Orion · 17 hours ago
FP&A Senior Financial Analyst
Omaha, NE
Full-time
Hybrid
Mid, Senior Level
$73K/yr - $110K/yr
5+ years expOrion is seeking a Senior Financial Analyst who will provide thought leadership and analysis of key business needs. The role involves conducting financial analysis, profitability assessments, and monitoring business issues to ensure financial stability and profitability.
AccountingFinancial ServicesTrading Platform
Responsibilities
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
Qualification
Required
Has strong presentation, influencing, and communication skills - both face-to-face and remote (net conferencing)
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
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
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
Preferred
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
Benefits
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
Company
Orion
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chad Boyer
Chief Technology Officer
Mustapha Baassiri
Chief Technology Officer
Recent News
GlobalFinTechSeries
2025-09-12
Company data provided by crunchbase