Newly created career opportunity with a well-established boutique funds management business with a strong investment track record and a reputation for disciplined risk management, integrity, and long‑term alignment with investors. The firm manages concentrated, high‑quality equity portfolios across domestic and international markets, delivering consistent, value‑added investment performance since inception. The culture is collaborative, professional, and focused on operational excellence, providing an environment where experienced professionals can thrive.
About the Role
As the business continues to evolve, the firm is seeking a Head of Finance to lead the finance function and take ownership of Human Resources, acting as a trusted partner to senior leadership while supporting the firm’s commercial objectives and maintaining strong governance and operational discipline.
Responsibilities
Finance & Financial Management
* Lead the firm’s financial planning, budgeting, and forecasting processes
* Prepare and review monthly management accounts, consolidated reporting, and variance analysis
* Oversee statutory financial reporting, ensuring accuracy, timeliness, and compliance with relevant accounting standards
* Develop and maintain financial models, forecasts, and rolling business plans
* Monitor cash flow, liquidity, and capital requirements across the management company and funds
* Oversee management fee calculations, expense allocations, and performance reporting
* Provide clear, insightful commercial analysis and recommendations to senior leadership
* Oversee fund accounting activities in conjunction with external fund administrators
* Review fund financial statements, investor reports, and distribution calculations
* Support investor reporting requirements and assist with investor relations as required
* Oversee distributions, tax statements, and related investor communications
Treasury, Tax & External Relationships
* Manage banking, treasury, and financing relationships
* Liaise with external auditors, tax advisers, legal counsel, and fund administrators
* Coordinate tax compliance obligations, including BAS, income tax, and investor tax reporting, in conjunction with advisers
* Review accounting treatments for investment transactions, structures, and new initiatives
* Ensure compliance with applicable regulatory requirements, including ASIC, AFSL, and other relevant frameworks
* Maintain robust financial controls, policies, and procedures
* Assist with board and committee reporting, including quarterly board packs
* Contribute to the ongoing development of governance frameworks and internal controls
Human Resources (Oversight)
* Provide oversight of core HR operations, supported by external consultants and service providers
* Support performance management, remuneration reviews, and incentive frameworks in conjunction with senior leadership
* Act as a senior escalation point for employee relations matters, as required
* Ensure HR policies and practices remain compliant with Australian employment legislation
* Coordinate learning, development, and succession planning in line with the firm’s growth
Qualifications
* Bachelor’s degree in Accounting, Finance, Business, or a related discipline
* 8–12+ years’ experience in funds management, investment management, financial services, or a professional services (Big 4) background with relevant exposure
* Strong understanding of fund structures, management companies, and investment‑related accounting
* Experience working with external administrators, auditors, and professional advisers
* Exposure to process improvement, systems implementation, or scaling finance functions preferred
Required Skills
* Commercially minded with strong analytical capability
* Comfortable operating in a boutique, high‑accountability environment
* Hands‑on, detail‑oriented, and well organised
* Strong judgment, integrity, and discretion
* Confident communicator able to engage constructively with senior stakeholders
* Collaborative and collegiate, with the ability to challenge appropriately
* Self‑starter with the ability to operate effectively in a dynamic environment
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