Sr. Associate - FP&A

NorthMark Strategies; Stamford (CT); On-site; USD 120,000 - 170,000; Full time

Job summary

NorthMark Strategies is a leading investment firm focusing on innovation and engineering to drive long-term value. The Senior Associate, FP&A, will drive budgeting, forecasting, variance analyses, financial modeling, and reporting across internal entities.

The role requires strong analytical skills and hands-on FP&A experience, with a focus on leveraging technology to improve processes. You will partner with internal teams and contribute to process improvements in a dynamic environment.

Qualifications

• 5–7 years of progressive FP&A or related experience; at least 3 years in FP&A.
• Bachelor’s degree in finance, accounting, economics or quantitative field; CPA/MBA a plus.
• Experience with OneStream, Workday Adaptive or CPM/ERP platforms preferred.
• Advanced Excel and financial modeling; able to build complex 3‑statement models.
• Interest in AI tools, automation, or tech-enabled finance workflows.
• Proven ability to partner with stakeholders and present financial insights.

Responsibilities

• Own monthly, quarterly, and annual budgets, forecasts, and variance analyses.
• Build and maintain 3‑statement financial models with accuracy and auditability.
• Prepare executive reporting packages and dashboards translating data into narratives.
• Lead variance commentary and headcount trend analyses for senior leadership.
• Support annual operating plan (AOP) Con=solidations and close partnership with FP&A manager.
• Develop projections, scenarios, and ad hoc models for strategic initiatives.
• Collaborate with accounting on month‑end close and GL integrity; ensure GAAP compliance.

Skills

FP&A experience

Budgeting

Forecasting

Variance analysis

Financial modeling

Executive reporting

Data visualization

Strategic planning

Cross-functional partnering

GAAP knowledge

Education

Bachelor's degree in finance, accounting, economics

CPA or MBA a plus

Tools

OneStream

Workday Adaptive

Microsoft Dynamics 365

Power BI

Tableau

Job description

NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value.

Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities.

At NorthMark Strategies, we believe the future isn’t something to hope for, it’s something to build. We don’t just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure.

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.

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)
• 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

What We’re Looking For

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. At NorthMark, we are looking for someone who takes pride in the craft and is ready to make a meaningful impact.