Finance And Foundation Officer
vor 2 Wochen
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The opportunity The Sypkes Family Office manages the investments and philanthropy of the Sypkes family in Hobart, Tasmania.
We actively invest in venture capital, public technology companies, social impact investment, and Tasmanian commercial property and businesses.
Our investments fuel our passion for supporting projects that change the lives of people in need, granting to organisations both locally and around the world.
Over the past 4 years, our high calibre team has grown from 6 to 12 members, and we are now seeking the next addition to the team.
The role You will work closely with all teams within our family office, become a trusted contact for the family, and help position us for growth in our charitable work.
You will be driven by a deep commitment to enhancing the lives of others, and reflect our ethos by demonstrating a mindset of continuous growth and improvement to your work.
As the Finance Officer, you will be responsible for processing the payments, receipts, reconciliations and banking (Xero), as well as record-keeping tasks like cost base and depreciation registers.
Most importantly, you will add value to our experienced Finance team by owning key business processes and finance functions, taking responsibility of projects and pushing them through to completion.
Your role will work one-on-one with the CFO in an Executive Assistance capacity to complete business-related proposals and projects, and document ideas for further discussion.
In this role, your previous experience and business acumen will be highly valuable.
As the Foundation Officer, you will work with our Foundation Manager to create, process and release grant payments, collate funding recipients, and compile reports and Board packs.
Your role will be heavily involved in the maintenance of our Grant Relationship Management software (Fluxx) through the upload of giving partner set up, project and KPI details, and document preparation.
Key responsibilities Finance Officer : Process invoices, payments, and receipts in a timely and accurate manner.Reconcile bank accounts, credit cards, and other statements.Preparation of Company and Trust administration, records and ASIC lodgements.Support quarter-end and year-end closing processes.Ensure banking, financial controls and procedures are followed.Identify and correct variances and errors and implement future changes.Prepare management reports and reconciliations.Maintain accounting system (Xero) including system and process improvements.Provide general administrative support to the finance department.Respond to inquiries from internal and external stakeholders regarding financial matters.Assist with ad hoc business and family projects as required.Foundation Officer : Maintain and improve Grant Management System (Fluxx).Entry of Giving Partner details, projects, assessment KPIs, and partner reporting.Organise payments for manager approval and entry in bank.Collation and reconciliation of giving payment receipts and general administrative support.Preparation of reports and assist with compiling management and board packs.Executive Assistant (to the CFO) : Maintaining minutes, preparing agendas, and following through on actions.Creation of reports, presentations and other business documents or projects.General office support, including filing, supplies, kitchen and events.Location At SFO we champion a flexible working environment.
Our staff are centralised in the Hobart office and to allow you to provide the greatest impact the role will be primarily based onsite with up to 1 day working remote possible (subject to approval).
About you You will be a dedicated team player, committed to supporting the Finance and Foundation team, handling tasks of all levels of importance and working closely with the CFO.
A minimum of 5 years' experience in a finance or accounting role.Excellent attention to detail, accuracy, and time management.Proficiency in Xero and Microsoft Excel and financial tools.Experience in Canva and report / presentation writing is preferred.Strong written and verbal communication skills with people at all levels.Understanding of entity types and structures, trust distributions and flow of funds preferred.Ability to work independently and collaboratively.Discretion when handling confidential information including family and employee data.A positive and generous outlook on life.In return, the successful candidate will be joining a truly fantastic team and culture.
This is an opportunity to join a workplace that supports their staff through championing flexible working arrangements and benefits including additional office public holidays, car parking in Hobart city, and annual participation in staff co-investment and matched charitable giving programs.
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