Dynasty Financial Partners · 3 hours ago
Staff Accountant III
St. Petersburg, FL
Full-time
Onsite
Entry Level
2+ years expDynasty Financial Partners is seeking a motivated individual to join their Outsourced Chief Financial Services team. This role involves managing various accounting functions to ensure accurate financial reporting and compliance, while also supporting client audits and budgeting efforts.
AdviceConsultingFinanceFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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
Preferred
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
Company
Dynasty Financial Partners
Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$50MKey Investors
Abacus LifeEnvestnet
2025-08-12Corporate Round
2024-10-08Private Equity
2022-12-16Private Equity
Leadership Team
Frank Coates
Chief Technology Officer
Recent News
2025-12-12
Morningstar.com
2025-12-11
Company data provided by crunchbase