At a Glance
- Tasks: Lead finance operations, manage a team, and oversee fund accounts and reporting.
- Company: Dynamic Sydney real estate funds manager with a fun, hardworking culture.
- Benefits: Competitive salary, clear progression pathway, and hands-on exposure to fund launches.
- Other info: Small, high-performing team with opportunities for process improvement and automation.
- Why this job: Own your role and drive innovation with technology and AI in finance.
- Qualifications: CA or CPA qualified with 6+ years' experience in fund accounting.
The predicted salary is between 150000 - 170000 $ per year.
Own fund and corporate accounts, reporting and audit, and lead a small team.
Growing Sydney real estate funds manager with listed and unlisted funds.
Company Background:
- Our client is a Sydney-based real estate funds manager with a portfolio of commercial property across Australia.
- It runs listed and unlisted wholesale funds, has new funds in the pipeline, and is backed by a private investment group.
- The team is small and high-performing, with no layers between you and the decision-makers.
- Hardworking but fun culture.
Key highlights include:
- Genuine ownership of finance, with a clear progression pathway.
- Hands-on exposure to fund launches, transactions and board reporting.
- Freedom to bring in technology and AI to change how things are done.
The Role:
- You will run finance day to day across the funds and corporate entities and manage a small team.
- This is a newly created role, based in the CBD office five days a week.
- Review and sign off fund and corporate accounts.
- Manage unit pricing, distributions and cash flow across the funds.
- Deliver monthly reporting against budget and forecast.
- Prepare statutory accounts.
- Run the external audit end to end.
- Coach and develop the team.
- Oversee payments, AP controls and approvals.
- Lead the finance workstream on new fund launches.
- Fund tax compliance.
- Automate and improve processes as the business scales.
Your Background:
- You have strong technical foundations and a builder's mindset.
- You look at a process, ask how it could work better, then make it happen.
- You want to own something, not just maintain it.
- CA or CPA qualified.
- 6+ years' experience, ideally with fund or unit trust accounting.
- Background in audit, funds, or finance transformation.
- Real examples of improving processes, systems or automation.
- Confidence reviewing others' work and developing people.
- Comfortable explaining the numbers to senior stakeholders.
Finance Manager in Sydney employer: Richard Lloyd Recruitment
Join a dynamic and supportive team in the heart of Sydney's Western Suburbs, where your expertise as a Senior Bookkeeper will be valued and rewarded. Our company fosters a collaborative work culture that prioritises employee growth, offering ongoing training and development opportunities to help you excel in your career. With a focus on work-life balance and a commitment to innovation, we provide a unique environment for you to thrive while managing the full transactional cycle in a fast-paced SME setting.
