Finance Integration Manager - Orion Services Group
Orion Services Group · New York, NY · 1 mo ago
On-siteInformation TechnologyFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title as heading. No Job ID. Remove boilerplate. Need to preserve all substantive info.
We need to parse content: The posting includes sections: "Our Culture at Orion", "The Role", "What We Are Looking For" (Core Competencies, Experience and Qualifications), "Key Responsibilities", "Reporting Structure", "Work Location and Schedule", "Compensation", "Our Values". Also there is location line: "New York, NY or Remote". Also "Travel of 50%+ to operating companies is expected". Also "Compensation: The salary for this role will be determined based on experience, qualifications, and alignment with organizational needs." That's vague; not specific numbers, so we should not create Pay section because it's not specific. Benefits: none mentioned. Schedule: maybe mention full-time, travel 50%+. Could include Schedule section if we have specifics: "full-time role based in New York, New York. Remote candidates will be considered for the right fit. Travel of 50%+ to operating companies is expected". That's schedule info. So we can include Schedule section.
We need sections: About the role (maybe from "The Role" paragraph). Responsibilities (Key Responsibilities). Requirements (maybe Experience and Qualifications). Qualifications (maybe Core Competencies? Actually they have "What We Are Looking For" split into Core Competencies and Experience and Qualifications. Could map Core Competencies to Skills, Experience and Qualifications to Requirements/Qualifications. But we need to follow instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can decide which to include based on content.
We have content for About the role: description of role. Responsibilities: Key Responsibilities (pre-close, post-close, framework). Requirements: maybe "Experience and Qualifications" (8+ years etc). Qualifications: maybe "Core Competencies" (hands-on accounting depth etc). Skills: maybe "Systems fluency" etc but could be part of competencies. But we can combine.
We need to avoid filler. Ensure we don't create sections with placeholder text.
Let's extract substantive content:
About the role: paragraphs under "The Role": description of manager of finance integration, serves two clients, etc.
Responsibilities: bullet list under "Key Responsibilities": Pre-Close: Deal Team Support (multiple bullet points), Post-Close: Opening Balance Sheet and Purchase Accounting (multiple), Post-Close: Bringing the Company Onto the Standard (multiple), Framework and Program (multiple). We'll need to convert each bullet into .
Requirements: Experience and Qualifications paragraph: list of items: 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. Experience with COINs, Sage Intacct, FloQast, or comparable platforms is a strong plus. Proficiency across Microsoft Office and AI platforms (Claude or ChatGPT). Experience with monday.com or comparable project tooling is a plus. CPA is a plus, not a requirement. Willingness to travel. This role is built around being on-site with newly acquired companies.
Qualifications: Core Competencies list: Hands-on accounting depth - you are comfortable with business combination accounting, opening balance sheets, working capital settlements, and reconciliation standards, and you can work through a question with a controller in the moment rather than taking it away and coming back. Exposure assessment - you can analysis where risk hide in a business, and you form and defend a view across accounting, tax, legal, HR, and IT, including how large it could be and how likely. You surface it early enough to shape the deal rather than only to explain it afterward. Documentation discipline - you maintain and improve the frameworks and templates that let other people repeat what you did, written well enough to execute without you in the room. Ability to push standards, not just help - you are as effective at holding a line as you are at rolling up your sleeves. This role is a resource to the operating companies and also the person who leads them to change. Field presence and credibility - you build trust with operating controllers, and you earn the right to change how they work by knowing the work. A meaningful share of this job is teaching people through a large transition of their career. Ownership mentality - when the numbers are not right, it becomes your problem to solve, even if you did not create it. You take full accountability for the integration workstream you lead. Systems fluency - you migrate companies onto new platforms without losing the history, and you understand what a system can enforce and what only judgment can. Comfort with ambiguity and a fast pace - you 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 - you partner across the deal team, Integrations, Systems, and operating company leadership, and build consensus without direct authority.
Skills: maybe we could extract specific technical skills: proficiency across Microsoft Office and AI platforms, experience with monday.com, COINs, Sage Intacct, FloQast. But those are already in Experience and Qualifications. Could create Skills section for those. However we might avoid duplication. The instruction: "Prefer a few substantive sections over many thin ones." So maybe we combine Skills into Requirements or Qualifications. But we need to follow headings list; we can omit Skills if not enough distinct content. However we have some specific skills: proficiency across Microsoft Office and AI platforms (Claude or ChatGPT), experience with monday.com or comparable project tooling, experience with COINs, Sage Intacct, FloQast. Could be placed under Skills.
Benefits: none mentioned, so omit.
Pay: compensation description is vague, not specific numbers, so omit per rule: never create Pay/Schedule/Benefits sections unless posting actually states them. It states compensation will be determined based on experience etc. That's not specific; we should not create Pay section.
Schedule: we have "This is a full-time role based in New York, New York. Remote candidates will be considered for the right fit. Travel of 50%+ to operating companies is expected as part of the integration process." That's specific enough for Schedule section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Schedule.
We need to use for each section heading. Use
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all points from each section.
Let's craft HTML.
First, About the role: combine paragraphs from "The Role". We'll produce a
containing the description.
Responsibilities: we need to list each bullet. The Key Responsibilities section has subheadings: Pre-Close: Deal Team Support, Post-Close: Opening Balance Sheet and Purchase Accounting, Post-Close: Bringing the Company Onto the Standard, Framework and Program. We'll create a
with - items for each bullet point. Should we keep subheadings inside
- ? Probably just include the bullet text.
Let's extract bullet points:
Pre-Close: Deal Team Support:
- 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.
Post-Close: Opening Balance Sheet and Purchase Accounting:
- 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.
Post-Close: Bringing the Company Onto the Standard:
- 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.
Framework and Program:
- 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.
That's all.
Requirements: from Experience and Qualifications list. We'll create
with each item.
Let's list each sentence as separate - :
- 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.
- Experience with COINs, Sage Intacct, FloQast, or comparable platforms is a strong plus.
- Proficiency across Microsoft Office and AI platforms (Claude or ChatGPT).
- Experience with monday.com or comparable project tooling is a plus.
- CPA is a plus, not a requirement.
- Willingness to travel. This role is built around being on-site with newly acquired companies.
Note: The last item includes two sentences; we can keep as one
- .
Qualifications: from Core Competencies list. We'll create
with each competency.
List:
- Hands-on accounting depth - you are comfortable with business combination accounting, opening balance sheets, working capital settlements, and reconciliation standards, and you can work through a question with a controller in the moment rather than taking it away and coming back.
- Exposure assessment - you can analysis where risk hide in a business, and you form and defend a view across accounting, tax, legal, HR, and IT, including how large it could be and how likely. You surface it early enough to shape the deal rather than only to explain it afterward.
- Documentation discipline - you maintain and improve the frameworks and templates that let other people repeat what you did, written well enough to execute without you in the room.
- Ability to push standards, not just help - you are as effective at holding a line as you are at rolling up your sleeves. This role is a resource to
for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all points from each section. Let's craft HTML. First, About the role: combine paragraphs from "The Role". We'll produce a
containing the description. Responsibilities: we need to list each bullet. The Key Responsibilities section has subheadings: Pre-Close: Deal Team Support, Post-Close: Opening Balance Sheet and Purchase Accounting, Post-Close: Bringing the Company Onto the Standard, Framework and Program. We'll create a
- with
- items for each bullet point. Should we keep subheadings inside
- ? Probably just include the bullet text.
Let's extract bullet points:
Pre-Close: Deal Team Support:
- 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.
Post-Close: Opening Balance Sheet and Purchase Accounting:
- 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.
Post-Close: Bringing the Company Onto the Standard:
- 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.
Framework and Program:
- 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.
That's all.
Requirements: from Experience and Qualifications list. We'll create
- with each item.
Let's list each sentence as separate
- : - 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. - Experience with COINs, Sage Intacct, FloQast, or comparable platforms is a strong plus. - Proficiency across Microsoft Office and AI platforms (Claude or ChatGPT). - Experience with monday.com or comparable project tooling is a plus. - CPA is a plus, not a requirement. - Willingness to travel. This role is built around being on-site with newly acquired companies. Note: The last item includes two sentences; we can keep as one
- .
Qualifications: from Core Competencies list. We'll create
- with each competency.
List:
- Hands-on accounting depth - you are comfortable with business combination accounting, opening balance sheets, working capital settlements, and reconciliation standards, and you can work through a question with a controller in the moment rather than taking it away and coming back.
- Exposure assessment - you can analysis where risk hide in a business, and you form and defend a view across accounting, tax, legal, HR, and IT, including how large it could be and how likely. You surface it early enough to shape the deal rather than only to explain it afterward.
- Documentation discipline - you maintain and improve the frameworks and templates that let other people repeat what you did, written well enough to execute without you in the room.
- Ability to push standards, not just help - you are as effective at holding a line as you are at rolling up your sleeves. This role is a resource to