Finance Director - Sophisticated Family Office

Report directly to a CEO and CIO and drive strategic and operational decision making

This is an opportunity to be in the room and play a key role informing and supporting key financial, strategic and operational decisions within a global family office.

My Client invests across multiple asset classes in Australia and internationally, across a range of asset classes that would stretch any technically robust CA. The team is small, high-performing and entrepreneurial. Ideas move quickly, there are no layers to hide behind, and strategic thinking couple with expert execution is noticed straight away.

This is a newly created role with a clear mandate: take finance from a compliance function to a commercial partner the executive relies on. Reporting to a highly accomplished CEO, and supported by a Company Accountant, you will own the full suite of deliverables across this fast paced finance function:

- Group structuring and tax strategy, in Australia and offshore
- Treasury, liquidity and foreign exchange
- Budgets,



forecasts and performance reporting that shape investment decisions
- Financial modelling to support business decision making
- Tax and structuring advice on new investment opportunities, in partnership with the CIO
- Key internal and external stakeholder management
- Systems and automation that give the executive more relevant information, faster

You are a CA with senior finance leadership experience in a professional services, family office or other relevant business. You will have highly developed experience across accounting, taxation advisory/structuring and FP&A.; Experience implementing new systems and driving modernisation and efficiency in an established finance function is key as is an ability to liaise with a range of senior internal and external stakeholders.

If you want a role that will give you the opportunity to think strategically as well as have end-to-end ownership of a finance function, this is a unique opportunity.

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📌 Finance Director - Sophisticated Family Office (Melbourne)
🏢 Important Company of the Sector
📍 Melbourne