Senior Accountant

About the role

The Dynasty Outsourced Chief Financial Services (OCFO) team is looking for a motivated individual to contribute to helping our partner firms run their business effectively. This position provides an opportunity to support existing functions as well as build and enhance processes through expansion. The OCFO team supports clients by providing best-in-class financial analysis and accounting support in a challenging, fast-paced environment. Strong communication skills, accountability, attention to detail, and resourcefulness are essential to effectively respond to client issues through daily interaction as a trusted partner.

Responsibilities

• Perform various accounting functions to ensure accurate financial reporting and compliance with accounting standards.
• Manage general ledger activities, including preparing journal entries and reconciliations.
• Handle Accounts Payable, Accounts Receivable, and Payroll Processing.
• Prepare monthly, quarterly, and annual financial statements.
• Assist in the month-end closing process and ensure adherence to deadlines.
• Support client audits by providing documentation and explanations.
• Assist with client budgeting and forecasting efforts.

Requirements

• 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.
• 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.
• Ability to perform in a fast-paced, results-oriented culture; ability to build rapport and instill confidence with the Dynasty team, partner firms, and resource partners.
• A demonstrated commitment to both partnership and teamwork, and initiative to proactively address issues as they arise.

Preferred Qualifications

• 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