Strategic Finance Manager: Fund Reporting & Insights

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

Job summary

Intuitive Recruitment is assisting with the recruitment of a Finance Manager for a newly created role focusing on strategic review and reporting within a high-growth environment in Sydney. The successful candidate will oversee fund reporting cycles, manage audits, and lead investor reporting while engaging with external investors and internal stakeholders to drive reporting excellence.

This role requires strong technical accounting skills, a track record in fund or property accounting, and a

Qualifications

• 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.

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

Stakeholder management

Communication skills

Financial modelling

Education

Tertiary qualifications in Accounting/Finance/Business

CA or CPA accreditation preferred

Tools

Excel

Job description

Intuitive Recruitment is assisting with the recruitment of a Finance Manager for a newly created role focusing on strategic review and reporting within a high-growth environment in Sydney. The successful candidate will oversee fund reporting cycles, manage audits, and lead investor reporting while engaging with external investors and internal stakeholders to drive reporting excellence.

This role requires strong technical accounting skills, a track record in fund or property accounting, and a