Treasury & Operations Associate

Location: Midtown Manhattan, New York CityWork Environment: On-site, 5 days per week

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About the RoleThe Treasury & Operations Associate will support the day-to-day financial operations of a growing specialty finance organization. This is a hands-on role for an early-career finance professional with experience in money movement, treasury, accounting, and financial systems.
The ideal candidate is detail-oriented, highly organized, proactive, and eager to take ownership. This role offers the opportunity to work closely with leadership and take on increasing responsibility as you grow into a broader finance role.
Key ResponsibilitiesMonitor bank accounts and daily cash positions and manage money movement, including transaction funding, repayments, and transfersSet up and manage repayments in Salesforce, including adjustments and refundsMaintain accurate investment, participation, and transaction recordsProcess scheduled payments, commissions, and company invoicesPerform bookkeeping and bank reconciliations across multiple accounts and prepare supporting information for external accountantsTrack corporate expenses, credit card activity, and other liabilitiesMaintain and improve weekly and monthly financial reports and trackersSupport recurring finance, operations, compliance, and regulatory deadlines, including licensing and NMLS reportingAssist with annual 1099 preparation and provide backup support to processing and operations teamsIdentify opportunities to improve financial processes, reporting, and controls
What We're Looking For2+ years of experience in accounting, treasury, finance operations, bookkeeping, or a related fieldExperience with money movement, cash management, or treasury operationsStrong accounting fundamentals and exceptional attention to detailExperience handling high transaction volumes accuratelySalesforce experience strongly preferred; strong Excel skills requiredHighly organized with strong follow-through and the ability to manage recurring deadlinesProactive mindset with a strong sense of ownershipStrong communication and collaboration skillsCuriosity and eagerness to learn, grow, and take on increasing responsibility
Preferred BackgroundBachelor's degree in Accounting, Finance, Business, or a related fieldExperience in specialty finance, lending, financial services, or a similar transaction-oriented environmentFamiliarity with financial reporting, reconciliations, or regulatory processesSalesforce experience
What Success Looks LikeThe right person will become a dependable owner of day-to-day treasury and accounting processes—keeping money and records organized, executing accurately, meeting deadlines, and continuously improving how work gets done. This role is well suited for someone who wants to grow into a larger finance or accounting leadership position over time.
Ascendo is an equal opportunity employer. xzbcwsv All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.