A rapidly growing private investment platform is seeking a Melbourne-based Chief Financial Officer to lead the establishment and expansion of finance, reporting, governance, and administrative capabilities across multiple businesses and asset classes.
Desired Qualifications
CA / CPA
Business Partnering
Investment Management
Key Responsibilities
Build the finance function from first principles, including reporting systems, controls, treasury frameworks, and statutory compliance across multiple jurisdictions.
Lead capital management reporting and governance in preparation for future market transactions.
Establish policies, audit readiness, and financial infrastructure to support growth.
Support budgeting, forecasting, valuation modelling, and investment decision-making.
Manage external advisors, including bankers, auditors, tax advisors, and legal counsel.
Recruit and develop the internal finance team and oversee finance leadership across jurisdictions.
Key Skills & Experience
Proven track record in senior finance roles within investment-focused environments, with direct private equity / alternatives experience.
Demonstrated ability to build finance infrastructure from first principles.
Experience implementing and delivering month-end close across a portfolio of companies, including consolidated reporting with analysis.
Strong understanding of accounting standards, tax, and investment frameworks.
Ability to multi-task, prioritise workload, and adapt to shifting strategic priorities.
Ownership mindset with a self-starting, proactive approach.
Commercial acumen with strong analytical and strategic thinking.
Tech-savvy, with experience driving finance transformation through systems, BI, and AI / automation.
Comfortable working directly with a founder / owner environment.
Thrives in a build-stage, multi-asset platform structure.
To explore further in confidence, please send your resume to Paddy Kelly via
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