Senior Associate, Business Strategy and Analytics

Job Type

Full-time

Description

Are you ready to make a meaningful impact by driving financial excellence and strategic decision-making? As a Senior Associate-Business Strategy and Analytics, you will play a pivotal role in shaping our firm’s growth, partnering with cross-functional teams, and delivering actionable insights to leadership.

At RFG Advisory, you’ll find a dynamic, fast-paced environment where your expertise in financial analysis, process improvement, and strategic planning will directly influence key business decisions. You’ll lead critical initiatives, including budgeting and forecasting, while collaborating with the C-Suite and Board of Directors to refine financial strategies that align with our ambitious goals.

Reports To:

• Chief Financial Officer

Location:

• This position may be remote or located in Birmingham, AL office.
• If in Birmingham, we offer a hybrid schedule 3-days in-office, 2 days remote.

Key Responsibilities:

• Develop and implement financial processes that support business operations, ensuring efficiency and compliance.
• Monitor core metrics, KPIs, and industry trends, providing insights to guide decision-making.
• Prepare and present key performance indicators (KPIs) and other financial insights to leadership, offering actionable recommendations to drive business performance.
• Lead the annual budgeting process and regular forecasting cycles, ensuring accuracy and alignment with company goals.
• Create comprehensive business cases and project plans for key strategic initiatives, ensuring alignment with organizational goals.
• Collaborate with the CFO and stakeholders to refine monthly reporting packages for C-Suite and the Board of Directors.
• Own deliverables for Board and executive meetings, including preparing agendas, conducting analyses, and tracking action items.
• Collaborate with internal teams, including marketing, business development, and technology, to address financial needs and support strategic initiatives.
• Provide financial insights to support Business Development and Marketing efforts, developing analytical frameworks to track performance effectively.
• Ensure compliance with internal policies, controls, and regulatory requirements in all financial activities.

Company Overview:

RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News as a 2021, 2022 and 2024 Best Places to Work for Financial Advisers, and by Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster the independence of Financial Advisors across the country. Disclosure: www.rfgadvisory/awards

This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 93 with 100% participation and with our Advisor NPS is 85 versus an industry average of 44. Our team members consistently comment about our culture, teamwork, support of leadership and executive team, and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work within an ever-changing, never- a-dull-moment organization, please apply!?

Salary and Benefits:

• Competitive Salary Annual Bonus based on growth
• Generous PTO, Company Holidays & Charitable Workday
• Health, Dental and Vision Insurance with company stipend
• 401(k) Safe Harbor contribution
• Company-sponsored Short-term and Long-term Disability Life Insurance
• Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents
• Dependent Care FSA, Medical FSA and HSA with qualifying medical plans
• Parental Leave
• Surface Pro Home setup
• Continuing education and professional development support
• Loads of awesome RFG Swag!

Requirements

Qualifications:

• Bachelor's degree required, MBA preferred
• Minimum of 5 years of experience in financial services, preferably alongside experience in management consulting, corporate strategy, investment banking or private equity.
• Hands on experience with financial planning and analysis, company strategy, operational planning and execution.
• Advanced skills in Microsoft (Excel, PowerPoint, Word)
• Prior experience supporting or covering growth-stage financial services, FinTech or SaaS business

Behavioral Attributes:

• Strong EQ and interpersonal skills, demonstrating an ability to work well with and influence teams and stakeholders at various levels within the organization
• Excellent listening, presentation, written and verbal communication skills
• Ability to dive into any area of the business or product, understand business needs, and facilitate executive decisions across multiple functions
• Highly resourceful – able to find a way to get things done. Takes ownership of deliverables, hits deadlines, and provides an outstanding work product all while having exceptional attention to detail
• Must understand the critical nature of the role and willing to roll up sleeves when needed with a “no task is too large or too small” mentality