Posted: 17 June
The role
The Organisation Robert Half is partnering with a prominent private investment office with a focus on creating long-term value through investment, innovation and purpose-driven initiatives. With interests spanning property, construction, technology, and philanthropic ventures, the organisation oversees a broad and evolving portfolio of assets and businesses. Their approach is patient, strategic and centred on supporting sustainable growth and positive outcomes. The finance team plays a pivotal role in enabling decision-making across the group, providing insight, governance and operational support within a fast-moving and highly professional environment. The Opportunity Working closely with the CFO and Finance Director, this position offers a rare opportunity to step into a highly visible role within a sophisticated finance function. You will take ownership of key financial reporting, compliance, treasury and operational finance activities while partnering with stakeholders across multiple entities. The role provides exposure to a diverse investment portfolio and offers the chance to help shape finance processes, systems and controls as the organisation continues to evolve. Key Responsibilities: Manage taxation obligations including BAS, PAYG, FBT and income tax compliance, while coordinating external audit activities and supporting strong governance outcomes. Maintain and enhance critical financial records and investment-related reporting schedules, ensuring accuracy and integrity across the group. Support the annual budget process, quarterly forecasts, business performance analysis and financial modelling activities. Identify opportunities to streamline reporting and finance processes through technology, automation and emerging AI solutions. Contribute to the ongoing development of the finance team through coaching, knowledge sharing and best-practice financial management. About You: You are a commercially minded finance professional with strong technical foundations, likely developed within a leading Chartered Accounting firm before transitioning into industry or a complex investment environment. Your background will include: CA qualification and approximately 6-10 years of relevant experience within a multi-entity group, investment office, private capital, funds management or similar environment. Strong technical accounting expertise, including preparation and review of statutory financial reporting and complex compliance requirements. Demonstrated experience managing financial controls, reporting accuracy and governance obligations. Advanced analytical and modelling capability, with exposure to forecasting, investment analysis and ideally foreign currency or international structures. A strong interest in leveraging systems, automation and technology to improve efficiency and reporting quality. A collaborative and pragmatic approach, with the confidence to engage senior stakeholders and take ownership of outcomes. Curiosity around innovation, process improvement and the application of emerging technologies, including AI. Why Consider This Role? Join a well-funded and highly regarded private investment organisation. Gain exposure to a diverse portfolio spanning investments, operating businesses and strategic initiatives. Play a meaningful role in enhancing and scaling a high-performing finance function. Work alongside experienced leaders in an environment that values initiative and continuous improvement. Build your career within an organisation committed to long-term thinking, innovation and impact. Apply For a confidential discussion regarding this opportunity, please apply directly or contact Will Cannaby at Robert Half: will.cannaby@roberthalf.com.au By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: https://www.roberthalf.com/au/en/privacy. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.
