Whitefield Capital Management [WCM] is an established fund manager specialising in quantitatively based Australian equities strategies. WCM manages a range of wholesale funds including ASX listed entities and the investment operations of an associated insurer.
The Role
Reporting to the Chief Financial Officer, this role is a key part of the finance function, supporting accurate financial reporting, compliance with relevant standards, and continuous process improvement.
Responsibilities The role involves responsibility for the following areas:
- Preparation of financial working papers, management reports and public reports for ASX listed and unlisted investment funds;
- Ensuring compliance with Accounting standards, tax regulations and internal policies;
- Support the preparation of board/committee materials;
- Liaison with external Auditors and service providers;
- Accounts payable processing; and
- Involvement in investment operation activities.
What we're looking for
We would look for candidates that:
- Have approx. 3 years’ experience in a similar financial accounting role or first mover from Big 4 / mid-tier accounting firm;
- Have tertiary qualifications in Accounting;
- CPA or CA qualification (or working toward) highly regarded;
- Excellent attention to detail and accuracy in work;
- Possess a robust sense of accountability and ownership; and
- Experience in the wholesale investment and financial services arena is not a prerequisite but may be of assistance.
Candidates that fall outside our target range may also be considered for this role.
📌 Financial Accountant (Sydney)
🏢 Whitefield
📍 Sydney
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