Financial Controller - Family Office

About the role

A recruitment partner is appointing a Financial Controller for a small, collaborative finance team within a private organisation in Sydney. The role reports to a senior leader and oversees day-to-day financial operations, bringing accounting activities in-house and driving improvements across systems, processes and reporting. It covers financial reporting, tax, compliance, cash management and investment administration, with a high level of autonomy and support from an experienced mentor.

Key responsibilities

• Oversee end-to-end accounting, including month-end close and reconciliations using Xero
• Lead the transition of accounting activities from external providers in-house
• Manage cash flow, liquidity and day-to-day transactional finance
• Prepare statutory financial statements for consolidated groups and individual entities
• Produce and enhance regular management reporting and board packs
• Coordinate tax compliance, external audits and regulatory reporting
• Manage compliance with ASIC, ACNC and other requirements
• Oversee investment administration, including capital calls, subscriptions, redemptions and reconciliations
• Assist with investment analysis, due diligence and financial reviews
• Build relationships with external advisers and stakeholders

Required profile

• CA/CPA qualified with strong end-to-end accounting experience
• Background in business services, a family office or a finance manager/controller role
• Open to senior managers from business services moving into industry, or an experienced second mover with commercial or standalone finance experience
• Strong technical accounting skills in financial reporting, tax and compliance
• Confident communicator, commercially minded, autonomous and discreet

Required skills

• Xero (previous experience advantageous)
• Statutory financial statements and management reporting

What we offer

• Remuneration of $170,000-$200,000 plus superannuation and bonus
• Close work with an experienced leader who supports development
• Flexible working arrangements over time
• Onsite position, five days in the office