Analyst - Business Management
Who We AreAbout AscendBacked by private equity from people-focused 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, an offshore captive, 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 www.ascendtogether.com.About Lucas HorsfallHave you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Business Management Analyst to help deliver personal and experienced service to our vast array of clients.The RoleAt Lucas Horsfall, a Business Management Analyst works closely with Partners and senior team members to support client financial reporting, forecasting, revenue modeling, and budgeting. This role plays a key part in delivering accurate, timely, and insightful financial information to support high-net-worth client decision-making. The role requires strong technical capability in data analysis and Excel, along with the ability to clearly interpret and communicate financial findings to both internal stakeholders and high-profile clients. The role will be achieved in a hybrid environment out of our Encino office location.Key ResponsibilitiesPrepare weekly cash reports across multiple clients with accuracy and consistencyBuild and maintain monthly and quarterly budgets and forecasting models to assist our clients in their business decision makingSupport revenue modeling and financial projections to assist client decision-makingPrepare quarterly investment summaries, including performance and return analysisProduce annual and quarterly financial statements for portfolio companiesDevelop and maintain Excel-based reporting templates to efficiently manage high-volume, multi-client reportingRun ad hoc financial analyses and modeling projects as neededInterpret financial data and translate findings into clear, narrative-style insights and recommendationsPresent analysis in a structured, storytelling format that supports forecasting and decision-makingRequired Qualifications2-4 years of experience in business management, public accounting, or financial servicesExperience with Datafaction / AgilLink preferredStrong understanding of accounting principles and financial reportingAdvanced Excel skills required (pivot tables, formulas, data analysis, reporting automation, and queries)Experience building and maintaining financial models and reporting templatesStrong analytical and critical thinking skills with ability to work independentlyExcellent written and verbal communication skills with ability to explain financial data clearly and confidentlyComfortable working with high-profile clients and/or senior stakeholdersAbility to manage multiple priorities in a fast-paced, high-volume environmentPreferred QualificationsHighly detail-oriented with strong technical accuracySelf-directed and able to operate with limited day-to-day oversightStrong communicator who can translate data into meaningful insightsComfortable owning reporting processes end-to-end across multiple clientsProactive in building structure, templates, and efficiency in workflowsWhat We OfferAs a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:Flexible PTOExcellent Voluntary Insurance Options401(k) MatchingDiscretionary BonusCommitment to Professional DevelopmentMeaningful work that makes a difference in our clients' livesHow To ApplySubmit your information in the application section directly below! This will include:Basic contact informationResume/CV and optional cover letter uploadWork eligibility, credentials, and compensationVoluntary demographic & self-ID questionsFor further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.The pay range for this role is $65,000 - $85,000. This role is non-exempt and eligible for overtime. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.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.