Finance Director - Sophisticated Family Office
Report directly to a CEO and CIO and drive strategic and operational decision making
This is an opportunity to be in the room and play a key role informing and supporting key financial, strategic and operational decisions within a global family office.
My Client invests across multiple asset classes in Australia and internationally, across a range of asset classes that would stretch any technically strong CA. The team is small, high-performing and entrepreneurial. Ideas move quickly, there are no layers to hide behind, and strategic thinking couple with expert execution is noticed straight away.
This is a newly created role with a clear mandate: take finance from a compliance function to a commercial partner the executive relies on. Reporting to a highly accomplished CEO, and supported by a Company Accountant, you will own the full suite of deliverables across this fast paced finance function:
Group structuring and tax strategy, in Australia and offshore
Treasury, liquidity and foreign exchange
Budgets, forecasts and performance reporting that shape investment decisions
Financial modelling to support business decision making
Tax and structuring advice on new investment opportunities, in partnership with the CIO
Key internal and external stakeholder management
Systems and automation that give the executive more relevant information, faster
You are a CA with senior finance leadership experience in a professional services, family office or other relevant business. You will have highly developed experience across accounting, taxation advisory/structuring and FP&A. Experience implementing new systems and driving modernisation and efficiency in an established finance function is key as is an ability to liaise with a range of senior internal and external stakeholders.
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Finance Director - Private Investment Office in Melbourne employer: seek.com.au
Join a dynamic boutique Chartered Accountancy firm located in the heart of the CBD, where you will thrive in a supportive work culture that values professional growth and flexibility. With opportunities to engage in diverse accounting, taxation, and advisory projects, you'll benefit from ongoing training and the ability to work remotely after your initial onboarding. This is an excellent opportunity for those looking to advance their careers while enjoying a balanced work-life environment.
