Working as the CFO’s right-hand support and Finance 2IC, this role offers broad exposure to the CEO and senior stakeholders while supporting fund administration, liquidity management, month-end close, and investor reporting. You’ll also play a key role in driving process and systems improvements as the business continues to scale.
MARS Recruitment has partnered with a fast-growing financial services firm seeking a motivated Financial Analyst to join their team.
Working as the CFO's right-hand support and Finance 2IC, this role offers broad exposure to the CEO and senior stakeholders while supporting fund administration, liquidity management, month-end close, and investor reporting. You'll also play a key role in driving process and systems improvements as the business continues to scale.
The Responsibilities:
Support the month-end close process, including preparation of journals, accruals, amortisation, and depreciation entries
Prepare and deliver management, investor, and servicer reporting, ensuring consistency between systems and underlying source data
Oversee daily and month-end fund administration activities, including liquidity reporting, investor interest calculations, and funding transactions
Complete bank, loan book, intercompany, and balance sheet reconciliations, ensuring accuracy and integrity across financial records
Administer broker commission processes, including statement preparation, payment processing, and stakeholder coordination
Liaise with auditors, outsourced service providers, and internal teams to support audits, payroll, payments, and broader financial reporting requirements
Contribute to ongoing projects, system enhancements, and process improvement initiatives, including technology refresh and automation opportunities
The Requirements:
Currently working towards (or recently commenced) a CA/CPA/ACCA/CIMA qualification
Previous experience within Financial Services is highly regarded
Strong communication and interpersonal skills, with the ability to build effective relationships across the business
A proactive mindset with a focus on identifying process improvements and efficiency opportunities
Excellent time management skills and the ability to work autonomously to meet tight deadline
Exposure to Power BI is highly regarded
To Note:
Office located near Double Bay in Sydney's Eastern Suburbs (10 minute walk to Edgecliffe Station)
This is a permanent opportunity, however a 6-month fixed-term contract may also be considered for the right candidate
If you wish to be considered for this role, please apply directly to this advert or send your CV to Jonathon.Lynn@marsrecruitment.com.au.