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