
Financial Reporting Manager
2 weeks ago
Newly created finance position with a boutique Sydney-based Family Office with a distinctive and diverse investment portfolio that spans both traditional and alternative asset classes
This is a hands-on, high-impact finance leadership role in a dynamic investment environment where your insights and expertise will influence real-time decision-making and shape long-term financial outcomes. You will operate at the core of the business—working directly with the Financial Controller and Principal—offering exposure across complex entities, trusts, investment vehicles, and strategic projects
If you're an ambitious CA/CPA professional ready to step into a broad, commercially involved role with visibility, responsibility, and variety—this is a compelling opportunity
Coverage of role:
- Financial Reporting & Strategic Analysis
- Month-End & Year-End Close
- Taxation, Compliance & Regulatory
- Treasury & Investment Oversight
- Budgeting & Strategic Planning
About You
- CA/CPA qualified with 5+ years' experience in financial reporting, ideally from a Big 4 background with commercial/family office exposure
- Strong understanding of Australian accounting standards, tax compliance, and reporting requirements
- Deep experience with complex structures—trusts, investment entities, SPVs—and ideally Division 7A
- Confident Excel modeller; Xero experience highly regarded
- You thrive in a fast-paced, agile environment, and are comfortable being both strategic and hands-on
- You have a high level of ownership, strong attention to detail, and can manage competing priorities without sacrificing accuracy
What is on Offer
- Direct exposure to strategic investment decisions at the highest level
- Opportunity to build and optimise processes, not just maintain them
- Work in a tight-knit, high-performing team where your voice matters
- Varied and interesting work across asset classes, sectors, and structures
- Support from leading external advisors in accounting, tax, and structuring
- A role that blends finance, strategy, and investment—not just reporting
To explore further in confidence, please send your resume (in Word format) to Paddy Kelly via
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