Finance Operations Manager

Finance Operations Manager at a Private Wealth Advisory

About the Company: We are a leading private wealth advisory known for delivering highly customized financial advisory and wealth management services to ultra-high-net-worth families. As a trusted advisor and outsourced Chief Financial Officer, we provide comprehensive investment governance, strategic financial planning, and unparalleled back-office support to protect and enhance our clients' wealth across generations. To support our mission and to enhance our scalability and efficiency, we are seeking a Finance Operations Manager with a vision for continuous improvement and streamlined operations.

The Opportunity: We offer an exciting opportunity for a Finance Operations Manager to refine, enhance and manage our operational framework on an ongoing basis. The ideal candidate will possess a strategic mix of financial knowledge and operational expertise, with a keen eye for identifying and implementing process improvements. This role is perfect for someone who seeks to optimize operations, takes initiative with a hands-on approach to administrative and operational tasks, and ensures the firm's infrastructure supports scalable growth without sacrificing the quality of our client service. A foundational background in accounting is crucial, though the primary responsibilities will lean towards operational excellence and problem solving.

Core Responsibilities:

• Actively review, assess, and refine financial and operational processes, identifying and implementing improvements for increased efficiency and scalability.
• Lead collaboration efforts with both in-house teams and external resources to ensure the smooth implementation of operational process improvements.
• Engage in administrative and operational tasks, addressing any inefficiencies directly to maintain seamless day-to-day operations.
• Handle financial operations, including bookkeeping and reporting, with tools such as Xero or MYOB, ensuring accuracy and compliance.

Qualifications and Experience:

• Solid experience in finance and operations within a financial services, family office, or private wealth advisory environment.
• A strong foundation in accounting principles, with proficiency in financial software (e.g., Xero, MYOB).
• Demonstrated capability in identifying process improvements and executing operational enhancements.
• Outstanding problem-solving abilities and project management skills.
• Excellent leadership and communication skills, with the ability to foster teamwork and collaboration.

Application Process: Interested candidates are encouraged to submit their resumes and cover letters via the Seek platform by 22 April 2024. Selected candidates will be contacted to proceed to the next stage of the recruitment process.

Compensation: The position offers a competitive salary range of $90,000 to $110,000 p.a., depending on experience and qualifications.