At a Glance
- Tasks: Deliver management accounting and advisory support while collaborating with the Founder.
- Company: Growing fractional CFO and advisory firm with a national vision.
- Benefits: Negotiable salary, superannuation, mentoring, and flexible work options.
- Other info: Join a supportive team in a brand new office with great views.
- Why this job: Pathway to becoming a Fractional CFO with exposure to diverse industries.
- Qualifications: Degree in accounting or finance, 5 years experience, CA/CPA preferred.
The predicted salary is between 63000 - 77000 $ per year.
Join a growing fractional CFO and financial advisory firm that supports small and medium businesses across a diverse range of industries. They currently work with around 100 clients, and over the next five years they plan to expand into every capital city in Australia and support more than 1,000 businesses. They provide strategic financial leadership, management reporting, cash flow forecasting, funding support, financial modelling, capital raising, mergers and acquisitions, R&D advisory and ongoing commercial guidance.
The primary purpose of this position is to deliver management accounting and commercial advisory support to clients day to day, while working directly alongside the Founder to help build the business itself. It is a real pathway to becoming a Fractional CFO, with exposure to a wide range of businesses, industries and advisory work from day one. The role can start as part-time or full-time, with a pathway to a permanent full-time leadership position.
Reporting directly to the Founder and CFO, some of your responsibilities will include:
- Preparing monthly management accounts and client Board reporting packs
- Financial performance analysis, budget versus actual reporting and financial statement analysis
- Managing month-end, end-of-financial-year processes and KPI reporting
- Supporting the Fractional CFO team with cash flow forecasting, financial modelling, scenario analysis and budget preparation
- Assisting clients with funding applications, capital raising, mergers, acquisitions, due diligence and R&D reporting
- Using AI tools to improve the speed, quality and insight of reporting, analysis and modelling
- Supporting teammates locally and offshore and helping coordinate workflow across teams
- Assisting with client proposals and business development activities from time to time
The successful candidate will have:
- A degree in accounting, finance or commerce
- At least 5 years’ relevant accounting or management accounting experience
- CA or CPA qualification, or working towards it (highly regarded)
- Experience with cloud accounting platforms such as Xero (highly regarded)
- A real interest in using AI in your career and in client delivery, with current use of tools like ChatGPT, Claude or Copilot
- Great energy, strong people skills and a love of learning
- A genuine enjoyment of supporting both clients and teammates
- Strong organisation, attention to detail and the ability to manage competing deadlines
What's in it for you?
- Founder Mentoring Towards a Fractional CFO Role
- Play a Key Part in Shaping the Business as It Grows Nationally
- Work Closely With Business Owners, CEOs and Boards
- Gain Experience Across a Diverse Range of Industries From Day One
- Build Real AI Skills and Shape How Finance Uses AI
- Part-Time or Full-Time With a Pathway to Leadership
- Join a Supportive, Energetic and Welcoming Team
- Brand New Office With Views Over Breakfast Creek
Intermediate Management Accountant in Brisbane employer: RecruitShop
Our client is an exceptional employer, offering a unique opportunity to work within a well-established professional services firm in the heart of Sydney CBD. With a strong focus on employee growth and development, the company provides ongoing training and support, fostering a collaborative work culture that values accuracy and accountability. Employees enjoy a blend of family office and private client accounting, with genuine autonomy in their roles, making it a rewarding environment for those seeking meaningful and impactful work.
