Dynasty Financial Partners
The Dynasty Outsourced Chief Financial Services (OCFO) team is seeking a motivated Senior Accountant to support partner firms by providing best-in-class financial analysis and accounting support. This role involves managing general ledger activities, preparing financial statements, and assisting with month-end closing, audits, and budgeting. The ideal candidate will have strong analytical skills, proficiency in accounting software, and the ability to thrive in a fast-paced environment.
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.