Company Overview
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 M&A and is building a best-in-class corporate finance and strategic finance function to support that journey.
Role Summary
We are seeking a top-tier Corporate Development & Finance Associate to work directly with the CFO of a PE-backed company. This is a high-visibility, high-expectation role for someone with investment banking or private equity training who can produce board-quality work at speed.
You Will Support Three Core Areas
- Corporate Development / M&A – transaction analysis, valuation, structuring support, and deal materials.
- FP&A – budgeting, forecasting, reporting, and KPI analysis.
- Advisor Pro-Formas & Pitch Materials – building detailed economic models and compelling decks used to bring new Advisors onto the platform.
The ideal candidate is exceptional at financial modeling and presentation-building, has flawless written and verbal skills, and is comfortable working independently with limited supervision.
Key Responsibilities
Corporate Development & M&A
- Build and maintain transaction models (3-statement, DCF, accretion/dilution, returns analysis) for potential acquisitions, capital investments, and advisor deals.
- Analyze target firms’ financials, client bases, and business models to support valuation, structuring, and risk assessment.
- Support the CFO in deal structuring (earn-outs, seller notes, equity structures, revenue shares, etc.) and transaction execution, from term sheet to definitive legal documentation.
- Prepare IC-style memos, deal summaries, and supporting exhibits for internal and external stakeholders.
- Drive proactive sourcing of potential M&A opportunities, while assisting with pipeline tracking, investment banker relationship management, and market mapping.
Strategic Finance
- Coordinate with accounting team to build and maintain budget and forecast models at company, business-unit, and advisor levels.
- Support monthly & quarterly reporting, including P&L analysis, variance analysis vs. budget, and performance commentary.
- Help design and track KPIs and management dashboards across revenue, margins, headcount, and advisor performance.
- Support scenario analysis and sensitivity analysis for key strategic decisions (e.g., pricing, compensation changes, new investments).
- Assist in preparing Board and lender reporting – charts, tables, and concise written analysis.
Advisor Pro-Formas & Sales Enablement
- Build Advisor-level pro-forma models to show economics under RFG’s platform versus their current economics.
- Translate deal terms (payouts, overrides, financing, equity) into clear, intuitive financial outputs advisors can understand.
- Create and refine presentation decks (PowerPoint) that combine numbers, narrative, and visuals to tell a compelling story.
- Customize templates and outputs for different prospect profiles (e.g., solo advisors vs. larger teams).
- Partner with the CFO and business development team to continuously improve templates, assumptions, and messaging using AI-based automation techniques
Requirements
Candidate Profile
Education
- Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related quantitative field from a leading institution.
- Additional credentials (e.g., CA, MBA, CFA Level I/II/III) are a strong plus.
Experience
- 2–5+ years of experience in investment banking, private equity, corporate development / corporate finance, or consulting
- Strong preference for candidates with experience in the wealth management / asset management industries
Demonstrated Experience Building
- Detailed LBO / DCF / M&A / 3-statement models
- Management or IC-style presentations for senior stakeholders
Technical Skills
- Outstanding Excel skills, including:
- Fully-linked 3-statement models
- Sensitivity / scenario analysis
- Debt schedules, waterfalls, and returns analysis
- PowerPoint “power user” – able to create clean, executive-ready decks with strong structure and visuals.
- Experience with leveraging AI (including Claude) to build financial models, design processes, and
- Strong understanding of corporate finance, valuation, M&A structures, and financial statements.
- Comfort working with large data sets; experience in BI tools (Power BI, Tableau, etc.) is a plus but not required.
Communication & Personal Attributes
- Exceptional written and verbal skills – able to write clear memos, crisp email updates, and concise commentary for senior executives.
- Confident, professional communicator on Zoom/Teams with internal and external stakeholders.
- High ownership mentality – treats the firm’s resources and investments with individual responsibility and accountability for outcomes
- Speed + quality: able to turn around complex work products quickly without sacrificing accuracy.
- Highly organized, reliable, and comfortable managing multiple workstreams simultaneously.
- Deeply curious—eager to learn about new concepts and technologies (including AI) that can enhance our corporate development and finance processes
- Comfortable with ambiguity and evolving priorities in a fast-paced, PE-backed environment.
Location & Reporting
- This position may be remote or located in our Birmingham, AL office.
- If in Birmingham, we offer a structured hybrid schedule: 3 days in office, 2 days remote.
- Remote team members will travel regularly to Birmingham for training, collaboration, and project work.
- You will report directly to the CFO and work day-to-day with corporate development, FP&A, and business development stakeholders.
What This Role Offers
- Direct exposure to C-level decision making in a PE-backed, high-growth financial services business.
- The opportunity to work on a mix of M&A, strategic finance, and commercial/sales-facing analysis – not just back-office reporting.
- A high-performance culture where strong work is quickly recognized and scope can grow with the individual.
