Finance Integration Manager - Orion Services Group at Orion Group | NY, US | Rezi

Finance Integration Manager - Orion Services Group at Orion Group

Finance Integration Manager - Orion Services Group

Orion Group · NY, US

1 weeks ago

Finance Integration Manager - Orion Services Group

Orion Group · NY, US

10 days ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this Finance Integration Manager - Orion Services Group role.

Rezi rewrites your resume against Orion Group's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Finance Integration Manager - Orion Services Group posting at Orion Group — free, in seconds.

About the Role

The Manager of Finance Integration owns the finance and accounting workstream across Orion's acquisitions, from late stage diligence through the first close cycles under our ownership. This role sits on the Corporate Controllership team and reports to the VP, Corporate Controller. You will serve two very different clients. Before close, you support the deal team: pressure-testing the quality of earnings and forming a view on the accounting, tax, legal, and back-office exposure that transaction diligence does not always reach. After close, your client becomes the finance team of the company we just bought. You are on the ground with them, standing up the opening balance sheet, converting their accounting onto our processes and lead schedules, and getting them audit ready alongside the rest of the network. This is a builder’s role. Our Group VPs of Finance lead the effort to bring each acquisition in their region up to the Orion standard. You build and implement the frameworks and playbooks that make that possible and carry them from deal to deal. You will work alongside the M&A Integrations Manager, who runs the overall integration program, while you own the finance workstream inside it. Much of the value here comes from being physically present at newly acquired companies, working shoulder to shoulder with a controller who has never operated inside a platform before.

Responsibilities

  • Own the collection and quality of the data our outside advisors need to finalize the ASC 805 valuation and the opening balance sheet.
  • Lead the balance sheet teardown at the acquired company and resolve what diligence surfaced.
  • Support net working capital true-up settlement and ensure it is recorded correctly.
  • Convert the acquired company's accounting onto Orion's processes, lead schedules, and reconciliation standards, and get them audit-ready alongside the rest of the network.
  • Lead migration onto Orion's accounting and control workflow platforms.
  • Be the accessible answer for accounting and finance questions on site and through the first close cycles.
  • Document the control environment at each acquisition and identify what has to be stood up first.
  • Maintain and improve the documentation framework for the finance onboarding of acquisitions: the playbook, checklists, templates, and lead schedule standards that make it executable by someone other than you.
  • Improve it after each deal so every acquisition starts further along than the last.
  • Partner with the Group VPs of Finance, who are the owners of the effort in their regions, and with the M&A Integrations Manager, who runs the overall integration program.
  • Join the deal after LOI to support the quality of earnings process and pressure-test the accounting behind the adjustments.
  • Form a view on the target's exposure profile across accounting, tax, and legal, including likelihood and magnitude, and route it to the VP of Corporate Controller, the deal team, and outside advisors as early as possible and before close wherever the timeline allows.
  • Assess the target's back office against what it will need to run efficiently inside the network, across people, process, and systems.
  • Track how identified risks are addressed, and carry what remains into the integration plan.

Requirements

  • 8+ years in accounting or finance, with meaningful experience in acquisitions, integration, transaction services, or audit.
  • Hands-on experience with business combination accounting: opening balance sheets, purchase price allocation, and working with third-party valuation specialists.
  • Experience with quality of earnings work or transaction diligence, from either the buy side or the advisory side.
  • Ability to form a view on tax and legal exposure at a target, size it, and know when to escalate it. You do not need to be the tax specialist, but you do need to recognize the issue and quantify the risk before someone else does.
  • Track record of standing up accounting processes where they were informal, and of writing the frameworks and templates that made them stick.
  • Direct involvement in at least one accounting system implementation or migration.
  • Proficiency across Microsoft Office and AI platforms (Claude or ChatGPT).
  • Willingness to travel. This role is built around being on-site with newly acquired companies.

Skills

  • Hands-on accounting depth - comfortable with business combination accounting, opening balance sheets, working capital settlements, and reconciliation standards.
  • Exposure assessment - ability to analyze where risk hide in a business, and form and defend a view across accounting, tax, legal, HR, and IT.
  • Documentation discipline - ability to maintain and improve frameworks and templates.
  • Ability to push standards, not just help.
  • Field presence and credibility - ability to build trust with operating controllers and earn the right to change how they work.
  • Ownership mentality - taking full accountability for the integration workstream.
  • Systems fluency - ability to migrate companies onto new platforms without losing history.
  • Comfort with ambiguity and a fast pace - ability to work several deals at different stages at once, adapt to companies that look nothing alike, and stay organized under a high volume of concurrent demands.
  • Low ego, high collaboration - ability to partner across teams and build consensus without direct authority.
  • Experience with COINs, Sage Intacct, FloQast, or comparable platforms is a strong plus.
  • Experience with monday.com or comparable project tooling is a plus.

Location

  • New York, NY
  • Remote

Work Type

  • Full-time
  • Remote candidates will be considered
  • Travel of 50%+ to operating companies is expected

Experience Level

  • 8+ years in accounting or finance

Education Level

  • CPA is a plus, not a requirement.

Salary/Compensations

  • The salary for this role will be determined based on experience, qualifications, and alignment with organizational needs.

About the Company

  • At Orion, we are builders. We want to be the gold standard for people in the Commercial Services trades. We are building a 100+ year business with an A+ team, driven, excited about the future, and looking for people who want to build with us. We believe in hiring people with a growth mindset who are committed to building something bigger than themselves. Our culture is grounded in four core values: Coach, Compete, Collaborate, and Commit. We strive to be low ego, high performance, and deeply committed to our people, our Operating Companies, and our long-term vision.
  • Orion Service Group is a growing network of commercial services businesses across the United States, spanning HVAC, electrical, plumbing, building automation, and related trades. We are highly acquisitive, integrating 10-15 operating companies per year, and converting each acquisition into a stable, growth-ready business within the first 90 days of ownership.
  • Orion is a roll-up-your-sleeves culture. At all levels, we expect people to prioritize, act quickly and effectively, demonstrate agility in their thinking, and get the job done every day. This is not a sit-back-and-direct environment. We value doers, problem-solvers, and people who are hands-on and decisive.