Head Of Trust Accounting (Sydney)

Head Of Trust Accounting (Sydney)

23 Sep
|
Robert Half Australia
|
Sydney

23 Sep

Robert Half Australia

Sydney

Head of Support Services - Insurance Group
Location:
Sydney CBD (Hybrid working available)
Salary:
$140,000 - $150,000 + super + discretionary bonus
Reports to:
CFO (Insurance Agencies Division)
Direct Reports:
4
About the Business
This is a confidential opportunity with a leading Australasian insurance distribution and underwriting group operating across Australia and New Zealand. The organisation is part of a larger global insurance platform and supports a diversified portfolio of insurance brokers, underwriting agencies, and financial services businesses.
The group is highly acquisitive, having expanded significantly through M&A; activity and continues to invest heavily in finance transformation, shared services, automation, and operational scalability.
A key focus of the business is the management of high-volume insurance premium flows and trust monies across multiple regulated entities, requiring strong financial governance, reconciliation integrity, and robust operational controls.
The Opportunity
A newly created Head of Support Services role has been established to lead centralised transactional finance operations across the group.
This is a highly visible leadership position responsible for overseeing trust accounting, accounts payable, and broader finance operations support functions across a complex multi-entity environment.
You will play a critical role in strengthening financial controls, improving operational efficiency, and driving standardisation and automation across finance operations.
Key Responsibilities
Trust Accounting & Financial Control
Oversee end-to-end trust accounting across multiple entities and insurance products
Ensure accurate processing of trust receipts, payments, journals, and reconciliations




Manage daily, weekly, and monthly trust reconciliations and exception resolution
Maintain compliance with regulatory requirements and client money safeguards
Monitor trust balances, cash flow, and liquidity requirements
Act as escalation point for trust-related issues and breaches
Accounts Payable Leadership
Lead a centralised accounts payable function across the organisation
Oversee supplier invoice processing, payment runs, and reconciliations
Ensure strong governance over supplier onboarding and payment controls
Maintain accuracy in GST coding and financial treatment
Manage supplier queries and escalations
Governance, Risk & Compliance
Maintain strong internal controls across all transactional finance activities
Ensure compliance with trust accounting regulations and internal policies
Support internal and external audit processes
Drive breach management, remediation, and reporting
Strengthen fraud prevention and segregation of duties frameworks
Leadership & Transformation
Lead and develop onshore and offshore finance operations teams
Drive process improvement, standardisation, and automation initiatives
Support finance transformation and shared services optimisation
Partner with technology teams on systems enhancements and ERP initiatives
Deliver operational reporting and insights to senior leadership




What We're Looking For
5-10+ years' experience in trust accounting, accounts payable, or transactional finance leadership
Robust background in insurance, financial services, legal, or other regulated environments
Proven experience leading high-volume finance operations teams
Strong understanding of trust accounting principles and financial controls
Experience with ERP systems and finance workflow tools
Advanced Excel and strong analytical capability
Demonstrated leadership and stakeholder management skills
Highly desirable:
Experience with offshore/shared services teams
Exposure to finance transformation or automation projects
CPA/CA qualification (or equivalent)
Why This Role
Newly created leadership role with genuine scope to shape the function
Highly acquisitive and fast-growing insurance platform
Strong backing from a major global insurance group
Significant exposure to M&A; integration and operational scaling
Opportunity to drive finance transformation and automation initiatives
Hybrid working model with flexibility
By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: . Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.

📌 Head Of Trust Accounting (Sydney)
🏢 Robert Half Australia
📍 Sydney

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