Senior Management Accountant
4 days ago
Drive modelling, insights & investment reporting for a diversified family office; high exposure across property, PE, VC & listed assets.
- 6-month contract role
- $130k - $140k + Super FTE
- Incredible opportunity for an FP&A Analyst with Investments background
Senior Management Accountant | $130k–$140k + Super | 6-Month Contract | Family Office
A newly created Senior Management Accountant role supporting a large family office with complex investment portfolios across property (including social housing), private equity, venture capital and listed assets. Perfect for someone with strong modelling capability and a genuine interest in investment performance.
The family office is in an enviable sought after city building but you have to be comfortable knowing it is an office of only 3 - 5 people max.
The Opportunity
- Build and maintain an investment register - assets include property, private equity, listed companies, and venture capital
- Build financial models, analyse investment returns and support valuation processes
- Develop and produce monthly management reporting packs
- Build Budget and Forecasts
- Support valuations across listed assets, VC/PE funds and property holdings
- Deliver high-quality analysis, insights and forecasting
- Work closely with the investment team on portfolio performance and decision support
About You
- CA/CPA and Business degree
- Strong financial modelling capability (advanced Excel essential)
- FP&A experience critical
- Background in PE, funds, family office, corporate finance or investment-focused roles
- Confident interpreting financial and investment data
- Hands-on, analytical and willing to roll up your sleeves
A great opportunity for someone who loves modelling, investments, and contributing meaningful insights in a sophisticated family office environment. If this is the role for you please apply via the link to Dave Goldbach.
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