Senior Finance Business Partner - Control & Transformation

Infocus Wealth Management – Maroochydore QLD

Infocus is a national, strategic wealth business. We help financial advice businesses run, grow and scale through Australia's only truly end-to-end operating platform, bringing together advice, technology, investment solutions, platforms and business support capabilities. Our strategy is centred on growth, operational excellence, data-driven decision making and creating meaningful value for our Member Firms, Enterprise Partners and clients.

We pride ourselves on our excellent team culture, our commitment to quality financial advice and the opportunity we have to make a genuine difference in the lives of our clients.Our Head Office is uniquely positioned here on Queensland's Sunshine Coast, with our team of ~80 talented individuals across Australia in our various state offices.

ABOUT THE ROLE

As we enter the next phase of our growth journey, supported by significant investment in people, systems and operating capability, we are seeking a commercially minded finance leader to help transform and elevate our finance function.This is not a traditional Finance Business Partnering role.

Yes, you will own the integrity of the financials, lead statutory reporting, manage external audit and oversee taxation compliance, but equally important, you will help design the finance function we need for the next stage of growth.

You will play a central role in implementing new systems, redesigning processes, enhancing controls, building reporting capability and embedding finance as a strategic business partner across the organisation.

If you enjoy building, improving and creating rather than simply maintaining, this role offers a rare opportunity to leave a lasting impact by providing you the opportunity to:

Influence the future operating model of the business.

Lead meaningful transformation rather than incremental change.

Work closely with Executive leadership on strategic initiatives.

Build reporting and analytics capability from the ground up.

Develop broad commercial exposure across acquisitions, growth initiatives, product development and business performance.

Join a collaborative, entrepreneurial environment where good ideas are embraced and ownership is encouraged.

Most importantly, you'll have the opportunity to help build something rather than simply inherit it.If you're excited by growth,



transformation and the opportunity to build a best-practice finance function within a rapidly evolving business, we'd love to hear from you.

KEY RESPONSIBILITIES

Leading the preparation of consolidated monthly, quarterly and annual financial reporting.

Owning statutory financial statements and external audit management.

Managing technical accounting matters across a multi-entity group structure.

Coordinating company tax compliance obligations and working closely with external tax advisers.

Ensuring financial governance, compliance and reporting obligations are met accurately and on time.

Finance Transformation & Systems

Playing a leading role in the implementation of new finance systems and reporting platforms.

Designing scalable finance processes, controls and operating practices.

Overhauling month-end and balance sheet reconciliation disciplines.

Building a fit-for-purpose chart of accounts that supports increasingly sophisticated reporting requirements.

Driving automation and reducing manual effort across the finance function.

Reporting, Analytics & Business Insight

Developing meaningful management reporting across Group, division, entity, product and client dimensions.

Building dashboards and performance reporting that support better decision-making.

Turning financial and operational data into commercially relevant insights.

Supporting business leaders with forward-looking analysis rather than simply historical reporting.

Business Partnering & Strategic Support

Working alongside executive leaders to support strategic planning and growth initiatives.

Contributing to annual operating plans, budgeting and forecasting processes.

Supporting commercial decision making through financial modelling and scenario analysis.

Providing insight to support pricing decisions, product development and growth opportunities.

Helping advisers and partner firms understand the commercial drivers of business value, including how improved performance,



scalable operations and better-quality data can support stronger long-term business valuations.

Assisting with acquisition analysis, integration activities and strategic projects.

Industry & Client Insights

Supporting the development of benchmarking and analytical capabilities that create value for advisers and partner firms.

Translating financial and operational data into practical recommendations that improve business performance.

ABOUT YOU

We're less interested in finding someone who can simply close the books and more interested in finding someone who can help build the future finance function.

You’ll likely bring:

CA or CPA qualification.

A degree in Accounting, Commerce or Finance

Significant experience across financial reporting, technical accounting and statutory compliance.

Strong experience preparing consolidated accounts within a multi-entity environment.

Proven success managing external audits and working with external advisers.

Experience leading finance transformation, systems implementation or major process improvement initiatives.

Strong analytical and financial modelling capabilities.

A commercial mindset and ability to engage with stakeholders beyond finance.

Confidence working with senior executives and influencing business decisions.

A desire to challenge the status quo and continuously improve how work gets done.

Experience within financial services, wealth management, platforms or other regulated industries would be highly regarded but not essential.

WORKING AT INFOCUS

At Infocus we are passionate about providing a workplace that empowers and strengthens our employees. We challenge each other to be cutting-edge, confident and break down barriers. We are committed to ensuring we have a strong team culture and some of the ways we do this is by providing:

Team activities and events that build connection and cross-team collaboration

A strong focus on capability development, with internal progression considered first wherever possible

Confidential support for you and your family through our Employee Assistance Program (EAP)

AIA Vitality membership, providing access to discounts and wellbeing offers

Life and TPD insurance coverage

Contribution towards Financial Advice fees

Recognition for birthdays and key milestones (gift vouchers)

For enquiries related to the duties of the role, please email**@infocus.com.au

#J-18808-Ljbffr

📌 Senior Finance Business Partner - Control & Transformation (Maroochydore)
🏢 Infocus Wealth Management
📍 Maroochydore