1. Financial Strategy & Planning

· Drive long-term business tax planning, structure management, and budgeting across multiple entities within the Group.

· Partner with external tax advisors and legal counsel to design and implement tax-efficient intercompany structures.

· Develop and manage the annual budgeting and rolling forecast processes across all Group entities, ensuring consistency in assumptions and consolidation methodology while accounting for entity-specific regulatory and reporting requirements (e.g. AFSL/ACL obligations).

· Provide scenario-based financial modelling and sensitivity analysis to support strategic decision-making on new deals, acquisitions, and capital allocation across business divisions.

· Monitor and report on cash flow forecasting and liquidity planning at both the entity and consolidated Group level, flagging funding gaps or surplus capital deployment opportunities ahead of time.

· Support the Board and Investment Committee with financial planning input for due diligence on recent transactions, including structuring recommendations from a tax and consolidated reporting perspective.

2. Financial Reporting & Compliance

· Prepare timely and accurate monthly, quarterly and annual financial statements in accordance with applicable accounting standards.

· Strong understanding of the financial services compliance framework, with the ability to interpret and implement compliance obligations relating to the ATO, ASIC and AUSTRAC; and/or experience in property development financial analysis, including but not limited to development feasibility modelling.

· Oversee preparation and lodgement of BAS, PAYG, income tax returns and other regulatory filings.

· Prepare Expected Credit Loss Model/Calculation, NAV Report, Right of use asset & Liability calculation and Cash need calculations and etc.

· Communicate financial performance, business strategies,



and outlook to shareholders, analysts, and rating agencies.

· Familiar with GST Grouping, Tax Consolidation Group, Reduced Input Tax Credit and etc.

3. Budgeting & Forecasting

· Lead the preparation of annual budgets and financial forecasts.

· Monitor actual performance against budget and report variances with commentary and recommendations.

· Provide cash flow forecasting and working capital management.

4. Management & Internal Controls

· Establish and maintain sound internal financial controls and procedures.

· Maintain general ledger, chart of accounts and financial systems integrity.

· Review and approve account reconciliations, journal entries and month-end close processes.

5. Payroll & Superannuation

· Oversee payroll processing, payroll tax, superannuation contributions and employee entitlements.

· Ensure compliance with Fair Work Act and relevant industrial instruments.

6. Audit & External Relations

• Coordinate with external auditors, tax agents and advisors to facilitate audits and tax reviews.

• Act as the primary point of contact for financial matters with external stakeholders including banks, regulators and professional service providers.

7. Strategic Financial Report

• Support executive management with strategic advice on capital structure, investment decisions, and risk management.

• Provide financial modelling and scenario analysis to support business cases and funding proposals.

• Assist in debt facility arrangement, covenant monitoring and reporting.

8. System & Process Improvement

• Lead implementation of accounting software and process improvement initiatives.

• Drive automation and efficiency in financial operations and reporting.

9. Team Leadership

• Supervise finance staff, including training, performance reviews and delegation of tasks.

• Promote a culture of accountability, accuracy and continuous improvement within the finance function.

📌 Financial Controller (Sydney)
🏢 Bacena Capital
📍 Sydney