Chief Financial Strategist

4 days ago

Sydney, New South Wales, Australia beBeeStrategic Full time $120,000 - $250,000
Financial Strategy Manager

Our organisation seeks a seasoned Financial Strategy Manager to spearhead the development and execution of strategic financial plans across multiple entities. As a key member of our team, you will be responsible for delivering exceptional results in statutory finance, treasury operations, investor relations, and investment portfolio management.

  • Develop and implement comprehensive financial strategies that align with business objectives.
  • Oversee all statutory reporting requirements for multiple entities, ensuring timely and accurate submissions.
  • Collaborate with internal teams and external accountants to ensure compliance with corporate governance standards and financial reporting obligations.
  • Prepare and maintain rolling 90-day cash flow and liquidity forecasts to inform strategic decisions.
  • Monitor and optimise cash balances across all bank accounts, ensuring excess reserves are efficiently invested.
  • Liaise with external tax advisers on structuring matters, regulatory compliance issues, and investment-related tax strategies to maximise value for stakeholders.
  • Perform treasury functions across all funding sources, ensuring sufficient liquidity for loan settlements and optimal asset allocation.
  • Manage investor operations in coordination with the Head of Operations and Administration, overseeing platform administration, distributions, capital calls, fund allocations, and responding to investor inquiries.
  • Support the implementation and ongoing oversight of loan management systems, including fee invoicing, settlement processing, and investor distribution workflows.
  • Assist in managing external funding facilities, ensuring covenant compliance and participating in lender negotiations.

What we are looking for:

  • A CA or CPA qualified professional with experience from private credit or property finance sectors.
  • Proven track record managing treasury operations, including asset allocation across internal capital sources and third-party funding channels.
  • Experience handling fund structures and multi-entity accounting responsibilities for contributory or managed investment schemes is advantageous.
  • Strong technical knowledge of accounting principles combined with up-to-date compliance expertise is required.
  • Advanced financial modelling skills coupled with robust cash flow forecasting capabilities are necessary for success.
  • A collaborative approach as a genuine team player who values co-operation within small groups is essential.

What sets us apart:

  • We foster a supportive environment where collaboration is truly valued.
  • Our flexible approach allows you to tailor your working arrangements around personal commitments without compromising on career progression or impact.
  • Direct access to senior decision-makers means your contributions are recognised quickly, enabling you to see tangible results from your efforts while building lasting relationships within a close-knit team.

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