Senior Financial Strategist

2 weeks ago


North Sydney Council, Australia beBeeChiefFinancialOfficer Full time $180,000 - $200,000

The position of Chief Financial Officer oversees the strategic direction and management of a private family's financial operations.

Key Responsibilities:
  • Financial oversight and guidance across multiple entities
  • Collaborative board reporting and year-end audit support
  • Treasury and cash flow forecasting, including weekly summaries and 12-month projections
  • Strategic financial planning in alignment with long-term family goals
  • Investment monitoring and due diligence to ensure optimal performance
  • Philanthropy coordination via the family foundation, aligning charitable giving with values
  • Risk management and insurance coverage for all holdings
  • Tax compliance and strategy, including BAS, PAYG, SMSFs, and trust structures

This is a unique opportunity to join a reputable private family office managing a diverse portfolio of assets, including public and private investments, real estate, and philanthropic interests. The environment is professional, values-driven, and highly confidential.

As a senior member of the team, you will be responsible for leading financial initiatives, providing expert guidance, and driving results-oriented solutions.

Required skills include financial acumen, strategic thinking, and excellent communication skills. A strong understanding of financial systems, tax laws, and investment principles is essential.

The successful candidate will enjoy a competitive remuneration package, comprehensive benefits, and opportunities for professional growth and development.



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