Investments Accountant

Job no: 520529
Work type: Full time
Location: VIC - Metro
Categories: Finance

Are you a CA/CPA qualified (or studying) accountant with 3+ years of experience looking for a broad, high-impact role with exposure to senior leaders in one of Australia's largest and most diverse private family businesses?

Spotlight Group Holdings (SGH), a $3bn+ privately held Australian parent company, is seeking a highly motivated and detail-oriented Financial Accountant to join our dynamic Finance team. This is an exceptional opportunity to drive financial excellence and contribute to the strategic growth of a multi-faceted organisation with significant domestic and international operations.

The Opportunity

Reporting to the Finance Manager, you will play a crucial role in driving financial excellence across our investment and trading entities. This is an exceptional opportunity for a motivated accountant to own complex portfolios, sharpen their strategic analysis skills, and fast-track their professional growth.

Key Responsibilities

• Financial Reporting: Lead end-to-end monthly and quarterly management reporting across various investment trading entities.
• Trust & Investment Accounting: Manage complex accounting processes tailored to trust formats and investment structures, including journals, accruals, and monthly balance sheet reconciliations.
• Tax & Statutory Compliance: Prepare and assist with BAS, FBT, Income Tax reconciliations, statutory reporting, and annual audit processes.
• Cash & Variance Management: Review bank/investment reconciliations, execute cash flow tracking/forecasting, and deliver insightful variance analysis.
• Stakeholder Engagement: Partner with internal teams and senior leadership to provide high-quality ad-hoc reporting and financial analysis.

What You'll Bring

We are looking for a proactive, detail-oriented professional who wants to understand the "why" behind the numbers.

• Experience: 2-5 years of accounting experience. A background in Business Services (Public Practice) or an investment/family office environment is highly advantageous.
• Technical Domain: Strong hands-on experience with month-end reporting and statutory tax obligations. Familiarity with trust structures is preferred.
• Systems & Tools: High proficiency in Xero and advanced Microsoft Excel skills.
• Qualifications: CA/CPA qualified, or actively studying towards it.
• Soft Skills: Exceptional communication skills, a natural curiosity to learn, and the absolute discretion required to handle high-net-worth confidential data.

Why Join SGH?

We offer a culture that rewards initiative and creativity and provides a clear pathway for professional growth along with:

• Exceptional Exposure: Direct exposure to key senior stakeholders and career opportunities across one of Australia's largest and continuously growing private businesses.
• Career Development: A broad, challenging role with structured career progression, personal development, and mentoring.
• Flexibility: Benefit from our hybrid working model.
• Great Perks: Enjoy discounts across all brands (Spotlight, Anaconda, Harris Scarfe), EAP access, Gym Membership Discounts, and more.
• Culture: Join a supportive and inclusive culture where your contributions matter.

Who We Are

Spotlight Group Holdings (SGH) is a leading Australian privately-owned and operated family business. We control, operate, and invest in a diverse set of businesses and assets, structured across three core pillars:

• Spotlight Retail Group (SRG): Home to iconic, market-leading retail brands like Spotlight, Anaconda, and Harris Scarfe.
• Spotlight Property Group (SPG): Managing a significant portfolio of property assets.
• Spotlight Group Investments (SGI): Overseeing investments and other direct assets.

Join us and be part of a company that is passionate about driving business growth and delivering exceptional value.

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