Operations Specialist Jobs in Alabama
Operations Specialist jobs in Alabama are concentrated in aerospace and defense manufacturing, logistics and supply chain, healthcare administration, and financial services, with demand across entry-level coordinator roles through senior process improvement positions. Birmingham, Huntsville, and Mobile are the state's busiest hiring markets, anchored by employers like Lockheed Martin, Regions Financial, and the University of Alabama at Birmingham Health System. The most in-demand specialties include supply chain operations, quality assurance coordination, and business process analysis. See the openings below and apply to the ones that match your experience.
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Showing 5 of 37+ Operations Specialist jobs
RFG Advisory's revenue engine runs on accurate, timely billing and Advisor compensation, and the Billing Specialist is the person who makes both happen. This role owns the monthly and quarter-end client fee billing process, manages Advisor payout calculations and disbursements, and ensures every dollar of revenue is recorded, reconciled, and reported with precision. It is a strong fit for someone who brings general ledger depth, RIA industry experience, and the drive to continuously improve the processes they own.
Location: Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
Reports to: Director of Accounting and Revenue Operations

What You'll Do
Billing & Revenue Operations
- Execute the monthly and quarter-end client fee billing process for investment management accounts on the RIA platform.
- Prepare general journal entries for all company revenue sources, including brokerage and advisory.
- Manage, review, and reconcile all revenue, billing, and payouts with accuracy and on schedule.
- Record cash receipts with the appropriate journal entries and reconcile incoming payments.
Advisor Compensation
- Administer the applications used to calculate Advisor payouts.
- Process Advisor compensation disbursements and 1099 payroll.
- Deliver compensation reporting and ongoing support to Advisors.
General Ledger & Reporting
- Reconcile general ledger accounts monthly and quarterly.
- Help coordinate information for internal and external reporting.
- Collaborate with custodians and technology partners on assigned tasks and projects.
Process Improvement
- Identify and implement improvements that make current billing, compensation, and reconciliation processes more efficient.
- Leverage AI tools to streamline workflows, reduce manual effort, and improve accuracy across the function.
Requirements:
Experience
- At least 2 years of accounting experience with knowledge of the general ledger and GAAP.
- Experience in the financial services industry required.
- Experience with client fee billing and Advisor compensation for an RIA required.
- Experience working with custodians, preferably Schwab and Fidelity.
- Experience with the Orion Advisor Technology platform.
- Sage Intacct experience preferred.
Skills & Competencies
- Strong general ledger skills including journal entries and account reconciliations.
- Able to manage and execute complex processes with close attention to detail while meeting deadlines.
- Works independently with strong problem-solving, time-management, and project-management skills.
- Able to manage multiple priorities; prioritizes, triages, and resolves conflicts effectively.
- Clear, professional communicator with Advisors, custodians, and technology partners across written, video, phone, and in-person channels.
Technology & Tools
- Proficient in Microsoft Excel and the Microsoft platform including Outlook, Word, and PowerPoint.
- Sage Intacct experience preferred.
- Orion Advisor Technology platform experience preferred.
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, accuracy, and workflow efficiency.
Education
- Bachelor's degree in Business required; Accounting preferred.
Compensation:
$
Company:
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
This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. 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.
Benefits and Compensation:
Salary: $75,000-$85,000
- Competitive salary + bonus pool
- Generous PTO, holidays, and a Charitable Service Day
- Health, dental, vision insurance + RFG Advisory stipend
- Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
- Lifestyle Spending Account
- 401(k) with Safe Harbor contribution
- Paid parental leave, short- and long-term disability, life insurance
- Surface Pro + home office setup
- Pet Insurance
- Continuing education and professional development support
RFG Advisory's revenue engine runs on accurate, timely billing and Advisor compensation, and the Billing Specialist is the person who makes both happen. This role owns the monthly and quarter-end client fee billing process, manages Advisor payout calculations and disbursements, and ensures every dollar of revenue is recorded, reconciled, and reported with precision. It is a strong fit for someone who brings general ledger depth, RIA industry experience, and the drive to continuously improve the processes they own.
Location: Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
Reports to: Director of Accounting and Revenue Operations

What You'll Do
Billing & Revenue Operations
- Execute the monthly and quarter-end client fee billing process for investment management accounts on the RIA platform.
- Prepare general journal entries for all company revenue sources, including brokerage and advisory.
- Manage, review, and reconcile all revenue, billing, and payouts with accuracy and on schedule.
- Record cash receipts with the appropriate journal entries and reconcile incoming payments.
Advisor Compensation
- Administer the applications used to calculate Advisor payouts.
- Process Advisor compensation disbursements and 1099 payroll.
- Deliver compensation reporting and ongoing support to Advisors.
General Ledger & Reporting
- Reconcile general ledger accounts monthly and quarterly.
- Help coordinate information for internal and external reporting.
- Collaborate with custodians and technology partners on assigned tasks and projects.
Process Improvement
- Identify and implement improvements that make current billing, compensation, and reconciliation processes more efficient.
- Leverage AI tools to streamline workflows, reduce manual effort, and improve accuracy across the function.
Requirements:
Experience
- At least 2 years of accounting experience with knowledge of the general ledger and GAAP.
- Experience in the financial services industry required.
- Experience with client fee billing and Advisor compensation for an RIA required.
- Experience working with custodians, preferably Schwab and Fidelity.
- Experience with the Orion Advisor Technology platform.
- Sage Intacct experience preferred.
Skills & Competencies
- Strong general ledger skills including journal entries and account reconciliations.
- Able to manage and execute complex processes with close attention to detail while meeting deadlines.
- Works independently with strong problem-solving, time-management, and project-management skills.
- Able to manage multiple priorities; prioritizes, triages, and resolves conflicts effectively.
- Clear, professional communicator with Advisors, custodians, and technology partners across written, video, phone, and in-person channels.
Technology & Tools
- Proficient in Microsoft Excel and the Microsoft platform including Outlook, Word, and PowerPoint.
- Sage Intacct experience preferred.
- Orion Advisor Technology platform experience preferred.
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, accuracy, and workflow efficiency.
Education
- Bachelor's degree in Business required; Accounting preferred.
Compensation:
$
Company:
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
This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. 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.
Benefits and Compensation:
Salary: $75,000-$85,000
- Competitive salary + bonus pool
- Generous PTO, holidays, and a Charitable Service Day
- Health, dental, vision insurance + RFG Advisory stipend
- Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
- Lifestyle Spending Account
- 401(k) with Safe Harbor contribution
- Paid parental leave, short- and long-term disability, life insurance
- Surface Pro + home office setup
- Pet Insurance
- Continuing education and professional development support
See All 37 Operations Specialist Jobs in Alabama
Find roles in Alabama that match your experience and apply in just a few clicks.
Find Operations Specialist JobsOperations Specialist Jobs by City in Alabama
Where Alabama roles are concentrated, by current openings.
Operations Specialist Job Market in Alabama
A snapshot from current Alabama openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Alabama Employers Look For
The qualifications that appear most often in operations specialist jobs across Alabama.
- Bachelor's degree in business administration, operations management, or a related field
- Demonstrated experience with ERP systems such as SAP, Oracle, or Microsoft Dynamics
- Proven ability to analyze workflows and implement process improvement initiatives
- Strong project coordination skills with experience managing cross-functional teams
- Proficiency in data analysis tools including Excel, Tableau, or similar platforms
- Familiarity with quality management frameworks such as Lean or Six Sigma methodologies
Operations Specialist Jobs in Alabama: Frequently Asked Questions
How do you become a operations specialist in Alabama?
Most operations specialist roles in Alabama require a bachelor's degree in business administration, operations management, supply chain, or a related field. The role carries no state-issued license, but employers in Alabama's aerospace and defense sector often expect familiarity with industry standards like AS9100 or CMMI. Candidates who hold a Lean Six Sigma certification or a Project Management Professional credential consistently stand out in Alabama's competitive market.
Which companies hire operations specialists in Alabama?
Companies currently hiring operations specialists in Alabama include Regions Financial, Trinzic, and Synovus, per current listings on Migrate Mate as of November 2026. Alabama's concentration of aerospace contractors, regional bank headquarters, and large health systems means demand for operations specialists stays consistent across multiple industries year-round.
Which Alabama cities have the most operations specialist jobs?
Birmingham, Huntsville, and Hoover have the most operations specialist openings in Alabama. Huntsville's aerospace and defense contractor cluster, Birmingham's finance and healthcare headquarters, and Mobile's port and logistics industry each generate steady demand, while smaller suburban markets around these metros reflect activity from manufacturing facilities and regional distribution centers based there.
Are there remote operations specialist jobs in Alabama?
Yes, and more than many fields. About 17% of operations specialist openings tied to Alabama are remote or hybrid as of November 2026, reflecting the desk-based and analytical nature of much of the work. Roles focused on data reporting, process documentation, and vendor coordination are most likely to be offered with remote or hybrid flexibility, while positions tied to physical facilities or manufacturing floors remain primarily on-site.
How can I get hired as a operations specialist in Alabama with little or no experience?
The most realistic entry path is applying for operations coordinator or administrative analyst roles at large Alabama employers such as regional banks, health systems, or aerospace contractors, which regularly hire candidates with a relevant degree but limited direct experience. UAB, Huntsville Hospital, and major Huntsville-area defense contractors run structured rotational or new-graduate programs that feed into operations tracks. Building familiarity with a common ERP platform and earning a Lean Six Sigma Yellow Belt certification before applying gives candidates a measurable edge.
Where can I find and apply to operations specialist jobs in Alabama?
You can find and apply to operations specialist jobs in Alabama on Migrate Mate, which lists current Alabama openings in one place. Search the roles that fit your background, experience level, and preferred location, then apply directly to the ones that match.
See All 37 Operations Specialist Jobs in Alabama
Find roles in Alabama that match your experience and apply in just a few clicks.
Find Operations Specialist Jobs