Senior Accountant

Dynasty Financial Partners; Saint Petersburg (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan 401(k)

401(k) matching

Paid Time Off

FSA/HSA benefits plans

Disability benefits

Voluntary Life Insurance

Basic Life Insurance

Job summary

Dynasty Financial Partners is seeking a driven accounting professional to support our Outsourced Chief Financial Services (OCFO) team. You will handle core accounting functions, ensure accurate financial reporting, and help expand processes for partner firms.

The role emphasizes strong communication, attention to detail, and reliability in a fast-paced environment. Collaboration with Dynasty and partner teams is essential for timely financial guidance.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Solid knowledge of GAAP.
• Experience with GL, reconciliations and month-end close.
• Proficient in QuickBooks Online, Sage Intacct and Excel (VLOOKUPs, PivotTables).
• 2–5 years in accounting/finance with increasing responsibilities.

Responsibilities

• Manage general ledger activities, including journal entries and reconciliations.
• Handle Accounts Payable, Accounts Receivable and Payroll processing.
• Prepare monthly, quarterly, and annual financial statements.
• Assist in month-end closing and ensure deadlines met.
• Support client audits with documentation and explanations.
• Assist with client budgeting and forecasting efforts.

Skills

GAAP knowledge

Analytical skills

Attention to detail

Communication skills

Account reconciliations

Month-end close

Fast-paced, results-oriented

Teamwork & initiative

2–5 years accounting/finance

Education

Bachelor's degree in accounting/finance

Tools

QuickBooks Online

Sage Intacct

Excel (VLOOKUPs, PivotTables)

Job description

JOB OVERVIEW

The Dynasty Outsourced Chief Financial Services (OCFO) team is looking for a motivated individual that will contribute to helping our partner firms run their business effectively. This exciting position provides an opportunity to help support existing functions as well as build and enhance processes through expansion. Our OCFO team supports our clients by providing best in class financial analysis and accounting support. Our environment is challenging and fast paced. Strong communication skills, accountability, attention to detail and resourcefulness are essential to effectively respond to client issues that arise through daily interaction as a trusted partner.

Description

JOB OVERVIEW

The Dynasty Outsourced Chief Financial Services (OCFO) team is looking for a motivated individual that will contribute to helping our partner firms run their business effectively. This exciting position provides an opportunity to help support existing functions as well as build and enhance processes through expansion. Our OCFO team supports our clients by providing best in class financial analysis and accounting support. Our environment is challenging and fast paced. Strong communication skills, accountability, attention to detail and resourcefulness are essential to effectively respond to client issues that arise through daily interaction as a trusted partner.

KEY RESPONSIBILITIES

The associate is responsible for performing various accounting functions to ensure accurate financial reporting and compliance with accounting standards.

• Managing general ledger activities, including preparing journal entries and reconciliations.
• Accounts Payable, Accounts Receivable and Payroll Processing.
• Preparing monthly, quarterly, and annual financial statements.
• Assisting in the month-end closing process and ensuring adherence to deadlines.
• Supporting Client Audits by providing documentation and explanations.
• Assisting with Client budgeting and forecasting efforts.

Requirements

ESSENTIAL SKILLS AND QUALIFICATIONS

• Bachelor's degree in accounting, finance, or a related field.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Proficiency in accounting software including Quickbooks Online and Sage Intacct and advanced Microsoft Excel skills (including Vlookups and pivot tables).
• Excellent analytical and problem-solving skills, with a keen attention to detail and a high level of 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.
• Minimum of 2-5 years of experience in accounting or finance, with a progression in the complexity of tasks.
• Detail oriented with strong organizational and time management skills, able to multitask and prioritize multiple work streams effectively.
• Must be able to perform in a fast paced, results oriented culture; ability to build rapport and instill confidence with Dynasty team, Partner Firms and Resource Partners essential.
• A demonstrated commitment to both partnership and teamwork, and initiative to proactively address issues as they arise.

Additional Desirable Skills And Experience

• Experience in the Independent Financial Advisors space is a plus.

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Retirement Plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.