Job Description

Do you want to join one of Australia’s fastest-growing financial advisory businesses and help shape its next chapter?

Who we are

At Coastal Advisory Australia, we help Australians achieve financial confidence through trusted advice, meaningful relationships and long-term thinking.

We’re a growing national business, bringing together the expertise and resources of a larger organisation with the personalised service of local financial advice, accounting and lending teams.

The opportunity

We’re seeking a commercially minded Chief Financial Officer to lead our finance function and support the next phase of Coastal Advisory Australia’s growth.

This is an opportunity to combine strong leadership with strategic influence, leading a high-performing finance team while supporting acquisition opportunities, strengthening capital partner relationships and building the financial capability needed to support our evolving business.

The impact you’ll have

You’ll help ensure Coastal has the financial insight to execute its growth strategy, make informed investment decisions and deliver sustainable business performance.

In this role, you will:

• Lead and develop the finance team, strengthening financial reporting, systems and controls.
• Oversee forecasting, cash flow, profitability and business planning to drive financial performance.
• Lead financial due diligence, valuations, transaction structuring and integration for acquisitions.
• Manage lender and capital partner relationships, funding facilities and covenant compliance.
• Oversee statutory reporting, tax, audit, financial governance and external adviser relationships.

What you’ll bring

We’re looking for a strategic and commercially astute finance leader who combines strong technical expertise with the ability to influence business decisions, lead people and navigate complex financial and commercial matters.

You will have:

• Significant senior-level experience across financial management, financial reporting, forecasting, cash flow management and financial governance.
• Demonstrated experience leading and developing finance teams, improving financial processes and building scalable reporting and control frameworks.
• Proven experience in mergers and acquisitions, including financial due diligence, valuation, earnings quality analysis and transaction structuring.
• Strong experience managing banking relationships, funding facilities, lender reporting, financial covenants and capital requirements.
• The ability to translate complex financial information into clear commercial insights, strategic recommendations and high-quality Board reporting.
• A degree in Accounting, Finance, Commerce or a related discipline, supported by a CA or CPA qualification.

Why join Coastal?

As we continue to grow organically and through acquisitions, we’re investing in strong financial leadership to support our strategy, strengthen our foundations and create long-term value.

We offer:

• Discounted financial advice.
• Complimentary Annual Tax Returns.
• Salary sacrificing for Novated Leases.
• Employee bonus referral scheme.
• Purchased leave options.
• A culture built around our guiding principles: People First; Work Together/Win Together; No Limiting Beliefs; and 100% of the Truth, 100% of the Time.

Ready to join us?

If you’re ready to take on a strategic finance leadership role and help shape the future of Coastal Advisory Australia, we’d love to hear from you!

Due to high application numbers, only successful candidates will be contacted.

Company overview

At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret.

We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.