Financial Controller

Requisite HR


The Client

Our client is a specialist alternative capital investment firm providing institutional investors (including international investment banks and private equity funds) with compelling opportunities to fund or invest in Australian investment opportunities. Sourcing and managing direct or indirect investment opportunities across a range of institutional strategies spanning Australian real estate and natural resources focused opportunities, they are an experienced local partner for global institutional capital. Managing assets and funds by creating real value through active management, the team draw on strong networks in commerce and government across a range of industries. The firm has a strong credit real estate strategy focus near term across Australia. Their team is diverse and is comprised of people familiar with local and international ways of working and their experience emanates from working on both the complex and institutional grade transactions spanning various sectors.

Our client is a specialist alternative capital investment firm providing institutional investors (including international investment banks and private equity funds) with compelling opportunities to fund or invest in Australian investment opportunities. Sourcing and managing direct or indirect investment opportunities across a range of institutional strategies spanning Australian real estate and natural resources focused opportunities, they are an experienced local partner for global institutional capital. Managing assets and funds by creating real value through active management, the team draw on strong networks in commerce and government across a range of industries. The firm has a strong credit real estate strategy focus near term across Australia. Their team is diverse and is comprised of people familiar with local and international ways of working and their experience emanates from working on both the complex and institutional grade transactions spanning various sectors.

Duties

The Position

Working closely with the founding Directors, we are seeking an experienced part-time Financial Controller or senior finance executive who would love a varied position mixing their hands on work ethic and solid business acumen to help the company grows into the next phase of its strategy. This valued role will require the successful candidate work approximately 20 - 25 hours a week, however flexible hours and days can be arranged to suit individual personal requirements.

This position's key responsibilities are:

  • Providing accurate, timely, financial direction, guidance and support to the Directors on all matters to do with the business and investment financials.
  • Plan and manage company cash flow including budgeting and 12 month forecasting.
  • Preparation and management of all financial, management and tax accounting, and corporate compliance activities of the company, subsidiaries and funds under management (unit trusts) and working with external accountants from time to time.
  • Producing and lodge accurate and timely monthly, quarterly and year-end financial information, tax returns (working with tax advisors).
  • Special reports for investors (e.g. investment banks and private equity funds) and government agencies drawing on financial information.
  • Maintain best practices for processes, standards and documentation to ensure compliance with AFSL, legislation, company policies, applicable accounting rules (special purpose IFRS).
  • Organise and manage the annual audit with the external auditors.
  • Oversight of the Accounts/Payroll Officer, reviewing and authorising payments, reports, lodgements and returns.
  • Monthly and annual investor report completion (including investor specific management reporting packs).
  • Ad hoc projects in line with the business strategy.

The ideal candidate shall have:

  • Minimum qualifications are a degree qualification in Business / Commerce from a reputable university plus be a qualified CA / CPA.
  • Prior experience in a senior position in accounting, finance, management (preferably gained in funds management, real estate development, a buldge bracket environment or a public practice dealing with similar clients).
  • Enjoys working autonomously, has a commercial mindset and is comfortable making daily business decisions, being responsible and responsive.
  • Knowledge of business, accounting and basic IFRS and management principles.
  • Experience with forecasting, budgeting and reporting.
  • An understanding or experience in tax returns, tax reconciliations (versus accounting) for various entity types.
  • Knowledge of Accounts and Payroll processes and has high level MYOB skills.
  • Strong Excel skills for cashflow forecasts, budgeting, reports.
  • Excellent planning and organisational skills.
  • Attention to detail, strong communications skills, personable and comfortable dealing with external stakeholders.

How to Apply

If after reviewing this advertisement you find that this role is a good match for your interests and passions, please send us an application containing a short cover letter addressing the following questions along with your CV.

1. Why are you interested in this position; and

2. Why a part-time position suits you?

*To be successful, the candidate will be required to provide evidence of claimed qualifications or experience and currently be able to work in Australia, All final applicants for this position will be asked to consent to a criminal record check. Please note that people with criminal records are not automatically barred from applying for this position. Each application will be considered on its merits*

Requisite HR


The Client

Our client is a specialist alternative capital investment firm providing institutional investors (including international investment banks and private equity funds) with compelling opportunities to fund or invest in Australian investment opportunities. Sourcing and managing direct or indirect investment opportunities across a range of institutional strategies spanning Australian real estate and natural resources focused opportunities, they are an experienced local partner for global institutional capital. Managing assets and funds by creating real value through active management, the team draw on strong networks in commerce and government across a range of industries. The firm has a strong credit real estate strategy focus near term across Australia. Their team is diverse and is comprised of people familiar with local and international ways of working and their experience emanates from working on both the complex and institutional grade transactions spanning various sectors.

Our client is a specialist alternative capital investment firm providing institutional investors (including international investment banks and private equity funds) with compelling opportunities to fund or invest in Australian investment opportunities. Sourcing and managing direct or indirect investment opportunities across a range of institutional strategies spanning Australian real estate and natural resources focused opportunities, they are an experienced local partner for global institutional capital. Managing assets and funds by creating real value through active management, the team draw on strong networks in commerce and government across a range of industries. The firm has a strong credit real estate strategy focus near term across Australia. Their team is diverse and is comprised of people familiar with local and international ways of working and their experience emanates from working on both the complex and institutional grade transactions spanning various sectors.

Duties

The Position

Working closely with the founding Directors, we are seeking an experienced part-time Financial Controller or senior finance executive who would love a varied position mixing their hands on work ethic and solid business acumen to help the company grows into the next phase of its strategy. This valued role will require the successful candidate work approximately 20 - 25 hours a week, however flexible hours and days can be arranged to suit individual personal requirements.

This position's key responsibilities are:

  • Providing accurate, timely, financial direction, guidance and support to the Directors on all matters to do with the business and investment financials.
  • Plan and manage company cash flow including budgeting and 12 month forecasting.
  • Preparation and management of all financial, management and tax accounting, and corporate compliance activities of the company, subsidiaries and funds under management (unit trusts) and working with external accountants from time to time.
  • Producing and lodge accurate and timely monthly, quarterly and year-end financial information, tax returns (working with tax advisors).
  • Special reports for investors (e.g. investment banks and private equity funds) and government agencies drawing on financial information.
  • Maintain best practices for processes, standards and documentation to ensure compliance with AFSL, legislation, company policies, applicable accounting rules (special purpose IFRS).
  • Organise and manage the annual audit with the external auditors.
  • Oversight of the Accounts/Payroll Officer, reviewing and authorising payments, reports, lodgements and returns.
  • Monthly and annual investor report completion (including investor specific management reporting packs).
  • Ad hoc projects in line with the business strategy.

The ideal candidate shall have:

  • Minimum qualifications are a degree qualification in Business / Commerce from a reputable university plus be a qualified CA / CPA.
  • Prior experience in a senior position in accounting, finance, management (preferably gained in funds management, real estate development, a buldge bracket environment or a public practice dealing with similar clients).
  • Enjoys working autonomously, has a commercial mindset and is comfortable making daily business decisions, being responsible and responsive.
  • Knowledge of business, accounting and basic IFRS and management principles.
  • Experience with forecasting, budgeting and reporting.
  • An understanding or experience in tax returns, tax reconciliations (versus accounting) for various entity types.
  • Knowledge of Accounts and Payroll processes and has high level MYOB skills.
  • Strong Excel skills for cashflow forecasts, budgeting, reports.
  • Excellent planning and organisational skills.
  • Attention to detail, strong communications skills, personable and comfortable dealing with external stakeholders.

How to Apply

If after reviewing this advertisement you find that this role is a good match for your interests and passions, please send us an application containing a short cover letter addressing the following questions along with your CV.

1. Why are you interested in this position; and

2. Why a part-time position suits you?

*To be successful, the candidate will be required to provide evidence of claimed qualifications or experience and currently be able to work in Australia, All final applicants for this position will be asked to consent to a criminal record check. Please note that people with criminal records are not automatically barred from applying for this position. Each application will be considered on its merits*

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