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 time Provide for timely preparation, interpretation and analysis of financial data statements Assist in monthly financial close process and ensures financial statements for the assigned companies are completed on time and accurately Assist with annual audit and periodic internal and external audit requests Improve timing, accuracy and completeness of financial information during month end close process Build a culture of accountability, continuous improvement, and inclusion by modeling effective leadership, reinforcing company values, and promoting teamwork across teams and business lines Review balance sheet reconciliations prepared by internal accounting staff after month end close Lead a department or large functional area, overseeing multiple teams and managers to deliver on strategic and operational objectives Influence and allocate departmental resources to achieve financial, performance, and service outcomes. Set clear goals, metrics, and accountability standards to measure progress against business targets Strengthen cross-functional consistency through clear communication, data-backed insights, and proactive engagement with peers and executive stakeholders Actively monitor revenue recognition policies to ensure compliance with GAAP and proper reporting of revenues and related expenses Make decisions impacting departmental goals, priorities, and resource utilization; escalates complex or cross-functional issues to senior leadership as needed Manage 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 actions Conduct one-on-one meetings with employees on a regular basis and establish team and individual goals Coach senior managers and emerging leaders, ensuring effective succession planning, performance management, and leadership readiness across the department Assist in the development and administration of accounting systems, practices and procedures which conform to GAAP and reflect operating costs, budgets and profitability Protect assets by establishing, monitoring, and enforcing internal controls Drive process optimization and operational excellence by identifying and implementing improvements that enhance quality, scalability, and efficiency Conduct periodic audits of company procedures to ensure assets of company are being protected at all times Coordinate 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 manner Assist FP&A team in building long-term plans for each department and company as a whole Assist with inquiries regarding variances between actuals and budgeted amounts as needed We’re looking for talent who: Has a minimum of a bachelor's degree in accounting, finance or related field Current CPA Has public accounting experience Has a minimum of 7-10 years of progressively responsible general accounting experience Has 1-2 years of management/leadership experience 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: Salary Range: $123,491.00 - $196,279.00 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. 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. Click here to learn more!

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