Head of Finance and Risk

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.

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 0439 074 202 or email phil.scardigno@aandco.au, or Andrew Tomich at a&co Recruitment Partners on 0439 074 204 or email andrew.tomich@aandco.au.

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