CFO Advisor

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• Perfect opportunity to apply your commercial experience in a CFO Advisory role
• Enjoy the satisfaction and reward of transforming your clients’ commercial future
• No more Groundhog Day – work with a diverse portfolio of clients
• Senior role in one of Australia’s fastest-growing advisory firms

About Xact

Xact Accounting is one of Australia\’s leading building and construction accounting firms.

We act for a wide range of clients across the sector including builders, developers, trades businesses, architects and designers, manufacturers and engineering firms – in essence, any business that falls within the building and construction eco-system.

Our specialist focus has allowed us to build deep expertise and referral networks, resulting in 202% fee growth over the past three years. Over the past 12 months, we grew revenue by 55% because business owners recognise the need for genuine industry expertise to steer them through a challenging economic environment.

In addition to our unique CFO Advisory service, we offer a full range of tax, business services, bookkeeping, and specialist QBCC compliance services to our clients – delivered by separate business divisions working collaboratively for our clients.

Our full service approach means we are a one-stop-shop for clients wanting industry-specific advice from both a commercial and compliance accounting perspective.

Initially, our focus was on SE QLD but as our reputation has grown, we now service clients Australia-wide.

The Role
You will be responsible for a suite of clients, each at different stages of their growth journey, facing their own unique opportunities and challenges.

You will apply your financial and commercial acumen to help your clients implement systems that deliver better financial clarity – a foundation for achieving their growth goals.

You will provide timely reporting and hold your clients accountable for making positive changes in their businesses. To achieve this, you will meet regularly with clients face-to-face, maintaining high contact to ensure a deep understanding of their needs and a strong relationship that goes beyond the typical \’back office\‘ perception. This hands-on approach is essential for driving meaningful change and is a rewarding part of the role, offering direct engagement and the satisfaction of seeing the impact of your work firsthand.

Alongside your client responsibilities, you\’ll play a key role in developing talent within your team. From getting the right people on board to supporting career pathways, you will ensure your team\’s growth and success with the backing of your peers and a structured career development framework.

While previous experience in the construction sector would be advantageous, it is not essential as we provide comprehensive training. This position offers a unique combination of direct client impact, team leadership, and personal development opportunities, making it ideal for motivated individuals looking to make a difference in the financial health and success of businesses.

About you:

• This is the perfect opportunity for someone working in a senior finance role, and already operating at FC or CFO level
• Alternatively, you may be working in advisory in public practice, but looking for an opportunity to have more impact.
• Ability to quickly identify commercial flaws and opportunities within a business
• Successfully manage and deliver projects that will \“move the needle\“ for your clients in terms of financial visibility and improved systems and processes.
• Ability to design and deliver monthly financial reporting packs along with actionable insights and commentary.
• Ability to transform a page full of numbers into a narrative of how the client\’s business has performed and where the business is going – and most importantly, the solutions required to drive meaningful change.
• Whilst the majority of financial reporting will be produced by your team, you\’ll need to be able to quickly spot any errors and use this as an opportunity to coach team members.
• Ability to manage conflicting priorities and ensure outcomes with clients are met.
• Drive monthly face-to-face meetings with clients as well as being available for ad hoc calls for advice as needed.
• Ability to have tough conversations with clients about the state of their business and what action is required.

Your Experience:

• Experience working in/with a business to diagnose current performance and financial systems, including funding and debt arrangements, cashflow repair, accurate margin analysis, and readiness for growth and potential impediments.
• Expertise in strategic planning and commercial goal setting, creating operational and financial KPIs tied to goals, financial strategy development and implementation, risk management, business buy/sell due diligence and financial policy development.
• Demonstrated ability to have the “tough conversations” when required to achieve change.
• Understanding of current market and operating conditions, competitor landscape, technology, and digital transformation opportunities.
• Demonstrated ability to model and develop team culture and values.

The Reward:

The benefits in this role and in working for Xact include:

• Culture and Flexibility

We have a great culture and it’s a nice place to work but let’s be real, every firm says that. You’re welcome to speak to any of our team and they’ll tell you we offer a genuinely flexible and family-oriented workplace.

Our team have the option of a hybrid, work from home and office model. We pride ourselves on being an adult workplace where you’re expected to manage your client portfolio and your life in a way that works for you, your clients and your team, and is consistent with our team values.

• Systems and Platforms

We have invested significant time and resources in building the ideal technology stack, systems and processes to support our growth. We’re constantly refining these systems to make our workflows as frictionless as possible for our teams and clients.

• Share in our Commercial Success

As a successful CFO Advisor, we expect you’ll make a positive contribution to the firm’s financial success – something we’re happy to share with you via a bonus structure we design together to suit your aspirations and what you’ll bring to the table in terms of new client engagements.

If you think this role and our firm is a good fit for you, we look forward to receiving your application. Likewise, if you would like to learn more, feel free to call Mick Renton, Founding Partner and CEO on 0406 320 061.

Your application will include the following questions:

• How many years of accounting experience do you have?
• Which of the following statements best describes your right to work in Australia?
• How many years of people management experience do you have?
• How many years\‘ experience do you have with forecasting for businesses?
• How many years\‘ experience do you have as a management accountant?

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