Financial Planning and Analysis

• Perform complex accounting functions with minimal supervision
• Apply general accounting methods, principles, and practices across company business units
• Develop and implement solutions to daily accounting issues
• Provide direction to department staff members
• Reconcile and analyze financial information used to prepare general ledger entries
• Examine financial information and documents for completeness, accuracy, and compliance with accounting requirements
• Prepare projections and determine trends in accounting data
• Perform statistical analysis of financial statements, budgets, and tax returns
• Write narrative reports explaining analytical findings
• Identify accounting problems, research solutions, and present conclusions to management
• Determine proper handling of financial transactions and approve transactions
• Monitor compliance with statutory accounting principles, generally accepted accounting principles, and company procedures
• Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports
• Prepare monthly department reports for management
• Assist with department-wide projects
• Review and/or prepare premium tax estimated deposits and annual returns, guaranty associations, state assessments, surveys, fees, city taxes, and miscellaneous state filings for CSO and subsidiary companies
• Review Accountants’ work to ensure financial data integrity
• Collaborate with department members to resolve problems and inquiries and support efficient data and information flow
• Assist in financial audits
• Perform other related duties as assigned
• Access company email as an integral part of job responsibilities
• Work in a sedentary corporate office environment using standard office equipment

Senior Accountant, Financial Reporting

• Analyze capital markets and assess risk and reward daily to identify appropriate security purchases or sales for the internally managed investment portfolio
• Support the investment acquisition process through brokers and electronic platforms
• Evaluate portfolio holdings for regulatory and statutory compliance
• Prepare data for internal and external customers using software including State Street Global Exchange’s Investment Accounting systems (PFI), BondEdge, and Bloomberg
• Help prepare and reconcile internal and external financial records
• Investigate discrepancies in financial statement reports
• Collect and prepare data for investment portfolio audits
• Collect and prepare data for internal cash flow forecasts
• Support Securities Team activities
• Perform other duties assigned by management

Senior Investment Professional

• Monitor funds status and track budget execution across past and current fiscal years
• Develop financial plans and Program Objective Memorandum (POM) inputs
• Prepare budget modification requests, estimates, and forecasts
• Build and manage multi-appropriation program office spend plans using CCaR and DEAMS
• Track obligations and expenditures against spend plans and adjust for real-world changes
• Prepare financial analyses on funding cuts, initiatives, and disconnects
• Recommend approaches for unfunded requirements
• Support DoD-directed financial and program office reporting
• Forecast and track obligation and expenditure rates against goals
• Build, update, and maintain program office cost estimates
• Collect, analyze, and manage cost data
• Prepare Work Breakdown Structures (WBS) and cost reporting requirements, including Contractor Software Data Reports
• Support cost analyses for Analyses of Alternatives, Business Case Analyses, and Economic Analyses
• Support cost estimate reviews by AFCAA, SCPs, NACAs, and other oversight agencies
• Apply engineering build-up, parametric, expert opinion, analogy, risk analysis, and data normalization methods
• Conduct software cost estimates for traditional and agile development, including agile sec/dev/ops and software sustainment
• Serve as subject matter expert for Web CCaR™ and DEAMS
• Provide system assistance, training, updates, and problem resolution
• Ensure interfaces between CCaR, DEAMS, PMRT, LCMP, WAWF, CRIS, and ABSS
• Identify and resolve system interface problems
• Review and propose RFP inputs, including SOO, PWS, and Sections L and M
• Support acquisition plans, LCMPs, acquisition strategies, and source selection documents
• Provide Earned Value Management (EVM) support
• Maintain proficiency with fiscal and appropriations laws and Air Force/DoD requirements
• Assist analysts with financial activities and daily program office operations
• Work independently while ensuring compliance with financial procedures

Financial Manager II

• 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

Financial Planning and Analysis jobs in Nebraska

Senior Accountant, Financial Reporting

Senior Investment Professional

Financial Manager II

Senior Director, FP&A – Wealth