RFG Advisory · 8 hours ago
Accounting Operations Analyst
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $85K/yr
3+ years expRFG Advisory is seeking a detail-oriented Accounting Operations Analyst to join their finance team. The role focuses on maintaining the integrity of financial operations through precise management of accounts payable and receivable, month-end close activities, and process improvement initiatives.
AdviceConsultingFinancial Services
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
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
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
Qualification
Required
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
Benefits
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!
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