Senior Financial Analyst

OAS Orion Advisor Solutions, Inc; Omaha (NE); Hybrid; USD 73,000 - 110,000; Full time

Job summary

Orion Advisor Solutions, Inc is seeking a Senior Financial Analyst to provide thought leadership and rigorous analysis of key business needs, both internally and externally, and recommend courses of action as needed.

The role involves financial modeling, profitability analysis, ROI reviews, monitoring issues, and partnering with senior management to support financial stability and growth, with opportunities to oversee strategic initiatives and contribute to board and management reporting.

Qualifications

• 5+ years of experience as a Financial Analyst.
• Experience in financial modeling, profitability analysis, ROI, and cost reviews.
• Ability to present to senior management and influence decisions.
• Strong analytical and problem-solving capabilities.

Responsibilities

• Analyze organizational performance metrics to identify issues and opportunities.
• Perform financial analysis including modeling, profitability analysis, and ROI.
• Consult with senior management and provide financial information and recommendations.
• Oversee strategic initiatives and lead change projects.
• Analyze new programs, acquisitions/dispositions, budgeting, and competitive analysis.

Skills

Accounting

Client-Centric

FP&A

Effective Communication

Innovation

Technical Proficiency

Time Management

Work Collaboratively

Tools

SQL

Excel

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

• conducting financial analysis including financial modeling, profitability analysis, cost reduction opportunity reviews, return on investment, monitoring business issues, and determining impacts to bottom lines.

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

#LI-AP1 #LI-onsite #LI-Hybrid

Recommended Skills

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

Salary Range

$72,860.00 - $110,014.00

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. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success.

For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success.

If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.