About Us

Blue Ocean Capital Group Limited (BOCG) is a well-established Auckland-headquartered financial services firm, specialising in bespoke property-backed lending, commercial loan origination and property-linked investment solutions.

Position Summary

As the Head of Performance and Resource Planning at Blue Ocean Capital Group Limited, youwill carry out business and capital structure assessments, identify operational and commercialrisks, and provide independent practical strategic advice to improve profitability, riskmanagement and sustainable growth for the lending portfolio.

Key Responsibilities:

· Conduct comprehensive business assessments of the organisation’s lending portfolios, capital allocation arrangements, investment initiatives and end to end operating workflows. Identify operational bottlenecks, commercial risks and untapped growth opportunities for the leadership team.

· Provide independent strategic consulting advice covering investment project feasibility assessments, lending portfolio performance evaluation, risk mitigation alternatives and business expansion scenarios.

· Develop financial forecasting, performance evaluation and return on investment models. Prepare data driven consulting reports containing practical recommendations to support executive level decision making around funding structures, cash flow planning and capital strategy trade offs.

· Review existing financial control frameworks, internal governance procedures and business operating processes. Identify process improvement opportunities and submit consulting proposals to enhance operational efficiency, cost management and management reporting workflows.

· Undertake market and competitor benchmarking. Analyse industry trends and commercial performance indicators to produce strategic insights for business planning.

· Review the organisation’s operations against New Zealand tax legislation, AML/CFT obligations and applicable accounting standards. Identify compliance gaps and deliver advisory recommendations to strengthen risk control arrangements.

· Present consulting findings, analytical outputs and proposed improvement plans to senior management. Explain risks, trade-offs and practical implementation considerations for recommended business initiatives.

· Liaise with external professional advisers including accountants, auditors and lending sector specialists to cross validate analysis and gather industry insights for consulting deliverables.

Requirements

1. Bachelor’s degree or higher in Accounting / Finance / Business or equivalent discipline.

2. Demonstrated senior-level commercial or corporate-finance experience; proven track-record owning capital strategy work, complex financial modelling and business partnering.

3. Familiarity with financial services regulation, lending rules and AML/CFT requirements.

4. Excellent analytical, organisational and time-management abilities.

5. Advanced Excel & financial modelling capabilities; capability to translate complex analysis into clear executive focused recommendations.

6. Experience conducting business portfolio assessments, reviewing internal governance and operational processes, and presenting consulting findings to senior stakeholders and external advisors.

Why Join Us?

1. Full-time position with stable, long-term career development.

2. Fixed 30-hour work week with healthy work-life balance.

3. Supportive, professional and respectful team culture.

4. Clear responsibilities, structured onboarding and genuine career growth.

How to Apply?

Please apply via SEEK by submitting your CV and a brief cover letter outlining your relevant experience and motivation for the role.
We’ll discuss the opportunities available to suit your goal.

Work time and location:

Minimum working hours: 30 hours per week, full-time

Location: Newmarket, Auckland, 1023.