Senior Associate, FP&A

senior associate, fp&a

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.

• 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.

• 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.
• must be legally authorized to work in the united states without the need for employer sponsorship, now or at any time in the future.

a technically strong, ownership‑oriented…