An excellent opportunity has arisen for a Part Time Finance Manager based in Cobham, Surrey one day a week.
The Finance Manager will provide day-to-day accounting on behalf of a private family trust. The trust holds a variety of investments including property, generating income from rental yields, equities, dividends, and capital gains. The Finance Manager will act on behalf of the trustees, ensuring robust financial controls, governance, and accurate reporting across all entities
Key Responsibilities include:
* Maintaining financial records for multiple trusts holding a mix of cash, equities, and property.
* Preparing periodic trust accounts and financial statements in line with trustee requirements.
* Liaising with trustees, and family office accountant, external accountants and other third party advisors
* Ensuring accurate reporting and timely cash flow.
* Support trustees in fulfilling fiduciary duties through accurate and timely financial reporting.
* Monitor and forecast cash flow across trusts and entities.
* Prepare budgets and variance reports for family operations and investments.
* Produce consolidated financial reports for trustees.
* Preparing payments on behalf trustees
* High level of discretion, integrity, and professionalism.
* Excellent communication and interpersonal skills.
* Proficient in accounting software and financial reporting tools.
* Comfortable working onsite 1 days a week
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