Group Financial Controller - Investments Business

Richard Lloyd Recruitment – Sydney CBD NSW

Full time

5d ago , from Richard Lloyd Accounting Recruitment

Genuine Group Ownership

Company Background

This business operates as a corporate advisory firm and significant shareholder in ASX-listed small to mid-cap companies, in a style similar to private equity or investment banking: raising capital, structuring deals and taking meaningful stakes in businesses across Australia, Asia and the US.

Separately, the Principals also own and directly operate a portfolio of businesses in their own right. The Principals want someone to take direct ownership of reporting across the group, with real scope to shape how the finance function grows from here.

Key Highlights

- Direct exposure to the Principals driving both the advisory business and the operating portfolio, not several layers removed from decision-making
- A genuinely diverse remit, not one narrow corporate structure
- Real scope to shape and build out the finance function as the group grows

The Role

This is a genuinely broad, hands-on role. You will personally manage core accounting and bookkeeping across the group, while also stepping up as the senior finance voice on cash flow, budgeting and commercial decisions. You will report to a Partner and work closely with the wider ownership group.

- Own the monthly close and produce management accounts for each business, plus consolidated group reporting
- Personally manage accounts payable, accounts receivable, reconciliations and intercompany transactions
- Maintain clean ledgers,



fixed asset registers and accurate month-end adjustments across all entities
- Run group-wide cash flow forecasting and monitor liquidity, funding and banking relationships
- Lead the annual budgeting process and maintain rolling forecasts throughout the year
- Act as the senior financial adviser on pricing, profitability and new business opportunities
- Support acquisitions, investments and other corporate transactions, including due diligence
- Coordinate BAS, GST and tax obligations with external advisers across Australia and Asia
- Oversee payroll processing, reconciliations and superannuation and payroll tax compliance
- Build the systems, controls and processes the finance function needs as it scales

Your Background

This suits someone who has built real depth in transactional accounting and is just as comfortable stepping up into commercial and strategic finance. You are confident enough to work directly with business owners, and motivated by genuine ownership rather than a narrow, siloed role.

- Hands-on experience across payroll, AP/AR, reconciliations and month-end, not purely oversight
- Advanced working knowledge of Xero
- Background from a family office, PE-backed multi-entity business
- Experience with intercompany accounting, consolidations and multiple legal entities
- Strong Excel and financial modelling skills
- Comfortable moving between detailed bookkeeping and higher-level commercial analysis
- Proactive and confident enough to challenge management constructively
- CA or CPA qualified (highly regarded)
- Exposure to international or cross-border accounting (highly regarded)

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📌 Group Financial Controller - Investments Business (City of Sydney)
🏢 Richard Lloyd Recruitment
📍 City of Sydney