27 Aug
|
Trident Property Advisory
|
Brisbane City
27 Aug
Trident Property Advisory
Brisbane City
The Operations & Finance Manager is responsible for the financial management, corporate operations and business support functions across Trident. The role combines hands-on financial control with management reporting, analysis, governance and compliance coordination, people operations, systems oversight and executive support.
Working across all business lines, the role is a central point of coordination between the Executive, Property and Asset Management, Transactions, Advisory and Funds Management functions. It ensures that financial information, systems, processes, policies and corporate resources are accurate, efficient and fit for purpose, while providing the commercial insight and operational structure required to support growth and sound decision-making.
About Trident Property Advisory
Trident is an independently owned commercial property business providing integrated services across asset and property management, transactions, advisory, development and funds management. We partner with clients and investors to improve asset performance, deliver property strategies and projects, and create long-term value through commercially focused advice and execution.
KEY RESPONSIBILITIES & ACCOUNTABILITIES
Financial Management & Reporting
- Own the day-to-day corporate finance function, including accounts payable, accounts receivable, debtor management, banking, reconciliations, credit cards, expense reimbursements and payment processing.
- Process and oversee payroll, superannuation, leave-related calculations, commissions and other employee payment requirements, ensuring accurate and timely processing.
- Manage month-end and year-end processes, including journals, accruals, prepayments, balance sheet reconciliations and maintenance of accurate financial records.
- Prepare monthly management accounts and financial reports, including profit and loss, balance sheet, cash flow, margin analysis and commentary on performance against budget and forecast.
- Prepare annual budgets, rolling forecasts and detailed cash flow forecasts, and update assumptions as business conditions change.
- Prepare financial information and analysis for the Executive and Board to support operational and strategic decision-making.
- Monitor working capital, cash reserves and term deposits and provide recommendations regarding cash management, distributions and funding requirements.
- Prepare and lodge or coordinate statutory and taxation obligations including BAS, GST, PAYG, payroll tax, superannuation and FBT requirements, and liaise with external accountants where required.
- Prepare annual financial statement preparation and external audit requirements, ensuring supporting schedules, reconciliations and records are complete and audit-ready.
- Maintain effective financial controls, approval processes and documentation to protect the integrity of financial information and company funds.
Commercial, Project & Funds Finance
- Provide project finance support for property developments and investment vehicles, including development budgets, cost tracking, cash flow forecasting, funding requirements and reporting against approved budgets.
- Prepare and maintain debt, lender and banking reporting, including drawdown support, interest and funding schedules, covenant information and other finance-related requirements.
- Support investment and funds management activities through financial analysis, investor and project reporting,
entity-level budgeting and coordination of finance information across Trident Property Advisory and Trident Funds Management.
- Assist with lease, supplier, property and facilities administration in Cirrus8 where required, and provide finance and system support to Property Managers and accounting staff.
- Prepare transaction and commission invoicing following settlements and maintain accurate deal and project records.
Governance, Risk & Compliance
- Maintain corporate governance processes, registers, policies, procedures and supporting records to ensure the business operates with appropriate oversight and accountability.
- Coordinate information for Board and Executive reporting, governance reviews and external assurance requirements.
- Act as a key liaison with external auditors, accountants, banks, lenders, insurers, legal advisers and other professional service providers.
- Coordinate business compliance activities relevant to Trident's operations, including, privacy, insurance, workplace requirements and other regulatory matters.
- Support implementation and ongoing administration of AML/CTF and customer due diligence requirements, including AUSTRAC enrolment/registration, identity verification processes, policies, systems and record-keeping.
- Maintain and update corporate policies and procedures as legislative, regulatory and operational requirements change.
- Maintain appropriate confidentiality and information-handling standards across financial, employee, investor and client records.
Business Operations, Systems & Technology
- Oversee day-to-day business operations and corporate services to ensure the office and wider team have the resources, systems and support required to operate efficiently.
- Manage key supplier and service-provider relationships, including IT, telecommunications, software, office services and other business-critical contracts; review costs, service levels and renewals.
- Lead or coordinate implementation and continuous improvement of business systems, including Xero, Cirrus8, Microsoft 365, SharePoint, Adobe and other digital tools used across the business.
- Act as a central point of knowledge and support for core systems, including user training, troubleshooting, documentation and liaison with external providers.
- Identify opportunities to automate, streamline and standardise business processes, reporting and workflows, including the appropriate use of AI and digital tools.
- Maintain effective filing, document management, templates and information architecture so business records are consistent, accessible and controlled.
- Manage software licensing and technology costs and contribute to annual operational and IT budgeting.
People & Culture / Human Resources
- Coordinate recruitment activities including position descriptions, advertising, candidate administration, interviews, offers and onboarding.
- Maintain accurate and confidential employee records, employment documentation, leave information, training records and other HR administration.
- Coordinate new-starter inductions, system access and onboarding processes so employees can become productive quickly and understand company policies and expectations.
- Maintain the HR Handbook and employment-related policies and procedures, updating them as business and legislative requirements change.
- Coordinate performance and development review processes and support the Managing Directors with performance, conduct or employee-relations matters as required.
- Act as an accessible point of contact for employees on day-to-day HR, payroll, systems and business administration matters, escalating issues appropriately.
- Coordinate team communications, staff meetings, training and internal initiatives that support a connected and well-informed workplace.
Marketing, Brand & Business Development Support
- Maintain and develop corporate marketing materials, submissions, proposals, presentations and templates in line with Trident branding.
- Manage or coordinate updates to company websites, investor information and digital content, ensuring information is accurate, professional and current.
- Support new business opportunities, tenders, client proposals and other business development activities through preparation of financial, corporate and marketing information.
- Maintain brand consistency across documents, external correspondence, presentations and marketing collateral.
- Coordinate external designers, website providers and other marketing suppliers where required and manage delivery against agreed requirements.
- Support internal and external events, announcements and corporate communications as required.
Executive & Organisation Support
- Provide high-level support to the Joint Managing Directors, Chairman and Executive on financial, operational and organisational matters.
- Prepare agendas, papers, reports, meeting materials and action registers for Executive, Board and internal management meetings as required.
- Coordinate follow-up of agreed actions and ensure key operational, financial and governance matters are progressed to completion.
- Provide cross-functional support across business units and act as a practical link between teams where issues require coordination across finance, operations, systems or administration.
- Support establishment of new entities, clients, projects, systems and business processes by coordinating documentation, finance setup, suppliers and internal requirements.
- Undertake special projects, analysis & operational initiatives as directed by the Executive, particularly where they require coordination across multiple business functions.
About youYou’ll be an experienced finance & operations professional who enjoys working across a business rather than being limited to a traditional accounting role.
You will bring
- Robust hands-on accounting experience across management reporting, month-end, budgeting, forecasting, payroll & cash flow management.
- Commercial acumen & the ability to interpret financial information & communicate insights clearly.
- The ability to manage multiple priorities independently & take ownership of work from start to finish.
- Advanced Xero & Microsoft 365 skills, together with strong systems aptitude.
- Experience developing & improving processes, policies, controls & reporting.
- Excellent communication skills, attention to detail & confidence working with executives & external advisers.
- Sound judgement & discretion when dealing with confidential financial, employee & business information.
This is an opportunity to take on a genuinely varied role, work closely with senior decision-makers & become an integral part of a collaborative, supportive & down-to-earth team.
📌 Operations & Finance Manager (Brisbane City)
🏢 Trident Property Advisory
📍 Brisbane City