Chief Financial Strategist

1 month ago


Sydney, New South Wales, Australia Richard Lloyd Accounting Recruitment Full time

Award-winning private equity business seeks a skilled Financial Control and Improvements Manager to drive process improvements and own core accounting duties.

Company Overview

Richard Lloyd Accounting Recruitment is proud to partner with this well-respected boutique Private Equity Business as they continue to grow and thrive.

Salary & Benefits

The successful candidate can expect a highly competitive salary of $180,000 - $220,000 per annum, plus superannuation and bonus potential up to 30% dependent on experience. Our client offers a unique work environment with modern office spaces, regular learning lunches, team building activities, and more.

Job Description

Your role as Financial Control and Improvements Manager will report to the Head of Finance and include:

  • Accounting and Reporting:
    • Management of 2 Fund Accountants
    • Review private equity fund accounting
    • Manage calculations of management fees and performance fees
    • Manage drafting of financial statements
    • Liaison with external tax advisor and auditors
    • Manage overall compliance for all private equity funds
    • Quarterly investor reporting in conjunction with the private equity investment team
    • Work alongside and answer queries from the private equity team
  • Projects and Process Improvements:
    • Significant involvement and driving of projects in relation to improving the financial reporting infrastructure
    • Proactively identifying, planning and executing best in class accounting processes
Required Skills and Qualifications

To be considered for this opportunity, you must have:

  • Funds experience in Financial Services
  • Strong technical accounting background
  • Professionally qualified as an Accountant (e.g. CA, ACA, ACCA, CPA or equivalent)
  • Proven track record and passion for process improvement projects
  • Well-developed interpersonal and business partnering skills
  • A proactive, adaptable, curious and problem-solving attitude


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