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Senior Manager

Orion Group

Orion Group

Posted on Tuesday, June 25, 2024


Orion Group is a private equity-backed company focused on acquiring leading commercial field service companies in the HVAC, landscaping, and other essential service industries. We partner with world-class, founder-owned service providers to build industry leading platforms that perform the essential services that keep America running each and every day. With our People-First approach, we aim to foster an environment that the best talent and field technicians in the industry choose to call home. This highly acquisitive strategy requires an A+ accounting and finance team and offers ample growth opportunities for our employees.

Orion is backed by Alpine Investors, a private equity firm specializing in middle market companies in the services and software industries and $3.4bn of lifetime committed capital. Orion Group’s Co-CEO helped found Alpine in 2001 and the executive team brings experience from Alpine, Blackstone and McKinsey.


As the HVAC Vertical Finance Manager, you will be a critical manager responsible for supporting the creation of scalable, best-in-class finance & accounting departments and processes at each of our newly acquired HVAC operating companies (“OpCos”). You will help build and oversee the day-to-day accounting activities, ensuring that there are robust financial processes in place at each newly acquired OpCo that are completed in a timely and correct manner. Moreover, this role will require you to be an effective trainer and evaluator of talent. With your expertise, you will help shape the decision-making process regarding how we structure the finance & accounting departments at each of our newly acquired OpCos. With that in mind, this is an opportunity for someone who can marry strong finance & accounting skills, business acumen, and strategic thinking to take on a management role at a high-growth organization, backed by a well-known financial sponsor in Alpine Investors.


Reporting to the Orion Group Corporate Controller and HVAC Vertical VP, you will play a key role in establishing and executing financial and accounting operations. This will include, but is not limited to:

  • Partnering with and training newly acquired OpCo teams to ensure the books, monthly reporting packages, and management commentary sections are properly prepared each month
  • Assisting with the month end close by helping to review various work papers prepared by the OpCos supporting balances that are reported on the balance sheet for accuracy and completeness as well as compliance with US GAAP
  • Supporting the completion of other core financial processes at newly acquired OpCos including annual budgets
  • Supporting Orion HoldCo efforts to implement a new COA and ERP system in order to streamline reporting processes
  • Providing Orion leader with information and insights vital to the decision-making process related to organizational structures
  • Interfacing directly with OpCo financial teams and building relationships with key personnel
  • Maintaining constant lines of communication with OpCo teams to understand their needs and/or concerns
  • Assisting with various financial audits (year-end FS audit and Opening balance sheet audits), by helping to review various work papers prepared by the OpCos for accuracy, completeness, and compliance with US GAAP
  • Coordinating with the auditors on timing as well as working closely with OpCo leadership in responding to open item requests
  • Assisting with requests made to OpCos from Orion for financial information and detail
  • Assist with month end close for the HVAC Holding company.



  • Bachelor’s degree in accounting
  • 5+ years in Accounting or Finance roles
  • CPA (nice to have)
  • Excellent knowledge of US GAAP
  • Knowledge of ASC 606, 842 and 805 accounting principles
  • Knowledge of Cost Accounting
  • Proven experience and expertise working within ERP systems
  • Proven experience working cross-functionally to complete projects and/or other initiatives
  • Proven experience and knowledge with financial planning, reporting, and variance analysis
  • Proven ability to communicate accounting and financial information into common language


  • Demonstrated leadership, interpersonal, and time management skills
  • Strong analytical and critical thinking skills
  • Team player with excellent verbal and written communications skills
  • Enthusiastic, personable, positive attitude, and high integrity
  • Indefatigable/persistent, proactive, and self-motivated with the ability to work under limited supervision
  • Attention to detail and organized
  • Ability to quickly familiarize and become an expert in multiple operating and financial systems
  • Ability to multi-task and be flexible in role