Chief Financial Strategist

1 week ago


Bendigo, Victoria, Australia ClearCompany Full time

About the Role

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The Chief Financial Officer will play a pivotal role in driving commercial success, overseeing strategy, managing risk, and ensuring strong returns for clients. This role extends beyond traditional finance, requiring a strategic leader who can contribute to the firm's growth, capital deployment, operational performance, and take a central role in investor engagement.

Key Responsibilities:

  1. Financial & Strategic Leadership: Lead a high-performing finance team, ensuring best-practice financial management, reporting, and compliance across multiple entities.
  2. Investor & Client Engagement: Work closely with family office, corporate, and sovereign investors, providing insights, financial reporting, and strategic guidance.
  3. Capital Deployment & Fundraising: Partner with the CEO and C-suite team to drive investment initiatives, structure transactions, and manage the capital-raising process.
  4. Treasury & Risk Management: Oversee cash management, funding structures, risk mitigation strategies, and compliance with investment agreements.
  5. Investment Management & Commercial Operations: Support acquisitions, asset valuations, and investment decision-making, working with external advisors to execute deals and optimise portfolio performance.
  6. Governance & Compliance: Ensure regulatory, tax, and legal obligations are met, including oversight of ASIC, ATO, FIRB reporting, and company secretarial duties for key entities.


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