About the Company
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
Fund Accounting & Investor Support
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
Governance, Risk & Compliance
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
CA, CPA (or equivalent) qualification
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
Seniority level
Director
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Industries
Investment Management, Financial Services, and Accounting