Financial Reporting Team Leader

Excolo.; Sydney; Hybrid; AUD 180,000 - 230,000; Full time

Benefits offered by this job

Hybrid working

Leadership role

Exposure to regulatory and technicalF

Job summary

Excolo. is seeking a technically strong Financial Reporting professional to join as a pivotal leader in our Sydney team. This 2IC role will support the Financial Reporting Manager, oversee a small team, and drive the integrity of reporting, regulatory submissions and technical accounting across the business.

The role offers hands‑on leadership, exposure to APRA/regulatory reporting, and opportunities to shape governance and finance operations in a leading insurance services environment.

Qualifications

• CA or CPA qualification.
• Demonstrated experience within Financial Reporting, ideally within the insurance or broader financial services sector.
• Essential experience with AASB 17 / IFRS 17.
• Strong technical accounting knowledge and understanding of Australian Accounting Standards.
• Previous leadership experience or demonstrated capability mentoring and developing team members.
• Exceptional stakeholder management and communication skills.
• A proactive, solutions-focused approach with a passion for process improvement and continuous development.

Responsibilities

• Lead the month-end and year-end financial reporting process, ensuring accurate and timely delivery of all reporting obligations.
• Take ownership of group consolidation activities across multiple entities, ensuring completeness and accuracy of financial information.
• Manage financial reporting hierarchies, chart of accounts structures and reporting governance frameworks.
• Prepare and review monthly management reporting, executive reporting packs and supporting financial analysis.
• Coordinate the preparation of annual statutory financial statements and supporting disclosures.
• Lead the preparation and review of quarterly and annual APRA returns.
• Provide technical accounting guidance on evolving reporting requirements and regulatory change initiatives.
• Play a key role in the ongoing application and enhancement of AASB 17 / IFRS 17 reporting frameworks.
• Oversee the balance sheet reconciliation process, ensuring all reconciliations are completed accurately and in accordance with internal policies.
• Lead the coordination of interim and year-end external audit activities.
• Lead, mentor and develop two direct reports within the Financial Reporting team.
• Drive continuous improvement initiatives across reporting processes, controls and systems.
• Promote Finance as a trusted business partner through proactive stakeholder engagement and collaboration.

Skills

CA/CPA

Leadership

Regulatory reporting

Technical accounting

IFRS 17 / AASB 17

Stakeholder management

Insurance experience

Job description

Sydney | Hybrid Working | Insurance Sector

An exceptional opportunity has arisen for a technically strong Financial Reporting professional to join a leading insurance organisation in a pivotal leadership role.

Reporting directly to the Financial Reporting Manager, this position acts as the clear second-in-command within the Financial Reporting function, offering significant visibility across the business and the opportunity to influence key reporting, regulatory and technical accounting outcomes. Leading a team of two, you will play a critical role in ensuring the integrity of the organisation's financial reporting framework while partnering closely with Finance, Actuarial, Risk and senior business stakeholders.

With genuine flexibility, a collaborative culture and a strong focus on employee wellbeing, this organisation is widely regarded as an employer of choice within the financial services sector.

The Role

This is a hands-on leadership position combining team management, technical accounting expertise, regulatory reporting and continuous improvement responsibilities.

Key responsibilities include:

Financial Reporting & Consolidations

• Lead the month-end and year-end financial reporting process, ensuring accurate and timely delivery of all reporting obligations.
• Take ownership of group consolidation activities across multiple entities, ensuring completeness and accuracy of financial information.
• Manage financial reporting hierarchies, chart of accounts structures and reporting governance frameworks.
• Prepare and review monthly management reporting, executive reporting packs and supporting financial analysis.
• Coordinate the preparation of annual statutory financial statements and supporting disclosures.

APRA & Regulatory Reporting

• Lead the preparation and review of quarterly and annual APRA returns.
• Partner closely with Finance, Actuarial and Risk teams to ensure regulatory obligations are met.
• Monitor developments in the regulatory landscape and assess reporting implications for the business.
• Provide technical guidance on evolving reporting requirements and regulatory change initiatives.

AASB 17 / IFRS 17

• Play a key role in the ongoing application and enhancement of AASB 17 / IFRS 17 reporting frameworks.
• Provide technical accounting advice and interpretation on complex insurance accounting matters.
• Support the assessment and implementation of new accounting standards and regulatory developments.
• Prepare technical papers, impact assessments and recommendations for senior management and external auditors.

Controls, Reconciliations & Governance

• Oversee the balance sheet reconciliation process, ensuring all reconciliations are completed accurately and in accordance with internal policies.
• Ensure outstanding reconciliation items are investigated and resolved promptly.
• Maintain a strong financial control environment and support ongoing governance initiatives.
• Ensure reporting procedures and accounting activities are delivered within agreed timelines and service standards.

Audit & Stakeholder Management

• Lead the coordination of interim and year-end external audit activities.
• Act as a key contact for auditors, ensuring requests are managed efficiently and professionally.
• Build strong relationships across Finance, Actuarial, Pricing, Risk and broader business functions.
• Provide leadership and technical guidance to stakeholders on the financial implications of business initiatives and strategic projects.

Leadership & Process Improvement

• Lead, mentor and develop two direct reports within the Financial Reporting team.
• Drive continuous improvement initiatives across reporting processes, controls and systems.
• Partner with Finance leaders to identify opportunities to enhance efficiency, automation and best-practice finance operations.
• Promote Finance as a trusted business partner through proactive stakeholder engagement and collaboration.

About You

To be successful in this role, you will possess:

• CA or CPA qualification.
• Demonstrated experience within Financial Reporting, ideally within the insurance or broader financial services sector.
• Essential experience with AASB 17 / IFRS 17.
• Strong technical accounting knowledge and understanding of Australian Accounting Standards.
• Previous leadership experience or demonstrated capability mentoring and developing team members.
• Exceptional stakeholder management and communication skills.
• A proactive, solutions-focused approach with a passion for process improvement and continuous development.

What's on Offer?

• Highly flexible hybrid working environment.
• Genuine work-life balance and employee-focused culture.
• Business-critical role with significant visibility across the organisation.
• Clear 2IC position to the Financial Reporting Manager.
• Opportunity to lead and develop a high-performing team.
• Exposure to complex regulatory, technical accounting and strategic finance initiatives.
• Join a respected and growing organisation within the insurance sector.

This is an excellent opportunity for an experienced Financial Reporting professional looking to combine technical expertise, leadership and strategic influence within a highly regarded organisation.