Deputy Chief Financial Officer

360 Underwriting Solutions Pty Ltd; Sydney; On-site; AUD 150,000 - 200,000; Full time

Benefits offered by this job

Newly renovated office with harbour views

Strong focus on work-life balance

Investment in people development

Job summary

A leading insurance agency in Sydney is seeking a Deputy CFO to oversee financial operations and ensure compliance with all regulatory obligations. The ideal candidate should have a Bachelor's degree in Accounting or Finance, along with a CPA or CA qualification, and at least 15 years of experience in financial management. This full-time role offers the chance to shape financial decision-making and operational efficiency in a dynamic workplace that values employee well-being.

Qualifications

• Minimum 15 years’ experience in financial management, ideally in insurance or regulated industries.
• Strong technical knowledge of Australian accounting standards and tax legislation.
• Proven leadership and stakeholder management skills.

Responsibilities

• Lead monthly, quarterly, and annual financial close processes.
• Prepare accurate management accounts and financial statements.
• Champion automation and system enhancements.

Skills

Leadership

Financial reporting

Compliance

Strategic planning

Stakeholder management

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or CA qualification

Tools

Excel

Xero

MYOB

Job description

Overview

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About 360 Underwriting Solutions

360 Underwriting Solutions is a specialist insurance agency delivering tailored solutions to brokers and their clients. In 2020, we partnered with AUB Group Limited (ASX-listed), Australia’s largest equity-based insurance broker network, accelerating our growth and market presence.

Today, we’re proud to be a multi-line agency with 258 staff across 8 offices in Australia and New Zealand, representing 18 and counting agencies. Our success is built on our owner-driver model, market-facing underwriting authority, and a claims advocacy approach that prioritises excellence and efficiency.

About the Role

Reporting directly to the CFO, the Deputy CFO is a key leadership role responsible for overseeing the financial operations of the Group. You’ll ensure robust financial reporting, compliance with all statutory and regulatory obligations, and deliver high-quality financial planning, forecasting, and analysis. This role is central to supporting strategic decision-making and driving operational efficiency across the business.

Key Responsibilities

• Lead monthly, quarterly, and annual financial close processes


• Prepare accurate management accounts and financial statements


• Maintain general ledger integrity and financial systems


• Support CFO with board reporting and presentations

Compliance & Regulatory

• Ensure compliance with GST, PAYG, FBT, income tax, and other obligations


• Manage ASIC and Corporations Act requirements


• Liaise with auditors, tax advisors, and regulators

Planning, Forecasting & Analysis

• Lead annual budgeting and periodic reforecasts


• Deliver insightful variance analysis and performance recommendations


• Identify cost-saving and efficiency opportunities


• Manage and mentor a small finance team


• Foster a high-performance culture with ongoing development


• Allocate tasks and monitor team deliverables

Process Improvement

• Champion automation and system enhancements


• Implement best practices in finance operations and internal controls

What You’ll Bring

• Bachelor’s degree in Accounting, Finance, or related field


• CPA or CA qualification (mandatory)


• Minimum 15 years’ experience in financial management, ideally in insurance or regulated industries


• Strong technical knowledge of Australian accounting standards and tax legislation


• Proven leadership and stakeholder management skills


• Advanced proficiency in financial systems (Excel, Xero, MYOB, or similar ERP)


• Strategic mindset with a hands-on approach

Why Join 360?

At 360, it’s our people and relationships that set us apart. We embrace the ethos of “People You Know”, fostering genuine connections that inspire our team to give their best.

• Newly renovated Barangaroo office with 5-star harbour views


• Face-to-face collaboration culture that values relationships


• Strong focus on work-life balance and employee wellbeing


• Annual awards night celebrating excellence and team spirit


• Investment in people development and career growth


• High-performing, dynamic, and supportive working culture

Apply Now

Be part of the continued growth of 360 Underwriting Solutions and help shape the future of insurance finance.

Send your CV or inquiries to [e-mail] or click Apply to join our journey.

Job Details

• Seniority level: Mid-Senior level


• Employment type: Full-time


• Job function: Finance, Accounting/Auditing, and Analyst


• Industries: Insurance and Financial Services