Director, Finance & Capital Management

Keegan Adams Recruitment; Melbourne; Hybrid; AUD 270,000 - 330,000; Full time

Benefits offered by this job

Discretionary bonus

Flexible location

Job summary

Keegan Adams Recruitment is seeking a senior finance leader to own capital management, forecasting, and portfolio analysis in an Australian investment organisation. You will work closely with the CFO and Investment team to provide commercial insight for key decisions and to shape the finance function's evolution.

The role spans debt, equity and hybrid investments with broad exposure and a clear path to influence finance systems, reporting and analytics across the business.

Qualifications

• 10+ years commercial finance experience across corporate finance, treasury, capital management, investment management, private equity or related areas.
• Strong exposure to capital, treasury or portfolio finance.
• Advanced modelling, forecasting and scenario analysis capability.
• Strong commercial judgement and senior stakeholder capability.
• A track record of improving finance processes, systems or reporting.

Responsibilities

• Lead capital management, financial planning and portfolio forecasting.
• Analyse portfolio returns, cash flows, liquidity and capital deployment.
• Lead scenario analysis and stress testing.
• Manage financial risk across interest rates, FX and investments.
• Partner with Investment teams on structures, assumptions and performance.
• Support complex investment accounting across debt, equity and hybrid assets.
• Improve finance systems, reporting, data and analytics; provide commercial insight to senior leadership and key committees.

Skills

Commercial Finance

Forecasting

Portfolio analysis

Stakeholder management

Financial modelling

Education

CA qualification

Job description

A newly created senior finance leadership role within an impactful Australian investment organisation. Working closely with the CFO and Investment team, you will take ownership of capital management, forecasting, portfolio analysis and financial risk, providing commercial insight to support key investment and business decisions.

The role offers broad exposure across debt, equity and hybrid investments, with genuine scope to influence how the finance function continues to evolve.

Key Responsibilities

• Lead capital management, financial planning and portfolio forecasting
• Analyse portfolio returns, cash flows, liquidity and capital deployment
• Lead scenario analysis and stress testing
• Manage financial risk across interest rates, FX and investments
• Partner with Investment teams on structures, assumptions and performance
• Support complex investment accounting across debt, equity and hybrid assets
• Improve finance systems, reporting, data and analyticsProvide commercial insight to senior leadership and key committees

About You

This role will suit a commercially minded finance leader who can interpret financial information and use it to influence decisions, rather than purely producing the numbers.

You will ideally bring:

• 10+ years Commercial Finance experience across corporate finance, treasury, capital management, investment management, private equity or related areas
• Strong exposure to capital, treasury or portfolio finance
• Advanced modelling, forecasting and scenario analysis capability
• Strong commercial judgement and senior stakeholder capability
• A track record of improving finance processes, systems or reporting
• CA qualification strongly preferred

Why Apply?

• Newly created role with broad scope and senior visibility
• Work closely with the CFO and Investment team
• Opportunity to shape systems, reporting and finance capability
• Up to $300k base + discretionary bonus
• Flexible location across Sydney, Melbourne, Canberra or Perth