Analyst - Business Management

Ascendtogether / Lucas Horsfall

Encino, CA, United States
Base: $65,000 - $85,000; bonus/equity: discretiona...
On-site
2-4 years experience in public accounting or financial services
Advanced excel skills including pivot tables and formulas
Strong understanding of accounting principles and financial reporting
Ascendtogether / Lucas Horsfall is seeking a Business Management Analyst to support client financial reporting, forecasting, and budgeting in their Encino, CA office. The ideal candidate should possess strong analytical skills, advanced Excel capabilities, and experience in public accounting or financial services

Job Summary

  • The role supports client financial reporting, forecasting, and revenue modeling to assist high-net-worth decision-making.
  • Lucas Horsfall offers a culture focused on work-life balance, professional growth, and an authentic family feel.
  • The position includes competitive benefits such as flexible PTO, 401(k) matching, and tuition reimbursement.

Matching Summary

Match Score: 85

Ascendtogether / Lucas Horsfall is seeking a Business Management Analyst to support client financial reporting, forecasting, and budgeting in their Encino, CA office. The ideal candidate should possess strong analytical skills, advanced Excel capabilities, and experience in public accounting or financial services.

Salary

Base: $65,000 - $85,000; Bonus/Equity: Discretionary Bonus available; Benefits: Flexible PTO, 401(k) Matching, Tuition Reimbursement

Skills & Requirements

Must-have

  • 2-4 years experience in public accounting or financial services
  • Advanced Excel skills including pivot tables and formulas
  • Strong understanding of accounting principles and financial reporting
  • Experience building financial models and reporting templates
  • Ability to interpret and communicate financial findings clearly

Nice-to-have

  • Experience with Datafaction or AgilLink software
  • Self-directed ability to operate with limited oversight
  • Proactive approach to building workflow efficiency
  • Comfortable working with high-profile clients and senior stakeholders

Key Requirements

  • 2-4 years of relevant experience
  • Advanced proficiency in Excel
  • Strong analytical and critical thinking skills

Work Rights

Not specified

Tailored Resume

Cover Letter