Manager of Strategic 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.

Beacon Biosignals is transforming precision medicine for the brain, from clinical development to clinical care. For Life Sciences partners, we offer the leading at-home EEG platform for clinical development of novel therapeutics for neurological, psychiatric, and sleep disorders. Our Diagnostics business is building the most comprehensive at-home platform for precision diagnostics, combining EEG and cardiopulmonary signals to deliver reimbursable assessments for sleep and central nervous system disorders. Together, we're changing the way patients are diagnosed and treated for any disorder that affects brain physiology. Beacon Biosignals is seeking a Director, Alliance Management to own and steward a nine-figure, multi-year, enterprise-level partnership with a major biopharma company, which is foundational to Beacon’s growth and long-term strategy. With success, the role can expand to additional partnerships of equal scope and magnitude. This role is responsible for assessing and driving the overall health and execution of the major partnership, from post-contract launch through short- and long-term value delivery and growth, effectively serving as General Manager to the account.  This role is unlike traditional business development, focused on pipeline generation and closing new partnerships, and is unlike traditional account management, focused on expansion across multiple accounts and delivery success at a high level. Instead, this position embeds deeply in the client organization, operating comfortably at all levels from leadership to working teams, to deliver cross-functional coordination, executive-level engagement, long-range planning, and best-in-class execution across multiple parallel workstreams. The Director, Alliance Management will serve as Beacon’s primary owner for its most important strategic accounts, and will play the central role in ensuring partnerships deliver on their scientific, clinical, and commercial objectives.  This role is a senior individual contributor role in the Life Sciences organization, reporting directly to the Chief Business Officer, with close collaboration across Science, Clinical Operations, Program Management, Business Development, Finance, Legal, and other Executive Leadership. With success, there is potential to build a team with a similar mandate, expanded across a larger number of accounts.  This position is based in Boston.  What success looks like  * Serve as the primary relationship manager and commercial lead for one or more enterprise strategic partnerships, acting as the single-threaded owner for partnership success.  * Build and maintain trusted, executive-level relationships with partner stakeholders across scientific, clinical, operational, and commercial functions.  * Ensure alignment between Beacon and partner objectives, timelines, and expectations throughout the lifecycle of the partnership.  * Lead post-contract partnership planning, including governance structures, operating cadences, success metrics, and communication frameworks.  * Partner closely with Program Management and cross-functional teams to ensure seamless execution of contracted work and proactive issue resolution.  * Identify opportunities to expand scope, deepen engagement, and grow partnership value over time through new use cases, programs, or services.  * Translate Beacon’s scientific and technical capabilities into clear, strategic value for partners’ clinical development programs in neurology, psychiatry, and sleep-related disorders.  * Act as a thought partner to customers by providing scientifically grounded insights that inform study design, data strategy, and clinical decision-making.  * Prepare and deliver high-impact presentations and strategic readouts to senior stakeholders, including scientific and executive leadership.  * Influence and coordinate internal teams including Neuroscience, Data Science, Data Engineering, Clinical Operations, Program Management, Business Development, Finance, and Legal to support partnership success.  * Surface risks, dependencies, and tradeoffs early, and lead cross-functional problem-solving to keep partnerships on track.  * Support contract amendments, renewals, and expansion discussions in collaboration with Business Development and Legal teams.  * Own account-level forecasting, revenue planning, and long-term partnership roadmaps, as well as identification and recovery plans if partnership goes off track  * Maintain accurate records of partnership activities, milestones, and expansion opportunities in CRM and other relevant process management systems (Asana).  * Provide leadership with clear, forward-looking insights on partnership health, risks, and growth potential.    What you will bring  * Proven experience leading complex client engagements with C-suite visibility and/or multi-year strategic partnerships with biopharma, biotech, or medical technology organizations.  * Exceptional ability to synthesize and communicate complex scientific and technical concepts to diverse audiences, including senior executives with executive-ready narratives.  * 6+ years of experience in consulting, alliance management, or strategic partnerships in the biopharmaceutical industry.  * Strong understanding of the pharmaceutical industry, including clinical development, clinical trial execution, commercial launch strategy and execution, and the use of real-world data across the product lifecycle.  * Demonstrated ability to operate autonomously in a fast-paced startup environment, balancing strategic thinking with hands-on execution.  * Strong executive presence, with the ability to lead meetings, prepare relevant materials tactically, drive alignment, and influence decision-making across organizations.  * Exceptional written and verbal communication skills, including experience developing executive-ready presentations and strategic materials.  * Advanced technical degree (PhD, MD, or Master’s) in neuroscience, biomedical engineering, or a related field, or business degree (MBA) preferred.  * Experience partnering with legal, finance, and operations teams on contract execution, renewals, and scope changes.  * Familiarity with CRM tools and experience managing account-level metrics and forecasts.  * Willingness to travel for customer engagements and internal meetings as needed, typically quarterly.  The base salary range for this role is determined based on past experience, specific skills and qualifications. The base salary is one component of the total compensation package, which includes equity, PTO and other benefits. At Beacon, we've found that cultural and scientific impact is driven most by those that lead by example. As such, we're always seeking new contributors whose work demonstrates an avid curiosity, a bias towards simplicity, an eye for composability, a self-service mindset, and - most of all - a deep empathy towards colleagues, stakeholders, users, and patients. We believe a diverse team builds more robust systems and achieves higher impact.