Treasury & Operations Associate

Location: Midtown Manhattan, New York City

Work Environment: On-site, 5 days per week

About the Role

The Treasury & Operations Associate will support the day-to-day financial operations of a growing specialty finance organization. This is a hands-on role for an early-career finance professional with experience in money movement, treasury, accounting, and financial systems.

The ideal candidate is detail-oriented, highly organized, proactive, and eager to take ownership. This role offers the opportunity to work closely with leadership and take on increasing responsibility as you grow into a broader finance role.

Key Responsibilities

• Monitor bank accounts and daily cash positions and manage money movement, including transaction funding, repayments, and transfers
• Set up and manage repayments in Salesforce, including adjustments and refunds
• Maintain accurate investment, participation, and transaction records
• Process scheduled payments, commissions, and company invoices
• Perform bookkeeping and bank reconciliations across multiple accounts and prepare supporting information for external accountants
• Track corporate expenses, credit card activity, and other liabilities
• Maintain and improve weekly and monthly financial reports and trackers
• Support recurring finance, operations, compliance, and regulatory deadlines, including licensing and NMLS reporting
• Assist with annual 1099 preparation and provide backup support to processing and operations teams
• Identify opportunities to improve financial processes, reporting, and controls

What We're Looking For

• 2+ years of experience in accounting, treasury, finance operations, bookkeeping, or a related field
• Experience with money movement, cash management, or treasury operations
• Strong accounting fundamentals and exceptional attention to detail
• Experience handling high transaction volumes accurately
• Salesforce experience strongly preferred; strong Excel skills required
• Highly organized with strong follow-through and the ability to manage recurring deadlines
• Proactive mindset with a strong sense of ownership
• Strong communication and collaboration skills
• Curiosity and eagerness to learn, grow, and take on increasing responsibility

Preferred Background

• Bachelor's degree in Accounting, Finance, Business, or a related field
• Experience in specialty finance, lending, financial services, or a similar transaction-oriented environment
• Familiarity with financial reporting, reconciliations, or regulatory processes
• Salesforce experience

What Success Looks Like

The right person will become a dependable owner of day-to-day treasury and accounting processes—keeping money and records organized, executing accurately, meeting deadlines, and continuously improving how work gets done. This role is well suited for someone who wants to grow into a larger finance or accounting leadership position over time.

Ascendo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.