Job Title
Financial Controller & Operations Manager
The Role
Maintain accurate records and ensure timely filing of external returns, driving business profitability through effective cost control and operational efficiency.
Manage budgets, cash flow, and Board-level financial reporting. Oversee fund operations, including settlements, cash reconciliation, and fund accounting.
Ensure compliance with audit and reporting requirements.
Operations & Compliance
Supervise daily operations and ensure excellence across the organisation. Optimise processes, systems, and workflows to enhance efficiency.
Maintain compliance with ASIC, AUSTRAC, ATO, and AFSL regulations. Prepare and manage fund-related legal and compliance documents.
Lead the implementation of a Retail License and associated offerings.
Strategy & Leadership
Collaborate with the CEO to develop and implement strategic plans. Drive operational initiatives aligned with the company's mission and vision.
Lead technology upgrades, including customer portal implementation and data security enhancements.
Customer Relations
Oversee systems and processes to exceed client expectations. Manage relationships with referral partners and other stakeholders.
About You
Experience & Expertise:
* 10+ years in financial services, audit and/or accounting operations, with CA/CPA qualifications.
* Industry Knowledge: Financial services or funds management experience advantageous but not essential.
What is in it for you?
Work Directly with Leadership: Act as the CEO's trusted partner, contributing to strategic decisions.
Personal Impact: A boutique size means your contributions will be visible and valued, driving real change.
Competitive salary depending on experience. Exposure to all facets of funds management, including strategy, operations, and client relations.
A chance to be part of a values-driven organization prioritizing excellence and client trust.