RRemoteville

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RFG Advisory logoRFG Advisory

Finance Operations Contractor

Skills
Analytical SkillsBilling ProcessBusiness Process ManagementCustomer Relationship ManagementDocumentationProposal WritingSOP Development
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 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 including ZOHO SAGE or RAMP
  • 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

Nice to have

  • Detail-oriented
  • Process-driven
  • Cross-functional collaborator
  • Strong communicator
  • Highly organized

Day to day

  • Support high-impact finance operations projects across invoicing technology billing and corporate process improvement.
  • Build scalable advisor invoicing workflows and validate billing data with Finance HR Operations and Technology teams.
  • Create audit-ready SOPs process maps and recommendations that improve efficiency automation and month-end close discipline.