Position Summary 

The Financial Accountant is an internal accounting role responsible for delivering accurate and timely financial reporting, maintaining balance sheet integrity, and supporting month‑end processes across Focus Partners Australia and related entities.

The role supports the broader Focus network by providing reliable financial information, strong collaboration across teams, and a responsive internal service mindset. While the role does not involve direct external client engagement, all team members across the Focus network are considered key internal stakeholders.

This role is located in Brisbane, Queensland, Australia.

Primary Responsibilities

Financial & Management Accounting

• Prepare and manage month-end close processes, ensuring accuracy, completeness, and adherence to reporting deadlines.
• Prepare journals, accruals, prepayments, and other month-end adjustments.
• Perform balance sheet reconciliations and investigate and resolve discrepancies in a timely manner.
• Support management and statutory reporting through accurate data preparation, analysis, and commentary as required.
• Prepare consolidated financial reports.
• Perform and review bank reconciliations.
• Prepare and lodge BAS, IAS, and FBT returns, and liaise with external tax advisers as required.
• Oversee and support external audit processes, ensuring all audit requirements are met within agreed timeframes.

FP&A, Budgeting & Performance

• Lead inputs into the annual budgeting process and rolling forecasts, partnering with business units and Focus Corporate to support robust financial planning.
• Develop and maintain driver-based models, including scenario and sensitivity analysis.
• Monitor financial performance against budget and forecast, providing clear variance analysis and insights to leadership and the Group Head of Finance.
• Deliver monthly performance cadence, including consolidated management packs, KPIs, analysis, and actionable recommendations.

Accounts & Debtors Management

• Oversee and manage debtor balances, including proactive follow-up and resolution of outstanding items.
• Support effective cashflow management through accurate reporting and reconciliation.
• Ensure compliance with RG 166 requirements.

Systems & Entity Accounting

• Support, maintain, and improve accounting systems and processes, including Xero.
• Take end-to-end accounting responsibility for assigned entities within the group.

Quality, Controls & Documentation

• Maintain clear, organised, and audit-ready working papers that appropriately support balances and transactions.
• Ensure accounting records are accurate, complete, and compliant with internal controls and standards.
• Proactively identify errors, inefficiencies, or risks, escalating issues early with practical recommendations for resolution.

Team Contribution & Internal Stakeholder Support

• Work collaboratively with finance team members and stakeholders across the Focus network.
• Provide timely, practical, and solution-focused support to internal stakeholders.
• Contribute positively to team culture through clear communication, adaptability, and shared accountability.
• Support onboarding of new team members and entity transitions to ensure continuity and smooth handovers.

 Qualifications

• Bachelor’s degree in Accounting or related discipline.
• 3+ years relevant experience in financial accounting, internal accounting or group accounting environments.
• Experience using Xero (highly desirable).
• CPA or CA qualification (or working towards)
• Intermediate to Advanced Excel skills.
• Experience using Fathom and Great Plains (preferred but not essential).

Skills and Attributes

• Strong organisation and time management skills, with the ability to manage competing deadlines.
• High attention to detail and commitment to accuracy and quality.
• Adaptable and resilient, with the ability to manage increased workloads and changing priorities.
• Strong communication skills and a collaborative working style.
• Positive attitude with a focus on team goals and continuous improvement.
• Strong internal service mindset, recognising colleagues across the Focus network as key stakeholders.

About Focus Partners Australia 

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

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Position Summary 

We are seeking a Senior Associate to oversee end‑to‑end billing operations and the collection process. This individual will work closely with the Controller, as well as Client Service and Operations teams, to ensure accurate and timely billing while supporting strong revenue controls. The right candidate brings a strong work ethic, excellent attention to detail, and a process‑improvement mindset, with responsibilities that include maintenance of the billing system, internal controls testing, and ongoing efforts to enhance efficiency and accuracy across the function.

This role is located in Boston, MA.

Primary Responsibilities

• Maintain billing system configuration for all advisory clients
• Execute quarterly fee collection process
• Prepare monthly and quarterly financial reporting support for internal stakeholders
• Manage accounts receivable activities to resolution
• Process any billing adjustments in accordance with firm policies and procedures
• Support SOX/internal revenue control testing
• Coordinate with internal and external auditors by gathering requested schedules, support, and explanations for billing and revenue activity
• Respond to ad-hoc inquiries from client advisors and other internal partners
• Identify and drive process improvements and automation; serving as a subject matter expert for the billing function.
• Partner with Technology, Operations, Trading, and Compliance to support system enhancements, data quality initiatives, and control improvements.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience).
• 3–5+ years of experience in billing, financial operations, corporate accounting, or a related finance function.
• Strong Excel skills (e.g., pivot tables, lookups, large dataset manipulation) and high attention to detail.
• Ability to analyze data, reconcile results, and communicate findings to finance and non-finance partners.
• Experience working cross-functionally, managing deadlines in a cyclical/period-close environment.
• Experience with systems such as Addepar, Workday Financials, or billing and ERP systems (preferred).
• Working knowledge of custodians, money movement, and/or wealth management operations (preferred).
• Prior involvement with SOX controls and/or audit support (preferred).
• Experience with automation and reporting tools (e.g., Power Query/Power Pivot, Power BI, Alteryx, or similar).
• Comfort partnering with Technology teams on system enhancements, data quality controls, and process improvements

This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000–$100,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

The VP of FP&A is a senior finance leader that will report to the Head of FP&A and lead enterprise-wide FP&A efforts around budgeting, planning, annual forecasting and management reporting for Focus.  This role will partner closely with business unit and corporate finance teams as well as business and functional leaders to build scalable and consistent processes and drive deeper insights and predictive measurements of performance.  

Primary Responsibilities

• Lead company-wide annual budgeting, forecast and strategic plan which includes the long-range planning process in coordination with business units, strategy team and corporate teams
• Deliver enterprise monthly financial reporting packages to management and the Board with clear interpretation and actionable insights
• Develop and analyze key performance indicators and trends across Focus and business units
• Help translate performance and data into strategic recommendations and business narratives.
• Enhance FP&A tools, systems and process to drive further automation and AI opportunities
• Monitor actual results to budget, forecast and prior-year performance to identify variances and recommend actions
• Perform benchmarking analysis on other industry participants for comparative performance measurement
• Support Board presentations, M&A activities and other special projects as needed
• Ensure financial analysis and reporting meet industry standards and regulatory requirements
• Lead, develop and mentor FP&A team to achieve goals and objectives

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related finance field
• 15+ years of progressive experience in FP&A, corporate finance or related roles
• Demonstrated expertise in wealth management, RIAs, private banking, asset management, or broader financial services.
• Experience working in large, complex organizations (both public and private)
• Excellent executive presence, communication, collaboration, and leadership skills
• Strong problem-solving skills with the ability to exercise sound judgement and make decisions
• Advanced proficiency in financial systems
• Advanced Excel skills required, working knowledge of VBA, macros and business intelligence (BI) tools(preferred)
• MBA in Finance (preferred)
• Familiarity with cloud data platforms (preferred)
• Familiarity with TM1, Workday ERP and Adaptive Planning(preferred)

This position is an exempt position. The annualized base pay range for this role is expected to be between $225,000- $275,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Position Summary 

SCS Financial is seeking a detail-oriented and highly professional Bookkeeping Administrative Associate for the Bill Pay team to support the complex financial needs of our ultra-high-net-worth clients and their families. The ideal candidate brings a high level of discretion, integrity, and a commitment to delivering exceptional service in a fast-paced, confidential environment.

This role is based in Portsmouth, NH.

Primary Responsibilities

The essential duties of the Bookkeeping Administrative Associate will include, and are not limited to:

• Receipt of client post office box mail from courier service and monitoring bookkeeping email inbox for electronic invoices and notices. Opening, sorting, scanning bills (as needed), and uploading to Hubdoc for approval to pay.  Forwarding non-bill pay related mail on to other departments (including tax, insurance and other documents).  
• Point of contact for all post office client mail related matters.
• Responsible for the overall maintenance of electronic filing of bill pay records (copying, scanning, saving and shredding paper).
• Responsible for bill pay client check deposits to various banks utilizing FedEx and Salesforce
• Assembly and processing of bookkeeping department outgoing FedEx packages to clients/vendors
• Assisting bookkeepers in obtaining all necessary approvals prior to payment.
• Assisting bookkeepers with various vendor related issues – including but not limited to changing billing addresses, setting up or updating auto-pay accounts, setting up or terminating utility accounts, and researching vendor billing issues.
• Assisting bookkeepers with bank, investment and credit card account reconciliations on a monthly basis utilizing QuickBooks.
• Assisting bookkeepers with other miscellaneous tasks and projects, as necessary.
• Facilitating and implementing technology and process improvement for all aspects of the job (including but not limited to record collection and retention, bill payment, reconciliations).
• Occasional back-up support for reception, as needed.

Qualifications

• Strong working knowledge of QuickBooks and proficiency with Microsoft Office products.
• Experience with Salesforce and Hubdoc a plus
• Ability to prioritize work effectively, with a high level of accuracy and keen attention to detail.
• Strong organizational and communication skills, both oral and written.
• Candidates must display professionalism and exercise the utmost discretion.
• Ability and desire to continue to learn and develop
• Ability to spot inefficiencies (internal or external) and work with the team on process improvements
• College degree preferred with at least 2 years prior experience working with QuickBooks and providing administrative support.
• Experience working within Finance business area preferred.
• Desire to develop towards future Bookkeeper position or learning additional Bookkeeper tasks to assist the team
• Ability to push/pull/lift bulk mail (approximately ≤25 pounds).

This position is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $50,000–$60,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Position Summary

The Director of Data Analytics will help lead the FP&A and data analytics strategy for the wealth management business, transforming client, advisor, operational, and financial data into actionable insights that improve growth, advisor productivity, and business performance. This role will partner closely with advisory, investment, operations, technology, compliance, and finance team members to build scalable reporting, strengthen data governance, and advance a more data-driven organization. The Director will help build scalable reporting frameworks for billable client assets and firm-level performance benchmarking.

This position will be an integral contributor to the company’s FP&A and data analytics.

This reports to the VP of FP&A and Data Analytics.  

This role can be located in New York, NY; New Hyde Park, NY; St. Louis, MO

Primary Responsibilities

• Help build and develop a high-performing finance data analytics team responsible for dashboards, KPI reporting, ad hoc analysis, business intelligence, and advanced analytics.
• Partner across all business disciplines to improve data quality, establish common definitions, and enable trusted analytics across CRM, portfolio reporting systems and billing systems.
• Deliver meaningful reporting across client trends, segmentation, productivity, profitability, and retention metrics.
• Navigate the firm's data warehouse capabilities, ensuring clean integration of data to our Enterprise Resource Planning (ERP) system and other reporting platforms.
• Identify and implement opportunities to use predictive analytics and AI to improve process automation.
• Drive adoption of self-service analytics tools, data literacy, and a culture of evidence-based decision-making across the finance organization.
• Establish strong standards for governance, date quality, and privacy to support regulatory, risk, and audit requirements.
  
  

Qualifications         

• Bachelor’s degree in data science, statistics, finance, computer science, or a related quantitative field
• 7 to 10 years of progressive experience in data analytics in a large and complex environment
• Proficiency in SQL, Python/R, and BI tools (Tableau, Power BI, or similar)
• Excellent communication, collaboration, and leadership skills, with the ability to explain complex analyses to non-technical audiences.
• Demonstrated understanding and experience in financial services.
• Familiarity with cloud data platforms (Snowflake, Databricks, Azure Synapse).
• Familiarity with Workday ERP and Adaptive Planning.
• Experience implementing predictive analytics, machine learning, or self-service analytics programs in a regulated environment.

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This position is an exempt position. The annualized base pay range for this role is expected to be between $160,000-$200,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Position Summary

Focus Financial Partners is seeking a Payroll Manager to lead and oversee the accurate and timely processing of multi-state employee payroll in compliance with all federal, state, and local regulations. This role is responsible for managing end-to-end payroll operations, driving process improvements, ensuring strong internal controls, and serving as a key liaison between HR, Finance, and external vendors.

The Payroll Manager will provide strategic oversight of payroll administration, reporting, and compliance while delivering exceptional service to employees and leadership. This position plays a critical role within the Focus financial reporting team and contributes to broader operational and financial initiatives.

This role can be located in St. Louis, MO; New Hyde Park, NY. 

Primary Responsibilities

• Lead and manage the full-cycle payroll process, ensuring accurate and timely payroll execution across multiple entities and jurisdictions.
• Oversee payroll data integrity, including compensation changes, bonuses, commissions, benefits deductions, direct deposits, new hires, terminations, and status changes.
• Ensure compliance with federal, state, and local wage and tax regulations; monitor legislative changes and implement necessary updates to processes.
• Manage payroll audits, reconciliations, and internal controls to ensure accuracy and mitigate risk.
• Prepare and review payroll-related reports, including earnings, taxes, deductions, leave, disability, and non-taxable wages; partner with Finance on month-end and year-end reporting.
• Lead the resolution of complex payroll discrepancies through detailed analysis and cross-functional collaboration.
• Serve as primary point of contact for payroll inquiries, escalations, and issue resolution.
• Partner closely with HR, Benefits, and Finance to align payroll operations with organizational objectives and system enhancements.
• Evaluate and optimize payroll systems, workflows, and vendor relationships (including ADP or other platforms) to drive efficiency and scalability.
• Support year-end processes including W-2 preparation, tax filings, and audit documentation.
• Develop, document, and maintain payroll policies and procedures to ensure consistency and compliance.
• Mentor and guide junior payroll team members (if applicable) and contribute to broader team initiatives and cross-functional projects.

Qualifications

• Bachelor’s Degree in Accounting, Finance, Business Administration, or related field.
• 5+ years of progressive payroll experience, including oversight of multi-state payroll processing; experience in the financial services industry
• Demonstrated knowledge of federal, state, and local payroll tax regulations and compliance requirements.
• Experience with ADP or similar enterprise payroll systems required.
• Strong analytical skills with exceptional attention to detail and ability to manage confidential information.
• Advanced proficiency in Microsoft Excel and Microsoft Office Suite.
• Proven ability to manage competing priorities, meet strict deadlines, and operate effectively in a fast-paced environment.
• Strong communication and cross-functional collaboration skills, with the ability to partner effectively across HR, Finance, and leadership teams.

This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-115,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Position Summary

This role provides end-to-end financial leadership across Focus Partners Australia & Escala Partners, with responsibility for shaping financial strategy, strengthening governance, and driving operational and commercial performance. As a key partner to the Leadership Team, the Group Head of Finance plays a critical role in enabling sustainable, profitable growth while ensuring strong financial discipline and regulatory compliance. The role aligns Australian business requirements with global standards, including US GAAP, and leads the continued development of a high-performing, scalable finance function that supports the organization’s long-term strategic objectives.

Primary Responsibilities

Group Financial Leadership

• Develop the multi-entity finance vision, operating model and roadmap; across FPA.
• Lead, coach and develop the finance team to enhance capability, and a culture of accountability and continuous improvement.
• Provide financial insights and recommendations to support strategic decision-making.
• Provide clear, insight-led advice to the Executive Committee and Board; translate strategy into financial plans and measurable outcomes.
• Accountable for developing and maintaining Focus Partners Australia financial and accounting policies, financial reporting systems and consistent processes across FPA, and overseeing the adherence to these, with support from Focus Corporate finance and accounting team.

FP&A, Budgeting, & Performance

• Own the annual budgeting process and rolling forecasts and partner with business units and Focus Corporate (NY) to ensure accurate financial planning. Implement driver-based models and scenario analysis.
• Monitor financial performance against budget and deliver variance analysis to Executive leadership and Focus Corporate
• Run monthly performance cadence: consolidated management packs, variance analysis, KPIs, and actionable recommendations.
• Monitor financial performance against budget and provide variance analysis for Executive leadership.

Financial Reporting & Consolidation

• Deliver timely and accurate consolidated financial statements and management reports for local leadership and global stakeholders.
• Ensure compliance with Australian Accounting Standards and alignment to US GAAP (with support from Focus Corporate team).
• Oversee month-end and year-end processes ensuring quality and timeliness.
• Produce management reports and executive dashboards with actionable insights.
• Prepare and deliver timely, accurate financial reports for local management and internationally.

Accounts Payable, Accounts Receivable, & Payroll

• Oversee accounts payable and receivable functions, ensuring efficient processing and strong controls
• Monitor ageing, cash flow impact, and working capital metrics, implementing strategies to improve payment cycles and collections.
• Undertake payroll processing and ensure compliance with Fair Work and superannuation requirements.
• Ensure accurate reporting and timely payments for employee entitlements including Escala grid payments
• Drive automation and process improvement across AP, AR, and payroll workflows.

Treasury, Cash, & Capital

• Optimise cash flow, liquidity and working capital; oversee banking relationships and covenant compliance.
• Support capital allocation decisions (investments, technology, talent) and return-on-investment tracking.

Tax, Compliance, & Governance 

• Oversee direct and indirect tax planning, lodgments (BAS, IAS, payroll tax, WorkCover) and reporting across entities; liaise with external tax advisers.
• Ensure compliance with ASIC, ATO, AUSTRAC and group reporting requirements.
• Maintain strong internal controls and risk management frameworks.
• Oversee the audit process, ensuring the timely outcome for all audit requirements.

Systems, Data, & Process Excellence

• Work with the Head of Technology & Data and counterparts in Focus Financial Partners to drive the finance technology roadmap (ERP, reporting, automation) in Australia to improve data integrity and cycle-time.
• Champion process simplification and digitisation across accounts payable, accounts receivable, payroll, and reporting.
• Establish a single source of truth for key financial data and metrics, enabling real-time analytics and dashboards for the Leadership Team
• Champion the Focus Workday implementation, including assessment of local platforms and integration with Workday

Commercial Partnering & Growth

• Partner with business leaders to evaluate pricing, product mix, client profitability and growth initiatives.
• Lead financial due diligence and integration planning for strategic projects/M&A as required.
• Provide financial modelling and investment cases for new services, partnerships and scaling opportunities.

Qualifications

• CA or CPA qualified is required.
• Extensive experience in financial leadership across controls, tax, risk management, treasury, FP&A, and commercial finance—ideally within global financial services organisations.
• Strong understanding of Australian tax and compliance requirements.
• Advanced proficiency in financial systems and Excel.
• Demonstrated experience in data-driven decision-making.
• Expertise in FP&A and business partnering to support executive-level planning and decision-making.
• Strong financial and management reporting skills.
• Strategic thinker with strong analytical skills.
• Ability to drive change, innovate, and deliver results in a fast-paced environment.
• Proven leadership and people development skills.
• High attention to detail and commitment to compliance.
• Skilled in engaging and influencing diverse stakeholders, including executives, business units, vendors, and auditors.

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