Employment: Full Time

Position: Business Intelligence Agent


R.G. Alliance (RGA) is a business intelligence firm that partners with our Clients to uncover and support process improvement opportunities, enhance and optimize existing resources, and maximize talent with our fractional support team.

We work to understand our Client’s day-to-day challenges and leverage our expertise to provide strategies and solutions that promote successful growth and performance. We strive to seamlessly integrate with our Client’s teams, allowing leadership to focus on growing the business.



The Business Intelligence Agents (BIAs) provide business acumen to RGA clients. Administrative, finance, and accounting work encompasses the workload that can be expected. The BIA efficiently and effectively manages business needs for RGA clients, successfully investigates and resolves all business-related concerns, ensures company-wide finances are according to company and regulator standards. The Business Intelligent Agent position is expected to have a positive cultural impact and is viewed as a trusted and valuable resource by RGA’s clients.


• Accurately record transactions in QuickBooks in accordance with GAAP standards
• Resolve issues in reconciliation including beginning balances being off, missing transactions, or errant transactions.
• Maintain accurate data entry into clients’ software(s) as needed.
• Close assigned portions of client’s books accurately by following a closing checklist.
• Demonstrates superb customer service and knowledge when communicating with clients
• Develops and documents all business processes for improved workflow.
• Full scope of accounts payable and accounts receivable tasks
• Have direct client communication as needed
• Maintain own scheduling at client sites with guidance from management
• Communicate regularly with direct supervisor and Hub leader to discuss issues or challenges
• Other duties as assigned


• Skillfully communicates content of the books with clients and other team members.
• Has the ability to create budgets, forecasts, and manage cash.
• Can own the general ledger and has knowledge of Balance Sheet accounts.
• Can audit monthly accounting work and answer questions about issues.
• Capable of presenting financial packages to clients.
• Demonstrates aptitude at training other team members.
• Illustrates ability to own the entire client relationship and experience.
• Ability to contribute knowledge and skill in an audit or transaction.
• Completes the month end close process.
• Distributes timely deliverables to clients.


• High school diploma/GED
• Degree in accounting, business, or a related field preferred
• Experience working as business intelligence or a similar role
• Multi-client experience a plus
• Advanced knowledge of Excel
• Possession of a valid driver’s license, ability to use your own vehicle, proof of insurance


• Strong verbal communication and interpersonal skills
• Fluent speaking, reading, and writing in English language required

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

• While performing the duties of this job, the employee is regularly required to see, talk and hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls (such as a computer); and reach with hands and arms.
• Common office activities.
• The employee occasionally lifts and/or moves up to 10 pounds.
• Must be able to perform work safely without posing harm to self or others
• The employee may need to drive to and from office and client locations as needed
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.