Accounting Operations Analyst

Description

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.

• 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

• 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!

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…