At a Glance
- Tasks: Oversee financial reporting, compliance, and cash management for a family office.
- Company: A trusted family office valuing long-term relationships and quality work.
- Benefits: Part-time flexibility, direct principal access, and a stable role with influence.
- Other info: Enjoy autonomy and trust while working on diverse financial responsibilities.
- Why this job: Make a real impact in a supportive environment where your expertise is valued.
- Qualifications: Senior finance experience with strong accounting and tax knowledge.
The predicted salary is between 63000 - 77000 $ per year.
The opportunity: You will act as the financial backbone of the family office, overseeing reporting, compliance, asset administration, and cash management across multiple private structures. Working closely with the principals, you will provide clear, accurate financial information to support informed decision-making and long-term planning.
This is a role for someone who values ownership over delegation, quality over speed, and long-term relationships over short-term wins. You will be trusted with sensitive information and expected to operate with discretion, independence, and sound judgement.
What you will be responsible for:
- Financial control and reporting
- Own all accounting and financial reporting across family office entities
- Prepare high-quality monthly, quarterly, and annual financial statements
- Maintain complete general ledger integrity, including reconciliations and journals
- Manage year-end processes and liaise with external accountants and auditors
- Oversee all statutory obligations including BAS, income tax, FBT, and compliance lodgments
- Family office asset and portfolio administration
- Maintain accurate records across listed investments, managed funds, private assets, and cash holdings
- Reconcile transactions, corporate actions, cost bases, and portfolio movements
- Prepare clear and concise net worth and portfolio reporting for the principals
- Liaise directly with banks, brokers, custodians, and other counterparties
- Tax oversight and planning support
- Coordinate with external advisers on tax matters across trusts, companies, and related structures
- Maintain robust tax working papers and supporting schedules
- Support annual tax planning and monitor ongoing tax positions
- Ensure all deadlines, payments, and obligations are met proactively
- Treasury and cashflow management
- Prepare and monitor cashflow forecasts and liquidity positions
- Manage bank accounts, payments, and approval workflows
- Oversee day-to-day treasury activity across family entities
- Adviser and stakeholder engagement
- Act as the primary finance contact for accountants, lawyers, and other advisers
- Provide timely, accurate financial information to support decisions
- Communicate clearly, professionally, and discreetly at all times
- Structural simplification
- Assist with reviewing, rationalising, and winding down legacy or redundant entities and accounts
About you: You are an experienced finance professional who is comfortable operating independently in a private family office or complex multi-entity environment. You take pride in accuracy, organisation, and being someone others rely on.
You likely bring:
- Senior experience in financial control, accounting, or finance management roles
- Strong technical accounting and tax knowledge
- Hands-on experience with trusts, companies, and private asset structures
- High levels of discretion, professionalism, and personal accountability
- A calm, methodical approach and strong attention to detail
Why this role stands out:
- A genuine family office role with direct principal access
- Part-time structure, 3 or 4 days per week, with flexibility
- Broad, end-to-end responsibility rather than narrow siloed tasks
- Long-term role offering stability, influence, and professional satisfaction
This role will suit someone who values trust, autonomy, and quality work over titles or headcount. If you are seeking a senior part-time role where your judgement and experience truly matter, this is a rare opportunity.
Interested in learning more? All enquiries are handled with strict confidentiality. Please submit your CV.
Financial Controller in Melbourne employer: Collins Executive Recruitment
Join a rapidly growing independent debt capital advisory firm in Sydney, where you can elevate your career in a high-performing yet flexible environment. With a strong focus on employee growth and a collaborative culture, you'll have the opportunity to work on complex, high-profile deals while enjoying an uncapped bonus structure directly linked to your contributions. This unique role allows you to build meaningful relationships within the market and be involved in transactions from start to finish, all within a non-bureaucratic setting that values your input and expertise.
Contact Details:
Collins Executive Recruitment Recruitment Team
