Finance Director - Private Investment Office

seek.com.au; Melbourne; On-site; AUD 180,000 - 260,000; Full time

Job summary

Sophisticated Family Office, Melbourne, seeks a Finance Director to partner with the CEO/CIO. You will own the full finance suite, drive strategic and operational decisions and lead a high-performing, entrepreneurial team in a fast-paced environment.

Ideal candidates are Chartered Accountants with senior finance experience, strong accounting, taxation advisory/structuring, FP&A, and systems modernization capabilities. You will liaise with senior stakeholders to improve governance and efficiency.

Qualifications

• CA with senior finance leadership experience in professional services, family office or related business.
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Responsibilities

• Group structuring and tax strategy across Australia and offshore
• Treasury, liquidity management and FX oversight
• Budgets, forecasts and performance reporting for investment decisions
• Financial modelling to support business decisions
• Tax and structuring advice on new opportunities with CIO
• Internal and external stakeholder management
• Systems and automation to deliver timely, relevant information

Skills

CA designation

Senior finance leadership

FP&A

Tax advisory/structuring

Financial modelling

Stakeholder management

Education

Chartered Accountant (CA)

Tools

ERP systems

Job description

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.