Financial Planning & Analysis

Dynasty Financial Partners, LLC•St. Petersburg, FL

About The Position

The Senior Associate, Financial Planning & Analysis (FP&A) is a key member of the Corporate Finance team, supporting Dynasty’s financial planning processes, external reporting, investor communications, pricing analyses, and technology-enabled financial operations. This position is ideal for a high-performing professional with public accounting or FP&A experience who is ready to move into a strategic, high-visibility finance role. This role will contribute to annual planning, corporate forecasting, investor deliverables, commercial contract pricing, and management reporting. A successful candidate will embrace technology, automation, and process improvement to drive more efficient reporting and better decision-making across the organization.

Requirements

2–5 years of experience in public accounting or corporate FP&A.
Bachelor's degree in Accounting, Finance, or related field.
Strong understanding of financial statements and GAAP fundamentals.
Advanced Excel skills; strong proficiency in Microsoft Power BI, PowerPoint, and related tools.
Strong communication skills and comfort supporting senior leadership.
Experience in financial modeling, forecasting, pricing, or cost-to-serve analysis.
Experience using cloud financial tools

Nice To Haves

CPA or CPA-eligibility preferred but not required.

Responsibilities

Support the full annual budgeting cycle, including collecting departmental inputs, preparing budget files, modeling scenarios, and preparing materials for Executive Leadership and the Audit Committee.
Maintain and enhance Dynasty’s forecasting models, including rolling forecasts, business-unit forecasting, and corporate financial projections.
Perform variance analysis, identify trends, and recommend actions to improve financial performance.
Assist with long-term planning, scenario modeling, and assessment of strategic initiatives.
Participate in the Pricing & Acceptance Committee, preparing models and evaluating pricing structures for commercial contracts, new programs, and platform offerings.
Analyze cost-to-serve models and evaluate economics of new product structures, transitions, and servicing assumptions.
Partner with Investments, Operations, and Finance leadership to evaluate profitability and pricing proposals.
Prepare monthly and quarterly management reporting, including KPIs, departmental dashboards, cost analyses, and margin reporting.
Build and maintain visual dashboards using Power BI, Excel, and other Microsoft tools.
Support cross-functional meetings with insights and analytical packages for senior leaders.
Prepare financial schedules and analysis for use with investors, banks, auditors, and other external stakeholders.
Assist in preparing Board-level reporting, investor materials, and other external financial reporting.
Build and maintain Excel-based financial models for forecasting, pricing, profitability, cost allocations, operational scaling, and strategic analysis.
Support the development of business cases for corporate initiatives, product launches, and platform enhancements.
Partner with leadership to analyze financial performance drivers and provide actionable insights.
Leverage tools such as Power BI, General Ledgers, and CRM systems to drive automations and modernize financial workflows.
Identify opportunities to streamline manual processes, improve accuracy, and strengthen data governance.
Support transformation initiatives related to financial systems, automation, and integration.
Collaborate with departments such as Business Development, Investments, Operations, Development, and Technology.
Provide financial insight for strategic initiatives, pricing reviews, sponsorship analytics, and operational improvement projects.
Communicate financial results and insights clearly to both financial and non-financial stakeholders.