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Coordinates Orion University academies, learning sessions, and live or virtual events. Manages rosters, calendars, logistics, vendors, participant communications, LMS content, and attendance reporting. Builds eLearning modules and SCORM packages using Articulate, Mindsmith, and AI-assisted tools. Supports instructional design, research, process documentation, and live training delivery while collaborating with SMEs and operating companies.

Lead end-to-end M&A integrations as a hands-on project manager: build and run detailed plans, coordinate Finance/Operations/Systems/Talent, manage concurrent integrations, drive first-90-day outcomes, report to VP, support playbook improvements, and lead change management with operating company teams.

Lead construction accounting and job costing, manage percentage-of-completion reporting, WIP and billings, review subcontractor/vendor billing, maintain GL and reconciliations, prepare cash flow forecasts, budgeting and financial analysis, implement controls and policies, support audits, and hire/train accounting staff while driving process improvements.

The Operating Associate role is a two-year apprenticeship focused on developing early-career talent into leaders through hands-on experience in Continuous Improvement and operational problem-solving, involving significant travel and learning at various operating companies across North America.

Lead the design and implementation of a full HR function for a multi-state mechanical services company. Build HR systems (HRIS, performance management, payroll), drive talent acquisition and retention, ensure compliance across jurisdictions, advise senior leadership on organizational design and workforce planning, and establish culture, training, and HR KPIs to support scalable growth to $100M.

Manage accounting team and financial operations for a commercial refrigeration and HVAC business: daily reconciliations, invoicing, AR collection, payroll recording, job costing, weekly technician utilization, a 5-business-day monthly close, sales tax compliance, profitability reporting by service line, internal controls, auditor liaison, and team leadership and mentoring.