Group Financial Controller - Family Office - Investments

Allura Partners are delighted to be exclusively supporting a private investment group in their search for a Financial Controller. This is a hands-on leadership role overseeing all aspects of statutory reporting, management accounting, tax compliance and cross-border investment support.  

Please note, this role requires 5 days working in the CBD office.

Key Responsibilities:
Financial Reporting & Compliance

• Prepare statutory financial statements and manage the annual audit process across multiple entities, including trusts.
• Deliver accurate and timely monthly management reports and consolidated group accounts.
• Ensure compliance with all relevant accounting standards and corporate regulations.

Tax & Regulatory

• Oversee tax compliance processes including BAS, FBT and other obligations, supported by an external mid-tier tax advisory firm.
• Provide financial inputs and reconciliations required for complex tax returns and advisory work.

Operational Finance

• Manage inter-company accounting, interest allocation and cost allocations across various businesses.
• Oversee group insurance renewals and ongoing policy management.
• Coordinate payments and banking across a broad portfolio of entities.

Investment & Structuring Support

• Support the commercial and legal teams with structuring of international investments and cross-border transactions.
• Maintain financial oversight of global investment portfolios, including private equity, credit and real estate.

Team Leadership & Systems

• Supervise a small off-shore accounting support team (accounts payable and general finance support).
• Maintain and develop internal controls, finance processes and documentation.
• Use and maintain the group’s cloud-based accounting system (Xero).

Qualifications & Experience

• CA/CPA qualified with at least 6+ years’ experience in financial and management accounting.
• Strong background in statutory reporting, tax compliance and financial operations.
• Experience working with trusts, inter-company structures and cross-border investments preferred.
• Comfortable working in a private investment firm or similar environment managing multiple entities.
• Experience with Xero and Excel essential.

Key Attributes

• High attention to detail and ownership mindset.
• Proactive, hands-on approach with the ability to manage competing priorities.
• Strong communication and interpersonal skills for working with offshore teams and external advisors.
• Discretion and integrity in handling sensitive financial information.

If you are interested in this position and feel you have the required experience, please click apply.

Thank you
calum.forster@allurapartners.com.au