About this Opportunity:
As a Senior Financial Analyst, you will be responsible for optimizing our billing processes and ensuring accuracy and efficiency in financial transactions. The Senior Financial Analyst will collaborate with cross-functional teams, analyze billing processes, and implement solutions to enhance overall billing performance. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you’ll get to:
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Evaluate and analyze existing billing processes to identify areas for improvement
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Collaborate with stakeholders to understand business requirements related to billing
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Assess billing systems and recommend modifications or enhancements for increased efficiency
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Work closely with product teams to implement system changes and updates
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Conduct in-depth data analysis to ensure accuracy in billing information
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Identify discrepancies in billing data to maintain data integrity
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Maintain comprehensive documentation of billing procedures and processes
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Generate regular reports on billing performance and provide insights for decision-making
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Collaborate with cross-functional teams, including finance, product, and customer support, to address billing-related issues
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Communicate with external vendors and clients regarding billing inquiries and discrepancies
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Stay informed about industry regulations and compliance standards related to billing
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Ensure billing practices align with legal and regulatory requirements
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Proactively identify opportunities for process improvements and implement best practices in billing operations
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Provide training and support to internal teams to enhance billing knowledge and compliance
We’re looking for talent who:
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Has minimum of a Bachelor’s degree in Finance, Accounting, or related field
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Has proficiency in billing software and Tableau
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Possess prior experience working within Financial Services industry
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Has minimum of 2 years of experience in financial analysis required, or relevant school experience
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Obtains Orion Industry Certification
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Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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Salary Range:
$69,723.00 - $105,276.00
The 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
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
Top Skills
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
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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.
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