Commercial Management Accountant (023-1218)

Job Summary

Required Qualifications

• •Philippines-based
• •Independent Contractor Agreement
• •Australian business hours (approx. 9 AM - 5 PM, Monday to Friday)
• •Practical working knowledge of the Australian tax environment
• •Sufficient Australian tax knowledge to recognise implications, incorporate them into commercial thinking, and identify when specialist tax advice should be obtained
• •Experience in management reporting
• •Experience in budgeting and forecasting
• •Experience in cash flow analysis
• •Experience in financial modelling
• •Experience in dashboard reporting
• •Experience in commercial analysis
• •Ability to move beyond preparing numbers to understanding what numbers mean, why things are happening, what information is missing, what should be investigated, what the business could do differently, and what decision the business owner needs to make next
• •Experience in building driver-based annual budgets
• •Experience in preparing rolling forecasts and reforecasts
• •Experience in developing cash-flow forecasts
• •Experience in analysing the causes of cash-flow pressure
• •Experience in identifying opportunities to improve working capital
• •Experience in developing financial scenarios
• •Experience in undertaking commercial modelling projects
• •Experience in analysing job, project, product, customer and service-line profitability
• •Experience in determining what operational and financial data is required for meaningful analysis
• •Experience in analysing margins, labour costs, productivity, pricing, capacity and working capital
• •Experience in developing models supporting commercial decisions
• •Experience in translating financial analysis into practical recommendations
• •Experience in developing and maintaining meaningful management reports and dashboards
• •Experience using platforms such as Fathom, Syft Analytics or Translucent.io
• •Experience in preparing written CFO commentary
• •Experience in identifying issues, opportunities and recommended actions from financial results
• •Ability to independently identify, frame, scope, plan, estimate, delegate, investigate, analyse, recommend, review, educate, and document
• •Ability to form hypotheses about potential causes
• •Ability to determine required information
• •Ability to design the investigation
• •Ability to estimate required time
• •Ability to consider whether work is within client scope
• •Ability to determine who should perform each component
• •Ability to make appropriate data requests
• •Ability to complete analysis
• •Ability to develop recommendations
• •Ability to obtain appropriate peer/senior review
• •Ability to communicate findings
• •Ability to capture useful processes and learning
• •Comfort doing detailed work
• •Ability to delegate appropriate preparation and investigation work
• •Ability to provide clear instructions
• •Ability to review delegated work
• •Ability to develop junior team capability
• •Ability to help bookkeeping staff understand the commercial purpose of their work
• •Ability to design processes that can be operated by clients' own finance teams
• •Ability to actively transfer knowledge rather than retain it
• •Ability to participate in client meetings alongside senior CFO team members
• •Ability to prepare meeting agendas
• •Ability to identify questions requiring management discussion
• •Ability to present analysis
• •Ability to explain financial concepts without unnecessary accounting jargon
• •Ability to recommend commercial actions
• •Ability to facilitate financial discussions
• •Ability to independently lead management and CFO meetings
• •Enthusiasm about using technology to improve professional finance work
• •Ability to use AI appropriately for research, analysis, documentation and workflow improvement
• •Ability to contribute to AI-assisted CFO methodologies
• •Ability to identify automation opportunities
• •Ability to develop reusable prompts, templates and workflows
• •Ability to help document processes for future AI use
• •Ability to contribute to training and learning materials
• •Ability to participate in productising repeatable CFO processes
• •Strong automation experience, particularly within the Microsoft ecosystem, including Power Automate and related Microsoft 365 tools
• •Sound practical working knowledge of Australian taxation as it commonly affects SMEs and their commercial decisions
• •Ability to recognise when a proposed commercial strategy may have Australian tax consequences
• •Ability to consider tax implications when developing budgets, forecasts, cash-flow models and commercial recommendations
• •Ability to understand the cash-flow implications of Australian tax obligations
• •Ability to identify when a matter requires specialist tax advice or input from the client's accountant/tax adviser
• •Ability to clearly distinguish between commercial/CFO recommendations and regulated tax advice
• •Ability to work collaboratively with clients' accountants and tax advisers where their expertise is required
• •Ability to ensure recommendations are not developed in isolation from material tax considerations
• •Not an Australian Registered Tax Agent

Desired Qualifications

• •Experience in mentoring, training and ultimately leading developing finance professionals
• •Experience in identifying where underlying accounting information or processes need improvement
• •Experience in designing the required correction or process
• •Experience in determining whether work should be undertaken by the Commercial Management Accountant, delegated to another CFO team member, delegated to the bookkeeping team, undertaken by the client's own bookkeeper or finance team, referred to the client's accountant, or automated/systemised
• •Experience in identifying accounting treatments or timing issues that distort management reporting
• •Experience in assessing whether financial data is sufficiently reliable for management decision-making
• •Experience in identifying financial-data gaps
• •Experience in reviewing accounting files and recommending cleanup or process improvements
• •Experience in designing appropriate accounting or reporting corrections where required
• •Experience in working collaboratively with bookkeeping teams to improve the quality and usefulness of financial information
• •Understanding of how the underlying accounting affects the commercial story
• •Recognition of where timing differences such as an additional fortnightly payroll in a month materially distort month-to-month comparisons
• •Understanding of how appropriate month-end accounting processes can create more meaningful management reporting
• •Enthusiasm about using technology to improve professional finance work
• •Strong automation experience, particularly within the Microsoft ecosystem, including Power Automate and related Microsoft 365 tools