Finance Integration Manager - Orion Services Group
Orion Services Group
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Job summary
Orion Service Group seeks a Manager of Finance Integration to own the finance workstream across acquisitions, from diligence through first close. This role sits on Corporate Controllership and collaborates with M&A Integrations Manager to standardize processes across the network.
Based in New York, NY with potential remote work for the right fit and 50%+ travel to operating companies. The role emphasizes ownership, risk assessment, and building scalable finance playbooks.
Qualifications
- Hands-on accounting depth across business combination accounting and opening balance sheets.
- Ability to assess risk across accounting, tax, legal, HR, and IT early in a deal.
- Ability to document processes with scalable playbooks and templates.
- Ability to enforce standards and lead, not only assist, across the org.
- Strong field presence with controllers at acquired companies.
- Ownership mentality for integration workstreams and accountability.
- Fluency with systems and migration of platforms without losing history.
- Comfort with fast pace and multiple deals at once.
- Collaborative, low-ego approach across teams.
Responsibilities
- Pre-Close: support deal team with earnings quality and exposure assessment.
- Pre-Close: evaluate back-office for efficient operation inside the network.
- Pre-Close: track identified risks into the integration plan and close gaps.
- Post-Close: own opening balance sheet data and ASC 805 valuation inputs.
- Post-Close: lead balance sheet teardown and settle working capital true-ups.
- Post-Close: migrate accounting onto Orion processes and lead schedules.
- Post-Close: ensure audit readiness across the network.
- Framework: maintain and improve playbooks, checklists, and templates.
Skills
Education
Tools
Job description
At Orion, we are builders. We want to be the gold standard for people in the Commercial Services trades. We are building a 100+ year business with an A+ team, driven, excited about the future, and looking for people who want to build with us. We believe in hiring people with a growth mindset who are committed to building something bigger than themselves. Our culture is grounded in four core values: Coach, Compete, Collaborate, and Commit. We strive to be low ego, high performance, and deeply committed to our people, our Operating Companies, and our long-term vision.
New York, NY or Remote
At Orion, we are builders. We want to be the gold standard for people in the Commercial Services trades. We are building a 100+ year business with an A+ team, driven, excited about the future, and looking for people who want to build with us. We believe in hiring people with a growth mindset who are committed to building something bigger than themselves. Our culture is grounded in four core values: Coach, Compete, Collaborate, and Commit. We strive to be low ego, high performance, and deeply committed to our people, our Operating Companies, and our long-term vision.
Orion Service Group is a growing network of commercial services businesses across the United States, spanning HVAC, electrical, plumbing, building automation, and related trades. We are highly acquisitive, integrating 10-15 operating companies per year, and converting each acquisition into a stable, growth-ready business within the first 90 days of ownership.
Orion is a roll-up-your-sleeves culture. At all levels, we expect people to prioritize, act quickly and effectively, demonstrate agility in their thinking, and get the job done every day. This is not a sit-back-and-direct environment. We value doers, problem-solvers, and people who are hands-on and decisive.
The Manager of Finance Integration owns the finance and accounting workstream across Orion's acquisitions, from late stage diligence through the first close cycles under our ownership. This role sits on the Corporate Controllership team and reports to the VP, Corporate Controller. You will serve two very different clients. Before close, you support the deal team: pressure-testing the quality of earnings and forming a view on the accounting, tax, legal, and back-office exposure that transaction diligence does not always reach. After close, your client becomes the finance team of the company we just bought. You are on the ground with them, standing up the opening balance sheet, converting their accounting onto our processes and lead schedules, and getting them audit ready alongside the rest of the network. This is a builder’s role. Our Group VPs of Finance lead the effort to bring each acquisition in their region up to the Orion standard. You build and implement the frameworks and playbooks that make that possible and carry them from deal to deal. You will work alongside the M&A Integrations Manager, who runs the overall integration program, while you own the finance workstream inside it. Much of the value here comes from being physically present at newly acquired companies, working shoulder to shoulder with a controller who has never operated inside a platform before.
- Hands-on accounting depth - you are comfortable with business combination accounting, opening balance sheets, working capital settlements, and reconciliation standards, and you can work through a question with a controller in the moment rather than taking it away and coming back.
- Exposure assessment - you can analysis where risk hide in a business, and you form and defend a view across accounting, tax, legal, HR, and IT, including how large it could be and how likely. You surface it early enough to shape the deal rather than only to explain it afterward.
- Documentation discipline - you maintain and improve the frameworks and templates that let other people repeat what you did, written well enough to execute without you in the room.
- Ability to push standards, not just help - you are as effective at holding a line as you are at rolling up your sleeves. This role is a resource to the operating companies and also the person who leads them to change.
- Field presence and credibility - you build trust with operating controllers, and you earn the right to change how they work by knowing the work. A meaningful share of this job is teaching people through a large transition of their career.
- Ownership mentality - when the numbers are not right, it becomes your problem to solve, even if you did not create it. You take full accountability for the integration workstream you lead
- Systems fluency - you migrate companies onto new platforms without losing the history, and you understand what a system can enforce and what only judgment can.
- Comfort with ambiguity and a fast pace - you work several deals at different stages at once, adapt to companies that look nothing alike, and stay organized under a high volume of concurrent demands.
- Low ego, high collaboration - you partner across the deal team, Integrations, Systems, and operating company leadership, and build consensus without direct authority.
- 8+ years in accounting or finance, with meaningful experience in acquisitions, integration, transaction services, or audit.
- Hands-on experience with business combination accounting: opening balance sheets, purchase price allocation, and working with third-party valuation specialists.
- Experience with quality of earnings work or transaction diligence, from either the buy side or the advisory side.
- Ability to form a view on tax and legal exposure at a target, size it, and know when to upscale it. You do not need to be the tax specialist, but you do need to recognize the issue and quantify the risk before someone else does.
- Track record of standing up accounting processes where they were informal, and of writing the frameworks and templates that made them stick.
- Direct involvement in at least one accounting system implementation or migration. Experience with COINs, Sage Intacct, FloQast, or comparable platforms is a strong plus.
- Proficiency across Microsoft Office and AI platforms (Claude or ChatGPT). Experience with monday.com or comparable project tooling is a plus.
- CPA is a plus, not a requirement.
- Willingness to travel. This role is built around being on-site with newly acquired companies.
- Join the deal after LOI to support the quality of earnings process and pressure-test the accounting behind the adjustments.
- Form a view on the target’s exposure profile across accounting, tax, and legal, and route it to the VP of Corporate Controller, the deal team, and outside advisors as early as possible and before close wherever the timeline allows.
- Assess the target’s back office against what it will need to run efficiently inside the network, across people, process, and systems.
- Track how identified risks are addressed, and carry what remains into the integration plan.
- Own the collection and quality of the data our outside advisors need to finalize the ASC 805 valuation and the opening balance sheet.
- Lead the balance sheet teardown at the acquired company and resolve what diligence surfaced.
- Support net working capital true-up settlement and ensure it is recorded correctly.
- Convert the acquired company’s accounting onto Orion’s processes, lead schedules, and reconciliation standards, and get them audit ready alongside the rest of the network.
- Lead migration onto Orion’s accounting and control workflow platforms.
- Be the accessible answer for accounting and finance questions on site and through the first close cycles.
- Document the control environment at each acquisition and identify what has to be stood up first.
- Maintain and improve the documentation framework for the finance onboarding of acquisitions: the playbook, checklists, templates, and lead schedule standards that make it executable by someone other than you.
- Improve it after each deal so every acquisition starts further along than the last.
- Partner with the Group VPs of Finance, who are the owners of the effort in their regions, and with the M&A Integrations Manager, who runs the overall integration program.
This position reports directly to the VP, Corporate Controller, and partners closely with the Group VPs of Finance, the deal team, and the Integrations team.
This is a full-time role based in New York, New York. Remote candidates will be considered for the right fit. Travel of 50%+ to operating companies is expected as part of the integration process.
The salary for this role will be determined based on experience, qualifications, and alignment with organizational needs.
Take responsibility for your results and empower others to own theirs.
Strive to do work you can be proud of today and in 100 years. Lead with humility, curiosity, and transparency.
Have a growth mindset, embrace continuous improvement, and keep reinventing yourself.
Serve the team, learn from each other, and collectively raise the bar.
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