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Senior Management Accountant | $130k–$140k + Super | 6-Month Contract | Family Office

A newly created Senior Management Accountant role supporting a large family office with complex investment portfolios across property (including social housing), private equity, venture capital and listed assets. Perfect for someone with strong modelling capability and a genuine interest in investment performance.

The family office is in an enviable sought after city building but you have to be comfortable knowing it is an office of only 3 - 5 people max.

The Opportunity

• Build and maintain an investment register - assets include property, private equity, listed companies, and venture capital
• Build financial models, analyse investment returns and support valuation processes
• Develop and produce monthly management reporting packs
• Build Budget and Forecasts
• Support valuations across listed assets, VC/PE funds and property holdings
• Deliver high-quality analysis, insights and forecasting
• Work closely with the investment team on portfolio performance and decision support

About You

• CA/CPA and Business degree
• Strong financial modelling capability (advanced Excel essential)
• FP&A experience critical
• Background in PE, funds, family office, corporate finance or investment-focused roles
• Confident interpreting financial and investment data
• Hands-on, analytical and willing to roll up your sleeves

A great opportunity for someone who loves modelling, investments, and contributing meaningful insights in a sophisticated family office environment. If this is the role for you please apply via the link to Dave Goldbach.

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