Accounting Operations Analyst
22 hours ago
Vestavia Hills
Full-time 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, • 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, • 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. 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 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, • 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