Senior Financial Accountant

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