JOB DETAILS

Senior Accountant

CompanyDynasty Financial Partners, LLC
LocationSt. Petersburg
Work ModeOn Site
PostedMarch 27, 2026
About The Company
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 *Please note: Dynasty does not conduct any business on any social media platform. Also, Dynasty will never ask you to send personal or financial information (such as account numbers, passwords, or Social Security numbers) over social media platforms.*
About the Role

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.

Key Skills
AccountingFinancial ReportingGAAPQuickbooks OnlineSage IntacctMicrosoft ExcelAnalytical SkillsProblem-SolvingAttention to DetailCommunication SkillsInterpersonal SkillsAccount ReconciliationsPayroll ProcessingBudgetingForecastingTeamwork
Categories
Finance & Accounting
Benefits
Health InsuranceDental InsuranceVision InsuranceRetirement Plan 401(k)401(k) MatchingPaid Time OffFSA/HSA Benefits PlansDisability BenefitsVoluntary Life InsuranceBasic Life Insurance
Job Information
📋Core Responsibilities
The Senior Accounting Associate is responsible for performing various accounting functions to ensure accurate financial reporting and compliance with accounting standards. This includes managing general ledger activities, preparing financial statements, and supporting client audits.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
223
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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