Why This Position Exists
This position exists to support Virtual and Fractional CFO engagements across the ANZ region, preparing the analysis, forecasts and board-ready reporting that allow client management to act on financial insight rather than raw data.
What You Will Be Responsible For
- Prepare budgets, rolling forecasts and scenario models for client businesses.
- Build and maintain cash-flow forecasts and working-capital analysis.
- Produce monthly CFO reporting packs with commentary on performance drivers.
- Analyse product, customer and channel profitability to support pricing decisions.
- Prepare material for board and management meetings, and attend where appropriate.
- Track agreed actions between meetings and follow them through to completion.
- Work with the accounting team to ensure the underlying data is reliable.
- Contribute to onboarding new clients, including reviewing their existing finance processes.
What You Will Need
- A recognised accounting qualification (CA ANZ, CPA Australia, ACCA or CIMA).
- At least five years of experience in management accounting, FP&A or advisory.
- Strong financial modelling ability in Excel or Google Sheets.
- Experience preparing reporting for owners, boards or senior management.
- Excellent written and spoken English.
Advantageous but Not Essential
- Xero
- Fathom or Spotlight Reporting
- Power BI
- SME or owner-managed clients
- Multi-currency reporting
- Prior advisory or practice experience
How You Will Work
- Understands the business need behind each task and communicates with professionalism.
- Works independently and manages commitments across time zones.
- Presents analysis clearly and can defend the assumptions behind it.
- Maintains confidentiality over sensitive client information.
Where the Role Sits
Important Information for Applicants
- Submit a current CV setting out your advisory, FP&A or management-accounting experience.
- Include a short covering statement on the types of client business you have supported.
- Indicate your notice period and earliest available start date.
- Applications received after the closing date may not be considered.
Applicants must have the right to work in New Zealand. This role is fully remote within New Zealand.
