with the latest Apple technology to support productivity.  Our headquarters is located in downtown Boston, MA and easily accessible to most transit routes (Red/Blue/Orange/Green Line/South Station/North Station). Encinitas Office: Our California office is our newest office which seats our West Coast sales team. The office has an open floor plan with several conference rooms to encourage collaboration with your colleagues in California and TV's to connect with those sitting in Boston or remotely. The office is walking distance from Downtown Encinitas, the Coaster train stop, and tons of activities on the 101. Benefits: We value you and your family. With this in mind, full-time employees are provided: * 100% coverage of health, dental, and vision for you and your dependent * Competitive compensation philosophy * Unlimited PTO * 13+ paid holidays * Company-sponsored wellness stipend * Pre-tax Commuter and FSA/Dependent Care FSA * 401(k) plan * Employee recognition program Responsible for adherence to all security and privacy requirements, rules and regulations and implement as required. Paperless Parts is committed to cultivating an equitable, inclusive, and supportive environment for all employees. We believe this environment creates a safe space for employees to share their experiences, brainstorm ideas, and grow their careers. Paperless Parts is an Equal Opportunity & Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.