Reporting to the Head of Finance, develop and lead a high-performing financial planning and business analysis function to deliver a comprehensive suite of business planning, analysis and budgeting tools, processes and control environment that enable best practice management and board reporting.

Roles & Responsibilities

Corporate Group Budgeting & Forecasting:

• Develop best practice budget and forecasting tools (including a focus on processes, process documentation and control environment)
• Support relevant Head of Function in preparing business unit budgets and forecasts
• Prepare company-wide annual financial op-ex and cap-ex budgets, as well as financial position and cash flow budgets to clearly articulate the outcomes from the strategic planning process and approved assumption set
• Prepare quarterly re-forecasts with clear and insightful reporting of assumption changes and resultant impact on projected results, financial position, and cash flow
• Support the Head of Finance in providing expert advice to the Executive team through the annual and quarterly strategic planning and budget / re-forecasting processes
• Prepare clear, relevant and timely budget information and reporting to the Board, Board Sub-Committees, MaxCap Executive Team and relevant governance bodies
• Support the Founders, COO and Head of Finance in communication of annual strategic planning outcomes across governance bodies, Executive team, and the business

Business & Financial Analysis:
• Develop best practice financial analysis tools (including a focus on processes, process documentation and control environment)
• Identify, measure, monitor and report on suite of company-wide and relevant business unit KPIs through a series of KPI dashboards
• Monitoring and reporting on deal execution against the strategic plan across all relevant timeframes
• Business performance reporting & data driven analysis

Financial Management & Reporting:
• Support of the finance team in setting, maintaining, and monitoring of MaxCap Group’s financial and accounting policies, including best practice control environment and procedures
• Support to the finance team in meeting MaxCap Group’s financial accounting requirements and the preparation of internal and external financial reports,
• Prepare insightful, relevant, and timely business performance analysis and KPI reporting to the Board, Board Sub-Committees, MaxCap Executive Team, and relevant governance bodies, including analysis and commentary around fee and profit margins, variance analysis, financial projections, and ongoing validity of underlying assumptions

• Assist the Head of Finance in developing and maintaining a culture of compliance relating to all regulatory frameworks required of an AFSL and ACL holder through provision of forecast compliance reporting
• Keep abreast of regulatory developments and develop the appropriate approach to ensure MaxCap compliance

Finance Business Planning & Team Management:
• Assist the Head of Finance in the development and leadership of a high-performing financial function, delivering appropriate capability and capacity of finance resources relevant to the size and nature of the business and the needs of its internal and external Stakeholders.
• Drive ongoing development of MaxCap culture across the Finance team

Selection Criteria

Culture Alignment:

We value:
• Success
• Ownership
• Agility
• Relationships
• Integrity

S.O.A.R with Integrity

Interpersonal / Communication Skills:
It is essential that the incumbent of this role possess the ability to:
• Build strong relationships based on trust and respect
• Persuade and influence the thoughts and actions of others
• Articulate and persuasively present critical argument
• Build rapport and professional credibility
• Communicate effectively (written and verbal)

Education, Experience, Skills & Knowledge:
• Funds Management, Financial Services or Commercial Property experience (Banks, Financial Institutions, Private Investment Firms / Groups or Professional Services Firms) obtained within a similar role
• Experience coaching and mentoring staff
• Exceptional finance acumen
• Advanced Excel & modelling skills
• Ability to create reporting processes and systems
• A relevant Degree in Finance, Commerce or Business (finance related discipline)
• CA or CPA qualified

Personal Competencies (e.g. traits, abilities):
• Exceptional stakeholder management skills
• Good lateral thinker able to develop solutions
• Ability to work effectively under pressure and meet tight deadlines
• Ability to negotiate and influence
• Ability to plan effectively and take accountability for delivering results
• Commitment to high standards of client services with a balanced focus on the commercial priorities
• Acts ethically and with unquestionable integrity
• Desire and willingness to strive to achieve optimal results
• A flexible and agile approach
• Ability to build rapport and establish credibility quickly with a variety of people (both internally and externally)
• Excellent written and verbal communication skills
• Ability and desire to work autonomously
• Ability to challenge the ‘status quo’, and offer practical solutions