Description

The Company

Join a highly sophisticated family office with a diverse portfolio spanning top-tier managed funds, direct investments, and high-conviction opportunities. With a strong long-term growth mindset and an agile approach to decision-making, the team operates in a fast-paced, intellectually engaging environment where transparency, collaboration, and commercial curiosity are deeply valued.

This newly created role sits within a close-knit, high-performing finance team and offers direct exposure to complex investment structures and influential decision-makers. It's an ideal opportunity for someone who enjoys technical depth, autonomy, and meaningful impact.

The Role

Reporting to the Financial Controller, the Financial Reporting Manager will take ownership of statutory, management and investment reporting across multiple entities, trusts and SPVs.

You'll lead month-end and year-end processes, ensure compliance with accounting standards and tax obligations, and provide insightful analysis that supports strategic decision-making.

Key responsibilities include:

• Preparing monthly and annual financial reports, including consolidated and stand-alone statements
• Delivering management reporting packs with analysis and recommendations
• Supporting Principal-level updates and presentations
• Overseeing reconciliations, accruals, timetables and reporting frameworks
• Assisting with BAS/PAYG, tax returns, ASIC compliance and trust/Division 7A matters
• Managing cash flow forecasting, liquidity, treasury activities and bank transfers
• Coordinating budgeting, forecasting and scenario analysis
• Undertaking special projects across diverse investments and operational areas
• You'll also have access to experienced external advisors to help navigate complex accounting and tax matters

Ideal Skills and Experience

• CA or CPA qualified
• Previous experience in financial reporting, ideally with a blend of Big 4 and commercial exposure; family office or HNW experience advantageous
• Strong technical accounting and Australian tax knowledge
• Advanced Excel skills and experience using Xero
• Exposure to Division 7A, trusts and investment structures highly regarded
  Comfortable working in a small-team, hands-on environment
• Exceptional attention to detail, strong communication skills and a proactive mindset

What's in it for you

• Salary: $130,000 + super + discretionary bonus
• A newly created role with genuine ownership, autonomy and visibility
• Exposure to complex investment structures not commonly found in similar-sized organisations
• Close collaboration with senior decision-makers, enabling you to influence outcomes
• Ability to broaden your skillset across reporting, tax, treasury, budgeting and strategic analysis
• A supportive, high-performing environment where your expertise is valued and your career growth is taken seriously
• Opportunity to shape how the role evolves
• Premium CBD location

Please apply via the link below or send your CV