Develop key strategic cost and revenue opportunities across the company drive financial process improvement (i.e. payroll processes, stretching payables, etc.)
Lead the operating company’s budgeting process support the hiring, evaluation, and development of accounting and billing talent Track, benchmark, analyze and develop KPIs to develop strategic solutions.
Support strategic decision-making with data-driven insights, analysis, and forecasts.
Support implementation of ERPs, accounting tools, and other systems
Partner with the President in assessing tuck-in M&A opportunities.
Draft and submit consolidated service line financial reporting to the President and Orion’s Holding Company team.
Requirements
bachelor's
8+ yrs
excel
data visualization
fast-paced
prioritization
Strong working knowledge of industry business models, metrics, and frameworks.
Bachelor’s degree in finance, business, or related quantitative field. 8+ years’ experience in strategic finance or business operations role (start-ups, consulting, banking, private equity, etc.).
High degree of autonomy and ability to thrive in a fast-paced environment. Intermediate-level proficiency with Excel, data visualization tools, and reporting tools
Excellent prioritization skills combined with ability to keep the big picture front and center.
Ability to simplify complex issues, influence decision makers, and drive consensus.
Ability to deeply understand requirements and analyze data to solve complex problems.
Benefits
Information not given or found
Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
4+ years of growth
Company Age
The company has experienced sustained growth since its founding in 2019.
50 partner firms
Network Scale
The company has formed partnerships with a constellation of 50 specialized service firms.
5,000 team members
Workforce Size
Currently employs around 5,000 professionals across the U.S.
100+ leaders trained
Development Impact
Over 100 leaders have completed its internal development program as of mid-2024.
Began operations by consolidating boutique family-owned service brands under one national umbrella.
Focuses on sectors including HVAC, refrigeration, plumbing, electrical, landscaping, and full facilities maintenance.
Backed by significant private equity investment, driving national expansion efforts.
Offers multi-site HVAC roll-outs, preventive maintenance, and large-scale landscape services.
Provides 24/7 HVAC/R services in over 30 states, with a focus on precision and emergency response.
Facilities maintenance network includes interior handyman, roofing, fencing, plumbing, locksmith, and exterior lot care coordinated via technology.
Commercial landscaping services under the SunWorks banner manage corporate campuses and distribution hubs nationwide.
Inspired its name from its first partner, Jackson Mechanical, and launched specialized platforms in chiller, refrigeration, controls, and heavy mechanical.
Expanded into electrical markets and Puerto Rico in 2023, further diversifying its reach.
Culture + Values
2019
Carbon Footprint Baseline
Baseline year for data-driven carbon footprint analysis to guide environmental strategy.
“Meets and exceeds applicable environmental laws, and is protective of the environment and general public health”
“Continuously improve the management of our environmental responsibilities”
“Environmental factors are part of our decision‑making process”
ISO 14001 independently certified Environmental Management System integration
Employee empowerment through environmental awareness training and internal surveys
Environment + Sustainability
2023 Carbon Neutrality
Environmental Target
The company aims to achieve carbon neutrality by 2023.
2045 Net Zero
Science-Based Goal
The company is committed to achieving science-based net zero by 2045.
2019 GHG Baseline
Carbon Management Foundation
The company's carbon management plan is based on a 2019 greenhouse gas emissions baseline.
Integrated Carbon Management Plan into ISO 14001-certified system, working toward PAS 2060 accreditation
Monitoring of energy efficiency, waste to landfill, recycling volumes, and staff travel modes
Voluntary carbon offsetting via renewable energy or forestry projects
Environmental management extends to contractors, suppliers and remote workers
Inclusion & Diversity
66% Independent
Board Composition
The company's board of directors consists of a significant majority of independent members, ensuring diverse perspectives and governance expertise.
40% Women Directors
Gender Diversity
Women make up 40% of the company's outside directors, reflecting a strong commitment to gender representation at leadership levels.