Job Description
Head of Finance and Risk a&co Recruitment Partners•Perth, WA, AU
Capital Partners is a privately owned, high-performing wealth advisory firm committed to delivering exceptional client outcomes through strategic advice, disciplined governance, and long-term partnership.
We are seeking a commercially astute and strategically minded Head of Finance & Risk to join our executive leadership team. This is a pivotal role responsible for financial stewardship, governance, regulatory oversight and enterprise risk management across the business.
The Opportunity
Reporting directly to the Managing Director, you will lead the Finance, Risk & Compliance function while acting as a trusted adviser to the Owner-Director team. You will balance hands‑on operational delivery with strategic oversight, ensuring the business operates with financial discipline, regulatory integrity and robust risk management frameworks.
This role is ideally suited to an experienced senior finance leader who thrives in a professional services or financial services environment and enjoys operating both strategically and operationally.
Key Responsibilities
Financial Leadership & Governance
Lead financial governance, internal controls, and prudent cash management
Deliver accurate and timely monthly management reporting, quarterly Owner-Director reporting, and annual statutory reporting
Oversee budgeting, forecasting, financial modelling, and scenario analysis
Sign off statutory accounts, audit representations and ASIC lodgements
Partner with external auditors, tax advisers, financial institutions, and legal advisers
Strategic & Commercial Partnership
Act as the central finance business partner across the organisation
Support executive decision‑making with data‑driven insights
Contribute to strategic initiatives including pricing reviews, fee model design, M&A activity, and major business projects
Shape business dashboards, reporting frameworks and performance metrics
Risk, Compliance & Regulatory Oversight
Lead the enterprise risk framework within agreed risk appetite
Oversee all regulatory and compliance obligations including AFSL, AUSTRAC, Privacy, OHS and core business agreements
Ensure regulatory integrity and effective mitigation of business risk
Escalate or halt initiatives where financial or risk tolerances are threatened
Systems & Operational Excellence
Champion financial systems, automation, and digital transformation
Drive process improvement, workflow optimisation, and documentation standards
Provide leadership and technical guidance within the function
What we’re looking for
You are a commercially minded finance leader who combines strong technical capability with sound business judgement and leadership presence.
CPA or CA qualification (essential)
Commercially minded with strong communication and leadership skills
Proven experience in a senior finance, commercial or business operations leadership role
Demonstrated ability to lead teams and improve finance operations
Experience engaging with regulators and external professional advisers
Strong understanding of accounting standards and tax principles
Experience within financial services or AFSL environments (highly regarded)
A proactive, hands‑on approach and the ability to work at both strategic and operational levels
Why Capital Partners?
Finance leadership role with direct influence on strategic direction
Privately owned, values‑driven organisation
Opportunity to shape governance, systems and risk frameworks
High‑trust environment with meaningful decision‑making authority
If you are seeking a senior leadership role where you can combine commercial strategy, financial stewardship and enterprise risk oversight within a respected private wealth firm, we welcome your application.
Like to know more? If you're interested in this opportunity, apply now with a short cover letter and resume.
For a confidential discussion, contact
Phil Scardigno
at
a&co Recruitment Partners
on ************ or email ************************ or
Andrew Tomich
at
a&co Recruitment Partners
on ************ or email ***********************
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Ready to Apply?
Don't miss this opportunity! Apply now and join our team.
Job Details
Posted Date:
February 21, 2026
Job Type:
Finance and Insurance
Location:
Perth, Australia
Company:
a&co Recruitment Partners
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.