Finance Manager

Sequoia Financial Group is an ASX-listed financial services company that works with financial advisers, business and individuals to manage and grow their wealth. We offer a full range of products and services, including financial advice, superannuation management and administration, stockbroking execution and clearing and a legal documents/company establishment service. The company operates on a stand-alone basis and is not associated with a bank or super fund.

Sequoia has experienced significant changes and is focussed on financial advice and planning as more Australians look to take control of their financial future.  The Sequoia Group operates a number of businesses and brands within the Sequoia Licensee and Advisers Services and Sequoia Legal and Administration Services business groups.

The culture at Sequoia is one that values customers, business ethics, staff, collaboration and community.

The Opportunity

The main responsibility of the role is to manage day to day finance functions. Activities include, but are not limited to, accounts receivables, accounts payables, ATO obligations, subsidiaries month end completion, banking, financial reporting and compliance. Responsibilities are to be carried out in an efficient manner, according to policies and key deadlines.

Key Responsibilities

Accounting operations:

• Assist and supervise junior team members on the accounting operations functions and processing including accounts receivable, accounts payable and payroll in an efficient and time-effective manner. Look to add value through adoption of best practices and technology.
• Technical lead on complex accounting issues such as acquisitions, due diligence, financial modelling, divestments, lease accounting and goodwill impairment testing or any AGAAP updates impacting SFG reporting.

Business analysis and reporting:

• Assist in the preparation of monthly, half-yearly and annual financial reports in compliance with Australian Accounting Standards (AASB) and ASX reporting requirements.
• Manage the general ledger, month-end close process and preparation of balance sheet reconciliations of subsidiaries.
• Assist with external audits and liaise with auditors to ensure timely and accurate completion.
• Ensure compliance with all tax obligations including BAS, FBT, payroll tax and income tax in coordination with external advisors.
• Responsible for cash flow forecasting, banking and support treasury function.
• Assist the team in continuous improvement. Maintain and improve internal controls, financial systems and procedures.
• Partner with other departments and divisions to support business initiatives and ensure financial alignment.

Teamwork and knowledge sharing:

• Work collaboratively and showing good team effort
• Support team in their development and learning
• Facilitate communication with other areas of the organisation.

Qualifications and Experience

CA or CPA qualified with 5+ years' experience in a financial accounting or finance management role.

Experience in an ASX-listed company or background in accounting firms.

Strong knowledge of Australian Accounting Standards and ASX reporting obligations.

Proficient in financial systems (e.g. Xero or similar ERP) and Excel.

Excellent analytical, problem-solving and communication skills.

Ability to work under pressure, meet deadlines and manage competing priorities.

Why Join Sequoia?

Be part of a dynamic, growing ASX-listed company with plenty of scope to develop professionally.

Work in a friendly, flexible environment that values teamwork and community spirit.

Exposure to a diverse set of financial services operations.

Play a role in helping Australians secure their financial future.

You will have the chance to own your responsibilities, innovate and be recognised for your contributions.

Ready to Take the Next Step?

If you are a self-driven Finance Manager who loves a challenge and wants to make a real impact in a growing financial services company, we would love to hear from you

Please ensure you provide a cover letter, telling us with you are the ideal candidate for the role.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Sequoia Financial Sequoia Financial Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Recruiters, please note that our People and Culture team will try to source this role internally at this stage.