Executive Portfolio Leader

1 week ago


Perth, Western Australia Bebeeleader Full time

Lead a Portfolio of Not-for-Profit and Commercial Clients
Our client is seeking an experienced professional to oversee a large portfolio with a CFO mindset.
Key Responsibilities:
Deliver monthly management reports, dashboards, and analysis for not-for-profit and commercial clients.
Review financial compliance work including BAS, financial statements, and tax returns.
Develop and lead a high-performing team to achieve business objectives.
Identify process improvements and value-add opportunities across the portfolio.
Requirements:
Chartered Accountant (CA) or Certified Practising Accountant (CPA) with 6+ years of experience in business services or management accounting.
Strong technical knowledge of accounting standards and reporting frameworks.
Advanced skills in Xero, Excel, and related platforms.
Proven leadership and client relationship management skills.
Ability to simplify complex issues and deliver clear, actionable advice.
This role offers a competitive salary, bonus incentive scheme, supportive team environment, and the opportunity to work with the latest technology.



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