All Roads Wholesale Fund is seeking a commercially minded Senior Executive to join the business in a broad hybrid leadership role spanning finance, private credit, investment, liquidity, risk and governance.
Our ideal candidate will bring experience across one or more of the following areas: Chief Financial Officer, Investment Management and Senior Credit Executive, with the commercial judgement and adaptability to operate effectively across all three.
This is not a conventional corporate CFO position. The role requires someone who understands accounting, financial management and liquidity, but who can also think like a lender.
All Roads operates within a privately owned, entrepreneurial small-business environment. The Managing Director has interests across a number of associated businesses, and our people work collaboratively across those businesses where their expertise is required.
While this is a senior executive appointment involving significant financial responsibility and multi-million-dollar transactions, we do not operate with the layers or narrowly defined functions of a large corporate environment.
We are looking for someone equally comfortable in the Boardroom and in the detail.
You may be assessing a significant lending transaction or presenting a recommendation to the Board one day, and investigating an inter-entity discrepancy, challenging a budget assumption or reviewing an unusual transaction the next.
We value people who take ownership of the outcome rather than the boundaries of a .
The Role
Working closely with the Managing Director, Board, Investment/Credit Committee, Responsible Managers, finance team and external advisers, your responsibilities will include:
- Overseeing financial reporting, budgeting, forecasting, performance analysis and Board reporting across the Fund and associated businesses.
- Managing cashflow, liquidity, funding commitments, capital deployment and cost of funds.
- Maintaining oversight of day-to-day financial records and ensuring financial information across the businesses is accurate, current and reliable.
- Reviewing underlying transactions and financial information to identify discrepancies, unusual movements, control weaknesses and emerging risk issues.
- Managing and reviewing inter-entity transactions and balances and providing reliable actual financial data for budgeting and forecasting.
- Assessing property-backed lending and development funding opportunities, including borrower capacity, serviceability, feasibility, valuations, LVRs, security, pricing, cost of funds and exit strategies.
- Evaluating the commercial merits and risks of proposed transactions and recommending appropriate conditions, mitigants and actions.
- Preparing and reviewing Credit Papers and acting as a central member of the Investment/Credit Committee in making recommendations to the Managing Director and Board.
- Coordinating due diligence, documentation and settlement with lawyers, valuers, Quantity Surveyors and other external advisers.
- Facilitating drawdown and payment authorisation processes and ensuring required approval and settlement conditions are satisfied before funds are released.
- Monitoring existing loans, including repayments, arrears, covenants, maturity, security, construction progress and emerging risks.
- Supporting wholesale investor and fundraising activities where required.
- Providing oversight of the Fund’s AFSL, AML/CTF, compliance and risk management framework in conjunction with Responsible Managers and compliance personnel.
- Identifying financial, operational and risk-management flags early and ensuring matters are investigated, escalated and followed through to resolution.
A Hands-On Executive Role The successful candidate must be capable of operating at both strategic and operational levels.
We are looking for someone with the experience and judgement to manage significant financial and investment responsibilities, but also the humility and flexibility to get into the underlying detail when required.
If a balance does not make sense, a transaction appears unusual or financial information cannot be relied upon, you will be willing and able to investigate the issue rather than simply delegate it.
You will understand that in a small business, seniority does not remove responsibility for the detail.
This role will suit someone who enjoys variety, autonomy and responsibility and who is prepared to roll up their sleeves when required to achieve the right outcome.
About You
You may currently be a CFO or senior finance executive, Investment Manager, Head of Credit, senior Credit Manager, private credit or property finance professional, development finance professional, banker or senior commercial finance professional.
You will ideally bring:
- Strong commercial judgement and financial acumen.
- Significant experience in finance, private credit, commercial lending, property finance, investment management or funds management.
- Robust financial modelling, credit assessment and analytical capability.
- Experience assessing property-backed lending or development funding transactions.
- Strong cashflow, liquidity, budgeting and forecasting capability.
- Experience preparing or reviewing Credit Committee, Investment Committee or Board papers.
- The ability to move from high-level financial reporting into transactional detail and identify discrepancies or emerging risks.
- Exposure to AFSL, wholesale funds management or regulated financial services environments would be highly regarded.
- Relevant tertiary qualifications in accounting, finance, commerce, economics, property or a related discipline.
- Advanced Xero & Microsoft 365 skills, together with strong systems aptitude.
- CA, CPA, CFA or equivalent professional qualifications would be highly regarded.
Just as importantly, you will have high emotional intelligence and strong people skills.
You will be able to read a situation and the people involved, understand the real issue behind an objection or competing position, and adapt your communication accordingly.
You will be comfortable having difficult conversations, challenging assumptions and negotiating a practical way forward while protecting the commercial interests of the business.
We are looking for someone who:
- Communicates confidently and builds trust quickly.
- Is dynamic, commercially minded and driven by results.
- Is low ego, collaborative and willing to assist wherever required.
- Can challenge people respectfully without creating unnecessary conflict.
- Understands when to listen, when to question and when to influence.
- Can navigate objections and competing interests to reach a commercially sensible outcome.
- Remains calm and solutions-focused under pressure.
- Takes ownership and follows matters through to completion.
- Can move comfortably between detailed analysis and the broader commercial picture.
- Can take a complex situation, identify what matters and provide a clear recommendation on the way forward.
We are ultimately looking for someone who combines financial intelligence, commercial judgement and people intelligence.
Why Join All Roads?
This is an opportunity to take on a genuinely broad senior position with direct exposure to:
- Finance
- Liquidity
- Capital Management
- Private Credit
- Property Lending
- Development Finance
- Investment Assessment
- Credit
- Risk
- Governance
- Compliance
- Transaction Execution
- Portfolio Management
You will work closely with the Managing Director and Board and have meaningful involvement in the financial, investment and commercial direction of the Fund and associated businesses.
For the right person, the attraction of this role is its variety, autonomy and ability to directly influence outcomes.
How to Apply
Please submit your resume together with a brief covering letter outlining your relevant experience across finance, private credit, investment management, property lending, development finance or commercial lending, and why you believe you would be suited to a senior but genuinely hands-on entrepreneurial environment. Please email to
[email protected]
📌 Chief Financial Officer / Investment Manager – Private Credit (Brisbane City)
🏢 All Roads Wholesale Fund
📍 Brisbane City