Part-Time PE CFO & Portfolio Finance Lead

JMES (Jon Michel Executive Search); Melbourne; On-site; AUD 207,000 - 317,000; Part time

Job summary

JMES is partnering with a newly established private equity investment platform in Australia to scale its portfolio. The Fractional CFO will own finance, operations and governance infrastructure to support future investments.

The role is 2–3 days per week, working directly with the Founder. You will establish entities, oversee financial reporting, tax coordination, compliance, and investor administration, and coordinate advisers.

Candidates must have full working rights for Australia.

Qualifications

• Experienced finance and operations professional with private equity or alternative asset management background.
• Strong understanding of investment structures, financial reporting, governance and compliance.

Responsibilities

• Establishment and administration of investment entities, trusts and SPVs.
• Manage financial accounts, statutory reporting, tax coordination and regulatory compliance obligations.
• Oversee investor administration, capital movements, distributions and reporting.
• Coordinate external accounting, tax, legal and other professional advisers.
• Monitor financial performance and reporting across portfolio investments.
• Develop and improve operational processes, controls and reporting frameworks to support an expanding investment portfolio.

Job description

JMES is partnering with a newly established private equity investment platform in Australia to scale its portfolio. The Fractional CFO will own finance, operations and governance infrastructure to support future investments.

The role is 2–3 days per week, working directly with the Founder. You will establish entities, oversee financial reporting, tax coordination, compliance, and investor administration, and coordinate advisers.

Candidates must have full working rights for Australia.