The CompanyWhitefield Capital Management [WCM] is an established fund manager specialising in quantitatively based Australian equities strategies. WCM manages a range of wholesale funds including ASX listed entities and the investment operations of an associated insurer.
The RoleReporting to the Chief Financial Officer, this role is a key part of the finance function, supporting accurate financial reporting, compliance with relevant standards, and continuous process improvement.
- ResponsibilitiesThe role involves responsibility for the following areas:Preparation of financial working papers, management reports and public reports for ASX listed and unlisted investment funds;
- Ensuring compliance with Accounting standards, tax regulations and internal policies;
- Support the preparation of board/committee materials;
- Liaison with external Auditors and service providers;
- Accounts payable processing; and
- Involvement in investment operation activities.
- What we're looking forWe would look for candidates that:Have approx. 3 years’ experience in a similar financial accounting role or first mover from Big 4 / mid-tier accounting firm;
- Have tertiary qualifications in Accounting;
- CPA or CA qualification (or working toward) highly regarded;
- Excellent attention to detail and accuracy in work;
- Possess a strong sense of accountability and ownership; and
- Experience in the wholesale investment and financial services arena is not a prerequisite but may be of assistance.