About this Opportunity:
As an Director, Assistant Controller, you will be responsible for the accurate recording and reporting of all financial transactions. This position is responsible for all of the accounting functions of the assigned subsidiary companies as well as the communication to top management of all financial aspects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you’ll get to:
- Ensure all financial reporting statements are prepared accurately and presented on time
- Provide for timely preparation, interpretation and analysis of financial data statements
- Assist in monthly financial close process and ensures financial statements for the assigned companies are completed on time and accurately
- Assist with annual audit and periodic internal and external audit requests
- Improve timing, accuracy and completeness of financial information during month end close process
- Build a culture of accountability, continuous improvement, and inclusion by modeling effective leadership, reinforcing company values, and promoting teamwork across teams and business lines
- Review balance sheet reconciliations prepared by internal accounting staff after month end close
- Lead a department or large functional area, overseeing multiple teams and managers to deliver on strategic and operational objectives
- Influence and allocate departmental resources to achieve financial, performance, and service outcomes. Set clear goals, metrics, and accountability standards to measure progress against business targets
- Strengthen cross-functional consistency through clear communication, data-backed insights, and proactive engagement with peers and executive stakeholders
- Actively monitor revenue recognition policies to ensure compliance with GAAP and proper reporting of revenues and related expenses
- Make decisions impacting departmental goals, priorities, and resource utilization; escalates complex or cross-functional issues to senior leadership as needed
- Manage employees within department including but not limited to hiring, training and developing employees, delegating work assignments, writing and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions
- Conduct one-on-one meetings with employees on a regular basis and establish team and individual goals
- Coach senior managers and emerging leaders, ensuring effective succession planning, performance management, and leadership readiness across the department
- Assist in the development and administration of accounting systems, practices and procedures which conform to GAAP and reflect operating costs, budgets and profitability
- Protect assets by establishing, monitoring, and enforcing internal controls
- Drive process optimization and operational excellence by identifying and implementing improvements that enhance quality, scalability, and efficiency
- Conduct periodic audits of company procedures to ensure assets of company are being protected at all times
- Coordinate with tax accountants on all NFS entities for Federal, State and local tax returns as well as third party accounting firms on state tax incentive programs to ensure returns are filed in a timely manner
- Assist FP&A team in building long-term plans for each department and company as a whole
- Assist with inquiries regarding variances between actuals and budgeted amounts as needed
We’re looking for talent who:
- Has a minimum of a bachelor's degree in accounting, finance or related field
- Current CPA
- Has public accounting experience
- Has a minimum of 7-10 years of progressively responsible general accounting experience
- Has 1-2 years of management/leadership experience
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Salary Range:
$123,491.00 - $196,279.00The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Skills Required
- Bachelor’s degree in accounting, finance, or a related field
- Current CPA license
- Public accounting experience
- 7–10 years of progressively responsible general accounting experience
- 1–2 years of management or leadership experience
- Ability to manage stakeholder relationships and work effectively with people at all organizational levels
Orion Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.
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Leave & Time Off Breadth — Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
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Healthcare Strength — Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
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Retirement Support — A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.
Orion Insights
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7








