Senior Accountant

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 operations.

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
$17 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
Ascend is seeking a Senior Accountant to own accurate, timely month-end close execution for an assigned
group of Partner Firms. Working within the Ascend Partner Services accounting team, this individual will
manage the general ledger, balance sheet reconciliations, and variance commentary for their firms, while
serving as a trusted, responsive partner to Partner Firm leadership. The Senior Accountant will also play a
hands-on role in integrating newly acquired firms onto Ascend’s accounting standards and in guiding the
work of our offshore accounting team.

The Senior Accountant will report to an Accounting Manager within the Controller’s organization.

Key Responsibilities

Month-End Close & General Ledger
• Execute the month-end close for assigned Partner Firms on an accelerated timeline, including posting
journal entries, completing accruals, and preparing supporting workpapers that are accurate on the first
pass.
• Own the trial balance for assigned firms, ensuring every account is complete, supported, and ready for
review.
• Deliver variance commentary with every close, clearly explaining what changed and flagging unusual
items to management before being asked.
Balance Sheet Integrity & Reconciliations
• Reconcile all assigned balance sheet accounts monthly in FloQast with documented support and
reviewer sign-off.
• Investigate and resolve reconciling exceptions promptly so that no stale or unsupported items are
carried forward.

Audit Readiness & Controls
• Prepare and deliver audit PBCs for assigned firms by deadline, with organized documentation that
keeps reviewer and auditor questions to a minimum.
• Maintain self-explanatory workpapers and consistent documentation standards that support audit-ready
books year-round.

M&A Integration
• Support the accounting integration of newly acquired Partner Firms, applying Ascend standards to new
entity setups and driving a quick, clean go-live.
• Train new firm staff on Ascend accounting processes and communicate integration status clearly to the
broader team.

Relationship Management & Team
• Serve as a responsive, proactive point of contact for assigned Partner Firms, building trust and
delivering an exceptional service experience.
• Guide offshore accounting team members on assigned tasks with clear instructions, timely review, and
constructive feedback, ensuring deliverables are accurate and on time.
• Collaborate across Ascend Partner Services, escalating cross-functional items as needed and
contributing to a strong team culture.
Continuous Improvement
• Bring a mindset of continuous improvement to the close; identify friction in day-to-day work, fix it, and
document and share process improvements with the team on a regular basis.

Qualifications
• Bachelor’s degree in Accounting, Finance, or a related field from an accredited college or university;
CPA or progress toward CPA licensure preferred.
• 3+ years of progressive accounting experience in public accounting, corporate accounting, or a
multi-entity environment, with hands-on ownership of the month-end close.
• Strong working knowledge of U.S. GAAP, with exposure to ASC 606 and ASC 842 preferred.
• Experience with close management software (FloQast strongly preferred) and a modern ERP;
advanced Excel skills.
• Experience supporting external audits and working in a PE-backed, acquisitive, or high-growth
environment is a plus.
• Exceptional attention to detail and a commitment to getting it right the first time.
• Proactive communicator who surfaces issues and wins early, with the ability to build strong
relationships with stakeholders at all levels.
• Strong organizational, critical thinking, and prioritization skills, with the ability to manage multiple
entities and deadlines at once.

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.