CA/CPA Newly Created Role Boutique Fund Manager Firm Overview Newly created career opportunity with a well-established boutique funds management business with a strong investment track record and a reputation for disciplined risk management, integrity, and long-term alignment with investors. The firm manages concentrated, high-quality equity portfolios across domestic and international markets, delivering consistent, value-added investment performance since inception. The culture is collaborative, professional, and focused on operational excellence, providing an environment where experienced professionals can thrive. As the business continues to evolve, the firm is seeking a Head of Finance to lead the finance function and take ownership of Human Resources, acting as a trusted partner to senior leadership while supporting the firm’s commercial objectives and maintaining strong governance and operational discipline. Role Purpose The Head of Finance is responsible for overseeing all financial, treasury, and related operational activities of the firm and its managed funds. The role combines strategic leadership with hands-on execution and plays a critical role in financial reporting, planning, compliance, and business decision support. This role suits a senior finance professional with funds management experience who enjoys operating in a boutique environment, someone who can think strategically, engage confidently with stakeholders, and remain close to the detail where required. Key Responsibilities Finance & Financial Management Lead the firm’s financial planning, budgeting, and forecasting processes Prepare and review monthly management accounts, consolidated reporting, and variance analysis Oversee statutory financial reporting, ensuring accuracy, timeliness, and compliance with relevant accounting standards Develop and maintain financial models, forecasts, and rolling business plans Monitor cash flow, liquidity, and capital requirements across the management company and funds Oversee management fee calculations, expense allocations, and performance reporting Provide clear, insightful commercial analysis and recommendations to senior leadership Fund Accounting & Investor Support Oversee fund accounting activities in conjunction with external fund administrators Review fund financial statements, investor reports, and distribution calculations Support investor reporting requirements and assist with investor relations as required Oversee distributions, tax statements, and related investor communications Treasury, Tax & External Relationships Manage banking, treasury, and financing relationships Liaise with external auditors, tax advisers, legal counsel, and fund administrators Coordinate tax compliance obligations, including BAS, income tax, and investor tax reporting, in conjunction with advisers Review accounting treatments for investment transactions, structures, and new initiatives Governance, Risk & Compliance Ensure compliance with applicable regulatory requirements, including ASIC, AFSL, and other relevant frameworks Maintain robust financial controls, policies, and procedures Assist with board and committee reporting, including quarterly board packs Contribute to the ongoing development of governance frameworks and internal controls Human Resources (Oversight) Provide oversight of core HR operations, supported by external consultants and service providers Support performance management, remuneration reviews, and incentive frameworks in conjunction with senior leadership Act as a senior escalation point for employee relations matters, as required Ensure HR policies and practices remain compliant with Australian employment legislation Coordinate learning, development, and succession planning in line with the firm’s growth Experience & Qualifications Bachelor’s degree in Accounting, Finance, Business, or a related discipline CA, CPA (or equivalent) qualification 8–12 years’ experience in funds management, investment management, financial services, or a professional services (Big 4) background with relevant exposure Strong understanding of fund structures, management companies, and investment-related accounting Experience working with external administrators, auditors, and professional advisers Exposure to process improvement, systems implementation, or scaling finance functions preferred Skills & Attributes Commercially minded with strong analytical capability Comfortable operating in a boutique, high-accountability environment Hands-on, detail-oriented, and well organised Strong judgment, integrity, and discretion Confident communicator able to engage constructively with senior stakeholders Collaborative and collegiate, with the ability to challenge appropriately Self-starter with the ability to operate effectively in a dynamic environment Key Measures of Success Accurate, timely, and insightful financial and management reporting Strong financial controls and regulatory compliance Effective cash flow and treasury management High-quality support to senior leadership and the investment team Scalable, efficient finance and HR processes aligned with the firm’s growth objectives To discuss in confidence, please email Paddy Kelly paddy.kelly@platinumpacificpartners.com.au.
