About this role
Billing Analyst II at Dynasty Financial Partners, LLC. Location: St. Petersburg, Florida, United States. Role: performing billing, reconciliation, client interaction Requirements: Bachelor’s degree; 1–3 years in financial services; proficient with Excel, Power BI, SharePoint, Salesforce; familiarity with custodians (Schwab, Fidelity, Pershing) Category: Finance and Accounting Seniority: Mid Level Tools: Excel, Power BI, SharePoint, Salesforce, Schwab, Fidelity, Pershing Commitment: Full Time Workplace: Onsite Languages: English