Finance Manager – Funds & AI-Driven Growth, Sydney CBD

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

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.