VP of Finance, Accounting

RFG Advisory • Birmingham, AL

4d • Hybrid

About The Position

RFG Advisory is seeking a VP of Finance, Accounting to strengthen accounting operations, build a rigorous FP&A cadence, and support complex corporate transactions. This high-visibility, hands-on leadership role requires a collaborative player-coach with strong accounting and modeling skills, who can develop people and work directly in the details. The position is based in Birmingham, AL (hybrid), with remote candidates considered if they can travel to Birmingham approximately twice a month. The role reports to the Chief Financial Officer.

Requirements

• 10-15 years of progressive experience across accounting, controllership, and financial planning and analysis, including meaningful senior-level ownership.
• Demonstrated success in high-growth, private equity-backed environments with evolving priorities, high expectations, and a bias for action.
• Proven track record leading a disciplined GAAP close, strengthening controls, and producing accurate, timely financial statements.
• Experience owning financial models, annual budgets, rolling forecasts, and monthly budget variance reviews with department leaders.
• Background supporting complex transactions, technical accounting, partnership tax, and cap table administration.
• Demonstrated success developing high-performing accounting and finance teams.
• Bachelor's degree in Accounting, Finance, Business, Economics, or a related field.
• Deep knowledge of U.S. GAAP and the end-to-end accounting cycle required.

Nice To Haves

• Experience in financial services or wealth management preferred.
• CPA strongly preferred.
• MBA and/or CFA are meaningful advantages.

Responsibilities

• Lead the core accounting function including the general ledger, bookkeeping, accounts payable, corporate accounts receivable, reconciliations, and financial reporting.
• Oversee the monthly, quarterly, and year-end close; establish a disciplined close calendar and review process; and ensure GAAP is applied consistently each period.
• Strengthen accounting policies, controls, documentation, and audit readiness while improving the accuracy, timeliness, and integrity of financial information.
• Develop and coach the accounting team through hands-on mentorship, clear expectations, regular feedback, and practical support.
• Own and continuously improve the company's integrated FP&A model, including actuals, forecasts, scenario analysis, and long-range planning.
• Lead the annual planning cycle, partnering with department leaders to translate strategy into budgets, operating plans, assumptions, and measurable targets.
• Prepare budget-to-actual reporting and lead monthly variance review calls with department leaders, surfacing drivers, risks, opportunities, and required follow-up.
• Maintain rolling forecasts and provide decision-ready insights to the CFO and executive team.
• Build clear executive reporting that connects financial performance to operating trends and supports resource allocation, accountability, and strategic decision-making.
• Partner with the CFO and corporate development team on M&A, financings, investments, restructurings, and other complex corporate transactions.
• Review the financial and accounting implications of term sheets and legal agreements; coordinate with legal counsel and external advisors; and document technical GAAP conclusions.
• Support tax compliance and planning with external advisors, including partnership tax returns, estimates, information requests, and related filings.
• Own the accuracy and maintenance of the company's cap table and equity records, including reconciliations, transaction support, and audit-ready documentation.
• Continuously improve finance processes and systems, proactively identifying and implementing AI-enabled workflows, automation, and modern tools.
• Collaborate closely with the leader of Billing & Revenue Operations to create clear handoffs, aligned priorities, and a unified experience.

Benefits

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support

What This Job Offers

• Job Type: Full-time
• Career Level: Executive