Senior Portfolio Finance Lead

5 days ago

Melbourne, Victoria, Australia beBeeFinance Full time $110,000 - $130,000

Job Title: Senior Portfolio Finance Lead

About the Role

We are seeking an experienced Senior Portfolio Finance Lead to join our team. As a trusted finance partner, you will be responsible for delivering high-quality reporting, compliance, and strategic insights that drive real impact.

Key Responsibilities
  • Oversee a large client portfolio with a CFO mindset
  • Deliver monthly management reports, dashboards, and analysis
  • Review compliance work including BAS, financial statements, and tax returns
  • Lead, coach, and develop a high-performing team
  • Identify process improvements and value-add opportunities
Requirements

To be successful in this role, you will need:

  • CA/CPA qualification with 6+ years in business services or management accounting
  • Strong technical knowledge of accounting standards and reporting frameworks
  • Advanced skills in Xero, Excel, and related platforms
  • Proven leadership and client relationship management skills
  • Ability to simplify complex issues and deliver clear, actionable advice
What We Offer

We offer a competitive salary plus bonus incentive scheme, flexible working hours, and a supportive team environment. If you are looking for a challenging and rewarding role where your expertise makes a real difference, apply now

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