Financial Operations Manager

About Ascend
Backed by the people-focused private equity firm Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best‑of‑breed technology, AI tools, offshore capabilities, shared back‑office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.

For more information, visit ascendtogether.com.

Position Summary
Ascend is seeking a Manager, Financial Operations to tackle important special projects and execute integration workstreams for Ascend’s Finance & Accounting Team. This individual will act as the tip of the spear to ensure seamless cutovers as our acquired Partner Firms join the Ascend platform, including new treasury standups, account transfers, and other mission‑critical tasks.

The Manager, Financial Operations will report to Ascend’s Chief Financial Officer and is a remote position.

Key Responsibilities

Lead all finance workstreams and liaise with cross‑functional stakeholders to integrate newly acquired firms, including the creation of new bank accounts, transfers of funds, new credit card issuances, and other related tasks.

Design and manage organizational systems and SOPs that streamline the tracking of projects and deliverables.

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 holding 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 raise solutions to the executive leadership team.

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 integrations lead 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.

Strong preference for 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 $17 billion in AUM and has offices in San Francisco, New York, and Salt Lake City.

For more information on the firm, visit

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.

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