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Head of Financial Planning & Analysis

Orion Group

Orion Group

Accounting & Finance
New York, NY, USA
Posted on Tuesday, May 14, 2024

Company Overview

Orion Services Group is a highly successful acquirer and operator of assets in the commercial field services industry. Founded in 2020, it has scaled to over $1bi in sales, through a combination of M&A (over 45 acquisitions) and organic growth. Orion is organized into four verticals – Astra (heavy mechanical HVAC), Helios (national accounts HVAC), SunWorks (Landscaping), and Leo FM (Facilities Management) – and operates in segments with consistent demand growth trends and capacity constraints. Orion has a proven track record of significantly improving the performance of the assets it acquires and generating industry-leading returns.

At Orion we believe in a people first culture and invest heavily in attracting A+ talent only. We are confident we offer a very dynamic environment for talented individuals to thrive.

At Orion Services Group, the VP, FP&A role is not just a job—it's an opportunity to make a tangible impact on our company's continued success and growth trajectory. You'll play a pivotal role in shaping our strategic direction, driving value creation initiatives, and developing an analytical muscle that will drive decision making throughout the company. Your contributions will be instrumental in shaping the future of our organization and positioning us as a leader in the commercial field services industry.

Our values:

Orion is a company with a strong culture. We encourage you to learn more about it and make sure it is the right environment for you. Below are our values:

  • Growth: growth fuels us and creates opportunity for our people.
  • Win the Right Way: we lead with values and never shortcut integrity or fair dealing.
  • Empowerment: our people move fast, make decisions, and act as owners.
  • Partnership: we care about, respect, and learn from one another.
  • All-In: we are committed to being the best and find fulfillment in the hard work excellence demands.

Traits We Seek:

  • Exceptional Analytical Skills: we want to build a data-driven organization and will prioritize candidates with exceptional analytical prowess, with a proven track record of transforming data into insights.

  • Versatility: a mind with a lot of range, capable of navigating equally comfortably in strategic topics (e.g., where to deploy capital, what incentives to set, organizational structure, etc.) and tactical ones (e.g., building new processes, executing analysis, etc.)

  • Business partnership: is very collaborative and capable of influencing business partners to course correct, based on sound analysis and business judgement.

  • Knows excellence: has operated in highly sophisticated FP&A environments and dealt with high levels of complexity. Knows what great looks like and is eager to build an even better operation.

  • Roll-up-your-sleeves attitude demonstrates a hands-on approach and willingness to tackle challenges head-on.

Key Experiences:

  • Extensive FP&A Background: extensive FP&A experience in a complex organization spanning multiple business units, geographies, or categories.

  • Value creation: experience identifying and quantifying value creation levers, and subsequently structuring and leading efforts to capture these opportunities.

  • Infrastructure building: the ideal candidate will have built new processes and/or lead deployment of systems that enable advanced analytics and enhance data-driven decision making. Experience with tools like Workday Adaptive is a strong plus.

  • Pricing: experience with a variety of pricing tools (e.g., elasticities, yield management, bundle-pricing, dynamic pricing, etc.) is a highly desirable skillset.

  • M&A Exposure: not a must, but familiarity with an M&A environment and related requirements (pro-forma, analysis, quality of earnings, opening balance sheets, etc.) would be helpful.

Key Responsibilities:

  • Strategy and playbook development: help shape our strategy, by crafting playbooks that (i) distill the most relevant value creation levers across Orion's operations and (ii) outlines best practices to further improve execution

  • Analysis: gather market intelligence, conduct internal and external benchmarking, and delve into unit economics to inform strategic decisions.

  • FP&A System ownership: oversee the implementation and, later, companywide adoption of a system like Workday Adaptive to enhance financial planning, budgeting, forecasting, reporting and analysis capabilities.

  • FP&A routines ownership: establish and manage company-wide processes for budgeting, forecasting (P&L, cash flow), deal post-mortems, KPI tracking, and capital planning.

  • Team Development: build an ‘analytical muscle’ throughout the organization, by supporting our four verticals in their FP&A hiring effort and general capability development.

Reporting Structure:

This role reports directly to the CFO and offers ample opportunities for collaboration and mentorship. The role is also expected to have extensive visibility to the leadership of Orion and of the verticals we operate.

Compensation & benefits

We believe in rewarding our exceptional talent with a very competitive compensation package and benefits that reflect our commitment to our people.


Orion’s headquarters are in New York, NY. While our preference is for on-site candidates, we are open to considering remote-friendly arrangements for exceptionally qualified individuals. We have operations across the USA and the role will likely require travel (~20%).

Join Us

If you're an outlier candidate with exceptional analytical prowess, strategic acumen, and a hands-on approach, Orion Services Group invites you to be part of our dynamic team. We encourage you to reach out to our team and discuss how you can play a key role in shaping the future of our organization.