- Strategic Business Partner to the CEO and leadership team
- Financial Strategy, M&A & Planning
- Wealth Management/Financial Services
CFO/COO role in a dynamic environment within the wealth management sector. This position is ideal for a senior finance professional with a strong background in financial management, strategic planning, M&A activities, and scaling businesses.
You will have both a day-to-day and ongoing impact on company operations, helping to analyse, strategise, and grow our client’s financial position.
Key attributes, skill set, and experience required of the successful candidate:
- Analytical – Ability to develop and implement financial strategies.
- Financial Management – Oversee financial operations, reporting, and control
- Treasury – Manage cash flow, liquidity, and investments to optimize financial resources.
- Growth – Lead and participate in M&A activities.
- Finance Transformation – Future-proofing the business is vital through process improvement, data analytics, and automation to enable sustainable growth.
This is a unique opportunity to join a dynamic firm and play a significant role in maximising performance and future growth. Your opinion will matter and every day, you will work with only highly engaged, talented and passionate people. This is a unique chance to learn what it takes to build an industry-changing business and enjoy every moment of it.
Your Background:
- Bachelor’s degree in accounting, Finance, or a related field (MBA preferred).
- Professional accounting qualification such as CA or CPA.
- 10+ years of experience in a senior financial managerial position within financial services.
- Proven experience in M&A activities, from due diligence to integration.
- Strong commercial acumen with strategic thinking, planning, and creative problem-solving skills.
- Knowledge of ASX listing rules.
- Demonstrated investor relations capability.
- Ability to lead by example and uphold a strong sense of integrity, ethics, and dependability.
- Ability to work efficiently in fast-paced, dynamic environments where critical thinking, innovation, curiosity, and collaboration drive success.
To explore further in confidence, please send your resume (in word format) to Paddy Kelly via Paddy.Kelly@platinumpacificpartners.com.au