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About the role
Key responsibilities & impact- Serve as finance partner to the President of Wealth Management and Wealth leadership team
- Surface risks, opportunities, and solutions ahead of the business
- Turn ambiguous questions into actionable analysis and recommendations
- Shape Wealth's financial direction by analyzing net flows, retention, product mix, and rate trends
- Own the financial understanding of Wealth sales compensation, including forecasting compensation expense and interpreting incentive economics
- Advise on compensation plan design and changes through a financial lens
- Partner with Sales Compensation and Compensation Operations to align the Finance compensation narrative with business numbers
- Lead financial evaluation of strategic deals, partnership restructures, and retention plays
- Define methodologies and guardrails for evaluating non-standard pricing and contract terms
- Partner with Sales, Legal, and Accounting to identify revenue-eroding business terms
- Quantify in-year and run-rate impacts of pricing and contractual changes
- Track outcomes against original business cases
- Own Wealth forecasting cadence and long-range model using AUM, net flows, rate, and product-mix drivers
- Define analytical standards for budgeting, rolling forecasts, and scenario planning
- Lead monthly business reviews of Wealth results and explain drivers and variances
- Own the integrity and narrative of Wealth financials for board packets, executive dashboards, town halls, and investor-facing materials
- Reconcile reporting, dashboards, and BI and resolve discrepancies before executive review
- Lead and develop a focused FP&A team of onshore and offshore analysts
- Delegate recurring production so senior time is focused on analysis and partnership
- Set standards, coach for judgment and business acumen, and build succession depth
- Reinforce Orion's values and build an inclusive, high-trust team
Requirements
What you’ll need- Minimum of 10+ years of corporate or FP&A experience
- Experience partnering directly with senior business leaders
- Track record as a proactive business partner on complex, ambiguous problems
- Strong command of deal, pricing, revenue, and incentive economics in a subscription, asset-based, or financial-services model
- Experience in wealth management or wealth services
- Solid grasp of asset flows, including inflows, outflows, and net flows, and how they drive revenue
- Highly proficient in Excel
- Ability to build detailed financial models from scratch and maintain complex KPI trackers
- Minimum of a bachelor's degree in Accounting, Finance, Economics, or related field required
- Experience at a high-growth, PE-backed, or FinTech company preferred
- Familiarity with the practical application of AI in finance preferred
- Hands-on experience with Workday and Adaptive Planning preferred
- Experience with BI platforms such as Power BI and data analytics tools preferred
Benefits
Comp & perks- Health coverage on day one
- Dental coverage on day one
- Vision coverage on day one
- 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
- Competitive benefits package