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.
This position would be employed directly by Saltmarsh, a partner firm with Ascend.
Elevate your career at Saltmarsh!Saltmarsh is looking for Financial Institution Consultant to join our team! This is your opportunity to grow with a firm that values personal and professional development, supports career advancement, and fosters a collaborative, people-first culture.
At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. This is an opportunity to make a difference to the financial institutions clients we serve by meeting their ever-expanding compliance and risk management needs. If you're passionate about excellence and looking to take your career to the next level, this role is for you.
We are willing to provide training to motivated and enthusiastic individuals!
What You’ll DoAs a Financial Institution Consultant, you will:
- Perform Loan Compliance Risk Reviews and Loan Operations Internal Audits.
- Work with clients in scoping and planning Loan Compliance or Operations engagements.
- Communicate with clients and team members to best utilize available resources and achieve established objectives.
- Communicate with clients to determine root causes of exceptions and make recommendations to assist clients in improving or enhancing their operational processes or compliance performance.
- Serve as a resource to our clients and assist our team with maintaining cutting-edge awareness of current operational issues, regulatory compliance issues, legislative developments, and industry trends.
- Develop and participate in the provision of periodic training on applicable laws and regulations, policies, and procedures.
- Have or earn and maintain professional association membership and participate in events that promote interaction with clients and prospects.
- Regularly exercise discretion and good judgment in the performance of essential job functions.
The ideal candidate will have:
- An associate or bachelor’s degree, and/or a banking compliance, risk or operations certification.
- A combination of at least four-year targeted education or related work experience; and familiarity with loan compliance requirements and/or loan operations.
- Ability to demonstrate effective research and analytical skills.
- Ability to communicate professionally, both written and verbally.
- Ability to autonomously self-manage multiple projects.
- Appreciates and is fanatical about attention to detail in all deliverables.
- Self-initiated and attentive to detail in planning, prioritizing, working independently, executing, and organizing work effectively and within expected timelines.
- Flexibility to work remotely with ability to travel locally and overnight as needed.
- A proven track record of mentoring and delivering exceptional client service.
- Proficiency in 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
Saltmarsh offers a flexible hybrid work environment with offices in Pensacola, Tampa, and Orlando. This position may also be eligible to be performed on a fully remote basis.
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.
Skills Required
- Associate or bachelor's degree, and/or a banking compliance, risk or operations certification
- Combination of at least four years of targeted education or related work experience
- Familiarity with loan compliance requirements and/or loan operations
- Ability to demonstrate effective research and analytical skills
- Ability to communicate professionally, both written and verbally
- Ability to autonomously self-manage multiple projects
- Attention to detail in all deliverables
- Self-initiated and attentive to planning, prioritizing, executing, and organizing work within timelines
- Flexibility to work remotely with ability to travel locally and overnight as needed
- Proven track record of mentoring and delivering exceptional client service
- Proficiency in Microsoft Office
- Have or earn and maintain professional association membership and participate in client/prospect events
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.
