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Altus Financial
About Altus and the Role We have the systems. We need someone who owns how people actually use them. Altus Financial is an integrated accounting, business advisory, wealth management and lending firm. Our Business Ser…
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About the role
We have the systems. We need someone who owns how people actually use them.
Altus Financial is an integrated accounting, business advisory, wealth management and lending firm. Our Business Services division has 100 people across Sydney CBD, Erina on the Central Coast and Macquarie Park, supported by offshore teams — and we're growing - organically and through acquisition. That growth has created a role that doesn't currently exist anywhere in the firm.
We run a substantial platform stack — NetSuite for jobs, timesheets, billing and CRM, SharePoint and ClientVerse for document management, Xero, DocuSign, BGL, ATOmate, Microsoft 365 and more. Our IT function keeps it all connected. What we don't have is someone who owns the other half: whether the people using it understand it, whether new starters get up to speed quickly, and whether an office we've just acquired can move onto our platforms without disruption to their work or their clients.
That's this role. Part systems thinker, part trainer, part project manager.
Bring new people in properly. Own the Business Services onboarding experience end to end — system setup, access, the induction that explains not just how our systems work but why we've built them the way we have, and the follow-up that makes sure it landed. Delivered in whichever office the person is starting in.
Keep the team we already have good at this. Own our training and documentation library and keep it genuinely current and used. Become our internal authority on how each platform is best used, and share that.
Integrate acquired offices. This is the biggest piece. Our next integration goes live early in 2027, with more expected after it. You'll project manage the Business Services side — data migration and mapping, translating their processes into ours, working through what that means for individual roles, training their team, and being on the ground through cutover. Where they do something better than us, you'll bring it back and spread it across the division. You'll represent Business Services with our internal IT team, People and Culture, Marketing and external providers.
Make it repeatable. We'd rather not start from scratch each time. Building a method that carries most of the load from one integration to the next is a core part of the job.
Use technology to do the heavy lifting. We're actively building AI capability, including a Copilot Cowork plugin for NetSuite diagnostics. We want someone who comes to us with "here's how we could do this better", not someone waiting to be told.
Helpful, not essential: experience in an accounting or professional services firm; familiarity with platforms like Xero, DocuSign, BGL or a practice management system of NetSuite's scale; prior experience integrating an acquired business.
Not required: a client service or practice management background, or deep technical development skill. Understanding how the whole landscape connects matters more than either.
Please submit your resume and evidence of qualifications if you would like to be considered for this fantastic opportunity.
No agency enquiries please.
sign in above to apply · via Seek
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