What are the responsibilities and job description for the Analyst - Business Management position at Lucas Horsfall?
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 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.
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 clients. The role will be achieved in a hybrid environment out of our Encino office location.
Key Responsibilities
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:
Submit your information in the application section directly below! This will include:
The pay range for this role is $65,000 - $85,000. 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.
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 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.
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 clients. The 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
- 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
- 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
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
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
The pay range for this role is $65,000 - $85,000. 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.
Salary : $65,000 - $85,000