VP of Finance, Accounting

RFG Advisory is an innovator in the wealth management industry, partnering with independent financial Advisors across the country and backed by leading private equity investors. The firm is focused on aggressive, disciplined growth through a combination of organic initiatives and strategic acquisitions, and is building a best-in-class finance organization to support that journey.

Location: Birmingham, AL (hybrid). Remote candidates may be considered, with travel to Birmingham expected approximately twice a month.

Reports to: Chief Financial Officer

• Lead the core accounting function including the general ledger, bookkeeping, accounts payable, corporate accounts receivable, reconciliations, and financial reporting.
• Oversee the monthly, quarterly, and year-end close; establish a disciplined close calendar and review process; and ensure GAAP is applied consistently each period.
• Strengthen accounting policies, controls, documentation, and audit readiness while improving the accuracy, timeliness, and integrity of financial information.
• Develop and coach the accounting team through hands-on mentorship, clear expectations, regular feedback, and practical support that raises the capability of each team member.

• Own and continuously improve the company’s integrated FP&A model, including actuals, forecasts, scenario analysis, and long-range planning.
• Lead the annual planning cycle, partnering with department leaders to translate strategy into budgets, operating plans, assumptions, and measurable targets.
• Prepare budget-to-actual reporting and lead monthly variance review calls with department leaders, surfacing drivers, risks, opportunities, and required follow-up.
• Maintain rolling forecasts and provide decision-ready insights to the CFO and executive team, rather than simply reporting historical results.
• Build clear executive reporting that connects financial performance to operating trends and supports resource allocation, accountability, and strategic decision-making.

• Partner with the CFO and corporate development team on M&A, financings, investments, restructurings, and other complex corporate transactions.
• Review the financial and accounting implications of term sheets and legal agreements; coordinate with legal counsel and external advisors; and document technical GAAP conclusions.
• Support tax compliance and planning with external advisors, including partnership tax returns, estimates, information requests, and related filings.
• Own the accuracy and maintenance of the company’s cap table and equity records, including reconciliations, transaction support, and audit-ready documentation.
• Continuously improve finance processes and systems, proactively identifying and implementing AI-enabled workflows, automation, and modern tools that increase efficiency and insight.
• Collaborate closely with the leader of Billing & Revenue Operations to create clear handoffs, aligned priorities, and a unified experience for internal and external stakeholders.

• 10-15 years of progressive experience across accounting, controllership, and financial planning and analysis, including meaningful senior-level ownership.
• Demonstrated success in high-growth, private equity-backed environments with evolving priorities, high expectations, and a bias for action.
• Proven track record leading a disciplined GAAP close, strengthening controls, and producing accurate, timely financial statements.
• Experience owning financial models, annual budgets, rolling forecasts, and monthly budget variance reviews with department leaders.
• Background supporting complex transactions, technical accounting, partnership tax, and cap table administration.
• Demonstrated success developing high-performing accounting and finance teams.
• Experience in financial services or wealth management preferred; not required.

• Hands-on player-coach comfortable moving between strategic judgment, detailed review, and direct execution.
• Highly collaborative and low-ego; builds trusted partnerships with the CFO, department leaders, and external advisors.
• Strong people leader and mentor who develops talent, sets clear expectations, and creates a culture of accountability and continuous learning.
• Exceptional written and verbal communication skills; able to explain complex accounting and financial topics clearly to senior executives and non-finance leaders.
• High…