We are working with an impressive Investment Group to hire a Head of Finance for their London office.
This is a new role, offering a rare opportunity to build from the ground up. The team operates with a technology‑first mindset, and the successful candidate will be expected to automate wherever possible using emerging agentic AI, SaaS platforms, and fintech tools, while driving best practice.
Reporting
* Agree reporting timetables with Group Finance
* Balance sheet reconciliation and management accounts
* Group reporting schedules
* Fund accounting for the investment vehicles
* Develop and implement Valuation Policy in line with US GAAP/statutory requirements
Finance Operations
* Accounts payable/receivable
* Expenses and corporate card oversight
* Payroll provider liaison
* VAT review and submission
Family Office Support
* Support Family Office on UK administration, payments, and ad‑hoc matters
Year End
* Agree year‑end timetable with advisers and Group Finance
* Oversee statutory accounts preparation and filing
* Oversee corporation tax return preparation and filing
Financial Planning
* Develop 5‑year forecast model with Company Director, including rolling reforecasts
* Capital planning and returns forecasting
* Lead annual budgeting with London and Group Finance
* Identify cost‑optimisation opportunities
Deal Execution
* Review investment legal terms and advise deal team
* Support diligence and financial analysis
* Coordinate with Group Finance/Legal on deal timing, cashflows, and capital deployment
Investor Reporting
* Maintain institutional‑grade reporting for direct and indirect portfolios
* Develop internal valuation thinking and execute conclusions
Portfolio Monitoring
* Support implementation of portfolio monitoring tools
* Monitor performance of direct and indirect investments
* Assess follow‑on investment opportunities
* Advise Portco CFOs on operations, tech, and benchmarking
Project Work
Examples include:
* Deployment of AI agent solutions within spend management
* HR/payroll system implementation
* Treasury Management System rollout
* Portfolio monitoring/reporting tool implementation
Expected Characteristics
* Qualified accountant with broad practice experience
* Technically strong, pragmatic, and able to think from first principles
* Open‑minded, low‑ego, willing to challenge and drive change
* Strong multi‑tasker with exceptional attention to detail
* High‑energy and comfortable in a fast‑paced environment
* Independent, takes ownership end‑to‑end
* Curious about operations, technology, and building scalable functions
* Resilient and willing to handle tasks at all levels
* Highly organised with clear, concise communication skills
* Trusted with highly confidential information; absolute integrity required
This successful candidate will be expected to be in the London office five days per week with some flexibility.