What are the responsibilities and job description for the Finance AVP position at Dynasty Financial Partners, LLC?
We are seeking a highly skilled and experienced Certified Public Accountant (CPA) with a minimum of 3 years of experience, including public accounting, to join our finance team as the Assistant Vice President (AVP), Finance. This role is responsible for managing critical financial processes, driving business process improvements, and working cross-functionally with Sales and Operations teams. The AVP, Finance, will play a key role in revenue recognition, financial reporting, and risk identification to support strategic decision-making.
RESPONSIBILITIES:
Revenue Recognition & Financial Management
-
Oversee and manage revenue recognition processes in compliance with ASC 606.
- Ensure accurate and timely recording of revenue transactions for multi-year service contracts, investment portfolios, and other applicable transactions.
- Collaborate with Sales and Operations teams to document revenue arrangements effectively.
- Lead improvements in billing and invoicing processes.
Accounting & Compliance
- Manage accounting for investments and financial instruments, ensuring compliance with relevant accounting standards (ASC 321, ASC 323, ASC 815).
- Oversee capitalized software costs in accordance with ASC 350, collaborating with IT and development teams to ensure proper capitalization and amortization.
- Manage lease accounting in compliance with ASC 842, ensuring accurate classification and measurement of lease liabilities and right-of-use assets.
Financial Analysis & Reporting
- Contribute to the monthly and quarterly financial close processes, including revenue accounting.
- Participate in flux and variance analysis meetings, providing insights for strategic decision-making.
Support external audits by preparing necessary documentation and reports.
Requirements:- Certified Public Accountant (CPA) designation required.
- Minimum of 3 years of relevant experience, including public accounting.
- Strong knowledge of ASC 606, ASC 350, ASC 842, and accounting for investments and financial instruments.
- Experience working in high-growth organizations.
- Ability to drive business process improvements and implement best practices.
- Excellent analytical, problem-solving, and decision-making skills.
- Strong communication and interpersonal skills, with the ability to collaborate across departments.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
- Proficiency in financial software and Microsoft Office Suite (Excel, Word, PowerPoint, Power BI).
- Experience with ERP systems and financial reporting tools.
- Degree in Accounting, Finance, or a related field preferred.
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
EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
