Job Description

Hi there, thanks for stopping by. We're glad to have gotten your attention, but we'll be thrilled when you apply. We're on the hunt for a new member of our team. We're eager to find someone who is passionate about what they do, and is excited for a new journey with our fantastic firm.

About Carbon.
We’re not your average professional services firm. Carbon launched in 2014 with the goal to shake up the industry and change the level of service that small and medium business owners received. We combine all the core business services in the one place (from accounting to bookkeeping to finance to insurance and everything in between), bringing together some of the best experts in the industry so our clients can focus on doing more of what they love.

What it means to be a Carbonite.
Our Carbonites are our best asset, and we’ve grown from a small team of 13 people in a single office in Perth to over 300 Carbonites nationwide, with offices in multiple states. A key element in our plan of world domination is having the best people possible to help us along the way. This is where you come in.

As our next Carbonite, you’ll be joining a team at multiple levels. You’ll be part of a team in your office, working with other talented people such as yourself. You’ll also be joining our national ranks, meaning you can easily tap into a knowledge base for a tricky question or to bounce ideas off of for the next team activity.

Empowering our Carbonites is a big part of our mission and vision, so we focus on helping our Carbonites learn and grow, developing their careers in the direction that they want to go in.

About the role.
The Manager, CFO Services plays pivotal role in assisting our small and medium businesses clients in achieving their financial objectives. Our clients’ success is our success. You will work closely with our clients, providing them with strategic financial leadership and guidance to drive their businesses forward.

As the Manager, CFO Services you will be supporting clients by:

• Providing highly skilled outsourced financial planning and analysis
• ASX compliance including annual, half year, and quarterly cashflow reporting
• Creating compliant general purpose financial statements
• Creating business KPIs such as creditor and debtor days
• Ongoing compliance with auditors, tax professionals and policies
• Attendance and presentation at board meetings
• Budget and variance analysis
• Growth and profit strategies
• Risk analysis

Job Requirements

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field; a Master's degree or CPA certification is a plus.
• Proven experience in financial management, accounting, or related roles, with at least 7 years in a managerial capacity.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial software and tools.
• Knowledge of tax laws and financial regulations.
• Leadership and team management skills.
• Ability to work independently and manage multiple client relationships simultaneously.

Job Responsibilities

Key Responsibilities:

• Client Base Expansion: Actively participate in business development efforts by identifying potential clients, nurturing relationships, and expanding the client base. Develop and execute strategies to attract new clients seeking CFO services.
• Client Relationship Management: Build and maintain strong relationships with clients, becoming a trusted advisor for their financial needs.
• Financial Strategy Development: Collaborate with clients to formulate financial strategies that align with their business goals and industry trends.
• Financial Analysis: Perform in-depth financial analysis, including budgeting, forecasting, and financial modelling to help clients make informed decisions.
• Cash Flow Management: Develop cash flow forecasts, monitor cash flow, and provide recommendations to ensure financial stability.
• Financial Reporting: Prepare and analyse financial statements and reports, and present findings to clients in a clear and actionable manner.
• Risk Management: Identify and mitigate financial risks by implementing strategies and controls.
• Compliance Management: Assist clients in managing regulatory and financial compliance, ensuring adherence to applicable laws, standards, and reporting requirements.
• Cost Reduction and Profit Enhancement: Identify opportunities to reduce costs, improve profitability, and optimize financial operations.
• Tax Planning: Provide guidance on tax planning, compliance, and optimization to minimize tax liabilities.
• Business Plan Review: Collaborate with clients to review and analyze their business plans, helping to align financial strategies with their broader business goals and providing valuable insights for plan refinement.
• Team Leadership: Manage a team of financial professionals, delegating responsibilities, and ensuring the delivery of high-quality services to clients.

Job Benefits

Ready to apply?
Great, we'd love to hear from you. Keep in mind that the desired skills and experience we listed above are all important components to this role, but that doesn't mean you need to tick every box to apply! We're dedicated to building a diverse, inclusive and exciting team, so even if your past experience doesn't perfectly align with everything listed but you're passionate about this role and joining our firm, apply anyways.

At Carbon, we know we’re at our best when we look out for one another; prioritise respect, fairness, development and wellbeing; foster an inclusive culture and embrace diversity in all forms. All qualified applicants will receive consideration for employment regardless of their background, experience, identity, ability or thinking style, and if you need assistance or an accommodation during the application process for accessibility reasons this is available upon request.