Accounting Operations Analyst at RFG Advisory LLC

Vestavia Hills, Alabama, United States -

Full Time

Start Date

Immediate

Expiry Date

04 May, 26

Salary

0.0

Posted On

03 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounting, Accounts Payable, Accounts Receivable, GAAP Principles, Process Improvement, Analytical Skills, Communication, Problem Solving, Financial Reporting, Reconciliation, Microsoft Office Suite, Sage Intacct, Client Service, Attention to Detail, Compliance, Documentation

Industry

Financial Services

Description

Description 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 Who You Are 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 Behavioral Competencies We're looking for someone who demonstrates these key behavioral attributes: Analytical Rigor & Precision: You systematically gather and evaluate information before drawing conclusions, preferring data-driven decision-making. You maintain meticulous attention to detail and hold yourself to high quality standards Independent Execution & Accountability: You work autonomously with minimal supervision, taking ownership of complex tasks and seeing them through to completion with consistent reliability Process Adherence & Controlled Improvement: You respect and follow established protocols while identifying opportunities for measured, well-documented improvements within compliance frameworks Risk Awareness & Quality Focus: You anticipate potential issues and proactively implement safeguards to prevent errors, maintaining a cautious, thorough approach to your work Collaboration & Reliability: You contribute to team success through consistent, accurate work and dependable follow-through, coordinating effectively when collaboration is needed Adaptability & Learning Agility: You adjust your approach based on new information and methodically acquire new skills and knowledge to enhance your expertise Integrity & Professionalism: You act with honesty, maintain confidentiality, and align your behavior with organizational values Resilience & Composure: You remain focused and composed under deadline pressure and persist through challenges with steady determination Work Environment & Style This role provides a focused work environment with dedicated time for analytical tasks and independent problem-solving You'll have autonomy in managing your daily workflow and priorities within established deadlines and accounting cycles Written communication (email, documentation, structured reports) is the primary mode for most interactions, with periodic meetings for alignment and collaboration The team values thoughtful analysis over quick reactions—you'll have time to thoroughly research and carefully evaluate options before making recommendations You'll work with clear processes, procedures, and quality standards, with opportunities to propose improvements through documented business cases and systematic evaluation

Responsibilities

The Accounting Operations Analyst will manage accounts payable and receivable operations, execute month-end close activities, and oversee financial operations and reporting. Additionally, the role involves identifying inefficiencies and implementing controlled solutions to enhance operational efficiency.