Accounting Operations Coordinator Birmingham, AL

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’

It is the reason we go to work every day.

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.

The Accounting Operations Coordinator will support the Finance department in an RIA heavily involved in rapid growth through ongoing merger and acquisition (M&A) activity. This role is responsible for managing vendor relationships, contracts, purchasing, and operational support across multiple regions. The ideal candidate is highly organized, detail-oriented, and comfortable working in a fast-paced, acquisitive environment with evolving business needs. This position will play a key part in standardizing procurement processes, supporting integration of newly acquired firms, and ensuring cost efficiency, compliance, and operational continuity across the organization.

• Review, track, and organize vendor agreements, contracts, and renewals across multiple regions and business units.
• Support contract review and coordination related to vendors, services, and acquisitions (in partnership with Legal and Finance).
• Manage vendor onboarding, documentation, and compliance requirements.
• Coordinate publication and software subscriptions, including annual renewals and regional allocations.
• Analyze procurement-related expenses and vendor spending to identify trends, cost savings, and efficiencies.
• Provide support to Accounts Payable and Accounts Receivable functions, including invoice review and coding.
• Assist Finance leadership with reporting related to procurement, contracts, and vendor spending.
• Assist with procurement and contract integration for newly acquired firms.
• Inventory and organize existing contracts, licenses, subscriptions, and vendor relationships during acquisitions.
• Support standardization of procurement processes and vendors across acquired entities.
• Coordinate with realtors and internal stakeholders on office location leases and related documentation.
• Track and maintain business licenses, permits, and renewals across jurisdictions.
• Arrange employee travel accommodations in accordance with company policies.
• Manage office supply purchasing for multiple regions.
• Maintain centralized contract and procurement records, ensuring accuracy and accessibility.

Required

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (or equivalent experience).
• 2+ years of experience in Accounts Payable, finance, operations, or an administrative support role.
• Strong organizational and time management skills.
• Basic proficiency in Microsoft Excel and other Microsoft Office applications.

Preferred

• Exposure to contract review, AP/AR, or vendor management.
• Experience in financial services, professional services, or a multi-location organization.

Additional

• Strong attention to detail and willingness to learn.
• Ability to manage multiple tasks and deadlines.
• Clear written and verbal communication skills.
• Comfortable working with cross-functional teams.
• Professional discretion when handling financial and contractual information.

No travel is required.

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Must be able to access and navigate each department at the organization’s facilities.

• Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
• 401(k) retirement plan with match and profit sharing to help you invest in your future.
• Twelve paid holidays each year.
• An extra vacation day during your birthday week—so you can celebrate you!
• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
• Paid sabbatical program:
  Enjoy four consecutive weeks of paid time off after seven years of service.
• Compensation commensurate with experience.

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.