Senior Accountant – Private Wealth & Investments An exciting opportunity is available for a Senior Accountant to join a highly regarded boutique private wealth and investment group. You will be part of a highly successful and sophisticated investments business, operating in a standalone role and reporting directly to the Group Financial Controller. This unique position offers broad exposure, genuine autonomy and the opportunity to work closely with senior leaders in a founder‑led, entrepreneurial environment. Working at the centre of the finance function, you will play a key role in ensuring financial integrity, insight and operational excellence across the private wealth business. Key responsibilities will include: Leading the month‑end close across multiple entities and trusts Preparing high‑quality financial reporting, analysis and commentary for senior stakeholders Overseeing invoicing, payroll and day‑to‑day transactional processes Managing banking relationships and monitoring cash flow across the group Supporting a portfolio of approximately 15–20 entities within a broader group structure Contributing to ad hoc projects and providing commercial, value‑adding insights to leadership To be successful, you will bring: CA or CPA qualification Ideally a background across professional services and commercial environments Experience in a similar role or related industry will be highly regarded Confidence working autonomously while balancing competing priorities Meticulous attention to detail combined with a proactive, hands‑on approach A genuine enjoyment of fast‑paced, high‑performance businesses This is a standout opportunity for a technically strong and commercially minded accountant who enjoys variety, responsibility, and operating close to decision‑makers. The business offers genuine long‑term growth, strong exposure and the opportunity to make a meaningful impact in a high‑performance, fast‑moving environment. If you are interested please apply or email caitlin.wilcox@perigongroup.com.au
