RFG Advisory · 2 weeks ago
Financial Operations Associate
Vestavia Hills, AL
Full-time
Onsite
Mid, Senior Level
$80K/yr - $85K/yr
5+ years expRFG Advisory is seeking a precise, organized, and analytical individual to join their team as a Financial Operations Associate. The role involves managing daily accounting tasks, processing invoices, and coordinating with internal and external stakeholders to support the financial department.
AdviceConsultingFinancial Services
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
Qualification
Required
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
Preferred
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
Benefits
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!
Company
RFG Advisory
RFG Advisory is an RIA firm that furnishes an integrated platform to support and enable advisors to sustain themselves in the business.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Long Ridge Equity Partners
2023-08-01Private Equity
Leadership Team
Kenneth Kim
CFO / Head of Corporate Development
Edward Swenson
President
Recent News
2025-12-24
2025-12-18
Company data provided by crunchbase