Chief Financial Services Specialist

2 days ago


Charlotte Bay, Australia beBeeFinancial Full time $140,000 - $180,000
Job Overview

This role requires a strong background in financial services, especially with hedge funds, private equity or investment firms.


  • Review and validate financial reports and profit allocation statements, including NAV calculations, to ensure timely delivery to clients.
  • Lead client relationship management workflows, ensuring seamless interaction with key stakeholders.
  • Serve as the primary point of contact for clients regarding monthly reporting and inquiries.
  • Maintain relationships with investors, auditors, advisors, brokers, and banking partners, fostering collaborative partnerships.
  • Develop and maintain key performance indicators (KPIs) related to staffing, encompassing productivity, overtime budgeting, and personnel efficiency.
  • Ensure compliance with internal procedures, regulatory requirements, and industry best practices.
  • Contribute to new client onboarding and fund launch initiatives, streamlining operational processes.
  • Optimize accounting workflows to enhance the efficiency of NAV production, driving business growth.
  • Ensure accurate internal reporting, meeting organizational needs.
  • Pursue strategic departmental and company-wide initiatives, promoting continuous improvement.

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