About us
Trilogy Funds is one of Australia’s leading fund managers and financiers of property-based investments.
When it comes to property-based investing, we take things personally.
We’ve been building wealth together with Australian investors, advisers, developers and brokers for 25 years. As we’ve grown, we’ve stayed faithful to the principles that have seen us build long-lasting relationships.
Our purpose is to deliver better. Better outcomes for investors, better opportunities to build wealth and better experiences accessing and investing capital. If you’re passionate about finance, property or investing then we are the company you need to join.
About your new Role
This role is responsible for overseeing financial reporting, managing budgets and cash flow, ensuring compliance, and supporting both internal and external financial processes within the organisation.
1. Oversee month-end processing, intercompany transactions, and preparation of monthly board papers for Trilogy Funds Management.
2. Prepare consolidated management accounts, tax effect accounting, and ensure compliance with Responsible Entity’s AFS license requirements.
3. Manage cash flow forecasting, treasury functions, payroll, and internal cash management for the corporate group.
4. Assist in the annual budget preparation, including P&L, balance sheets, cash flows, KPIs, and financial commentary.
5. Support external reporting tasks, including annual financial statements, audits, tax returns, and liaising with insurance contacts.
About you
With a passion for finance and actively pursuing your CFA or CA qualification, you will have the following experience:
1. Expertise in month-end processing, intercompany transactions, and board paper preparation.
2. Strong knowledge of consolidated accounts, tax effect accounting, and AFS licence compliance.
3. Proficient in cash flow forecasting, treasury, payroll, and internal cash management.
4. Experience in preparing budgets, P&L, balance sheets, cash flows, and financial commentary.
5. Skilled in external reporting, including financial statements, audits, tax returns, and insurance.
Why choose us?
Besides being a great place to work, here are a few more reasons why you should join our amazing team.
1. A proactive approach and team first mentality
2. Flexible Start Times
3. Monthly Director Birthday Lunch
4. Birthday Leave
5. Additional annual leave for tenure milestones
6. Team Sports
7. Subsidised Gym Membership
8. Employee Assistance Program
9. Corporate Massage
10. Complimentary Dry Cleaning
11. Employee Recognition Program
12. Complimentary Breakfast & Snacks
13. Social Club
14. Incentive Programs
We are thrilled to be growing our diverse team. Don’t delay your application as we would like to hear more about you. Apply now!
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