About the Family Office
A single-family office managing 30 entities across 3 jurisdictions covering:
* Property – commercial & residential development, rentals and trading
* Treasury / Debt – loan notes, private credit, FX deposits
* Public & Private Markets – listed equities, funds, co-investments, alternatives
Purpose of the Role
Working in close partnership with the Finance Director, own and continuously sharpen the finance function, delivering accurate, on-time statutory accounts, tax filings and insight-driven management information while embedding robust controls and scalable, tech-enabled processes.
Key Responsibilities:
Statutory & Group Reporting
Prepare statutory accounts (FRS 102 or 105 / IFRS / local GAAP) and coordinate multiple accountants; manage filing calendars for Companies House, HMRC, Jersey Registry and Dubai DED.
Management Reporting & FP&A
Produce weekly cash-flow flash,
monthly board pack and rolling forecasts (property, treasury, investments);
design asset-class KPIs (IRR, rental yields, NAV, liquidity).
Tax & Indirect Tax
Jointly with the FD, rationalise the chart of accounts, enhance the consolidation tool, automate data feeds, and embed SOX-style controls with a documented procedures manual, development of finance and accounting policies.
Systems, Controls & Process Improvement
Jointly with the FD, rationalise the chart of accounts, enhance the consolidation tool, automate data feeds, and embed SOX-style controls with a documented procedures manual, development of finance and accounting policies.
Valuation & Fair-Value Accounting
Implement valuation and models for quoted/unquoted investments and liaise with external valuers for reporting progress.
Treasury & Cash Management
Optimise inter-company funding, FX, debt service and covenant monitoring.
Leadership & Stakeholders
Mentor the team; present insight to principals and lenders; challenge third-party advisers' output.
Required Profile:
* ACCA (wor equivalent) qualified, 5 + years PQE in multi-asset or property environments.
* Demonstrable success implementing finance systems/workflows alongside a senior sponsor.
* Strong UK corporate-tax and property-VAT expertise (plus SDLT & ATED).
* Hands-on Xero, advanced Excel/Sheets; exposure to BI/consolidation tools.
* Experience with fair-value accounting and multi-jurisdiction audits.
* experience dealing eith HMRC - VAT and Tax
* Confident communicator, meticulous, deadline-driven, change-orientated.
* Must be able to develop presentation (PPT) and financial models
* Desirable: Experience in Practice, FATCA/CRS exposure, carried-interest waterfalls, Lean/Prince2 or similar.