Senior Accountant

Dynasty Financial Partners • St Petersburg, FL

7d

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 position 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 important for responding to client issues and serving as a trusted partner.

The associate performs accounting functions to support accurate financial reporting and compliance with accounting standards. The role includes general ledger management, accounts payable and receivable, payroll processing, financial statement preparation, month-end close support, audit support, and assistance with client budgeting and forecasting.

Requirements

• Bachelor's degree in accounting, finance, or a related field.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Proficiency in 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 effectively with diverse teams and stakeholders.
• Experience with account reconciliations and the monthly close process.
• 2–5 years of experience in accounting or finance, with progression in task complexity.
• Strong organizational and time-management skills, with the ability to multitask and prioritize multiple work streams.
• Ability to perform in a fast-paced, results-oriented culture and build rapport and instill confidence with the Dynasty team, partner firms, and resource partners.
• Commitment to partnership and teamwork, and initiative to proactively address issues as they arise.

Nice To Haves

• Experience in the Independent Financial Advisors space.

Responsibilities

• Manage general ledger activities, including preparing journal entries and reconciliations.
• Perform accounts payable, accounts receivable, and payroll processing.
• Prepare monthly, quarterly, and annual financial statements.
• Assist with the month-end closing process and meet close deadlines.
• Support client audits by providing documentation and explanations.
• Assist with client budgeting and forecasting efforts.

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