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Vice President of Finance

Ascend

Ascend

Accounting & Finance
Arlington, VA, USA
Posted on Sunday, January 21, 2024
About Ascend

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the Company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com.

About Alpine Investors

Alpine Investors is a people-driven private equity firm that is committed to building great companies by working with, learning from, and developing exceptional people. Alpine prides itself on fostering cultures where people value empowerment, diversity, fairness, integrity, and intellectual honesty. Founded in 2001, Alpine specializes in investments in companies in the software and services industries. Alpine has over $15 billion in AUM and has offices in San Francisco, New York, and Salt Lake City.

For more information on the firm, visit www.alpineinvestors.com

Position Summary

Reporting to the Chief Financial Officer (CFO), the Vice President of FP&A (VP, FP&A) will be a key leader on the Finance Team and a strategic business partner in building world-class reporting systems, forecasts, and analyses from the ground-up, while helping to drive overall Company performance.

This individual will work with the CFO to build and publish in-depth financial reports and analyses and provide visibility to key stakeholders to support Ascend’s rapid growth plans, and to deploy the M&A and integration playbooks.

This role represents a unique opportunity for an individual to join a startup company with ambitious goals, yet one that has the sophistication, resources, and leadership caliber of a much larger firm. The VP, FP&A will work in an exciting, fast-paced, and entrepreneurial environment, and will help promote a team-oriented culture that values treating people well.

The role can be based in Northern Virginia (HQs in Arlington), or remotely as needed.

Key Relationships

  • Reports to: Chief Financial Officer.
  • Direct Reports: Planned hire of FP&A Associate.
  • Relationships with key stakeholders: Accounting firm subsidiaries, Ascend senior management and employees, tech stack implementation consultants, vendors, external auditors, investors, and lenders.

Key Responsibilities

Working with the CFO, the VP, FP&A will be responsible for standing up world class KPI and financial reporting, integrating subsidiary Partner Firm financial and operational reporting, and publishing Ascend and Partner Firm forecasts and other analyses.

  • KPIs and Analysis: Provide key stakeholders with accurate, timely, and relevant financial data, analyses, and KPIs to drive performance visibility and strategic decision making across the Company.
  • Financial Reporting and MD&A: Work with the CFO and Controller to prepare and analyze monthly financial statements and operational reports within 15 days of month-end, including MD&A that is both concise and clear.
  • Board Reporting and Budgeting: Assist the CFO in preparation of the annual strategic plan, annual budget, quarterly financial forecasts, and board presentations, and long-range business plans. Identify and communicate key performance drivers and explanations for variances from budget.
  • Tech-Driven Operational Reporting: Configure and utilize system-based reporting software (Workday ERP/HRIS/CPM, Salesforce CRM, and BI tools) to analyze financial and operational data and create automated management reports in a real-time environment. Analyze opportunities to drive efficient and streamlined workflows, employee capacity utilization, appropriate employee compensation plans, and client pricing structures.
  • Cash and Debt Management: Interface with the Company’s treasury and risk management functions and to prudently manage the Company’s balance sheet including cash flow, capital investments, working capital, liquidity needs, and debt levels in support of the Company’s strategies.

Education And Experience

  • Bachelor’s or Master’s degree in Finance, Accounting, or Business Administration.
  • 5+ years of relevant experience in high finance roles (e.g., investment banking, PE, etc.)

Knowledge, Skills, And Abilities

  • Accomplished finance professional with unquestionable integrity, a strong work ethic, and demonstrated success with reporting, complex analyses, and financial modeling.
  • A ‘can-do’, solution-oriented individual and initiative-taking problem solver; intellectually curious, analytical, and committed to self-improvement.
  • Exceptional organizational and time management skills, including the ability to prioritize tasks in a demanding environment. Able to initiate, manage, and execute projects with minimal supervision.
  • Strong interpersonal and communication skills (both written and verbal), with the ability to interact with all levels of the organization.
  • Commercially minded with strong critical thinking skills and the ability to identify the financial implications of business decisions and incorporate them into detailed financial projections and analyses (budgeting, big data analysis including pivot tables, ROI, NPV, etc.).
  • Strong knowledge of accounting principles and three-statement financial analysis.
  • Highly proficient with the Microsoft Office Suite, particularly Excel.

What You Can Count On At Ascend

We live by our values:

  • Own it. We seize growth opportunities with the passion, speed, and accountability of an entrepreneur.
  • Serve wholeheartedly. We love our people and serve them with positivity and kindness.
  • Be excellent. We set a high bar because our mission matters.
  • Win together. We stay in sync, achieve as a team, and celebrate each other.
  • Bring the sunshine. We have fun and bring enthusiasm to make the journey joyful.

Compensation And Other

  • Highly competitive cash and equity compensation package, including attractive benefits.
  • Start date is as soon as practicable.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.