Financial Operations Associate

Rfg Advisory•Vestavia Hills, AL

5d•$80,000 - $85,000

About The Position

RFG Advisory is seeking a precise, organized, and analytical individual to join our team! We are looking for a highly organized and detail-oriented Financial Operations Associate to provide support to the financial department by managing daily accounting tasks. The ideal candidate will be capable of prioritizing workflow to meet real-time needs, the ability to work autonomously, take initiative, as well as anticipate and prepare for future needs. They should be well-versed in accounting principles and able to work comfortably with numbers with strict attention to detail. This candidate needs to think proactively and approach challenges analytically. This position requires critical thinking, attention to detail, excellent communication skills and strong organizational ability.

Requirements

5-7 years’ experience in accounting or other relevant role.
Proficient in accounting software, preferably Sage Intacct.
Proficiency with Microsoft Office Suite particularly Excel, Outlook and Word.
Desire and ability to learn and adopt new technologies, including artificial intelligence-based financial automation tools.
Excellent interpersonal, decision-making, organizational, and administrative skills with the ability to multi-task in a fast-paced office environment.
Strong written and verbal communication skills; ability to serve as the voice for the finance team in conversations with both internal and external stakeholders
Must be a flexible and approachable member of the team who can effectively handle shifting schedules and tasks while growing with the team as organizational requirements evolve.
Willing to do the work required to produce the desired result, even if it means occasional after-hours work.

Nice To Haves

Experience with accounts payable automation system is preferred, but not required.
Experience in the wealth management or financial services industries is preferred, but not required.

Responsibilities

Process and pay Broker-dealer invoices regularly to include new affiliation, technology equipment, on-boarding costs, etc.
Conduct recurring and one-time invoicing monthly for Advisors.
Broker-dealer renewal reconciliation and payments, working closely with Billing Specialist and other members of finance team as well as PCS accounting team.
Deposit A/R checks.
Coordinate redesign of A/R and A/P processes, including potential selection and implementation of an AP automation system
Front-line communication directly with Advisors and RFG Staff with regards to Accounts Payable, Accounts Receivable, and New Employee Onboarding information.
Process monthly RingCentral confirmation and reconciliation.
Work closely and manage relationships with internal and external stakeholders.
Assist with other ad-hoc and recurring Finance and Accounting processes, as needed

Benefits

Competitive Salary + Annual Bonus based on growth
Generous PTO, Company Holidays & Charitable Workday
Health, Dental and Vision Insurance with company stipend
401(k) + Safe Harbor contribution
Company-sponsored Short-term and Long-term Disability + Life Insurance
Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents
Dependent Care FSA, Medical FSA and HSA with qualifying medical plans
Parental Leave
Surface Pro + Home setup
Continuing education and professional development support
Loads of awesome RFG Swag!