Financial Analyst
4 days ago
Dynasty Financial Partners, LLC is a leading WealthTech platform that empowers independent financial advisors to succeed in the wealth management industry. Our mission is to help advisors build successful enterprises by delivering high-quality, customized financial advice to their clients.
We offer integrated solutions and services that support transition, experience, community, technology, finance, investments, operations, marketing, compliance, practice management, M&A, and capital strategies. Our teams are based in St. Petersburg (Headquarters) and Chicago.
As a key member of our Outsourced Chief Financial Officer (OCFO) team, you will deliver best-in-class financial analysis and accounting support to our registered investment advisory firm partners. Your expertise will help optimize their enterprise value and scalability.
This role requires a motivated individual who can enhance client service deliverables with impeccable service, innovation, and continual process improvement. You should be comfortable leveraging multiple technology solutions and have impactful communication skills, accountability, attention to detail, and resourcefulness.
The Accounting Assistant is a critical position for the Dynasty Financial OCFO Team. Your daily responsibilities will include:
- Monthly reconciliation of client bank accounts.
- Processing of monthly expense reimbursements for clients using Tallie expense software.
- Process accounts payable for clients using Bill.com.
- Preparation and processing of Journal Entries
- Daily download/update bank activity, for clients
You will also work on other projects as assigned. To succeed in this role, you will need:
- A Bachelor's Degree in Accounting/Finance or actively pursuing it.
- Two years of experience in accounting, corporate finance, or a similar role.
- Outstanding communication skills, written and oral.
- The ability to build and maintain strong client relationships.
- Proficiency in accounting software (e.g., Quickbooks, Sage Intacct, Oracle).
- Strong knowledge of Microsoft Suite, specifically Excel.
- Ability to work well in a fast-paced, challenging environment.
- Competent collaborator and skilled cross-functional communicator
- Strong time management skills with respect for deadlines
- Ability to identify errors/issues and solve problems.
We offer an estimated salary range of $55,000 - $70,000 per year, depending on your qualifications and experience. Additionally, you will receive comprehensive benefits, including health insurance, dental insurance, vision insurance, 401(k), 401(k) matching, paid time off, FSA/HSA benefits plans, disability benefits, voluntary life insurance, and basic life insurance.
At Dynasty Financial Partners, LLC, we value diversity and inclusion, promoting success for all employees and clients through equal employment opportunities. We encourage applications from individuals with diverse backgrounds and ideas.
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