Senior Accountant

Dynasty Financial Partners, LLC • St. Petersburg, FL

8d

About The Position

The Dynasty Outsourced Chief Financial Services (OCFO) team is seeking a motivated Senior Accountant to help partner firms run their businesses effectively. The role supports existing functions and helps build and enhance processes as the team expands. The OCFO team provides clients with financial analysis and accounting support in a challenging, fast-paced environment. Strong communication, accountability, attention to detail, and resourcefulness are essential for responding to client issues and serving as a trusted partner.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Proficiency with QuickBooks Online and Sage Intacct, and advanced Microsoft Excel skills, including VLOOKUPs and pivot tables.
• Excellent analytical and problem-solving skills, attention to detail, and accuracy.
• Strong communication and interpersonal skills, with the ability to collaborate with diverse teams and stakeholders.
• Experience with account reconciliations and the monthly close process.
• Two to five years of accounting or finance experience, with progression in task complexity.
• Strong organizational and time-management skills, ability to multitask, and ability to prioritize multiple work streams.
• Ability to perform in a fast-paced, results-oriented culture and build rapport and confidence with the Dynasty team, partner firms, and resource partners.
• Demonstrated commitment to partnership and teamwork, and initiative in proactively addressing issues.

Nice To Haves

• Experience in the Independent Financial Advisors space.

Responsibilities

• Perform accounting functions to support accurate financial reporting and compliance with accounting standards.
• Manage general ledger activities, including preparing journal entries and reconciliations.
• Handle accounts payable, accounts receivable, and payroll processing.
• Prepare monthly, quarterly, and annual financial statements.
• Assist with the month-end close and meet required deadlines.
• Support client audits by providing documentation and explanations.
• Assist with client budgeting and forecasting.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid time off
• FSA/HSA benefit plans
• Disability benefits
• Voluntary life insurance
• Basic life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior