Family Office Senior Analyst

Ascend Partner Firms(5 days ago)

RemoteFull TimeSenior$90,000 - $130,000Family Office Division

About this role

LMC is seeking a Senior Analyst to support their Family Office Division with accounting, financial reporting, and client service. The role involves managing bookkeeping, payroll, budgeting, and financial analysis for entrepreneurial clients, contributing to the company's growth and client satisfaction.

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Required Skills

QuickBooks
Excel
Financial Reporting
Bookkeeping
Client Service
Payroll
Budgeting
Cash Flow
Financial Analysis
Communication

Qualifications

Bachelor's Degree

About Ascend Partner Firms

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Ascend is a modern growth platform for entrepreneurial CPA firms, providing capital, technology, and talent support. It helps independent accounting practices scale and strengthen operations without giving up ownership, enabling growth through shared resources and expertise. By combining financing with technology and talent solutions, Ascend accelerates firm performance and client service. The platform’s focus is to help firms stay independent while growing stronger together.

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