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Manager, Financial Operations

Ascend

Ascend

Accounting & Finance, Operations
Arlington, VA, USA · Arlington, VA, USA · Virginia, USA
Posted on Friday, May 17, 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 people-focused private equity firm Alpine Investors, Ascend is building a modern platform for regional accounting firms via acquisition 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.

Position Summary

Ascend is seeking a strategic, ultra-organized Manager, Financial Operations (“Manager”) to tackle important special projects for Ascend’s Accounting and Finance Team while simultaneously handling more traditional office and executive operations tasks. The responsibilities of the Manager may shift from time to time but will always be in service of ensuring the Finance team is able to push forward important projects as Ascend grows, while limiting the time they spend on administrative tasks.

The Manager, Financial Operations will report to the Chief Financial Officer of Ascend and is an onsite position located in Arlington, VA.

Key Responsibilities

Team Administration

  • Execute administrative tasks and special projects supporting the Finance team efficiently under the guidance of key Finance leaders
  • Oversee the organization and digital documentation of all financial, treasury, and credit statements
  • Manage agendas and calendars for the Finance & Accounting teams
  • Ensure timely responses to all emails and written correspondence within 24 hours
  • Meticulously manage tasks with superior attention to detail and deadlines
  • Book and manage travel and accommodations as needed

Project Execution & Process Optimization

  • Manage organizational systems to make tracking of projects and deliverables simple and easy to follow
  • Leverage Wrike and other systems to build project plans with multiple moving pieces, leveraging timelines/Gantt charts and other tools to map courses of action
  • Execute deliverables on or ahead of schedule while owning other stakeholders / third parties accountable to timelines
  • Communicate frequently with key stakeholders on the progress of initiatives to ensure all parties have visibility
  • Proactively communicate roadblocks, bottlenecks, and related issues to stakeholders through all stages of project execution, identifying opportunities to drive efficiency and raises solutions to the executive leadership team
  • Work with Ascend stakeholders to seamlessly integrate acquired businesses, including tracking new credit accounts, treasuries, and other related financial entities
  • Consistently seek cost effective methods to drive project execution and reduce administrative burden

Qualifications

  • A minimum of 4 years of experience as a project manager or executive assistant in a fast paced, high growth, and high stakes environment (management consulting, banking, startup, etc.)
  • Superior organizational skills, attention to detail, and intellectual curiosity
  • Demonstrated success managing multiple projects on time and on budget
  • A natural customer service orientation and can-do attitude
  • Substantial exposure to mergers and acquisitions, ideally in a private equity or multi-entity environment

Ascend’s Values

  • Serve whole-heartedly
  • Own it
  • Be excellent
  • Win together
  • Bring the sunshine

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

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.