Finance Operations Contractor

RFG is seeking an experienced Finance Operations Contractor to support a high-impact engagement focused on building scalable advisor invoicing processes, rationalizing technology billing, and improving corporate finance operations. This is a project-based role working directly with our Finance, HR, Operations, and Technology teams to deliver structured, audit-ready processes and documentation across multiple workstreams.

Contract: Approximately 3-4 months depending on weekly hours

Location: This role can be in our Birmingham office or remote.

• If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote). 
• If remote, occasional travel to Birmingham will be required including onboarding.

Reports to: VP of Finance

What You'll Do:

Advisor Invoicing & Tech Platform Audit

• Identify all technology services currently assigned to each advisor and team and determine appropriate billing assignments
• Develop a bundled tech services pricing proposal across three tiers: Legacy, Legacy+, and New Platform advisors
• Update and validate ZOHO CRM with accurate tech stack and billing data in partnership with the Technology team
• Design a scalable, repeatable monthly invoicing process covering rent, CSA fees, technology fees, affiliation fees, and miscellaneous expenses
• Conduct an analysis of the financial and operational impact of migrating all advisors to a standardized annual affiliation fee structure

Standard Operating Procedures (SOPs)

• Develop SOPs for invoice reporting within the new payroll/reporting platform, including SAGE-to-platform and platform-to-SAGE data flows
• Design a scalable CSA billing process for RFG payroll advisors in partnership with Finance, HR, and Operations
• Create a formal SOP for month-end close
• Document corporate finance workflows and identify opportunities for operational efficiency, automation, and task elimination

RAMP Accounts Payable Implementation

• Support the implementation of the RAMP A/P platform, including configuration, process mapping, and user documentation
• Coordinate with Finance stakeholders to ensure a smooth go-live transition

Corporate Finance Operations

• Catalog all one-off transactions and special exception handling processes
• Surface time-consuming, low-value tasks that can be automated, reassigned, or eliminated
• Provide written recommendations for improving workflows and operational efficiency across the corporate finance function

Key Deliverables

• Tech platform services audit report with billing recommendations
• Bundled tech services pricing proposal (Legacy, Legacy+, New Platform tiers)
• Updated and validated ZOHO billing records
• Scalable monthly advisor invoicing process documentation
• Affiliation fee impact analysis report
• SOP: Invoice reporting in new payroll/reporting platform (SAGE integration)
• SOP: CSA billing process for RFG payroll advisors
• RAMP A/P implementation support documentation
• Corporate finance operations improvement recommendations
• SOP: Month-end close process

RFG Advisory is a platform for growth-minded 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

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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. 

Salary: $50-$60/hour

Schedule:

• We are open to candidates who are able to work 20-40 hours per week
• The length of the contract will depend on amount of weekly hours

Requirements:

Required

• 5+ years of experience in finance operations, accounting, or financial process management
• Demonstrated experience building or improving invoicing processes in a multi-client or advisor-based environment
• Strong SOP development and process documentation skills
• Proficiency with CRM and accounting platforms (experience with ZOHO, SAGE, or RAMP a strong plus)
• Ability to work cross-functionally with Finance, HR, Operations, and Technology stakeholders
• High attention to detail with a track record of producing audit-ready deliverables
• Strong project management skills with the ability to manage multiple concurrent workstreams

Preferred

• Experience supporting A/P system implementations
• Familiarity with financial services, RIA, or wealth management firm operations
• Prior experience developing tech billing or platform pricing structures
• CPA or equivalent financial designation