CFO (Hybrid)

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 operation. For more information, visit ascendtogether.com.

About LMC

Who we are:

LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients is one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth.

LMC is searching for a CFO to join our CFO and Client Account Services Division in our New York City office. Our team develops relationships with business owners to ensure that they have the necessary information to make the right decisions for the growth and profitability of their organization. We work to formulate an outsourced accounting, financial planning, and administration structure based on key performance indicators tailored to a company’s specific needs.

What You’ll Do:

• Proactively build relationships and serve as a trusted advisor to our clients, offering accurate recommendations and considerations
• Lead a team of professionals on the execution of deliverables packages including regular client meetings, budget and forecast modeling, cash flow management, financial analysis and recommendations, and accurate and timely financial reporting.
• Monitor WIP within engagement to ensure that work is being completed within budgeted time period
• Provide coaching, developmental opportunities, and  actionable feedback to a team of Controllers, Senior Accountants, and Staff Accountants.
• Partner with professionals in other departments involved in the servicing of assigned accounts
• Intimately understand client pain points and identify solutions including the potential development of new service offerings

Qualifications:

• Bachelor’s Degree with a concentration in Accounting or Finance required
• CPA preferred
• 8+ years’ experience as an Accounting Manager or Controller role within a public accounting Firm
• 4+ years’ experience managing client relationships
• Excellent verbal and written communication skills
• Time management and ability to meet deadlines
• Proven ability to handle confidential information with discretion
• Available to work additional hours when necessary during tax season

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.

Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.

The annual base salary range for this role is $150,000-180,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.