NorthMark Strategies · 7 hours ago
FP&A Transformation Lead
Stamford, CT
Full-time
Onsite
Senior Level, Lead/Staff
15+ years expNorthMark Strategies is a leading investment firm focused on driving long-term value through innovation and technology. The FP&A Transformation Lead will be responsible for transforming reporting architecture, financial processes, and enterprise controls to enhance automation and data governance across the organization.
AdviceFinancial ServicesVenture Capital
Responsibilities
Lead a comprehensive assessment of current FP&A and reporting processes, identifying gaps in automation, controls, data governance, and scalability
Re-engineer end-to-end workflows (actuals, close, forecast, budget, allocations, management reporting) with a goal of eliminating manual interventions and establishing sustainable automation
Define and implement a future-state operating model for FP&A and Accounting, including standardized processes, controls, and data management responsibilities
Architect automated data flows from D365 → OneStream for actuals, budgets, forecasts, allocations, and KPI reporting
Eliminate manual tagging and reclassification processes—targeting a 90%+ reduction in manual FP&A labor
Standardize metadata, hierarchies, and dimensional structures across all reporting layers to ensure alignment between AOP, forecast, and monthly reporting
Work with Master Data Management to establish enterprise-wide ownership of financial data, ensuring clarity of responsibilities across FP&A, Accounting, and Data Engineering
Build a financial control framework governing data quality, transformation rules, reconciliation checkpoints, and exception management
Alongside MDM, create and operationalize a Data Steward role to maintain metadata, ensure integrity of dimensional structures, and manage cross-functional governance processes
Redesign segment, value stream, initiative, customer, and product reporting structures to enable consistent, scalable analysis
Implement standardized mapping rules across ERP (D365), EPM (OneStream), and BI tools
Partner with Data and Accounting teams to ensure alignment on master data, integration rules, and control points
Lead the redesign of OneStream cubes, workflows, dimensions, transformation rules, and consolidation logic
Improve driver-based forecasting, segmentation reporting, and management dashboards
Drive efficiencies in the close-to-report cycle, reducing timelines by at least two business days while enhancing data accuracy
Connect OneStream into reporting and data visualization platforms such as Power Bi or Tableau
Enhance expense analysis models; automate cost allocations across entities, departments, value streams, and business lines
Support asset-management-specific frameworks (AUM, fund allocations, platform costs, shared services)
Align reporting structures, dashboards, and KPIs directly to Annual Operating Plan (AOP) targets
Automate AOP vs. Actual vs. Forecast reporting—providing executives with timely performance insights
Partner with FP&A leadership to ensure AOP assumptions flow through driver models, allocations, and reporting hierarchies
Serve as the primary integration point between FP&A, Accounting, ERP, Data Engineering, and Reporting teams
Translate complex system behavior, process changes, and reporting rules into clear communication for senior non-technical leaders
Drive aggressive project timelines with a strong sense of urgency, consistently delivering results under tight deadlines
Qualification
Required
15+ years in FP&A, financial systems, process transformation, or related finance operations roles
Strong accounting foundation; CPA preferred
Deep FP&A experience including forecasting, budgeting, variance analysis, cost modeling, and multi-entity reporting
Hands-on expertise with OneStream (preferred) or other relevant planning and reporting platform experience
Experience connecting OneStream into data visualization platforms such as Power Bi, Tableau, etc
Proven experience assessing as-is processes and designing target-state workflows
Demonstrated success in automating manual processes and implementing control frameworks
Experience in the asset management industry required
Strong understanding of ERP–EPM integrations and financial data architecture
Excellent communication and executive-facing presentation skills
Company
NorthMark Strategies
NorthMark Strategies is a multi-strategy investment firm managing diverse portfolios and offering advisory services across sectors.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase