Senior Financial Analyst

Orion Advisor Technology; Omaha (NE); On-site; USD 73,000 - 110,000; Full time

Benefits offered by this job

Health, dental, vision, and disability

401(k) with employer match

Parental leave

Pet benefits (pawternity)

Student loan repayment

Job summary

Orion Advisor Technology in Omaha, Nebraska, seeks a Senior Financial Analyst to deliver thought leadership and in-depth financial analysis. You will model profitability, review costs, and assess ROI, guiding strategic actions to protect and grow margins.

You'll partner with senior management, drive change initiatives, and support board and lender reporting with clear analytics and visuals. A robust analytical mindset and advancing Excel/BI skills are essential.

Qualifications

• Proven experience in financial analysis, modeling and ROI assessment.
• Ability to translate complex data into actionable insights.
• Strong communication with senior management and stakeholders.

Responsibilities

• Analyze organizational performance metrics to identify issues and opportunities.
• Conduct financial modeling, profitability analysis and cost reviews.
• Prepare reports for board and lenders with insights and visuals.
• Lead strategic initiatives and cross-functional projects across the org.
• Research industry trends and competitive dynamics to inform decisions.

Skills

Accounting

FP&A

Client-Centric

Communication

Innovation

Tech Proficiency

Time Management

Collaboration

Education

Bachelor's degree or equivalent

Job description

About this Opportunity

As a Senior Financial Analyst, you will be responsible for providing thought leadership and analysis of key business needs, both internally and externally, and recommending courses of action as needed. Primary responsibilities include: conducting financial analysis including financial modeling, profitability analysis, cost reduction opportunity reviews, return on investment, monitoring business issues, and determining impacts to bottom lines. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you’ll get to:

• 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

We’re looking for talent who:

• Has strong presentation, influencing, and communication skills - both face-to-face and remote (net conferencing)
• 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
• 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
• 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

Recommended Skills

• Accounting
• Client-Centric
• Corporate Financial Planning and Analysis (FP&A)
• Effective Communication
• Innovation
• Technical Proficiency
• Time Management
• Work Collaboratively

Salary Range

$72,860.00 - $110,014.00 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

At 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.