Accounting Operations Analyst

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 

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