Finance Manager - Family Office

Job title : Finance Manager - Family Office
Location : Melbourne
Job type : Permanent or Full Time
Salary : + super
Job reference : 1662346
The Organisation
Our client is a highly respected family office based in Melbourne, managing a diverse portfolio of private and listed investments across multiple sectors.

The Role
Reporting to the CFO, the Finance Manager will play a pivotal role in managing the group’s consolidated financial position, overseeing transactional finance, and leading compliance and reporting across a range of investment entities. This role combines technical rigour with commercial insight, supporting strategic decision-making and business growth.

Key responsibilities include:
  • Preparation of consolidated financial statements, budgets, and forecasts
  • Oversight of accounts payable, receivable, payroll, and bank reconciliations
  • Maintenance of general ledgers, journals, and asset registers across group entities
  • Preparation of board packs, management reports, and cash flow statements
  • Tax compliance including BAS, IAS, FBT, and income tax workpapers
  • Coordination of audit, governance, and regulatory reporting requirements
  • Support for investment transactions, settlements, and portfolio reporting
  • Continuous improvement of financial systems, controls, and processes
The Ideal Candidate

You are a degree-qualified accounting or finance professional, ideally CA/CPA qualified (or working toward it), with a strong grounding in financial and management accounting, and are eager to grow your impact within a complex, fast-paced setting.

Key skills and attributes:
  • Strong technical accounting and compliance knowledge
  • Exposure to inter-entity transactions, consolidations, and investment reporting
  • Excellent stakeholder management and communication skills
  • Organised, detail-oriented, and proactive
This role offers genuine career progression, with the opportunity to grow vertically into senior leadership or sideways into one of the group’s ventures, depending on your interests and strengths.

To Apply
To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, please contact Alex Cox at acox@sharpandcarter.com.au.