Financial Director

4 days ago


Bendigo, Victoria, Australia ClearCompany Full time

About Our Client

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Our client is a leading investment manager with a strong track record of delivering exceptional returns for local and global family offices, private markets, and institutional investors. They leverage their expertise to build sustainable, high-performing portfolios that deliver sustained yields and ROI over the lifecycle of the investments.

The Role

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The CFO will be responsible for driving commercial success, overseeing strategy, managing risk, and ensuring strong returns for clients. This requires a strategic leader who can contribute to the firm's growth, capital deployment, operational performance, and investor engagement.

Main Responsibilities

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  • Lead a high-performing finance team, ensuring best-practice financial management, reporting, and compliance across multiple entities.">
  • Work closely with family office, corporate, and sovereign investors, providing insights, financial reporting, and strategic guidance.">
  • Partner with the CEO and C-suite team to drive investment initiatives, structure transactions, and manage the capital-raising process.">
  • Oversee cash management, funding structures, risk mitigation strategies, and compliance with investment agreements.">
  • Support acquisitions, asset valuations, and investment decision-making, working with external advisors to execute deals and optimise portfolio performance.">
  • Ensure regulatory, tax, and legal obligations are met, including oversight of ASIC, ATO, FIRB reporting, and company secretarial duties for key entities.">

About You

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We are looking for a proven CFO or senior finance professional with experience in funds management, investment management, and/or agriculture and natural capital. The ideal candidate will have expertise in financial strategy, capital deployment, and commercial decision-making, as well as strong investor relations skills and experience in due diligence, acquisitions, and working with external tax and legal advisors.

Requirements

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  • Proven CFO or senior finance professional with experience in funds management, investment management, and/or agriculture and natural capital.">
  • Expertise in financial strategy, capital deployment, and commercial decision-making.">
  • Strong investor relations skills, with the ability to engage and report to sophisticated investors.">
  • Experience in due diligence, acquisitions, and working with external tax and legal advisors.">


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