ASG is an unconventional group of market-leading SaaS software companies, serving industries ranging from behavioral health to transportation to childcare. The company has acquired 20+ businesses since its inception in August of 2016, with triple digit growth over the past three years.  We are backed by Alpine Investors and operated by world-class PeopleFirst™ leaders.  ASG believes deeply in the power of people and data to grow great organizations, and that sharing knowledge, expertise, and resources across its community of businesses drives exponential growth. Founders of leading SaaS companies continue to trust ASG to grow their businesses and build even stronger legacies for the future. To learn more, visit

About Alpine Investors

Alpine is a values-driven private equity firm with a mission to build enduring companies by working with, learning from and developing exceptional people. Alpine specializes in lower middle-market companies in the software, online and business services industries. For more information, visit


The Mission of the Role

We are looking for a Finance Lead who is passionate about leading, owning, and building a world class financial reporting, data analytics, and operations organization for one or more of our operating companies. The role would be responsible for (i) owning all financial reporting and FP&A, (ii) being a thought partner on long-term strategic planning and growth initiatives, (iii) leading the day-to-day financial operations (invoicing, collections, vendor management, treasury, payroll, etc.), and (iv) owning operational due diligence and integration of new add-on acquisitions.

This role is highly strategic, analytical and data-oriented and is suited for someone who excels in a fast-paced environment.  The ideal candidate will be able to combine financial and analytical capabilities with a high level of emotional intelligence, to lead and grow our finance department and our business.  This role will report directly to the Chief Executive Officer of the operating company.


  • Drives strategic financial thinking across the business and is a thought partner to the CEO and leadership team on long-term strategic planning
  • Completely manages the financial reporting process in accordance with U.S. GAAP, including delivering the monthly reporting packages by the 20th of each month
  • Builds and owns budgets for all products/business lines and updates full-year forecasts on a monthly basis
  • Creates meaningful reporting dashboards that track operational KPIs, and alerts CEO to trends in the business that require change or amplification
  • Assists CEO with the creation of quarterly board materials
  • Automates, where possible, the financial reporting process using Intacct,, Expensify, Paylocity and the other financial systems at their disposal
  • Runs payroll each pay period accurately and stays up-to-date on changes to HR/payroll law
  • Ensures cash is managed appropriately with the proper internal controls, and facilitates monthly cash sweeps to the parent company
  • Completes required audit documentation in an accurate and timely manner
  • Successfully completes the integration of any add-on acquisitions to ASG’s financial and administrative systems as part of the “First 90 Day Plan”
  • Leads, mentors, and develops team members, and is recognized as a trusted leader across the entire organization


  • 7+ years of public and private accounting, banking, and/or private equity experience, with increasing responsibility and 2+ years of experience directly managing a team
  • Deep understanding of U.S. GAAP accounting and experience with the audit process
  • Experience with M&A and on-boarding, add-on acquisitions a plus
  • Proficient at complex financial modeling and budgeting
  • Experience working with a SaaS or related technology product
  • Experience with our core financial operating systems – Intacct, Paylocity,, Expensify
  • 4-year degree in finance, accounting, or related program
  • CPA a plus, but not required

Personal Characteristics

  • Analytical – finds meaning and action in numbers, and is a data-driven decision-maker
  • Excellent communicator – written and oral 
  • Excellent leadership skills – proven ability to train, motivate, and lead through transitions
  • Stellar time management and organizational skills
  • Resourceful – figures out how to achieve results creatively with finite resources
  • Thrives in a nimble, lean, unstructured, fast-paced startup environment
  • Works collaboratively and energetically
  • Impeccable integrity and ethical standards
  • Self-aware, accepting, honest, open, and respectful of others
  • Ability to create and execute on processes for a growing SaaS startup using best practices
  • An undying commitment to personal growth and development

Other Information

  • Location: Walnut Creek, CA
  • Compensation: Competitive
  • Other Benefits: 401k matching, medical, dental and vision healthcare coverage, FSA, competitive PTO, sick days, and holidays
  • People First mindset: The guiding principle of our and Alpine’s mentality is that the key to success is working with, learning from, and developing exceptional people
  • Culture: high-energy, fast-moving, passionate atmosphere in a casual, laid back environment

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