Finance Manager - Property Investment Funds

Intuitive Recruitment; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Intuitive Recruitment is partnering with a dynamic organisation to recruit a Finance Manager – Strategic Review & Reporting Focus. This newly created role combines hands-on financial management with strategic oversight across fund entities, investor reporting, and process improvement.

Reporting to the Associate Director of Finance, you will drive monthly, quarterly, and annual reporting, manage audits, ensure tax compliance, and support stakeholder engagement with accurate, insightful analysis.

Qualifications

• Tertiary qualifications in Accounting, Finance, or Business; CA or CPA accreditation preferred.
• Strong technical accounting expertise with focus on compliance and reporting accuracy.
• Experience in property or fund accounting, ideally within a public practice or investment environment.
• Proven ability to streamline processes and implement reporting improvements.

Responsibilities

• Lead monthly, quarterly, and annual fund reporting cycles with precision and insight.
• Manage the end-to-end audit process and prepare annual financial statements.
• Oversee treasury, tax compliance, and month-end close procedures across multiple fund entities.
• Calculate and review quarterly distributions from sub-trusts and dividends to head trusts and investors.
• Prepare and review investor reporting, including quarterly distribution and monthly statements.
• Maintain strong relationships with external investors and ensure timely, accurate reporting.
• Collaborate with property managers to ensure completeness of asset-level reporting.
• Deliver ad-hoc financial analysis to support internal decision-making and external client needs.
• Partner with the Associate Director on strategic financial projects and performance reviews.
• Continuously assess and enhance reporting frameworks to improve efficiency and clarity.

Skills

Advanced Excel

Financial modelling

Stakeholder management

Communication skills

Education

Bachelor's degree in Accounting/Finance/Business

CA or CPA accreditation preferred

Tools

Excel

Job description

Finance Manager – Strategic Review & Reporting Focus

Outstanding Career Opportunity | Newly Created Role | High-Growth Environment

We are partnering with a dynamic and forward-thinking organisation to recruit a newly created Finance Manager position. This role presents a rare opportunity to step into a pivotal function that combines hands‑on financial management with strategic oversight and process improvement. It offers genuine long‑term career development within a high-performing finance team.

Reporting to the Associate Director of Finance, you will be instrumental in overseeing core financial operations, driving reporting excellence, and enhancing stakeholder engagement. This role is ideal for a finance professional seeking to broaden their impact across fund management, investor relations, and financial analysis.

Key Responsibilities:

• Lead monthly, quarterly, and annual fund reporting cycles with precision and insight.
• Manage the end-to-end audit process and prepare annual financial statements.
• Oversee treasury, tax compliance, and month-end close procedures across multiple fund entities.
• Calculate and review quarterly distributions from sub-trusts and dividends to head trusts and investors.
• Prepare and review investor reporting, including quarterly distribution and monthly statements.
• Maintain strong relationships with external investors and ensure timely, accurate reporting.
• Collaborate with property managers to ensure completeness of asset-level reporting.
• Deliver ad-hoc financial analysis to support internal decision‑making and external client needs.
• Partner with the Associate Director on strategic financial projects and performance reviews.
• Continuously assess and enhance reporting frameworks to improve efficiency and clarity.

Qualifications & Experience:

• Tertiary qualifications in Accounting, Finance, or Business; CA or CPA accreditation preferred.
• Minimum 5 years’ experience in property or fund accounting, ideally within a public practice or investment environment.
• Strong technical accounting expertise, with a focus on compliance and reporting accuracy.
• Proven ability to streamline processes and implement reporting improvements.
• Exceptional communication skills and attention to detail.
• Collaborative team player with strong stakeholder management capabilities.
• Advanced Excel proficiency and comfort working with complex financial models.