About Us
Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with over $13 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.
Our purpose is to invest for a better world, and we have been pioneers in this space for over 35 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.
Your New Role
In this leadership role, you’ll manage all aspects of Fund Accounting for the Australian Ethical Superannuation Fund (AERSF). This includes relevant outsourced supplier management, internal stakeholders and facilitation of changes to product offerings for our superannuation product portfolio. You’ll thrive in a fast-paced, high performing team environment, applying your astute accounting skills and strong analytical mindset to deliver on time, accurate information, with the opportunity to streamline processes and make enhancements where you can!
Key responsibilities include:
· Maintain the risk and control framework for AERSF accounting, tax and valuations
· Ensure adherence to the Unit Pricing policy and procedure documents and other regulatory financial responsibilities in our role as Trustee of the Super Fund
· Manage and maintain the effective tax rates in the unit price and annual ATO deliverables
· Responsible for the preparation and completion of the tax alignment process
· Manage the relationship management of superannuation administrator and custodian outsource providers for delivery of accurate and timely fund accounting deliverables, efficiency in risk management and facilitation of product changes
· Manage the Superannuation administrator and auditors with respect to planning and completion of yearly deliverables
· Responsible for the timely and accurate submission of AERSF tax returns (including BAS/IAS’s) and other tax matters
· The timely preparation and reporting of Financial Statements, supporting workpapers and relevant Board papers for AERSF ensuring compliance with relevant legislation and regulations
· Understand and implement changes resulting from regulatory changes including new accounting standards and regulatory guides
· Oversight of the calculation investment management and administration fees by Fund Accountants for approval
· Project management of business process improvements, regulation, and legislative changes to all aspects of super operations including documentation of procedures
· Coaching, mentoring, leadership and development of a team of fund accountants
· Assist the Head of Fund Accounting with designated projects
About You
You’re a confident Fund Accounting Manager, looking for a challenging and rewarding leadership opportunity. You’ll be self-motivated, dedicated, have a high level of integrity and work ethic and want to be part of a talented team making a genuine impact everyday. If you have all, or most of the following, we’d love to hear from you:
· 10+ years’ experience in superannuation fund accounting and unit pricing
· 5+ years’ experience leading / managing a team of fund accountants to deliver impactful outcomes
· Demonstrated experience in preparation of APRA reporting, Tex Returns and Financial reporting including statements specifically for Superannuation funds
· Relevant Tertiary qualifications and CPA/CA qualified
· Alignment with our values of Authenticity, Action, Connection, Curiosity and Empathy
Want to know more about what it's like to work at Australian Ethical? Check out our LinkedIn Life Page here: https://www.linkedin.com/company/australian-ethical-investment/life/ or our Careers and Culture page here: https://www.australianethical.com.au/work-with-us/
At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.
Join the Team
If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!
Please note
Only short-listed candidates will be contacted. Applications or approaches via recruitment agencies will not be accepted for this position. Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation
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What We Do
A superannuation and investment fund manager with a difference. We believe that the power of money can be harnessed to deliver both competitive returns and positive change for society and the environment. By investing responsibly in well-managed, ethical companies, this is exactly what we achieve. We seek out positive investments that support people, quality and sustainability, and we avoid investments that cause unnecessary harm to people, animals, society and the environment. While we do believe a small group of people can change the world, the opportunity is far bigger than that. The more people that invest ethically, the more significant the positive change we will create. Imagine the impact of all that money invested for good. There’s never been a better time to take control of your own financial wellbeing and the wellbeing of families, communities and the planet. Ethical and sustainable investing isn’t just a part of what we do. Unlike most of our competitors, it’s everything we do. And while we’ve evolved in many ways since starting in 1986, we have always stayed true to this. Now, we manage $12.95 billion for more than 130,000 funded customers (managed fund investors and funded superannuation members) as at 30 June 2024. Disclaimer: Please be aware that this page provides you with general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances. You should consider seeking independent advice from an accredited financial adviser before deciding whether to acquire, or continue to hold, units in the fund or interests in the fund. Although we always do our utmost to uphold accuracy, Australian Ethical does not warrant the accuracy, adequacy or completeness of the information contained in the posts to this page. Past performance is not always a reliable indicator of future performance
