Dynasty Financial Partners
The Reconciliation Analyst role involves collaborating with sophisticated independent financial advisor clients and internal teams to manage reconciliation processes, billing practices, and operational accounts receivable activities. The position requires strong analytical skills, attention to detail, and the ability to work in a fast-paced, in-office environment in downtown St. Petersburg, Florida. The analyst will partner with finance, operations, and technology departments to ensure accurate fee calculations, reporting, and cash reconciliations.
Dynasty Financial Partners allows financial advisors to maximize full independence and provide personalized wealth management advice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Dynasty Financial Partners.
Dynasty Financial Partners didn’t post a salary, so this is our estimate from similar listings.