FP&A Senior Financial Analyst

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Hiring Remotely in Greater Tunb, ARE
Remote
Fintech • Software • Financial Services
The Role

About this Opportunity:

As a Senior Financial Analyst, you will be responsible for providing thought leadership and analysis of key business needs, both internally and externally, and recommending courses of action as needed.  Primary responsibilities include: conducting financial analysis including financial modeling, profitability analysis, cost reduction opportunity reviews, return on investment, monitoring business issues, and determining impacts to bottom lines. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For Internal and External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE.

 

In this role, you'll get to: 

  • Analyze organizational performance metrics to identify emerging issues and opportunities 

  • Perform financial analysis including financial modeling, profitability analysis, return on investment, monitoring business issues, and impact to bottom line

  • Consult with senior management and provide financial information and recommendations to ensure financial stability and profitability

  • Oversee strategic initiatives and lead change projects throughout the organization 

  • Perform various analytical functions, including analyzing proposed introduction of new programs, potential acquisitions/dispositions, capital budgeting, competitive analysis, etc. and provide actionable insight

  • Research industry trends, competitors, etc. as necessary

  • Assist in preparing Quarterly Board package, lender, and internal management reporting packages, including analytical review and graphs 

  • Develop an understanding of all competitive advantages and weakness of the organization, identifying additional opportunities and threats through examination of competitors

  • Work with other departments to develop systematic ways to collect data to monitor business activity

 

We're looking for talent who:

  • Has strong presentation, influencing, and communication skills - both face-to-face and remote (net conferencing)

  • Preferably possess advanced Excel is a pre-requisite. Knowledge of macros, pivot tables, data mining (SQL)

  • Has experience with business intelligence concepts and software is highly desirable

  • Has ability to perform well in challenging complex environments, working well under pressure, and prioritizing within tight deadlines

  • Has strong problem solver - generating good ideas and practical solutions to a wide range of business issues

  • Is adept at adjusting quickly to changes in organizational structure and business processes

  • Has undergraduate degree or relevant work experience in related field

  • Has minimum of 5 years of experience as a Financial Analyst

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Salary Range:

$72,860.00 - $110,014.00

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

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.

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The Company
HQ: Omaha, NE
1,570 Employees
Year Founded: 1999

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

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