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.
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
Recommended Skills:
Accounting, Client-Centric, Corporate Financial Planning and Analysis (FP&A), Effective Communication, Innovation, Technical Proficiency, Time Management, Work CollaborativelySalary Range:
$72,860.00 - $110,014.00The 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
- Undergraduate degree or relevant work experience in a related field
- Minimum of 5 years of experience as a Financial Analyst
- Advanced Excel proficiency
- Strong presentation, influencing, and communication skills
- Ability to work effectively in challenging, complex environments and prioritize under tight deadlines
- Strong problem-solving skills and ability to generate practical solutions
- Ability to adapt quickly to organizational and process changes
- Ability to manage stakeholder relationships and work effectively across organizational levels
- Knowledge of Excel macros, pivot tables, and SQL data mining
- Experience with business intelligence concepts and software
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
