Accounting Operations Analyst

RFG Advisory LLC•Vestavia Hills, AL

20h

About The Position

We are seeking a thoughtful, detail-oriented Accounting Operations Analyst to join our finance team. This role is ideal for a professional who values precision, thrives in a structured environment, and enjoys identifying opportunities for continuous improvement. You will play a key role in maintaining the integrity of our financial operations by applying your technical expertise, analytical mindset, and commitment to accuracy. While collaboration is a core value at RFG, this position emphasizes independent execution, methodical problem-solving, and a strong adherence to process and compliance standards. If you are energized by the opportunity to refine systems and contribute to a high-performing, mission-driven team, we’d love to hear from you. What You'll Do Core Accounting Responsibilities Manage Accounts Payable & Receivable Operations: Process and pay vendor bills; conduct recurring and one-time invoicing; deposit A/R checks with meticulous accuracy and attention to detail Month-End Close: Execute assigned month-end close activities with a focus on accuracy, timeliness, and compliance through systematic procedures Reconciliation & Compliance: Execute reconciliation of invoices by working closely with our Technology and Affiliations teams for invoice audits using structured verification processes Financial Operations & Reporting: Oversee tracking of client-specific budgets, coordinate related payments, and provide regular financial reporting and analysis to internal stakeholders through clear, data-driven documentation Process Improvement & Optimization Identify Inefficiencies Through Systematic Analysis: Methodically evaluate current workflows using established analytical frameworks to pinpoint bottlenecks, redundancies, and opportunities for automation or simplification Design & Implement Controlled Solutions: Develop documented, scalable processes, create detailed standard operating procedures, and introduce tools or technologies that enhance operational efficiency while maintaining compliance and accuracy standards Drive Measured Continuous Improvement: Systematically evaluate and refine accounting operations through data-driven analysis, ensuring all changes are thoroughly tested, documented, and approved before implementation Technical Communication & Coordination Client-Facing Communication: Provide accurate, timely responses to Advisors and RFG team regarding Accounts Payable and Receivable information through clear written communication, structured reporting, and professional responsiveness Cross-Functional Coordination: Work effectively with the Billing Specialist, finance team members, and external partners through organized documentation and systematic follow-through to achieve optimal outcomes Focused Collaboration: Contribute data-driven insights and well-researched recommendations when team input is needed, maintaining productive working relationships through reliable execution and thoughtful problem-solving Why Join RFG Advisory? Competitive salary + annual bonus Generous PTO, holidays, and Charitable Workday Health, Dental, Vision with company stipend 401(k) + Safe Harbor contribution Company sponsored disability + life insurance Optional accident, cancer, and critical care coverage Dependent Care FSA, Medical FSA, HSA eligibility Lifestyle Spending Account Parental leave Surface Pro + home office setup Opportunities for continuous learning and growth Tons of fun RFG swag! About RFG Advisory: At RFG Advisory, we’re building the RIA of the Future—empowering Independent Advisors to scale their businesses with precision, integrity, and operational excellence. Our award-winning platform integrates modern technology, strategic marketing, and concierge-level investment management to remove friction and support sustainable growth. We are equally committed to supporting our internal team. At RFG, we value thoughtful execution, continuous improvement, and a shared commitment to high standards. Our culture is grounded in professionalism, mutual respect, and a growth mindset. We believe in doing great work, supporting one another, and making a meaningful impact—together. If you’re a detail-oriented professional who values structure, enjoys solving problems, and takes pride in delivering high-quality work, you’ll find a strong sense of purpose and belonging at RFG. Let’s build something exceptional—together. www.RFGadvisory.com/awards

Requirements

Minimum 3 years of accounting experience; 5-7 years preferred
Bachelor’s degree in accounting, preferably
Experience in client service-focused industries (wealth management, financial services, professional services, or similar client-facing environments)
Strong understanding of GAAP principles; proficiency with Accounts Payable and Accounts Receivable (excluding collections)
Experience with accounting platforms (Sage Intacct strongly preferred); proficiency with Microsoft Office Suite (Excel, Outlook, Word)
Demonstrated ability to systematically identify inefficiencies and implement well-documented process improvements
Excellent written and verbal communication; comfortable providing clear, fact-based information to high-net-worth clients and internal stakeholders

Responsibilities

Manage Accounts Payable & Receivable Operations: Process and pay vendor bills; conduct recurring and one-time invoicing; deposit A/R checks with meticulous accuracy and attention to detail
Month-End Close: Execute assigned month-end close activities with a focus on accuracy, timeliness, and compliance through systematic procedures
Reconciliation & Compliance: Execute reconciliation of invoices by working closely with our Technology and Affiliations teams for invoice audits using structured verification processes
Financial Operations & Reporting: Oversee tracking of client-specific budgets, coordinate related payments, and provide regular financial reporting and analysis to internal stakeholders through clear, data-driven documentation
Identify Inefficiencies Through Systematic Analysis: Methodically evaluate current workflows using established analytical frameworks to pinpoint bottlenecks, redundancies, and opportunities for automation or simplification
Design & Implement Controlled Solutions: Develop documented, scalable processes, create detailed standard operating procedures, and introduce tools or technologies that enhance operational efficiency while maintaining compliance and accuracy standards
Drive Measured Continuous Improvement: Systematically evaluate and refine accounting operations through data-driven analysis, ensuring all changes are thoroughly tested, documented, and approved before implementation
Client-Facing Communication: Provide accurate, timely responses to Advisors and RFG team regarding Accounts Payable and Receivable information through clear written communication, structured reporting, and professional responsiveness
Cross-Functional Coordination: Work effectively with the Billing Specialist, finance team members, and external partners through organized documentation and systematic follow-through to achieve optimal outcomes
Focused Collaboration: Contribute data-driven insights and well-researched recommendations when team input is needed, maintaining productive working relationships through reliable execution and thoughtful problem-solving