VP of Finance, Accounting

About the role

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. The VP of Finance, Accounting is a high-visibility, hands-on leadership role that will strengthen the integrity of RFG's accounting operations, build a rigorous FP&A cadence, and support complex corporate transactions. The ideal candidate is a collaborative, low-ego player-coach who combines accounting rigor with strong modeling skills, develops people, and works directly in the details. Location: Birmingham, AL (hybrid). Remote candidates may be considered, with travel to Birmingham expected approximately twice a month. Reports to: Chief Financial Officer

Responsibilities

• 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,