Finance Director

An exceptional opportunity has arisen for a Finance Director to join a highly respected private lending business and family office based in Sydney CBD. This position is ideal for a CA qualified professional who thrives in a collaborative, hands-on environment. You will enjoy flexible working arrangements whilst working in a small, tight-knit alternative Asset Manager. As Finance Director, you will be delivering outstanding results across statutory finance, treasury operations, investor relations, and investment portfolio management.

What you'll do:

As Finance Director you will play an integral part in shaping the financial health of both a private mortgage lending business and its associated family office. Your day-to-day responsibilities will see you balancing high-level oversight with hands-on execution—overseeing statutory finance processes while also driving operational improvements that enhance efficiency. Your ability to manage complex treasury operations across various funding sources will be crucial in supporting loan settlements and optimising asset allocation. In addition to leading investor operations—including platform administration and fund allocations—you will also contribute to strategic initiatives such as system implementations and due diligence on new investments. Your attention to detail in maintaining accurate records for all entities ensures that every aspect of financial performance is tracked against strategic targets.

• Oversee all statutory reporting requirements for multiple entities, including BAS, PAYG, ASIC filings, and annual tax returns in collaboration with internal teams and external accountants.
• Ensure full compliance with corporate governance standards and financial reporting obligations across all business units while acting as Company Secretary over time.
• Lead the preparation of consolidated quarterly management accounts and coordinate the finalisation of annual accounts with external advisors to maintain transparency and accuracy.
• Prepare and maintain rolling 90-day cash flow and liquidity forecasts across operating and investment entities to optimise resource allocation.
• Monitor and optimise cash balances across all bank accounts, ensuring excess reserves are efficiently invested and inter-entity liquidity is managed effectively.
• Liaise with external tax advisers on structuring matters, regulatory compliance issues, and investment-related tax strategies to maximise value for stakeholders.
• Perform treasury functions across all funding sources—including investor funds, owner equity, and warehouse facilities—ensuring sufficient liquidity for loan settlements and optimal asset allocation.
• Manage investor operations in coordination with the Head of Operations and Administration by overseeing platform administration, distributions, capital calls, fund allocations, and responding to investor inquiries.
• Support the implementation and ongoing oversight of loan management systems including fee invoicing, settlement processing, and investor distribution workflows.
• Assist in managing external funding facilities by ensuring covenant compliance, participating in lender negotiations, supporting refinancing strategies, reviewing investment proposals, conducting due diligence on acquisitions as needed.

What you bring:

To excel as Finance Director you will bring proven experience from private credit or property finance sectors—ideally having managed treasury functions involving both internal resources and third-party capital. Your background should include hands-on involvement with fund structures spanning multiple entities alongside deep familiarity with investor operations such as fund accounting for complex facilities. A CA or CPA qualification is mandatory while additional credentials like CFA would further strengthen your profile. You are known for your technical proficiency in accounting standards paired with an up-to-date understanding of compliance requirements relevant to both corporate governance and statutory reporting. Advanced skills in financial modelling enable you to prepare detailed cash flow forecasts that inform strategic decisions at every level. Beyond technical abilities you possess excellent interpersonal skills—valuing teamwork above all else—and demonstrate reliability through consistent delivery even when deadlines are tight or priorities shift unexpectedly. Your capacity to offer thoughtful input while supporting collective accountability makes you an invaluable member of any close-knit group.

• CA or CPA qualification is essential for this role; CFA or similar investment/portfolio management qualifications are highly desirable.
• Demonstrated experience in private credit, non-bank lending or property finance environments is preferred for effective performance.
• Proven track record managing treasury operations including asset allocation across internal capital sources as well as third-party funding channels.
• Experience handling fund structures along with multi-entity accounting responsibilities for contributory or managed investment schemes is advantageous.
• Familiarity with investor operations such as fund accounting procedures for warehouse or third-party debt facilities is important.
• Strong technical knowledge of accounting principles combined with up-to-date compliance expertise is required.
• Advanced financial modelling skills coupled with robust cash flow forecasting capabilities are necessary for success.
• Knowledge of property investment strategies or development projects—and/or experience managing portfolio investments across debt/equity markets—is highly valued.
• A collaborative approach as a genuine team player who values co-operation within small groups is essential.
• Ability to prioritise workload effectively under pressure while remaining focused on shared goals; willingness to take responsibility when needed.

What sets this company apart:

This organisation stands out for its commitment to fostering a supportive environment where collaboration is truly valued. Here you will find yourself surrounded by knowledgeable professionals who share a passion for delivering excellence across every facet of finance—from statutory reporting through to innovative investment strategies. The company’s flexible approach allows you to tailor your working arrangements around personal commitments without compromising on career progression or impact. With direct access to senior decision-makers your contributions are recognised quickly—enabling you to see tangible results from your efforts while building lasting relationships within a close-knit team. The focus on continuous improvement means there are always opportunities for learning new skills or taking on fresh challenges; whether it’s refining operational processes or exploring new avenues for growth within the family office structure.

What's next:

If you are ready to take the next step in your finance career within a collaborative environment that values your expertise apply now!

Apply today by clicking on the link below—your future as Finance Director awaits.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply, please click "Apply" or contact Alison Newsome on +61 2 82893189 or alison.newsome@robertwalters.com.au for a confidential discussion.