Finance Manager (Family Office)

Location: Sandringham, VIC

Employment Type: Permanent

Salary: $125,000 Superannuation

Industry: Single-Family Office (property, commercial assets and investments)

Preferred Background: Family office or HNW advisory exposure, or chartered accounting experience with complex private clients The Opportunity

This is the kind of finance role that offers real ownership, input and commercial involvement beyond the usual cycle of month-end, invoices and reconciliations.

You will join a small single-family office based in Sandringham, working closely with the family principal to help manage, improve and bring structure to the family's financial, property and governance affairs.

You will bring better clarity to the numbers, structure to the governance and a steady hand to the advisers. You'll work closely with the decision-makers and play an integral part in board packs, adviser recommendations, capital planning and family communication.

This will suit someone who wants to stay commercially engaged, apply their finance and analytical skills, and contribute across a broad range of financial and business matters.

For the right person, this is a trusted role and a long-term home, where you can build a close working relationship with the family and become an important part of how the office operates.

Role Profile

This is a small office, so the role will be hands-on. You will need to be comfortable moving between detailed financial work, adviser coordination, board reporting, property analysis and practical administration when required. There is no large finance team behind you, so initiative, sound judgement and a willingness to get involved will be essential. Your remit will cover:





- Monthly and quarterly reporting across the family's entities, trusts, property interests and investment structures, bringing clarity to balances, loans, inter-entity accounts and cash positions.
- Preparing and coordinating quarterly family board packs, pulling together financial, property, investment and adviser inputs.
- Analysis and modelling across property, cash flow, capex, lease renewals, valuations and due diligence.
- Acting as the internal point of contact for external advisers across accounting, tax, superannuation, estate planning, investment and property, and ensuring their recommendations are followed through.
- Supporting governance across board calendars, agendas, documentation, policies, ASIC requirements, insurance and tax deadlines.
- Improving systems and reporting to give the office clearer visibility and reduce reliance on individuals and third-party tools.

Successful Candidate Profile

You might be coming from a single or multi-family office, a private client or HNW advisory team, a chartered firm with family group and trust exposure, or a hands-on Finance Manager / Company Accountant role in a multi-entity property or investment environment. What matters more than your title is that you bring:

- Solid reporting and analytical skills, with the ability to turn complex information into clear insights that support decisions.




- Practical experience across multiple entities, trusts and private group structures.
- Judgement and discretion. You'll have access to sensitive financial, property and personal information, and the family needs to trust you completely.
- The confidence to coordinate and challenge external advisers, and follow through on their recommendations.
- A forward-looking, organised approach that keeps you ahead of deadlines.
- CA/CPA qualifications or equivalent hands-on capability.

Commercial property exposure, including lease renewals, valuations, capex, portfolio reporting and due diligence, will be highly regarded. Family office experience is valuable, but a strong private client accountant who understands HNW families, structures and discretion could also fit well.

The family is looking for consistency and longevity, with someone who wants to build a lasting relationship and help the office develop over time.

Apply Now

If you meet the key criteria and believe you're a strong fit for the role, please apply now or contact Liam Hassell at Recruitment Labs on 61 2 9044 5825 for a confidential discussion.

We will only consider candidates currently based in Australia with full Australian working rights.

About Recruitment Labs

Recruitment Labs is a specialist accounting & finance search firm built on a simple belief: the right hire can change everything. We partner with businesses across Australia and New Zealand to build teams aligned to your strategy, culture and commercial goals. We understand how the best finance functions fit together, where the real difference-makers are, and how to build high-performing teams. Visit us: www.recruitmentlabs.com.au

📌 Finance Manager (Sandringham)
🏢 Recruitment LABS
📍 Sandringham