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.

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Director, D365 Finance Transformation Lead