Backed 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.
Elevate your career at Saltmarsh!Saltmarsh is looking for a detail-oriented Finance & Operations Coordinator to serve as the operational and financial backbone of our team. This is a high-impact, in-office role that blends executive-assistant precision with hands-on financial discipline. This person will support the IT Team’s monthly financial close process, keep client billing accurate and timely, manage procurement from sourcing through receipt, and ensure our consultants stay on schedule.
At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If you're passionate about excellence and looking to take your career to the next level, this role is for you.
What You’ll DoAs a Finance & Operations Coordinator, you will:
- Own the monthly financial close—books closed on time including WIP, additions, and true-ups
- Build and maintain standard operating procedures that includes month-end close, billing cycles, procurement, credit/returns, and AR collections
- Auditing and validating client billing to ensure accuracy
- Tracking and managing WIP
- Maintaining financial documentation
- Monitor accounts receivable aging and driving reduction down
- Manage sourcing, purchase orders, receipts, and vendor portal management
- Manage ordering and billing of equipment, ensuring accurate cost allocation per client or project
- Tracking warranties on equipment and proactively flag upcoming expirations or claims
- Assist consultants with staying on top of their calendars and appointments by proactively sending reminders, rescheduling meetings, and keeping the team on track
- Communicate professionally with clients to resolve billing questions and collect on open balances
- Serve as a primary point of contact for client communications, responding promptly and professionally
- Provide general office and building support as needed to keep day-to-day operations running smoothly
The ideal candidate will have:
- Exceptional attention to detail
- Strong time management and scheduling skills
- Experience with client billing, invoicing, or financial reconciliation
- Familiarity with procurement workflows: POs, vendor management, receipts, and cost tracking
- Proficiency with:
- ConnectWise Manage
- Microsoft Office
Saltmarsh invests in their employees' growth, development, and work-life balance by offering:
- Firm-paid CPE
- Leadership opportunities
- Sabbatical program
- Flexible PTO
- 11 firm-paid holidays
- Major medical, dental, and vision insurance
- Employer-paid life insurance
- Long-term disability coverage
- 401(k) with company match
- Equity program for Senior Managers+ and top performing Managers
This position will be located at Saltmarsh’s Pensacola office Monday through Friday.
Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.
Apply now and let’s build something amazing together!
How to ApplySubmit your information in the application section directly below! This will include:
- Basic contact information
- Resume/CV and optional cover letter upload
- Work eligibility and compensation
- Voluntary demographic & self-ID questions
For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at [email protected].
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.
Top Skills
What We Do
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.
.png)
