Ascent · 7 hours ago
Treasury Operations Associate
San Diego, CA
Full-time
Onsite
Mid Level
$70K/yr - $80K/yr
3+ years expAscent is a leading provider of innovative financial products and student support services that enable more students to access education and achieve academic and economic success. The Treasury Operations Associate will be responsible for daily operational support of treasury and capital markets functions, including loan disbursement and monthly reporting responsibilities, while working closely with various business units.
FinanceFinancial ServicesFinTechLending
No H1B
Responsibilities
Execute loan acquisition and sale processes to include creating funding requests and other transaction documents
Reconcile loan servicing data and sale transaction documents
Prepare monthly reporting to loan investors
Perform scenario analysis combining loan volume forecasts and loan sale sizing
Work proactively to improve process automation and operational efficiencies
Document policies, procedures, and workflow for assigned areas of responsibility
Perform ad-hoc analysis and contribute to special projects as assigned
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
3+ years of treasury, capital markets, or related experience
Excellent skills in Microsoft Office Suite, in particular Microsoft Excel
Ability to solve problems and resolve conflicts to achieve a positive outcome
Ability to work independently in a team environment without close supervision
Excellent time management and organizational skills, as well as attentiveness to details and a commitment to follow up
Ability to effectively manage several tasks in a fast-paced environment
Willingness/ability to work extra hours when faced with tight deadlines
Candidate must reside in the United States to be considered for this position
Preferred
Experience with student or consumer loans
SQL or other experience working with large datasets
Experience or interest in process automation using Python, VBA, Domo, or other tools
Advanced degree, CFA, or other relevant certification
Benefits
Company Stock Options
401(k) + Company Match
Medical, dental, and vision coverage
Annual HSA contribution of $1,650
Life insurance, disability, and critical illness
14 Paid Holidays! Eleven (11) + Two (2) Community Days + Your Birthday!
Snacks and drinks in the office
Tuition reimbursement program
Generous paid leave policies
$2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day
Wellness, Work from Home funds, and more!
Company
Ascent
Ascent is a mission-driven, institutional funded fintech company based in San Diego, CA committed to evolving the education finance industry by providing more than just student loans to drive long-term impact in student success.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$41.24M2025-07-30Series Unknown· $10M
2022-04-14Series Unknown· $22.45M
2021-04-05Series Unknown· $8.79M
Leadership Team
Ken Ruggiero
Chairman, CEO and Co-Founder
Mike Prosper
Chief Technology Officer
Recent News
2025-08-01
2025-06-23
2024-12-28
Company data provided by crunchbase