VP of Finance, Accounting

RFG Advisory; Birmingham (AL); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Bonus pool

Generous PTO

Health, dental, vision insurance

RFG Advisory stipend

401(k) with Safe Harbor

Parental leave

Continuing education support

Surface Pro + home office setup

Pet Insurance

HSA / FSA

Job summary

RFG Advisory seeks a senior finance leader to own accounting, FP&A, and strategic finance in a hybrid Birmingham setting with remote options. You will guide GAAP-close discipline, budgeting, forecasting, and strategic transactions while mentoring the accounting team and partnering with the CFO.

You will implement modern finance tools, drive efficiency, and provide decision-ready insights to executives in a PE-backed wealth management environment.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Economics, or a related field.
• CPA strongly preferred; MBA and/or CFA are meaningful advantages.
• Deep knowledge of U.S. GAAP and the end-to-end accounting cycle required.

Responsibilities

• Oversee core accounting functions including GL, bookkeeping, AP, AR, reconciliations, and reporting.
• Lead monthly, quarterly, and year-end close with disciplined close calendar and GAAP compliance.
• Own FP&A model, budgets, rolling forecasts, variance analysis, and executive reporting.
• Drive process improvements, AI-enabled workflows, and automation across finance operations.
• Mentor and develop accounting team through hands-on leadership and feedback.

Skills

Team Leadership

GAAP Expertise

Financial Planning & Analysis

M&A & Tax

Process Improvement

Education

Bachelor's in Accounting/Finance

CPA preferred

MBA/CFA advantageous

Tools

Sage Intacct

Aleph

Snowflake

Excel

AI tools (Claude, Copilot)

Job description

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

What You'll Do

Accounting Operations & Financial Reporting

• 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.

Financial Planning & Analysis

• 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.

Strategic Transactions, Tax & Process Improvement

• 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.

Requirements

• 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.

Skills & Competencies

• 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 ownership mentality; treats the firm’s resources, deadlines, and work product with individual responsibility and accountability for outcomes.
• Able to turn around complex work products quickly without sacrificing accuracy, judgment, or completeness.
• Deeply curious and eager to learn new concepts and technologies, including AI, that can enhance the finance organization.
• Comfortable with ambiguity and evolving priorities in a fast-paced, PE-backed environment.

Technology & Tools

• Outstanding Excel and financial modeling skills, including integrated forecasting, scenario analysis, and executive-ready variance reporting.
• Experience with ERP and FP&A systems such as Sage Intacct, Aleph, or Snowflake.
• Familiarity with partnership tax, equity administration, and cap table management platforms.
• Experience leveraging AI and automation to improve accounting, reporting, forecasting, process design, and data analysis.
• Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, workflows, and financial insight.

Education & Credentials

• Bachelor's degree in Accounting, Finance, Business, Economics, or a related field.
• CPA strongly preferred; MBA and/or CFA are meaningful advantages.
• Deep knowledge of U.S. GAAP and the end-to-end accounting cycle required.

RFG Advisory is a platform for growth-mindset Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.

Benefits And Compensation

Salary: $175,000-$200,000

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support