NMS
Senior Associate, FP&A
Stamford, CT · Senior
No sponsorshipDetected 7 days ago
Data VisualizationFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelFP&AProcess ImprovementERPHRISLeadershipCollaborationPublic SpeakingGAAPFinancial ReportingVariance Analysis
About the role
- 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 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
- 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 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
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
- Demonstrated interest in and experience with AI tools, automation, or technology-enabled finance workflows
- Proven ability to own FP&A deliverables end-to-end with a high degree of independence
Nice to have
- 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
- Bachelor's degree in finance, Accounting, Economics, or a related quantitative field
- Experience with OneStream, Workday Adaptive, Microsoft Dynamics 365, or a comparable CPM/ERP platform
- Foundational accounting knowledge
- familiarity with month-end close or GL management a plus
Compensation
- Own the preparation and delivery of monthly, quarterly, and annual budgets, forecasts, and variance analyses for a defined set of internal entities
- 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
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.
- Company-Paid Lunch Stipend: Lunch is provided via GrubHub
- Time Off: 25 days of Paid Time Off plus 12 company holidays
Company info
- Lunch is provided via GrubHub
Equal opportunity
- 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.
Visa & Work Authorization
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
This listing is sourced directly from NMS's careers page and normalized into a canonical job model.