Director Finance | U Ethical

Job title : Director Finance | U Ethical
Location : Victoria
Job type : Permanent or Full Time
Job reference : 1516014
The Organisation:
U Ethical’s first funds were established in 1985 and over recent years they have grown steadily to become one of the largest ethical investment managers in Australia with over $1.3 billion under management. They are an autonomous social enterprise of the Uniting Church with an independent board.
U Ethical have developed a reputation for their unwavering commitment to ethics-driven performance. Their ethical authenticity is central to who they are not just what they do. U Ethical aim to provide their clients with competitive returns. And as a social enterprise, the profit they generate is paid to the Uniting Church which supports wide-ranging community projects.
U Ethical are one of only a few investment businesses in Australia to have been certified as a B Corporation, which verifies that they meet the highest standards of social and environmental performance, transparency and accountability. From institutions to individuals, clients choose to partner with U Ethical due to their bold positions on important ethical matters. They don’t shy away from holding companies to account on controversial issues.
The Role:
Reporting directly to the CEO, your role will be a broad one requiring you to be '‘hands-on'’ and in the detail, but also a strong business partner to the leadership team and board. You will be principally responsible for leading the accounting function and for ensuring effective controls and accurate reporting to support business strategy.
Other duties:  
  • Ensuring financial targets and business performance is well considered and communicated
  • Supporting growth in funds under management
  • Advising on strategic and business planning
  • Financial control, including budgeting, accounting, forecasting and reporting to the Synod, board, leadership team and broader team
  • Overseeing delivery of accounting and payroll services
  • Supporting the fund accounting function
  • Commercial oversight of all outsourced providers and suppliers
  • Acting as public officer for all entities
  • Managing finance and tax statutory and regulatory compliance including audits
  • Developing and improving financial policies, procedures, processes and systems  
You are an experienced Financial Controller / Finance Director with an impressive track record and reputation as an ethical finance leader. You have highly developed technical accounting skills and commercial acumen, along with proven experience managing complex and high-level stakeholder relationships. You are a big picture leader who can reason at a conceptual level and drive change, while still maintaining a strong attention to detail and a hands-on approach.
You are a natural leader with a high degree of integrity, you are comfortable to challenge the status quo and have the confidence and credibility to engage effectively and build relationships with all levels of an organisation.
Most importantly you are excited by the idea of running an end-to-end finance function of an organisation that's giving back to the community and have a strong values alignment to the U-Ethical business.
Qualifications and Experience:  
  • CA or CPA qualified
  • Bachelor’s degree in accounting, finance or economics
  • A strong affinity with ethical investing
  • A desire and ability to work in an aspirational boutique business environment
  • Demonstrable experience in: Funds management and/or financial services  
  • Drive positive change and make a meaningful impact on the lives of others
  • Lead a dedicated team of passionate individuals, fostering a culture of collaboration and empowerment
  • Values driven, ‘for purpose’ organsiation
  • Enjoy work/life balance in a hybrid working environment
  • Charity salary packaging
  • Professional development allowance
  • Wellbeing allowance
  • Volunteer leave
  • Employee assistance program
  • Regular team social events
How To Apply 
To apply online, please click on the appropriate link below. Alternatively, please email to learn more.

Any third party or direct applications will be forwarded to Sharp & Carter for consideration.