Accounting Operations Analyst

Rfg Advisory•Vestavia Hills, AL

14h•$80,000 - $85,000

About The Position

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.

Requirements

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
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

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