Senior Associate, FP&A

About the role

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.

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
• Strategic Planning & Business Partnering: 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
• Technology, AI & Process Innovation: 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)
• Accounting Collaboration & Quality: 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

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-to-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

Benefits & Perks

• 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

Equal Opportunity Employer

NORTHMARK STRATEGIES LLC IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE COMPANY'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.