Financial Operations Manager

Ascend Partner Services

1d • Remote

About The Position

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.

Requirements

• 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

Nice To Haves

• Strong preference for substantial exposure to mergers and acquisitions, ideally in a private equity or multi-entity environment

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 raises solutions to the executive leadership team
• Consistently seek cost effective methods to drive project execution and reduce administrative burden

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed