Assistant Controller

Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 123,000 - 196,000; Full time

Benefits offered by this job

Health, dental, vision

Disability coverage

401(k) plan with employer match

Paid parental leave

Pet benefits

Student loan repayment

Job summary

Orion Advisor Technology, LLC in Omaha, Nebraska, seeks a Director, Assistant Controller to oversee all accounting activities for assigned subsidiaries and deliver GAAP-compliant financial reporting. You will lead a multi-team department, manage month-end close, and coordinate audits.

Responsibilities include ensuring timely statements, collaborating with tax and FP&A, and driving process improvements while maintaining internal controls. This role is hybrid with on-site work required.

Qualifications

• Bachelor's degree in accounting, finance or related field required.
• CPA certification required or actively pursuing.
• Public accounting experience preferred.
• 7-10 years of progressively responsible general accounting experience.
• 1-2 years of management/leadership experience preferred.

Responsibilities

• Ensure accurate financial reporting and timely presentation of statements.
• Oversee monthly close process and ensure subsidiary financial statements are accurate.
• Coordinate annual audits and respond to internal/external audit requests.
• Lead a department across teams and managers; set goals and accountability.
• Monitor GAAP compliance, especially revenue recognition and related expenses.
• Collaborate with tax, FP&A, and executives to support planning and decisions.

Education

Bachelor's degree in accounting, finance or related field

CPA

Public accounting experience

7-10 years of accounting experience

1-2 years of management/leadership experience

Job description

About this Opportunity:As an Director, Assistant Controller, you will be responsible for the accurate recording and reporting of all financial transactions. This position is responsible for all of the accounting functions of the assigned subsidiary companies as well as the communication to top management of all financial aspects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.In this role, you’ll get to:Ensure all financial reporting statements are prepared accurately and presented on timeProvide for timely preparation, interpretation and analysis of financial data statementsAssist in monthly financial close process and ensures financial statements for the assigned companies are completed on time and accuratelyAssist with annual audit and periodic internal and external audit requestsImprove timing, accuracy and completeness of financial information during month end close processBuild a culture of accountability, continuous improvement, and inclusion by modeling effective leadership, reinforcing company values, and promoting teamwork across teams and business linesReview balance sheet reconciliations prepared by internal accounting staff after month end closeLead a department or large functional area, overseeing multiple teams and managers to deliver on strategic and operational objectivesInfluence and allocate departmental resources to achieve financial, performance, and service outcomes. Set clear goals, metrics, and accountability standards to measure progress against business targetsStrengthen cross-functional consistency through clear communication, data-backed insights, and proactive engagement with peers and executive stakeholdersActively monitor revenue recognition policies to ensure compliance with GAAP and proper reporting of revenues and related expensesMake decisions impacting departmental goals, priorities, and resource utilization; escalates complex or cross-functional issues to senior leadership as neededManage employees within department including but not limited to hiring, training and developing employees, delegating work assignments, writing and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actionsConduct one-on-one meetings with employees on a regular basis and establish team and individual goalsCoach senior managers and emerging leaders, ensuring effective succession planning, performance management, and leadership readiness across the departmentAssist in the development and administration of accounting systems, practices and procedures which conform to GAAP and reflect operating costs, budgets and profitabilityProtect assets by establishing, monitoring, and enforcing internal controlsDrive process optimization and operational excellence by identifying and implementing improvements that enhance quality, scalability, and efficiencyConduct periodic audits of company procedures to ensure assets of company are being protected at all timesCoordinate with tax accountants on all NFS entities for Federal, State and local tax returns as well as third party accounting firms on state tax incentive programs to ensure returns are filed in a timely mannerAssist FP&A team in building long-term plans for each department and company as a wholeAssist with inquiries regarding variances between actuals and budgeted amounts as neededWe’re looking for talent who:Has a minimum of a bachelor's degree in accounting, finance or related fieldCurrent CPAHas public accounting experienceHas a minimum of 7-10 years of progressively responsible general accounting experienceHas 1-2 years of management/leadership experienceOwns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization#LI-AP1#LI-Onsite#LI-HybridRecommended Skills:Salary Range:$123,491.00 - $196,279.00The 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 UsAt 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.