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CFO - Investment Management

3 months ago

Sydney, New South Wales, Australia Profusion Group Full time
  • Dynamic working environment with established pipeline of growth
  • Broad role with oversight for corporate functions
  • Sydney CBD
  • Dynamic working environment with established pipeline of growth
  • Broad role with oversight for corporate functions
  • Sydney CBD

Role Overview:

This newly created CFO role will have primary responsibility for the planning, implementation, and management of all the finance and business activities of the firm, including finance, co-sec, HR, IT, compliance, and risk management.

The role offers an exciting opportunity to gain exposure to all facets of a fast-growing investment management business.
  • Ownership of all aspects of the finance function for the company and its related entities
  • Managing process for financial budgeting and forecasting and oversight of all financial reporting and statutory obligations
  • Providing advice on Tax and structuring matters to the Board
  • Oversight of compliance relating to AFSL, AML/KYC
  • Maintaining share registries
  • Development of policies and procedures
  • Overseeing audit process
  • Oversight of HR, IT and Office Management functions and ensuring continuous improvement
  • Oversight of the group's Co-Sec function.
Skills & Experience:
  • CA or CPA qualification.
  • 10+ years' experience gained in senior finance positions.
  • Previous experience within a funds/asset/investment management environment preferred.
  • Experience at creating, improving, monitoring and implementing processes.
  • Demonstrated experience managing a team is essential.
  • Must have excellent interpersonal and communication skills, both verbally and written.
  • Must be able to engage with staff at all levels of the organisation and exercise sound judgement.
  • Board reporting experience.
  • Collegiate and collaborative approach.
What's on Offer:

Click on the 'APPLY' button or contact Josh Benjamin on or We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

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