Finance Manager - P/T
Arkadia Search ·www.arkadiatalent.com.au
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About the Company
This is a unique opportunity to join a well-established private family office that manages a diverse portfolio of assets, including public and private investments, real estate, and philanthropic interests.
With multi-entity operations and a long-term strategic outlook, the family office plays a critical role in stewarding wealth, legacy, and values across generations. The environment is professional, values-led, and highly confidential.
The role is available following the planned retirement of a long-serving Bookkeeper who has built a highly organised, paperless finance function centred on Xero. You'll benefit from a thorough handover, including the opportunity to work alongside your predecessor through a full month-end cycle.
This is a hands-on role for someone who takes genuine pride in accurate books, thrives with autonomy, and is a genuine Xero expert.
This is a unique opportunity to join a well-established private family office that manages a diverse portfolio of assets, including public and private investments, real estate, and philanthropic interests.
With multi-entity operations and a long-term strategic outlook, the family office plays a critical role in stewarding wealth, legacy, and values across generations. The environment is professional, values-led, and highly confidential.
About the role
This is a rare opportunity to step into the finance engine room of a well-established private family office and truly own it. Reporting directly to the CFO, you will manage the day-to-day finance operations for the families diversified investment portfolio, which spans private equity, property, managed funds, and direct securities.The role is available following the planned retirement of a long-serving Bookkeeper who has built a highly organised, paperless finance function centred on Xero. You'll benefit from a thorough handover, including the opportunity to work alongside your predecessor through a full month-end cycle.
This is a hands-on role for someone who takes genuine pride in accurate books, thrives with autonomy, and is a genuine Xero expert.
What you'll do:
- Own the general ledger across SMSFs, trusts, and companies
- Upload and reconcile bank statements across a significant number of accounts
- Monthly bank and balance sheet reconciliations
- Prepare first-draft month-end reporting pack for CFO review
- Process share registry data from ~20 registers monthly — load into Xero and classify each transaction (income, capital, return of capital)
- Monthly investment portfolio review and reconciliation
- Manage rental and outgoings invoices for directly held commercial properties
- Process monthly payroll and super
- Insurance management across all entities
- Coordinate with external accountant for tax, compliance, and year-end audits
About you
You are a self-directed finance professional who sees what needs doing and gets it done, no micromanagement required. You have a track record in multi-entity accounting and bring genuine expertise in Xero. A CA or CPA is not required; your capability and experience speak for themselves.
You'll bring
- Advanced, hands-on Xero experience, expert level, not just familiar
- Strong GL and bank reconciliation skills across multiple entities
- Investment or portfolio accounting experience, share registries, distributions, capital movements
- High attention to detail and a process-first mindset
- Discretion handling sensitive family and business financial information
- Xero Payroll experience
Highly regarded
- Background in a family office or private investment group
- Experience with trusts, SMSFs, or holding company structures
- Familiarity with land tax, insurance management, or asset registers
- Broad, purpose-driven remit across finance, investments, and philanthropy
- Work closely with a values-led, multi-generational family
- Stable, long-term opportunity with a focus on legacy and impact
- Competitive remuneration package
- Open to 3 or 4 days per week (24 hours), including support for school drop-offs and pick-ups
Frequently asked questions
Who is hiring for the Finance Manager - P/T role?
Arkadia Search is hiring for the Finance Manager - P/T position, a Shazamme client. Apply directly on the employer's career site.
Where is the Finance Manager - P/T job located?
The Finance Manager - P/T role with Arkadia Search is based in North Sydney, NSW, AU.
Is the Finance Manager - P/T role full-time or contract?
This is a full time position at Arkadia Search.
What experience level is the Finance Manager - P/T role?
The Finance Manager - P/T position is aimed at mid-level candidates.
How do I apply for the Finance Manager - P/T role at Arkadia Search?
Apply directly on Arkadia Search's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.