Senior Accounting Associate
Listed on 2026-01-27
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Accounting
Financial Reporting, Senior Accountant, Financial Analyst, Accounting & Finance -
Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance
Senior Accounting Associate – Overview
Join Dynasty Financial Partners as a Senior Accounting Associate. The OCFO team seeks a motivated individual who will help partner firms run their businesses effectively. This role supports existing functions and enhances processes, providing best‑in‑class financial analysis and accounting support.
Key Responsibilities- Managing general ledger activities, preparing journal entries and reconciliations.
- Accounts Payable, Accounts Receivable and Payroll Processing.
- Preparing monthly, quarterly, and annual financial statements.
- Assisting with 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.
- Bachelor's degree in accounting, finance, or a related field.
- Strong knowledge of GAAP.
- Proficiency in Quick Books Online, Sage Intacct, and advanced Microsoft Excel (VLOOKUPs, pivot tables).
- Excellent analytical and problem‑solving skills with a keen eye for detail.
- Strong communication and interpersonal skills, able to collaborate with diverse teams.
- Experience with account reconciliations and the monthly close process.
- Minimum 2–5 years of accounting or finance experience, progressing to more complex tasks.
- Detail oriented with strong organizational and time‑management skills, able to multitask and prioritize.
- Ability to thrive in a fast‑paced, results‑oriented culture and build rapport with partners.
- Demonstrated commitment to partnership, teamwork, and proactive issue resolution.
- Experience in the Independent Financial Advisors space.
- Health, dental and vision insurance
- 401(k) retirement plan with matching
- Paid time off
- FSA/HSA benefit plans
- Disability, voluntary and basic life insurance
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, disability, veteran status or any other protected status under applicable law.
Seniority level:
Mid‑Senior
Employment type:
Full‑time
Job function:
Accounting/Auditing and Finance
Location:
St. Petersburg, FL
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