A Brisbane-based private investment firm with a long-term, buy-and-hold strategy is appointing a Chief Financial Officer to lead finance across the investment manager, funds and portfolio companies.
This role suits a CFO who combines investor-grade financial discipline with strong commercial judgement and who enjoys working close to operating businesses. The mandate is to improve the quality, clarity and usefulness of financial information while reducing the cost and friction of producing it, strengthening cash discipline and supporting disciplined capital allocation and value creation across the portfolio.
Scope and purpose of the role
The CFO will own end-to-end financial leadership across a multi‑entity group, spanning fund finance, portfolio company finance and shared services. You will act as a strategic partner to senior leadership, investors and portfolio CEOs; bringing insight, challenge and structure rather than simply reporting outcomes.
The role has a strong execution focus, with clear expectations around reporting discipline, governance, liquidity management and continuous improvement – alongside active involvement in acquisitions and integration of new portfolio companies.
Core responsibilities
* Deliver investor‑grade quarterly and annual financial reporting across all entities with zero material errors or rework
* Continuously improve reporting quality while reducing the time, cost and complexity required to produce it
* Lead financial control, audit outcomes, governance frameworks, statutory reporting and tax compliance across the group
* Own fund‑level forecasting, liquidity management and performance reporting, including IRR, cash flows and capital deployment visibility; ensure capital calls, distributions and fee mechanics are executed accurately and on time
* Act as a credible financial voice with investors, lenders, auditors, legal advisers and regulators, supporting fundraising and ongoing stakeholder confidence with clear, honest financial narrative and data
* Design, operate and continuously improve a shared services finance model that delivers high service levels to portfolio companies while driving cost recovery and efficiency over time
Portfolio company and value creation focus
* Embed scalable finance processes and reporting rhythms into newly acquired portfolio companies
* Lift financial capability across portfolio companies by mentoring finance leaders and improving financial literacy of CEOs and founders
* Establish practical performance management cadence for SMEs; including KPIs, forecasting, board reporting and early warning indicators
* Build strong working capital discipline across receivables, payables, inventory and cash forecasting, resulting in measurable and sustained improvements in cash flow and liquidity
* Ensure finance is viewed by portfolio companies as a value‑adding partner, not a compliance function or bottleneck
M&A, transactions and integration
* Play a central role in acquisitions, including financial and commercial due diligence, quality of earnings analysis, working capital assessment, risk identification and deal structuring support
* Partner with leadership during transaction execution, ensuring financial assumptions are robust, risks are well understood and decision‑making is grounded in commercial reality
* Lead or support post‑acquisition integration from a finance perspective, including systems, controls, reporting, cash management and governance, ensuring new portfolio companies are brought onto a consistent operating and reporting platform efficiently
* Contribute to continuous improvement of the firm's acquisition and integration playbook for long‑term ownership models
What we're looking for
You are a commercially minded, hands‑on CFO who can operate confidently across both fund/investment‑company finance and portfolio‑company finance. You bring strong experience in financial control, audit, forecasting, liquidity and capital allocation, and you are comfortable moving between strategic thinking and practical execution.
Experience supporting acquisitions, conducting due diligence and integrating businesses in a buy‑and‑hold environment will be highly valued, as will the ability to communicate clearly with non‑financial leaders and investors alike.
Values and operating style
The successful CFO will demonstrate a strong learning mindset, act with urgency and ownership, be generous with time and expertise, and lead with humility while holding high standards. You think like an owner and partner, raise the capability of those around you, and leave organisations stronger than you found them.
Unlock job insights
Your application will include the following questions:
* Which of the following statements best describes your right to work in Australia?
* How many years' experience do you have as a chief financial officer?
* How many years of accounting experience do you have?
* Have you worked in a role which requires experience with financial analysis and modelling?
* What's your expected annual base salary?
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