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Finance Manager | Ideal move from chartered

Sharp & Carter

Australia, Victoria, Australia Full time June 28, 2026

Found Description

Organisation:

Our client is a private (family) investment firm focused on long-term wealth preservation and strategic growth. With a diversified portfolio spanning equities, real estate, private equity, and alternative investments, the group prioritises sustainable financial management and value-driven decision-making. 

This role will report directly to the Director of Finance. 

Responsibilities
 include, but are not limited to: 

Financial Analysis & Reporting:- Regularly review, analyse, and report on the financial performance and position of the family office and its investments.
- Prepare monthly updates, including reconciled accounts, cash flow reports, and financial forecasts.
- Assist in quarterly reporting and board meeting preparations.
- Collaborate with internal and external finance teams on family office investments.
- Support external finan...

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