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Cfo - family office

Melbourne
Sharp & Carter
Posted: 2 January
Offer description

The Role
Reporting directly to the CEO your responsibilities will include, but not be limited to:

* Manage the month end process to ensure compliance with deadlines
* Management of 4 staff
* Management reporting including analysis and commentary for board reporting
* Prepare special purpose financial reports, income tax reconciliations & working paper files for all entities and individuals (for submission to external accountants)
* Liaise with Australian and American external accountants for completion of income tax returns in Australia and the US
* Review inputs to financial information for reasonableness and accuracy
* Ensure compliance of statutory accounts with all relevant accounting standards and legislative requirements
* Development and implement best practice standardised financial policies and procedures ensuring they align with group policy and satisfy internal and external audit requirements
* Maintain open communication and ensure active collaboration across stakeholder groups

Skills and Experience
CA / CPA qualified, you will have 8+ years experience in a Chartered environment within private clients and / or worked in a private family environment. With staff management experience, you will enjoy managing a close knit team and enjoy building meaningful relationships across the organisation. Exceptional communication skills, with proven ability to demonstrate initiative and have good attention to detail are essential.

The Organisation
Boasting a number of varied active and passive investments, this organisation has experienced consistent stability over the years. The business offers a social and relaxed working environment and are currently seeking a dynamic accountant looking for a stable, flexible and long term opportunity.

How to Apply
To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, please contact David Petrou at

*Please note applications will be reviewed until after January 6th.

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