Talent.com
Director, FP&A Transformation Lead
Director, FP&A Transformation LeadNorthMark Strategies • Stamford, CT, US
Director, FP&A Transformation Lead

Director, FP&A Transformation Lead

NorthMark Strategies • Stamford, CT, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

The Company :

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.

NMS Group is modernizing its reporting, forecasting, analytics, and financial data governance capabilities across FP&A and Accounting. The current environment requires significant process re-engineering and automation to eliminate manual tagging, reclassification, spreadsheet-driven reporting, and fragmented data ownership.

The Position :

We are seeking a Director, FP&A Transformation Lead —a senior leader who will drive end-to-end transformation of reporting architecture, data flows, financial processes, and enterprise controls. This role will lead the assessment of current-state processes, redesign target-state workflows, and deliver fully automated, integrated financial reporting across D365, OneStream, Coupa, Workday, and the broader systems ecosystem.

This is a high-urgency, high-impact role for an FP&A and systems expert with deep accounting knowledge, exceptional process design capabilities, and hands-on experience implementing EPM solutions under tight deadlines. The selected leader will be accountable for collaborating with Master Data Management to build a scalable data and reporting foundation, including delineation of ownership of enterprise financial data structures and the development of a Data Stewardship framework.

What You’ll Lead & Deliver

Process Re-Engineering & Current-State Assessment

  • 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.

Reporting & Forecasting Automation

  • 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.

    • Data Ownership, Control Framework & Data Stewardship

  • 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.

    • Data & Dimensional Modeling

  • 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.

    • OneStream Optimization

  • 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.

    • Expense & Allocation Modeling

  • 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).

    • AOP-Linked Reporting & Performance Management

  • 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.

    • Cross-Functional Leadership & Urgency

  • 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.

    • Key Success Metrics

  • Fully automated D365 → OneStream integrations with minimal manual intervention.
  • Standardized and governed dimensional modeling across FP&A, Accounting, and Data teams.
  • 90% reduction in manual tagging, reconciliation, and spreadsheet-driven processing.
  • Shortened monthly close and reporting cycle by 2+ business days.
  • Operationalized data control framework with active Data Stewardship.
  • Automated, reliable dashboards and investor-grade reporting tied directly to AOP performance metrics.

    • Required Experience & Qualifications

  • 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.

    • Who You Are

  • A hybrid FP&A and systems leader who excels at process re-engineering, automation, and data governance.
  • Someone who can quickly assess complex current-state environments and define scalable future-state solutions.
  • A builder who thrives on eliminating manual work, elevating data integrity, and delivering automation under pressure.
  • A strong partner to FP&A, Accounting, Data, IT, and Business Unit leaders.
  • A problem-solver with a bias toward action and the urgency needed to modernize fragmented reporting environments.
    • [job_alerts.create_a_job]

    Director Transformation • Stamford, CT, US

    [internal_linking.similar_jobs]
    Director, Alliance Management

    Director, Alliance Management

    Padagis • Pelham, NY, United States
    [job_card.full_time]
    As the Director, Alliance Management, you will be the primary commercial relationship lead for Padagis's emerging Contract Manufacturing and Private Label business. Your top priority will be buildin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Fitness and Nutrition Coach

    Fitness and Nutrition Coach

    Anytime Fitness, Westchester County NY • Yorktown Heights, NY, US
    [job_card.full_time] +1
    We are currently looking for committed, nationally certified Personal Trainers (Coaches) to join our AF Team at our new location in Yorktown Heights NY ( •opportunities to work at our other location...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Gym Sales and Manager

    Gym Sales and Manager

    Anytime Fitness, Westchester County NY • Bedford Hills, NY, US
    [job_card.full_time] +2
    Club Managers, Personal Trainers and Membership Sales Talent! Our growing Anytime Fitness club(s) in Westchester County are adding to the Team the best-of-the-best gym membership managers and certi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager, FP&A

    Manager, FP&A

    1-800-FLOWERS.COM, INC. • Jericho, NY, US
    [job_card.full_time]
    The Manager, FP&A is responsible for supporting departments within the Enterprise, focusing on financial operations of the Technology and Telecommunications businesses.This role is also respons...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Portfolio Manager

    VP, Portfolio Manager

    Cathay Bank - Headquarters • Queens, NY, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Identity & Access Management

    Director, Identity & Access Management

    Teladoc Health • Purchase, NY, United States
    [job_card.full_time]
    Join the team leading the next evolution of virtual care.At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.Here you w...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Corrective Exercise

    Corrective Exercise

    StretchLab - White Plains - Mt. Kisco -Pleasantville • Mount Kisco, NY, US
    [job_card.full_time] +1
    Salary $26-29 hour +tips and commissions.Kisco, NY is seeking Fitness and Bodywork professionals to grow our team of innovative Flexologists. Athletic Trainer, Personal Trainer, or Sports Performanc...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of the Institute for Genomics, Education, Workforce & Leadership

    Director of the Institute for Genomics, Education, Workforce & Leadership

    InsideHigherEd • Bronxville, New York, United States
    [job_card.full_time]
    Director of the Institute for Genomics, Education, Workforce & Leadership.Sarah Lawrence College is a small and prestigious liberal arts institution with a legacy in genomics and, as a long-standin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Floor Manager

    Floor Manager

    Bedford Post Tavern • Bedford, NY, US
    [job_card.full_time]
    We are looking for one PM and one AM Floor Manager to start early 2026 at The Bedford Post Tavern.PLease specify in your application which one your interested in. The AM Floor manager is responsible...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Assistant Director of Nursing (RN)

    Assistant Director of Nursing (RN)

    Laurel Ridge Center for Health & Rehabilitation • Yorktown Heights, NY, US
    [job_card.full_time]
    Laurel Ridge Center for Health & Rehabilitation is a proud affiliate of National Health Care Associates.As a Certified Great Place to Work, we think that you are going to love it here.Your work...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Medical Director, Pediatric Acute Care

    Medical Director, Pediatric Acute Care

    TAL Healthcare • Mount Kisco, NY, US
    [job_card.full_time]
    Our client, a healthcare organization dedicated to providing specialized pediatric acute care, is hiring a Medical Director, Pediatric Acute Care. This pivotal leadership role offers an exceptional ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Relationship Advisor

    Relationship Advisor

    Hudson Valley Credit Union • Carmel, NY, United States
    [job_card.full_time]
    Hudson Valley Credit Union is recruiting for the position of Relationship Advisor.Primary Function : provide highest level member service through efficient, accurate transaction processing and apply...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Contract Life Cycle Management & Technology Expert (Senior Director, Analyst – Fully Remote Uni[...]

    Contract Life Cycle Management & Technology Expert (Senior Director, Analyst – Fully Remote Uni[...]

    Gartner • Stamford, CT, United States
    [filters.remote]
    [job_card.full_time]
    Contract Life Cycle Management & Technology Expert (Senior Director, Analyst – Fully Remote United States).Contract Life Cycle Management & Technology Expert (Senior Director, Analyst – Fully Remot...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Lead Medical Coordinator

    Lead Medical Coordinator

    Lincoln Hall • Lincolndale, NY, US
    [job_card.full_time]
    Job Title : Lead Medical Coordinator.Immediate Supervisor : Director of Nursing.Immediate Subordinates : Medical Coordinators. Lincoln Hall’s Family Reunification Program (FRP) is on a 450-acre c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    SAP Finance Transformation Sales Lead - Senior Manager - Tech Consulting - Open Location

    SAP Finance Transformation Sales Lead - Senior Manager - Tech Consulting - Open Location

    EY • Stamford, CT, United States
    [job_card.full_time]
    SAP Finance Transformation Sales Lead - Senior Manager - Tech Consulting - Open Location.SAP Finance Transformation Sales Lead - Senior Manager - Tech Consulting - Open Location.SAP Finance Transfo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    FP&A Transformation Director — Hybrid, OneStream-driven

    FP&A Transformation Director — Hybrid, OneStream-driven

    Connect Search, LLC • Stamford, CT, United States
    [job_card.full_time]
    A professional staffing firm is seeking a Director of Financial Planning and Analysis to lead finance transformation initiatives. The role focuses on automating reporting processes, enhancing financ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Region Relationship Advisor

    Region Relationship Advisor

    Hudson Valley Credit Union • Brewster, NY, United States
    [job_card.full_time]
    Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax & Compliance Research Specialist

    Tax & Compliance Research Specialist

    Catalyst Labs • Goldens Bridge, NY, US
    [job_card.full_time]
    Catalyst Labs is a leading talent agency specializing in Tax, Tax Technology and Transfer Pricing.We stand out as an agency that is deeply embedded in our clients recruitment operations.Partners an...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]