Business Manager with Accounting Experience (Financial Services)

Business Manager with Accounting Experience (Financial Services)

Are you an experienced business manager who enjoys combining strong financial management with the practical oversight of a growing business?

Are you currently a office / practice manager working within a Financial Services Company?

Are you currently a bookkeeper / accountant within a Financial Services Company looking for operational experience and a more varied role?

We are seeking a capable and commercially minded Business / Operations Manager with experience within Financial Services and preferably small business accounting experience.

The right person will take ownership of the financial administration and day-to-day operational functions of an established financial planning business.

This is a broad, hands-on role suited to someone who is equally comfortable working with budgets, cash flow, payroll and management reporting as they are improving business processes, coordinating compliance, supporting people operations and managing key service providers.

Working closely with senior leadership, you will provide the financial visibility and operational discipline needed to support effective decision-making and ensure the business runs smoothly.

The underlying position has responsibility for financial planning, budgets, financial insights and broader business operations.

5+ years' experience in business operations, business management or a similar role within a Financial Planning company

• Experience with budgeting, cash flow, payroll, reconciliations and financial reporting
• Working knowledge of Xero and confidence using cloud-based business systems
• Experience coordinating broader business operations, suppliers and corporate services
• Excellent organisational skills with the ability to manage competing priorities
• Strong attention to detail and analytical problem-solving skills
• Excellent communication and stakeholder-management skills

A high degree of professionalism, discretion and confidentiality.

Alongside finance, you will oversee and coordinate a range of operational functions, including:

• Driving improvements to business processes, systems and workflows
• Managing relationships with external suppliers and service providers
• Coordinating IT support, technology procurement, software licenses and user access
• Overseeing key business systems, subscriptions and digital platforms
• Compliance & risk
• You will also support the business's compliance and risk-management framework by:
• Maintaining compliance registers and supporting documentation
• Monitoring and maintaining breach and conflict-of-interest registers
• Identifying operational risks and supporting appropriate mitigation
• Ensuring relevant policies and procedures remain current
• You will provide practical support across the employee lifecycle, including:
• Coordinating recruitment administration and interviews
• Preparing employment documentation
• Managing onboarding and induction processes
• Coordinating payroll-related employee setup
• Maintaining confidential employee records
• Maintaining HR policies and procedures

A key focus of the role will be taking ownership of the business's day-to-day finance function, including:

• Managing budgets, cash flow forecasts and expense tracking
• Performing bookkeeping, transaction management and coding
• Preparing financial and management reports
• Managing payroll and employee superannuation
• Reconciling bank transactions, supplier invoices and client receipts
• Preparing and submitting BAS, IAS and other required ATO lodgements
• Liaising with external accountants regarding tax, lodgements and reporting.