Yista Urbina-Tapia, Bella Fiore Landscaping LLC, Miami, FL >

Reporting Associate

Ascendus is a nonprofit small business lender whose vision is to create a world of financial ascension for all. Our mission is to empower low-to-moderate income entrepreneurs through access to the capital and business support to create and grow healthy enterprises and contribute to thriving local economies. Since 1991, Ascendus has provided more than $200 million to 25,000 small business owners across the country. For more information, visit www.ascendus.org.


The Loan Portfolio Associate will generate monthly loan portfolio reports and analyses in excel required and/or used by creditors, grantors, staff and management of Ascendus. The Loan Portfolio Associate will be supported by and report to the Financial Reporting Manager and will interact with the Leadership Team and all staff of Ascendus. Great opportunity for someone who is hard working, smart, and wants a visible role in a growing organization.

Key Outcomes

The Loan Portfolio Associate will be responsible for achieving the timely and accurate delivery of the following:

  • Reporting (80%);
    • 20 monthly reports due 10 days after month end.
    • 10 quarterly reports due 45 days after quarter end.
    • 2 bi-annual reports due 45 days after period end.
    • 10 annual reports due 45 days after year end.
  • Analytics (15%);
    • Program outputs and impacts, portfolio performance and economics
  • Other (5%);
    • Special reports as requested by management.


  • Attention to detail. Does not let important details slip through the cracks or derail a project.
  • Able to produce significant output with minimal wasted effort.
  • Organization and planning.Plans, organizes, schedules and budgets time in an efficient, productive manner.  Focuses on key priorities.
  • Analytical skills. Able to structure and process qualitative or quantitative data and raw insightful conclusions from it.
  • Speaks and writes clearly and articulately without being overly verbose or talkative.  Maintains this standard in all forms of written communication, including email.
  • Flexibility/Adaptability. Adjusts quickly to changing priorities and conditions.  Copes effectively with complexity and change.


  • Believes in our organizational values (see https://www.ascendus.org/annual-report/#who-we-are)
  • Associates or bachelor’s degree in finance, accounting, business, or related area of study
  • Advanced Excel Skills (e.g., use of v-lookups, pivot tables, etc.)
  • Ability to work remotely and overtime when required.

Compensation and Benefits

  • Competitive salary depending on
  • 100% employer paid medical, dental and vision premiums (savings of $6K – $12K per annum) and monthly mobile phone stipend of $30;
  • Robust medical plan with $0 deductible and 0% co-insurance;
  • Additionally, each employee receives $1,500 employer paid HRA card for range of medical-related expenses such as co-pays, prescriptions,
  • Eligible for 401(k) participation after thirty (30) days of employment; and
  • Participation in Success Share Plan bonus (a profit-sharing plan).


Please submit a cover letter and resume to [email protected].

sign up for our newsletters