Job Description

Lead our virtual CFO offering and drive high-impact advisory outcomes across Australia and New Zealand.

Following an internal promotion, we are seeking a Business Performance Lead (VCFO) to drive our virtual CFO service. You will lead the daily operations of the Business Performance team to ensure our advisory services are scalable, standardised, and commercially sustainable. Your focus will be on delivering high-impact strategic and financial planning for senior, high-trust client engagements.

This opportunity is open to candidates across Australia, with the ability to work from any of our regional or metropolitan hubs.

Your role, your contribution

• Client Delivery Leadership: Oversee the delivery of the VCFO offering, ensuring consistent quality and scope discipline. You will personally lead Strategic Planning workshops and senior advisory engagements such as board reporting and growth initiatives.
• Operational Management: Own the weekly operating cadence including work allocation, WIP control, and quality checks. You will manage the pipeline and resolve resourcing constraints to ensure timely delivery.
• Commercial Ownership: Manage a profitable portfolio by overseeing engagement economics, margins, and fee estimations. You will play a key role in proposal development and shaping solutions for new clients.
• People Leadership: Provide direct coaching and mentoring to the Business Performance team. You will focus on uplifting consulting capabilities and developing Senior Client Managers into senior advisory practitioners.
• Standardisation and Improvement: Drive the use of standard templates and methods to ensure delivery is repeatable and not dependent on individual preference. You will partner with the Head of Products and Services to implement automation and tools.
• Stakeholder Integration: Build strong relationships with Partners and Client Teams to ensure seamless handoffs and clear communication throughout the sales and delivery process.

The benefits of joining us

• Flexible working arrangements through our flexible working policy.
• Option to purchase additional leave to support life commitments and planned breaks.
• Structured leadership programs and development pathways, with coaching and learning support.
• Strong internal networks and support across Findex to help you succeed in the role.

What you bring to the role

You are an experienced advisory professional from a public practice background who enjoys both high-level strategy and the operational mechanics of leading a team. You possess:

• 8 or more years of experience in professional services (accounting, advisory, or consulting) with significant SME advisory exposure.
• Proven expertise in designing and facilitating advisory workshops and delivering strategic outputs.
• A strong technical grounding in management reporting, three-way forecasting, and scenario modelling.
• Demonstrated leadership skills with a focus on coaching and uplifting the consulting capabilities of others.
• The ability to influence stakeholders and partners within a matrix structure.
• A Bachelor of Business or an equivalent tertiary qualification.

Our Impact: Why Findex?

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models.

• For the Community: The Findex Community Fund (FCF) is dedicated to giving back. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand.
• For You: We focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success.
• For our Customers: We champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services.
• For Diversity & Inclusion: Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

If this role sounds like a good fit: Apply now.