Finance Manager - Funds

Richard Lloyd Recruitment; Sydney; On-site; AUD 150,000 - 170,000; Full time

Job summary

Richard Lloyd Recruitment client, a Sydney-based real estate funds manager, seeks a Finance Lead to run day-to-day finance across funds and corporate entities, managing a small team in the CBD.

You will review fund and corporate accounts, manage unit pricing, distributions and cash flow, deliver monthly reporting against budget, and drive automation as the business scales.

CA or CPA, 6+ years in funds or unit trusts, and the ability to present numbers to senior stakeholders are essential.

Qualifications

• 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

Responsibilities

• Run finance day to day across the funds and corporate entities and manage a small team
• 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

Job description

Own fund and corporate accounts, reporting and audit, and lead a small team

Growing Sydney real estate funds manager with listed and unlisted funds

Sydney CBD | $150k-$170k + Super

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