Our client is a growing, sophisticated financial group with interests across private investment, funds management, advisory, and corporate entities. Due to continued growth, they are seeking an experienced Senior Financial Accountant to play a key role in managing and enhancing the group’s financial operations across a complex, multi-entity environment.

This is a hands-on role offering exposure to senior stakeholders, investment partners, and private wealth structures, with genuine scope to grow as the group continues to expand.

The Role

Reporting to the Group Financial Controller, you will be responsible for high-quality financial accounting, compliance, fund accounting, and treasury management across multiple corporate, trust, fund, and private entities.

Your responsibilities will include:

Tax & Compliance

• Preparation and lodgement of BAS, IAS, PAYG, payroll tax and statutory obligations
• Supporting year-end statutory accounts, audits, and tax submissions
• Coordinating with external accountants, tax advisers, and auditors
• Maintaining tax forecasts including income tax, CGT, FBT, and distributions

Financial Accounting & Reporting

• End-to-end month-end close, journals, accruals, intercompany transactions
• Preparation of monthly, quarterly, and annual financial statements
• Balance sheet, bank, loan, credit card, and investment reconciliations
• Supporting budgeting, cashflow forecasting, management reporting and board packs

Fund & Investment Accounting

• Full fund accounting including NAV, unit pricing, capital accounts and distributions
• Investor reporting, liquidity management, and audit support
• Maintaining investment registers and tracking valuations and performance

Treasury & Cashflow

• Group-wide cashflow forecasting and liquidity management
• Intercompany loan management and reconciliations
• Improving cash management systems and controls

Systems & Process Improvement

• Optimising Xero and reporting tools
• Driving automation, documentation, and process improvements
• Supporting system enhancements as the group scales

About You

You will bring a strong technical accounting foundation combined with a proactive, commercially minded approach.

Ideally, you will have:

• CA or CPA qualification (or near completion)
• 3–5+ years’ experience in financial accounting within a multi-entity environment
• Exposure to private wealth, family office, funds, investments, or complex group structures
• Strong knowledge of accounting standards (IFRS/GAAP)
• Advanced Excel skills and solid experience with Xero
• High attention to detail, strong ethics, and discretion
• Confidence working with senior stakeholders and external advisers

This role will suit someone who enjoys ownership, variety, and the opportunity to grow into broader responsibilities as the group evolves.

Why Join?

• Exposure to complex, interesting structures across investments and private entities
• Close interaction with senior leadership and decision-makers
• High-impact role with genuine influence over systems and processes
• Clear opportunity to grow into more senior or managerial responsibilities
• Competitive salary package plus performance bonus

If you’re looking for a senior accounting role with depth, variety, and long-term growth potential, this is an outstanding opportunity.

• Preparation and lodgement of BAS, IAS, PAYG, payroll tax and statutory obligations
• Supporting year-end statutory accounts, audits, and tax submissions
• Coordinating with external accountants, tax advisers, and auditors
• Maintaining tax forecasts including income tax, CGT, FBT, and distributions
• End-to-end month-end close, journals, accruals, intercompany transactions
• Preparation of monthly, quarterly, and annual financial statements
• Balance sheet, bank, loan, credit card, and investment reconciliations
• Supporting budgeting, cashflow forecasting, management reporting and board packs
• Full fund accounting including NAV, unit pricing, capital accounts and distributions
• Investor reporting, liquidity management, and audit support
• Maintaining investment registers and tracking valuations and performance
• Group-wide cashflow forecasting and liquidity management
• Intercompany loan management and reconciliations
• Improving cash management systems and controls
• Optimising Xero and reporting tools
• Driving automation, documentation, and process improvements
• Supporting system enhancements as the group scales

• Strong technical accounting foundation
• Proactive, commercially minded approach
• Strong knowledge of accounting standards (IFRS/GAAP)
• Advanced Excel skills
• Solid experience with Xero
• High attention to detail
• Strong ethics
• Discretion
• Confidence working with senior stakeholders and external advisers

• CA or CPA qualification (or near completion)
• 3–5+ years’ experience in financial accounting within a multi-entity environment
• Exposure to private wealth, family office, funds, investments, or complex group structures