Senior Associate, FP&A

NorthMark Strategies • Stamford, CT

5d

About The Position

NorthMark Strategies is seeking a Senior Associate, FP&A, to join the Enterprise FP&A team. This role is responsible for driving activities related to budgeting, forecasting, variance analysis, financial modeling, and reporting across a defined set of internal entities. The Senior Associate will prepare and develop core FP&A deliverables, partner with internal functional teams, and contribute to process improvement and technology initiatives. The ideal candidate brings strong analytical skills, hands-on FP&A experience, and a genuine interest in leveraging technology to improve how the team works.

Requirements

• 5–7 years of progressive experience in FP&A, Corporate Finance, Big 4 Advisory, or a related field; at least 3 years in a substantive FP&A capacity
• Bachelor’s degree in finance, Accounting, Economics, or a related quantitative field; CPA or MBA a plus
• Experience with OneStream, Workday Adaptive, Microsoft Dynamics 365, or a comparable CPM/ERP platform; OneStream a strong plus
• Advanced Excel and financial modeling skills; demonstrated ability to independently build and maintain complex 3-statement models
• Demonstrated interest in and experience with AI tools, automation, or technology-enabled finance workflows
• Experience with Power BI, Tableau, or other data visualization platforms preferred
• Proven ability to own FP&A deliverables end-end with a high degree of independence
• Developing track record of partnering with and presenting to business stakeholders on financial matters
• Experience in financial services, PE-backed, or multi-entity environments strongly preferred
• Foundational accounting knowledge; familiarity with month-end close or GL management a plus
• A technically strong, ownership-oriented finance professional who takes full accountability for their work and brings intellectual curiosity to the story behind the numbers.
• You are not waiting to be told what to do — you anticipate needs, flag issues early, and deliver with precision.
• You treat technology as a force multiplier and approach every deliverable as an opportunity to demonstrate what you’re capable of.
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Nice To Haves

• CPA or MBA a plus
• OneStream a strong plus
• Experience with Power BI, Tableau, or other data visualization platforms preferred
• Experience in financial services, PE-backed, or multi-entity environments strongly preferred
• Foundational accounting knowledge; familiarity with month-end close or GL management a plus

Responsibilities

• Own the preparation and delivery of monthly, quarterly, and annual budgets, forecasts, and variance analyses for a defined set of internal entities
• Build, maintain, and continuously improve 3-statement financial models (P&L, Balance Sheet, Cash Flow) with a high degree of accuracy and auditability
• Prepare and develop executive reporting packages and management dashboards that translate financial data into clear, decision-ready narratives
• Own variance commentary, headcount trend analysis, and period-over-period performance summaries for senior leadership review
• Support the annual operating plan (AOP) process for assigned entities — gathering inputs, preparing consolidations, and ensuring data accuracy in close partnership with the FP&A Manager
• Support the 3-year strategic planning process by preparing financial projections, scenario analyses, and sensitivity models for assigned entities as directed
• Partner with department heads and functional teams to develop financial analyses that inform operational and investment decisions
• Prepare ad hoc financial models, business cases, and investment analyses in support of strategic initiatives
• Develop and present financial findings to senior leadership; build confidence and presence in cross-functional and executive forums
• Own planning and reporting in OneStream or the team’s CPM platform for assigned entities; maintain data integrity and model consistency
• Actively apply AI-enabled tools and emerging technologies to improve analytical workflows, automate recurring tasks, and accelerate reporting
• Identify process inefficiencies and drive improvement initiatives — automation, standardization, and manual effort reduction within assigned scope
• Build and maintain data visualizations and management reports using Power BI, Tableau, or comparable BI tools
• Support general ledger categorization alignment between FP&A and Accounting; flag and resolve data discrepancies within assigned entities
• Contribute as a knowledgeable participant in broader ERP and platform initiatives (Microsoft Dynamics 365, Workday Adaptive, or similar)
• Collaborate with Accounting on month-end close activities, intercompany reconciliations, and GL integrity for assigned entities
• Ensure GAAP compliance across all financial reporting and analytical outputs
• Set a high bar for accuracy and auditability in all work product; serve as a quality resource for junior team members on shared deliverables.

Benefits

• Company-Paid Lunch Stipend: Lunch is provided via GrubHub
• Company-Paid Benefits: 100% Employer-Paid Medical in our High Deductible Health Plan, Dental and Vision benefits for employees and their families, 16 weeks of Paid Parental Leave, Employee Assistance Program, Life insurance, Short-Term Disability and Long-Term Disability
• 401(k): Company will match 100% of your contributions up to 6%
• Optional Employee-Paid Benefits: Medical insurance in our PPO plan and a variety of other benefits such as Health Savings Accounts (with Company Contribution!), Flexible Spending Accounts, Supplemental Life Insurance, Wellhub and more.
• Time Off: 25 days of Paid Time Off plus 12 company holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Senior