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.

• 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.

• Experience in the Independent Financial Advisors space is a plus.

• 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