About us
Trilogy Funds is one of Australia's leading fund managers and financiers of property-based investments.
We take things personally when it comes to property-based investing.
We've been building wealth together with Australian investors, advisers, developers and brokers for over two decades.
Our purpose is to deliver better outcomes for investors, create opportunities to build wealth and provide a smoother experience accessing and investing capital.
About your new Role
This role involves overseeing financial reporting, managing budgets and cash flow, ensuring compliance, and supporting both internal and external financial processes within the organisation.
The responsibilities include:
* Month-end processing, intercompany transactions, and preparation of monthly board papers for Trilogy Funds Management.
* Preparation of consolidated management accounts, tax effect accounting, and ensuring compliance with Responsible Entity's AFS license requirements.
* Management of cash flow forecasting, treasury functions, payroll, and internal cash management for the corporate group.
* Assistance in annual budget preparation, including P&L, balance sheets, cash flows, KPIs, and financial commentary.
* Support for external reporting tasks, including annual financial statements, audits, tax returns, and liaison with insurance contacts.
About you
To be successful in this role, you will have a passion for finance and be actively pursuing a CFA or CA qualification.
You will also have:
* Expertise in month-end processing, intercompany transactions, and board paper preparation.
* A strong knowledge of consolidated accounts, tax effect accounting, and AFS licence compliance.
* Proficiency in cash flow forecasting, treasury, payroll, and internal cash management.
* Experience in preparing budgets, P&L, balance sheets, cash flows, and financial commentary.
* Skills in external reporting, including financial statements, audits, tax returns, and insurance.
Why choose us?
Besides being a great place to work, here are some reasons why you should consider our company:
* A proactive approach and team-first mentality.
* Flexible start times.
* A monthly Director Birthday Lunch.
* Birthday leave.
* Additional annual leave for tenure milestones.
* Team sports.
* Subsidised gym membership.
* An employee assistance program.
* Corporate massage.
* Complimentary dry cleaning.
* An employee recognition program.
* Complimentary breakfast & snacks.
* A social club.
* Incentive programs.
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