Own the Finance Function

Company Background

Our client is a Sydney-based real estate funds manager with a portfolio of commercial property across Australia. It runs listed and unlisted wholesale funds, has recent funds in the pipeline, and is backed by a private investment group.

The team is small and high-performing, with no layers between you and the decision-makers. Hardworking but fun culture.

Key highlights include:

Genuine ownership of finance, with a clear progression pathway

Hands-on exposure to fund launches, transactions and board reporting

Freedom to bring in technology and AI to change how things are done

The Role

You will run finance day to day across the funds and corporate entities and manage a small team. This is a newly created role, based in the CBD office five days a week.

Review and sign off fund and corporate accounts

Manage unit pricing, distributions and cash flow across the funds

Deliver monthly reporting against budget and forecast

Prepare statutory accounts

Run the external audit end to end

Coach and develop the team

Oversee payments, AP controls and approvals





Lead the finance workstream on new fund launches

Fund tax compliance

Automate and improve processes as the business scales

Your Background

You have strong technical foundations and a builder's mindset. You look at a process, ask how it could work better, then make it happen. You want to own something, not just maintain it.

CA or CPA qualified

6+ years' experience, ideally with fund or unit trust accounting

Background in audit, funds, or finance transformation

Real examples of improving processes, systems or automation

Confidence reviewing others' work and developing people

Comfortable explaining the numbers to senior stakeholders

If you are keen to apply for this Finance Manager, Funds role, please contact John Salter at Richard Lloyd on , quoting reference 10323 or click on 'apply now' below.

Please submit your CV in Word format and note that due to the high volume of responses we receive only suitable candidates will be contacted.

📌 Finance Manager - Funds (Sydney)
🏢 Richard Lloyd
📍 Sydney