Sr. Associate - FP&A

Position

The Position
NorthMark Strategies is seeking a Senior Associate, FP&A, to join the Enterprise FP&A team.

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