Alumni jobs board

Pitcher Partners Melbourne alumni program is dedicated to keeping you connected with opportunities to grow your career and inspire your ambition. View job opportunities across the network below.

Current vacancies

Tax and Reporting Manager - Portland House Group (April 2025)

Tax and Reporting Manager (Permanent full-time, Onsite)

Purpose of Department

The Finance Department is responsible for the following:

Managing outgoing payments to suppliers and incoming payments from customers
Recording and reporting financial transactions, ensuring accuracy and compliance with accounting standards
Ensuring compliance with all tax regulations, compliance and filing requirements
Preparing financial and management reporting for the Group, and related entities, including reporting to the Board of Directors, regulators and banks
Implementing and maintaining controls to safeguard the Group’s assets and ensuring financial integrity
Supporting long-term business planning and strategy development through financial insights

Position Summary

The Tax and Reporting Manager is a specialised tax and reporting role, responsible for managing tax obligations and producing various reporting for the Group, including overseas entities. This role will ensure full compliance with Australian and US tax laws and regulations, develop robust tax management frameworks, advise the Group in relation to tax matters, deliver accurate and timely reporting and work to streamline and automate tax and reporting processes.

The role will have, but not be limited to, the following accountabilities:

Taxation

Ensuring full compliance with Australian tax laws and regulations, including:
- Preparation and filing of Income Tax Returns (individual and consolidated)
- Preparation, review and lodgement of BAS returns (individual and consolidated)
- Review and lodgement of FBT returns
- Preparation of PAYG instalment calculations
- Preparation of annual Transfer Pricing Policy
Preparing schedules for US tax and WHT filings and review of returns prepared by offshore advisors
Forecasting tax liabilities, including preparation of Weekly Tax Summary and booking of tax provisions
Developing and maintaining tax plans, timetables, compliance procedures and risk assessment frameworks, to ensure effective tax management
Understanding legislative taxation changes, including providing a quarterly report to the Group outlining key changes and the potential impact on the Group
Advising the Group in relation to tax matters, as required
Liaising with the ATO, external tax advisors and auditors to address tax-related inquiries and issues
Overseeing and managing the Group’s external tax databases, including ATO Online Services

Reporting

Preparing monthly management reporting and quarterly Board reporting (for allocated entities)
Preparing annual statutory financial statements (for allocated entities)

Process Improvement and Automation

Identifying opportunities to streamline reporting and tax processes through automation and process improvements
Implementing software solutions and tools, in conjunction with internal stakeholders and external advisors, to enhance efficiency and accuracy
Documenting and maintaining procedures relating to areas of responsibility

Other

Providing effective backup to the Accountant (including Accounts Payable) and the Financial Accounting Manager to ensure seamless operations
Ad-hoc work / projects, as required

Key responsibilities and Key Performance Indicators (KPIs)

Taxation
Income tax
Key tasks	Prepare and file Australian tax returns (individual and consolidated) for all Group entities Prepare schedules for US tax and WHT filings and review returns prepared by offshore advisors Prepare PAYG instalment calculations for all Group entities Forecast tax liabilities, including preparation of Weekly Tax Summary, and book tax provisions, including deferred tax, accordingly Ensure that any Division 7A loan have been identified and repaid before the tax return lodgement date
KPIs	Tax returns and schedules are: in compliance with tax laws and regulations prepared with 99% accuracy reconciled to trial balances and/or accounts referenced to supporting schedules / calculations submitted for review at least 8 weeks before the due date or by 1 December, whichever is earlier (making an allowance for availability of external information). This will allow sufficient time for review by the Finance Director and external tax advisors All tax returns are lodged and payments made by the due date Accurate and timely calculation of PAYG instalments for all applicable entities Any adjustments to tax provisions are processed to the general ledger within 5BD of the submission of each tax return Minimal adjustments are identified from the review process and there is prompt follow up of queries Division 7A loans have been identified and repaid before the tax return lodgement date Confirmation of filing and payment before tax deadline obtained
Good and Services Tax
Key tasks	Prepare monthly and quarterly Business Activity Statements for investment entities Review monthly and quarterly Business Activity Statements prepared by the Accountant for operational entities in SAGE Intaact
KPIs	All BAS returns are: in compliance with tax laws and regulations prepared with 99% accuracy and correct GST is reported referenced to supporting schedules / calculations reconciled to trial balances submitted to the Finance Director for review by WD5 of the following month for monthly returns and WD10 for quarterly returns All returns are lodged and payments made by the due date Variances are fully investigated and explained and adjustment journals posted before submission of the BAS return Minimal adjustments are identified from the review process and there is prompt follow up of queries
Fringe Benefits Tax
Key tasks	Review FBT returns for Australian entities prepared by the Accountant
KPIs	All FBT returns are: in compliance with tax laws and regulations prepared with 99% accuracy referenced to supporting schedules / calculations reconciled to trial balances submitted for review by 30 April each year All returns are lodged and payments made by the due date Minimal adjustments are identified from the Finance Director review process and there is prompt follow up of queries Any adjustments to FBT provisions are processed to the general ledger within 5BD of the submission of each FBT return
Transfer Pricing
Key tasks	Develop a comprehensive and compliant Transfer Pricing Policy for the Group, including: Gathering all relevant financial data, including inter-entity transactions, pricing methods, and economic analyses Conducting a thorough functional analysis to identify the functions, assets, and risks of each related entity involved in controlled transactions Ensuring that the policy aligns with the latest OECD guidelines and local regulatory requirements Ensuring that all documentation supports the arm’s length principle and is ready for external review Collaborate with external advisors to review and refine the Transfer Pricing Policy Address any feedback or recommendations from external advisors promptly and accurately Obtain sign-off on the policy from the external advisors prior to the tax return lodgement date Stay updated with changes in transfer pricing regulations and best practices
KPIs	Ensure the Transfer Pricing Policy is 100% accurate and complete, with all necessary documentation Submit the draft transfer pricing policy to external advisors by the agreed deadlines Achieve 100% compliance with OECD guidelines and local regulatory requirements Address all feedback from external advisors within the specified timeframe Obtain sign off letter on the final policy from external advisors before the relevant tax return lodgement dates
General Tax Management
Key tasks	Develop and proactively maintain tax plans, timetables, compliance procedures, and risk assessment frameworks, to ensure effective tax management. Monitor adherence and address any deviations promptly Understand legislative taxation changes (including proposed changes) and provide a quarterly report to the Finance Director outlining key changes and the potential impact on the Group Advise the Group in relation to tax matters, as required Address tax issues in cross-border investments and structures Liaise with the ATO, external tax advisors and auditors to address tax-related inquiries and issues, as required Oversee and manage the Group’s external tax databases, including ATO Online Services
KPIs	Comprehensive tax plans, timetables, compliance procedures, and risk assessment frameworks are proactively developed and maintained, with evidence of monitoring Achieve 100% compliance with all relevant tax laws and regulations. Any deviations are immediately reported to the Finance Director and addressed promptly Distribute the tax quarterly update report to the Finance Director within 10BD after quarter-end with 100% accuracy and relevance Resolve all tax-related inquiries and issues within the agreed timeframe Investigate and resolve tax-related issues raised by the ATO, external advisors, or auditors External tax databases are up to date

Reporting
Monthly and quarterly management and Board reporting
Key tasks	Prepare monthly management reporting and quarterly Board reporting (for allocated entities) Ensure robust processes are developed / maintained to produce reporting in a streamlined, timely and efficient manner Ensure that reporting reflects needs of users
KPIs	Preparation of monthly management reporting and quarterly reporting (for inclusion in the Board Papers) for allocated entities: with no material errors with meaningful explanations for variances to budget and forecast with appropriate supporting schedules within 4BD of month-end for monthly reporting and within 8BD after month end for quarterly reporting Minimal adjustments are identified from the review process and there is prompt follow up of queries Reporting is relevant to users’ needs and is developed in a streamlined, efficient and effective manner
Annual statutory financial statements
Key tasks	Prepare accurate and comprehensive statutory financial statements in accordance with Australian Accounting Standards (AAS) and the Corporations Act 2001 (for allocated entities) Prepare a cover page to the financial statements for management, explaining the purpose of the financial statements, key accounting policy choices and commentary on results
KPIs	All financial statements prepared are: in compliance with AAS and the Corporations Act 2001 prepared with 99% accuracy reconciled to trial balances reconciled to management reporting, where applicable referenced to supporting schedules / calculations submitted for review at least 8 weeks before the due date, by 1 December or in accordance with the audit timetable, whichever is earlier (making an allowance for availability of external information). This will allow sufficient time for review by the Financial Accounting Manager, Finance Director and auditors Minimal adjustments are identified from the review process and there is prompt follow up of queries A cover page to the financial statements has been prepared which: gives management a clear understanding of the financial statements purpose and any accounting policy choices provides valuable insights into the entity’s financial performance enhances the overall presentation and readability of the financial statements

Improvement and Automation
Process and procedural efficiencies
Key tasks	Identify opportunities to streamline reporting and tax processes through automation and process improvements Implement software solutions and tools to enhance efficiency and accuracy, in conjunction with internal stakeholders and external advisors Document and maintain procedures relating to areas of responsibility
KPIs	Processes identified for improvement are communicated with the team for investigation and implementation Improvements / time savings achieved are documented Procedure manuals are up to date, concise and followed

Other
Finance function back-up
Key tasks	Provide effective backup support to Accountant (including Accounts Payable) and the Financial Accounting Manager to ensure seamless operations
KPIs	Training received and at least 2 accounts payable transactions processed quarterly Ensure all backup tasks are completed within the required deadlines

Qualifications and Key Competencies

Qualifications and Experience

Dual bachelor’s degree in commerce/ accounting and law
CA qualified
Masters of Tax or partial completion (preferred, but not essential)
Big 4 background (preferred)
Minimum of 10 years of experience in tax management, including Australian and International tax essential
Experience in completing ATO International Dealing Schedules essential
Advanced MS Excel skills and strong MS Office skills

Key Competencies

Comprehensive Tax Knowledge: Strong understanding of Australian tax laws, including GST, FBT, and corporate income tax
Compliance and Regulatory Knowledge: Adherence to tax regulations and staying updated with legislative changes
Analytical Skills: Ability to analyse financial data and understand its tax implications
Communication Skills: Ability to explain complex tax concepts in simple terms to colleagues and external advisors
Interpersonal Skills: Develop and maintaining strong and effective relationships within the finance team and with individuals both within the Group and externally
Problem-Solving Skills: Effective navigation and resolution of tax-related issues
Attention to Detail: Meticulous accuracy and precision in all records, reports, and processes to prevent errors and maintain compliance
Integrity: Maintaining confidentiality, integrity and high ethical standards at all times
Organisational Skills: Exceptional time management skills and the ability to work independently and to meet strict deadlines
Proactivity: Ability to (i) anticipate potential issues before they arise and take steps to address them; and (ii) identify inefficiencies and proactively implement
improvements

Role Specifics

Position: Full Time
Location: Onsite
Remuneration: $180,000 – $200,000 (including super)

Contact

Peta Cheung
Financial Director
[email protected]

Financial Accounting Manager - Portland House Group (April 2025)

Financial Accounting Manager (Permanent full-time, Onsite)

Purpose of Department

The Finance Department is responsible for the following:

Managing outgoing payments to suppliers and incoming payments from customers
Recording and reporting financial transactions, ensuring accuracy and compliance with accounting standards
Ensuring compliance with all tax regulations, compliance and filing requirements
Preparing financial and management reporting for the Group, and related entities, including reporting to the Board of Directors, regulators and banks
Implementing and maintaining controls to safeguard the Group’s assets and ensuring financial integrity
Supporting long-term business planning and strategy development through financial insights

Position Summary

The Financial Accounting Manager is a specialised technical accounting role, responsible for overseeing the Group’s accounting operations, including overseas entities. This role is dedicated to ensuring a robust process and control environment, full compliance with Australian Accounting Standards, advising the Group on technical accounting matters, delivering accurate and timely reporting, and continuously strengthening the function through targeted process improvements.

The Group currently outsources aspects of this role, including preparation of statutory financial statements and accounting for leases, tax consolidation and long service leave provisioning. These functions will be brought in-house for the 30 June 2025 year-end. The role will have, but not be limited to, the following accountabilities:

Financial Reporting: Ensuring the completeness and accuracy of general ledger balances for all entities and preparing accurate financial statements and reports, ensuring compliance with accounting standards and regulations
Management Reporting: Ensuring the completeness and accuracy of the management and board reporting across the Group
Budgeting and Forecasting: Developing budgets for operational entities, forecasting future financial performance, and monitoring variances
Internal Controls: Implementing and maintaining internal controls to safeguard assets and ensure financial accuracy
Process Improvement and Automation: Driving the re-engineering of financial systems and processes to support the efficient automation of processes and the maintenance of financial control mechanism
Other: System administration, provision of backup to the Tax and Reporting Manager role and ad-hoc work / projects, as required

Key responsibilities and Key Performance Indicators (KPIs)

Financial Reporting
Financial Accounting
Key tasks	Ensure the completeness and accuracy of the general ledger balances for all entities, ensuring compliance with accounting standards and regulations, including undertaking all investment accounting activities Supervise the Accountant to ensure all transactions for all entities are processed to the general ledger to enable prompt close off at month-end Approve invoice coding, ensuring that costs are appropriate and correctly allocated to entities and divisions Review and approve head office and other accrual and prepayment journals prepared by the Accountant Calculate and arrange billing of management fees between group entities Process lease accounting, consolidation (including tax consolidation) and long service leave adjustment entries Ensure all inter-entity charges, management fees, interest, recoveries and other charges are processed in a timely basis, and that inter-entity balances reconcile at month-end Process all other general ledger transactions required at month-end to ensure the completeness and accuracy of the ledger Process transactions from SAGE to FMO and vice versa, ensuring that the systems reconcile Ensure that the annual donation to Winnipeg Foundation is paid Ensure that all bank reconciliations are completed daily and finalised monthly by the Accountant Review and sign-off general ledger reconciliations for all entities on a monthly basis
KPIs	Complete and accurate balances are reflected in the general ledger by BD1 of each month-end Invoices are appropriately coded and costs allocated to entities and divisions Timely review and approval of head office and other accrual and prepayment journals All bank and general ledger reconciliations are signed off as reviewed by BD8 after month end, including evidence of reconciliation between FMO and SAGE Annual donation to Winnipeg Foundation is paid in a timely manner All deadlines are met Group accounting policies and practices are properly implemented and maintained
Annual statutory financial statements
Key tasks	Prepare accurate and comprehensive statutory financial statements in accordance with Australian Accounting Standards (AAS) and the Corporations Act 2001, for allocated entities Review financial statements prepared by the Tax and Reporting Manager to ensure compliance with Australian Accounting Standards (AAS) and the Corporations Act 2001
KPIs	All accounts are rolled forward before 30 June, including the update of disclosures based on disclosure checklists prepared by a professional accountancy firm All financial statements prepared are: in compliance with AAS, the Corporations Act 2001 and any other requirements prepared with 99% accuracy reconciled to trial balances reconciled to management reports, where applicable referenced to supporting schedules / calculations submitted for review at least 7 weeks before the due date, by 31 December or in accordance with the audit timetable, whichever is earlier. This will allow sufficient time for review by the Finance Director and auditors (where appliable) Minimal adjustments are identified from the review process and there is prompt follow up of queries A cover page to the financial statements has been prepared which: gives management a clear understanding of the financial statements purpose and any accounting policy choices provides valuable insights into the entity’s financial performance enhances the overall presentation and readability of the financial statements
Annual Audit
Key tasks	Co-ordinate pre-year end planning activities including the timetable, year-end requirements and liaising with auditors Allocate year end tasks to team members ensuring there is adequate processes and training in place to ensure high quality outputs Coordinate and manage the audit process Management of time and work of auditors and team members to ensure key deadlines are met by liaising with auditors and staff on a regular basis to obtain status updates Fully understand transactions of the Group to be able to answer all questions regarding each of the entities in the Group Monitor the year end timetable to ensure all deadlines are met Prepare accounting position papers for review by the Finance Director Prepare other year-end reporting, as required
KPIs	Year-end planning activities finalised at least one month before the interim audit commences Timetable with actual dates achieved of staff and auditors noted against estimated times All deadlines are met High quality accounting papers and other deliverables prepared on a timely basis Resolution of all auditors queries Audit issues are identified and addressed on a timely basis
Technical Accounting and Business issues
Key tasks	Continuously review the accounting practices undertaken by the Group to ensure that they are in full compliance with Australian Accounting Standards. Ensure that all key accounting treatments are documented and that the position has been signed off by the Finance Director and Group’s auditors Manage any accounting and business issues which impact the Group, including in relation to potential investments / transactions Keep informed of any actual and proposed changes to accounting standards and other reporting requirements and: prepare detailed accounting papers for any material changes impacting the Group, outlining the impact on the Group and recommended approach for implementation produce a quarterly update on actual and potential changes in accounting standards, reporting requirements or other impacts on the Group for distribution to management
KPIs	Accounting practices are continuously reviewed and any non-compliance is escalated to the Finance Director on a timely basis All key accounting treatments are documented and have been signed off by the Group’s auditors Proactively identify and make sound commercially focussed recommendations for accounting and business issues which arise Detailed accounting papers are prepared for any material changes in accounting standards, outlining the impact on the Group and recommended approach for implementation. Papers are signed off by Finance Director and auditors prior to year-end Produce a quarterly update on actual and proposed changes to accounting and other reporting requirements impacting the Group within 10BD after quarter-end with 100% accuracy and relevance

Management Reporting
Monthly and quarterly management and Board reporting
Key tasks	Preparation and distribution of monthly management reporting and quarterly Board reporting (for allocated entities) Review and distribution of monthly management reporting and quarterly Board reporting prepared by the Tax and Reporting Manager Ensure robust processes are developed / maintained to produce reporting in a streamlined, timely and efficient manner Ensure that reporting reflects needs of users
KPIs	Monthly management reporting and quarterly Board reporting is distributed for all entities with: with no material errors with meaningful explanations for variances to budget and forecast with appropriate supporting schedules are prepared within 5BD of month-end for monthly reporting and within 10BD after month end for quarterly reporting Minimal adjustments are identified from the Finance Director review process and there is prompt follow up of queries Reporting is relevant to users’ needs and is developed in a streamlined, efficient and effective manner
Other reporting
Key tasks	Prepare monthly AFSL cash reporting Review monthly reports of operational costs compared to budget prepared by the Accountant Prepare other group daily, weekly, monthly, quarterly and other reports as required by management and external stakeholders (including ABS returns)
KPIs	Complete and accurate AFSL cash reporting prepared and distributed to the Finance Director by BD3 after month-end Complete and accurate monthly reports of operational costs compared to budget, including commentary on variances prepared and distributed to management by BD5 after month-end Accurate and timely reports prepared as required for management and external stakeholders (including ABS returns) within the agreed timeframe

Budgeting and Forecasting
Budgeting and forecasting
Key tasks	Prepare annual budgets for all operational entities (including overseas entities) by 31 May each year Ensure all numbers have appropriate back up / supporting documentation and analysis Upload finalised figures into SAGE Create rolling forecast for the upcoming 2-year period Ensure efficient and robust processes are developed / maintained to produce this information in a streamlined and timely manner
KPIs	Accurate and complete budgets prepared for all operational entities (including PHA) by 31 May each year, with minimal adjustments from Finance Director review Schedules prepared for items and meaningful explanations are prepared for variances to prior year Budgets are uploaded into SAGE by 30 June 2-year forecast is kept up to date monthly Budgets are developed in a streamlined, efficient and effective manner

Internal Controls
Internal controls
Key tasks	Enhance the effectiveness and reliability of internal control systems to ensure accurate financial reporting, compliance with regulations, and prevention of fraud Identify and monitor risks within the finance function, implementing preventative and/or remedial action in a timely manner if necessary Document processes and maintain procedures manual for all finance team functions Report any issues on a timely basis to the Finance Director
KPIs	Identify, document and monitor risks within the finance function, implementing preventative and/or remedial action in a timely manner if necessary Procedure manuals are up to date, concise and followed Any issues are reported on a timely basis

Process Improvement and Automation
Process and procedural efficiencies
Key tasks	Identify opportunities to streamline financial reporting processes through automation and process improvements Implement software solutions and tools to enhance efficiency and accuracy, in conjunction with internal stakeholders and external advisors
KPIs	The Group’s accounting system and general ledger and structured and set-up to ensure maximum efficiency of the team and to ensure accuracy, completeness and consistency of general ledger balances Processes identified for improvement are communicated with the team and Finance Director for investigation and implementation Improvements / time savings achieved are documented

Other
System administrations
Key tasks	Undertake system administration function for all systems managed by the Finance team, including: SAGE Intaact Asset Accountant
KPIs	System administration undertaken in an accurate and timely manner, with key controls, including segregation of duties being maintained at all times
Finance function back-up
Key tasks	Provide effective backup support to Tax and Reporting Manager role to ensure seamless operations
KPIs	Ensure all backup tasks are completed within the required deadlines and that any issues are dealt with in their absence

Qualifications and Experience

A bachelor’s degree in commerce, accounting or a related field
CA /CPA qualified
Big 4 audit / assurance background (preferred)
Proven working experience as a Financial Accounting Manager or similar role
Strong knowledge of Australian Accounting Standards, including the practical application and implementation of Standards, including AASB 16 Leases, is essential
Experience in developing templates and preparing statutory financial statements in accordance with the measurement and disclosure requirements of Australian Accounting Standards and the Australian Corporations Act 2001 is essential. This function is currently outsourced but will be brought in-house for 30 June 2025 year-end reporting
Experience in change management and implementing targeted process improvements essential
Experience dealing with international financial markets, financial instruments and/or investment accounting (highly regarded)
Advanced MS Excel skills and strong MS Office skills

Key Competencies

Comprehensive Accounting Knowledge: Strong technical knowledge of accounting standards and other reporting requirements, including financial reporting, management reporting, and budgeting
Compliance and Regulatory Knowledge: Adherence to Australian Accounting Standards and other reporting requirement, including staying updated with legislative changes
Numerical and Analytical Skills: Exceptional ability to work with numerical data and perform detailed analysis to support informed decision-making and provide insights
Communication Skills: Strong communicator with the ability to communicate clearly and effectively and to explain complex financial information in simple terms to non-financial stakeholders
Interpersonal Skills: Develop and maintaining strong and effective relationships within the finance team and with individuals both within the Group and externally
Results Orientated: Ability to meet deadlines and identify and resolve financial issues / queries promptly. Preparedness to work longer hours during busy periods to meet deadlines
Attention to Detail: Meticulous precision in all financial records, reports, and processes to prevent errors and maintain compliance
Integrity: Maintaining confidentiality, integrity and high ethical standards at all times
Interpersonal Skills: Ability to build strong and effective relationships with individuals within the finance team, Group and externally
Proactivity: Ability to (i) anticipate potential issues before they arise and take steps to address them; and (ii) identify inefficiencies and proactively implement improvements
Adaptability: Ability to be adaptable and open to learning new skills and technologies

Role Specific

Position: Full Time
Location: Onsite
Remuneration: $180,000 – $200,000 (including super)

Contact

Peta Cheung
Financial Director
[email protected]

Group Accountant - 2Construct (Mar 2025)

Core Hours of Work:

38 Hours per week plus additional reasonable hours required to fulfil the requirements of the Position

Reporting relationships:

Reports to (primary): Chief Financial Officer
Team: Finance

Key relationships:

Internal: Finance Team, HR Manager, Directors, Construction Managers, Project Managers and site staff.
External: Suppliers, Sub Contractors, Compliance partners

Key Performance Indicators:

Ensure timely and accurate monthly reporting inclusive of commentary.
Ensuring reconciliations are performed to a high standard on a timely basis.
Administration tasks are completed within set timeframes.
Point of contact for project teams.
Ensure strong collaboration with project teams and other stakeholders across the business.

Purpose of the Position:

This position is responsible for the Management and Financial Accounting of the business. This includes all aspects of input management and engagement with stakeholders.

These duties are required to be performed in accordance with set timeframes and with high attention to detail.

Assist the Chief Financial Officer in all aspects of the finance function.

Major Activities

Financial Reporting and Taxation Compliance

Management Reporting

Prepare monthly financial report including profit and loss and Balance Sheet inclusive of variance analysis.
Balance Sheet reconciliations.
Reconciliation of profit and loss accounts.
Management of reporting timetable.
Management of project team inputs into the process.
Payroll Costing Journals.
Ad hoc reporting as required.

Compliance

Preparation and lodgement of monthly Business Activity Statement.
Preparation and lodgement of monthly Payroll Tax Return.
Preparation and lodgement of Incolink Returns.
Preparation and lodgement of Coinvest Returns.
Taxable payments annual reporting.
Workcover Annual Return.
Australian Bureau of Statistics quarterly reporting.
Assist Chief Financial Office in completion of External Audit.
Preparation of FBT Tax return.

ERP Management

Levesys point of contact for project team members including issue resolution.
Management of reporting periods including period close.
New user setup
User support and point of contact to Levesys support.

Revenue Recognition

Debtor and Turnover reporting

Sundry tasks

Bank Guarantee register management including reporting, requests for new Guarantees and Cancellations.
Support in the completion of finance tasks from time to time and as required including payroll and accounts payable.
Ad hoc project & finance related tasks as reasonably requested.
Assist in the professional development of team members within the finance team.

Qualifications/ Experience:

Professionally qualified Chartered Accountant/Certified Practicing Accountant
Taxation compliance and Audit experience
Knowledge of the Construction Industry highly desirable
Excellent organisational & time management skills
Excellent written & verbal skills
Attention to detail
Advanced Microsoft Office skills
Strong communication skills

Desirable Personal Attributes:

Ability to work as part of a team
Ability to build strong relationships at all levels
Resilient to pressure
Strong work ethic & Can-Do attitude

Salary Expectation:

$130,000

Contact:

John Pope, CFO

[email protected]

Finance and Accounting Manager - Fox Factory Australia Pty Ltd (Mar 2025)

Position Summary:

The Finance and Accounting Manager will manage a variety of accounting activities in Australia to ensure compliance with generally accepted accounting principles, corporate policies and internal and external audits. The successful candidate will be hands-on in managing the general ledger, accounts receivable, accounts payable, payroll accounting, monthly closing of accounts and preparation of reports in support of financial statements.

The Finance and Accounting Manager will report to and work closely with the Vice President, International Controller and other leaders in the organization in analysis and reconciliation of accounts and in development and implementation of accounting policies, procedures and controls.

Position Responsibilities:

Accounting
- Manage the monthly financial closing process, including ensuring all costs incurred are properly recorded, reviewing journal entries, performing account balance reconciliations and preparing reports, in accordance with US GAAP.
- Responsible for accuracy in the general ledger and financial statements.
- Assist in preparation and filing of corporate tax returns including annual income tax, BAS, FBT and Payroll Tax and other regulatory filings

Reporting & Financial Analysis
- Review, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Prepare, review and analyze budgets/forecasts and prepare periodic comparative reports against actual revenues and costs.
- Help drive profitable decision making and maximizing return on assets by preparing and analyzing financial data along with operational metrics.

Internal Controls
- Establish internal controls and guidelines for accounting transactions and budget preparation.
- Ensure company processes/procedures align with SOX requirements.

Audits & Examinations
- Work with internal audit to document and monitor internal controls.
- Collaborate with external auditors to ensure successful audit results and compliance.

Payroll and Statutory Contributions
- Work closely with corporate payroll team to ensure timely and accurate completion of payroll.
- Manage superannuation, worker’s compensation insurance and any other statutory contributions and regulatory filings.

Other
- Conform with and abide by all regulatory guidance and internal policies & procedures.
- Perform other duties as assigned by management.

Specific Knowledge, Skills or Abilities Required:

Meticulous attention to detail
Excellent analytical, problem solving and decision-making skills
Ability to manage multiple priorities
Excellent communications skills both verbal and written
Self-motivated, proactive, and able to work with minimal supervision
Knowledge of US GAAP an advantage
Familiarity with Oracle system an advantage

Position Qualifications:

Education:

Bachelor’s degree in Accounting or a similar field.
CPA or CA qualification

Experience:

7+ years of related experience, including 3+ years in a senior or managerial accounting/finance role

Work Environment and Physical Requirements:

This is an office-based role, that may require the incumbent to sit at an office desk using a computer for long periods of time
The incumbent may at times be required to lift and carry loads up to a maximum of 10 kgs

Contact:

Peter Braine

[email protected]

Finance Manager - Shape Homes Pty Ltd, Victoria (Feb 2025)

Position Overview

The Finance Manager is responsible for the day-to-day finance function of SHAPE Homes. The role combines strong financial expertise with a deep understanding of construction processes to support the successful execution of projects, minimise financial risks, and ensure profitability. The role will collaborate with various stakeholders and be pivotal in providing accurate and effective financial reporting and insights to assist with strategic decision-making.

Accountabilities

Leadership

Strategic liaison with key internal stakeholders including General Manager, Chief Financial Officer, Group Financial Controller, Head of Construction and other key stakeholders.
Work day to day with management team to drive business outcomes ensuring accountability and responsibility.

Commercial Outcomes and Analysis

Support the General Manager and leadership team with analysis and financial insights and recommend corrective actions where necessary.
Preparation of monthly management reports / board packs for the SHAPE Homes and ID Corp Management team.
Key role in understanding business drivers and key issues, raising them in a timely manner and implementing mitigation strategies.
Perform cash flow and financial analysis, highlighting movements and variances to forecasts and ensure adequate liquidity.
Work closely with business units to identify and manage cost-saving opportunities.

Financial Reporting

Lead and own the annual long term budgeting / forecasting process.
Manage Work In Progress (WIP) including, accounting, reporting and analysis
Oversee the financial accounting function (month-end and year-end financial reporting) to timely and accurate reporting.
Implement and maintain robust internal controls to ensure compliance with all relevant accounting standards, tax regulations, and company policies.

Treasury

Oversee daily cash management, optimising cashflow for working capital needs.
Conduct weekly cash forecasting and present to SHAPE Homes management team.
Coordinate with other departments to ensure accurate and timely cashflow information.

Taxation and Compliance

Lead the annual year-end compliance process and be the primary point of contact with external accountants and advisors.
Lead other ad-hoc taxation compliance matters including, but not limited to Fringe Benefits Tax (FBT), Taxable Payments Annual Report (TPAR), Business Activity Statement (BAS), and Annual Tax Planning process.

Business Administration

Manage and maintain insurances including Contract Works, Public Liability as well as Home Owner’s Warranty Insurance.
Manage and maintain the company’s accounting systems and processes, ensuring data accuracy and integrity. Identify and implement improvements to enhance efficiency and effectiveness.
Management of business insurance policies and assist with the renewal process.
Administer and manage the business Credit Card Management system SAP Concur.

Team Leadership

Manage accounting operations, including management accountant, accounts payable and accounts receivable (team of three).
Developing and delivering performance measures (KPIs) for the finance function
Foster a collaborative and high-performance team culture.
Coach, mentor, and develop direct reports to achieve outcomes while providing professional development opportunities.4

WHS

Actively support the organisation’s commitment to workplace health and safety.
Adopt and promote personal work practices and procedures in accordance with the organisation’s policy and procedures.

General

Providing ad-hoc support to the Finance team as required.
Other duties as required.

Key Relationships

Senior Leadership team SHAPE Homes
Group finance team
Construction team
External accountants and advisors.

Required Experience

Seven or more years in accounting related roles. Minimum of four years within the construction industry. Bachelor’s degree or equivalent in Business or Accounting CA or CPA qualified

Required Skills

Excellent communication across all levels.
Sound analytical and problem solving skills.
Excellent attention to detail, accuracy, time management, and organisational skills.
Strong verbal and written communication skills.
Strong construction accounting experience and general accounting principles.
Proven ability to drive outcomes

Contact

Benjamin Scannell [email protected]

Financial Controller - Southbank VIC 3006 (Feb 2025)

Financial Controller (Permanent Full Time)

Position Summary

Reporting directly to the CFO, this tactical role supports the delivery of business strategy and ensures commercial sustainability by driving effective financial services, systems, analysis, and reporting. The Financial Controller manages the operational aspects of the organisation’s financial services, including financial planning and analysis, forecasting, budgeting, internal controls, and the provision and interpretation of quality and timely financial reports to the CFO.

Key Accountabilities and Outcomes

Treasury

· Monitor and manage cash flows and investment portfolio.

· Oversee funding contracts, including milestone invoicing, compliance reporting, and supporting CFO-stakeholder relationships.

· Manage loan facilities, ensuring compliance with agreements and reporting requirements.

· Assist in capital-raising activities such as funding submissions and loan applications.

· Ensure effective prevention and management of debt and recoverable expenses.

Financial Reporting & Analysis

· Prepare and review monthly financial statements with budget variance and trend analysis.

· Draft financial year reports consistent with regulatory standards, including AASB lease calculations.

· Deliver financial reports to the Leadership Team, including P&L, balance sheets, and cash flow statements.

· Provide financial insights for major projects, proposals, and cost analysis.

· Prepare relevant Board and Committee papers.

Budgeting and Forecasting

· Support budgeting and forecasting processes across portfolios.

· Analyse budget variances, ensuring expenditure aligns with financial goals.

· Provide CFO with strategic insights, risk minimisation plans, and performance forecasts.

Payroll

· Oversee fortnightly payroll processing and ensure compliance with PAYG, superannuation, and other obligations.

· Manage salary packaging provider relationships.

· Ensure audit-ready payroll documentation.

Internal Controls and Audit

· Drive efficiency improvements and cost reductions.

· Oversee financial and payroll system management, upgrades, and enhancements.

· Maintain robust internal controls and policies in line with audit recommendations.

· Facilitate external and internal audit processes.

Regulatory Compliance

· Ensure accurate and timely submission of BAS returns and PAYG summaries.

· Support regulatory compliance and assist with backup activities in the finance team.

Accounts Payable and Accounts Receivable

· Oversee timely vendor payments and debt collection processes.

· Monitor and manage debtor balances, pursuing overdue accounts.

People Management and Development

· Coach and mentor the finance team, aligning their performance with strategic goals.

· Foster a culture of continuous improvement and customer service excellence.

Other Responsibilities

· Manage relationships with accountants, insurers, and financial institutions.

· Lead finance-related projects and initiatives in alignment with strategic goals.

· Provide board sub-committee support and deputise for the CFO when required.

· Ensure compliance with organisational policies, safety standards, and industry regulations.

Position Criteria

Knowledge and Experience

· Chartered Accountant (CA) or Certified Practising Accountant (CPA).

· Extensive experience in financial operations and reporting, preferably within the construction sector.

· Advanced financial modelling, cash flow forecasting, and project feasibility skills.

· Proficiency in financial systems, including MS Office (Excel expertise required) and Dynamics 365 Business Central.

· Strong knowledge of statutory regulations and reporting requirements.

Personal Attributes

· Exceptional analytical and problem-solving skills.

· Highly detail-oriented with advanced numeracy skills.

· Strong interpersonal and leadership capabilities.

Other Requirements

· Current National Police Check clearance.

· Valid driver’s license and willingness to travel as required.

Position Relationships

Reports To – Chief Financial Officer

Internal Stakeholders – Executive Leadership Team – Finance Manager – Leadership team

External Stakeholders – Financial institutions – Accountants – Government entities

The Learning for Life Autism Centre Inc

Board Member (Voluntary) – Treasurer

The Learning for Life Autism Centre Inc

Position Overview:

Join us in a key voluntary capacity as our Treasurer. We are seeking a proactive and skilled financial professional to join our Board of Directors in the role of Treasurer. This key position oversees the financial health and governance of our organisation, ensuring sustainability and compliance with financial regulations. Reporting directly to the Chair, the Treasurer will work closely with the CEO and finance team to shape financial strategies, manage budgets and forecasts, and provide clear financial reporting to the Board.

About You:

Proven experience in finance or accounting, preferably with a background in non-profit financial management.
Demonstrated ability in developing financial policies, budgeting, and reporting.
A strategic thinker with robust analytical skills and the ability to convey complex financial information effectively.
Strong commitment to the values and mission of Learning for Life.
Candidates should be enthusiastic and values-led, aligning with our purpose to support autistic and other neurodivergent children to develop skills that promote independence and choice.
Qualifications in finance, accounting, or a related field; CPA or equivalent is highly desirable.

Your Role and Impact:

Ensure rigorous financial oversight and strategic budgeting that aligns with our mission.
Enhance financial policies and practices that boost governance and accountability.
Engage actively in board meetings by reviewing financial statements, approving annual budgets, and contributing to strategic financial planning.
Support fundraising initiatives by providing financial insights and ensuring effective management of funds.
Play a pivotal role in the Risk, Finance, and Governance subcommittee, helping to guide the organisation through audits, financial analyses, and risk assessments.
Serve as an ambassador for L4Life, upholding our values and advocating for our mission within the community.

For more information about the role, please click here.