Senior Accountant

Dynasty Financial Partners, LLC; Saint Petersburg (FL); Presencial; USD 55.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Dental Insurance

Vision Insurance

401(k) matching

Paid Time Off

FSA/HSA benefits plans

Disability benefits

Voluntary Life Insurance

Basic Life Insurance

Descripción de la vacante

Dynasty Financial Partners, LLC is seeking a detail-oriented Accounting Associate for its OCFO team in Saint Petersburg, FL. You will perform general ledger activities, prepare journal entries, manage AP/AR and payroll, and assist with monthly, quarterly, and annual statements, ensuring timely close and compliance with GAAP.

The role emphasizes collaboration with partner firms, accurate financial reporting, audits support, and budgeting/forecasting assistance in a fast-paced, client‑facing

Formación

• Bachelor's degree in accounting, finance, or a related field.
• Strong knowledge of GAAP.
• Proficiency in QuickBooks Online and Sage Intacct; advanced Excel.

Responsabilidades

• Managing general ledger activities, including journal entries and reconciliations.
• Accounts Payable, Accounts Receivable and Payroll Processing.
• Preparing monthly, quarterly, and annual financial statements.
• Assisting month-end close and deadlines.
• Supporting client audits with documentation and explanations.
• Assisting with budgeting and forecasting.

Conocimientos

GAAP knowledge

Journal entries

Accounts payable/receivable

Analytical skills

Communication skills

Time management

Team collaboration

Attention to detail

Educación

Bachelor's degree in accounting, finance, or related field

Herramientas

QuickBooks Online

Sage Intacct

Excel (VLOOKUP, pivot tables)

Descripción del empleo

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.