Manager, Accounting

About this Opportunity:

As an Accounting Manager, you will be responsible for managing the general accounting functions of Orion Advisor Solutions, LLC and its entities.  The position is responsible for ensuring the accurate completion, analysis and reporting of general ledger, accounts payable, fixed assets, payroll, prepaid and other accounting sub-ledgers. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.  

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

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

• Develop, implement, and communicate policies and procedures as they relate to general accounting practices, accrual methods, journal entry creation, and reconciliations in conjunction with corporate and compliance standards 

• Develop and mentor the Accounting shared service team

• Establish team and individual goals for the shared service team accounting 

• Ensure accuracy of all cash and credit card transactions and ensures all bank accounts are reconciled to the general ledger on a monthly basis 

• Ensure timely recording of all transactions including accounts payable, payroll backup, fixed assets, and standard monthly accruals

• Manage aspects of Great Plains: General Ledger, A/P, Cash Management, and fixed Assets 

• Assist with year-end audits and tax compliance 

• Manage Vendor Relationships (i.e. auditors, tax preparers, Custodians, Brokers, etc.)

• Complete the month-end close process including journal entries and account reconciliations 

• Reconcile all sub-ledger interfaces and system balances 

• Ensure the recording of accurate margins and investigate and correct gross margin discrepancies 

• Prepare and distribute month-end financial reports 

• Perform financial statement review and analysis and prepare variance explanations 

• Prepare year-end audit work-papers and support annual audit process 

• Develop, document, implement, and maintain controls, processes and procedures 

• Participate as an active team member on special projects and ad hoc projects

• Conform with and abide by all regulations, policies, work procedures, and instructions 

• Assist in the preparation all corporate tax analysis and filings 

• Direct the plans for all financial systems modifications and upgrades 

We're looking for talent who: 

• Is proficient in Orion Advisor Technology platform

• Is proficient in Salesforce.com or Laserfiche systems

• Has minimum of a bachelor’s degree in Accounting or related field

• Obtain Orion Industry Certification

• Has minimum of 3 years of accounting experience  

• Already has prior management experience

• Has prior full charge bookkeeping service experience

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

Salary Range:

$90,784.00 - $140,617.00

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.