Analyst Business Management

Who We Are

About Ascend

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 resourcesbest-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 todays industry challenges to reach their full potential. For more information visit .

About Lucas Horsfall

Have 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 Role

At 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 role will be achieved in a hybrid environment out of our Encino office location.

Key Responsibilities

• Prepare weekly cash reports across multiple clients with accuracy and consistency
• Build and maintain monthly and quarterly budgets and forecasting models to assist our clients in their business decision making
• Support revenue modeling and financial projections to assist client decision-making
• Prepare quarterly investment summaries including performance and return analysis
• Produce annual and quarterly financial statements for portfolio companies
• Develop and maintain Excel-based reporting templates to efficiently manage high-volume multi-client reporting
• Run ad hoc financial analyses and modeling projects as needed
• Interpret financial data and translate findings into clear narrative-style insights and recommendations
• Present analysis in a structured storytelling format that supports forecasting and decision-making

Required Qualifications

• 2-4 years of experience in business management public accounting or financial services
• Experience with Datafaction / AgilLink preferred
• Strong understanding of accounting principles and financial reporting
• Advanced Excel skills required (pivot tables formulas data analysis reporting automation and queries)
• Experience building and maintaining financial models and reporting templates
• Strong analytical and critical thinking skills with ability to work independently
• Excellent written and verbal communication skills with ability to explain financial data clearly and confidently
• Comfortable working with high-profile clients and/or senior stakeholders
• Ability to manage multiple priorities in a fast-paced high-volume environment

Preferred Qualifications

• Highly detail-oriented with strong technical accuracy
• Self-directed and able to operate with limited day-to-day oversight
• Strong communicator who can translate data into meaningful insights
• Comfortable owning reporting processes end-to-end across multiple clients
• Proactive in building structure templates and efficiency in workflows

What We Offer

As 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 PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients lives

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility credentials and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role please reach out to Aidan Jebson Sr. Recruiter

The pay range for this role is $65000 - $85000. 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.