The Personal Accountant will manage and oversee all financial and accounting activities related to the CEO’s personal assets and expenses.
This role ensures accurate tracking, reporting, and analysis of expenditures for personal properties such as houses, yachts, vehicles, and other high-value assets.
The Personal Accountant will prepare daily, weekly, and monthly reports for the CEO and will work closely with the Financial Affairs Manager to ensure full transparency, compliance, and efficiency in personal financial management.
Key Responsibilities Asset & Expense Management Maintain accurate and up-to-date records of all personal expenses related to properties, yachts, vehicles, Oversee accounts payable and receivable for personal expenditures.
Monitor, track, and reconcile expenses associated with the maintenance, insurance, and operations of personal assets.
Coordinate with service providers, contractors, property managers, and suppliers to validate invoices and ensure accurate billing.
Financial Reporting Prepare and deliver daily, weekly, and monthly financial reports to the CEO.
Develop customized dashboards and summaries reflecting spending patterns, asset-related costs, and cash flow.
Highlight variances, risks, or opportunities for cost optimization.
Record Keeping & Controls Maintain secure and confidential financial documentation for all personal matters.
Ensure compliance with internal financial policies, tax regulations, and documentation standards.
Assist in preparing documents for audits, reviews, or other evaluations.
Budgeting & Forecasting Assist in preparing annual budgets for personal assets and household operations.
Forecast asset maintenance costs and upcoming financial obligations.
Support the Financial Affairs Manager in long-term financial planning for personal asset portfolios.
Coordination & Communication Act as a liaison between the CEO’s office and external financial institutions, insurance providers, brokers, and vendors.
Ensure timely payments and proper financial scheduling for maintenance, renewals, and recurring services.
Respond promptly to ad‑hoc financial requests from the CEO or Financial Affairs Manager.
Qualifications Education & Experience Bachelor’s degree in Accounting, Finance, or related field.
Minimum 3–5 years of experience in accounting, preferably within private family offices, UHNW environments, or personal finance roles.
Experience managing personal asset accounting (properties, yachts, vehicles) is highly preferred.
Skills & Competencies Strong knowledge of accounting principles and financial reporting.
High degree of confidentiality, integrity, and discretion.
Excellent analytical skills and attention to detail.
Proficiency in MS Excel and accounting software.
Strong organizational and communication skills.
Ability to handle multiple priorities and deliver under tight timelines.
Key Attributes Trustworthy and highly reliable.
Discreet with sensitive financial information.
Proactive, detail‑oriented, and solution-focused.
Flexible, responsive, and able to manage changing priorities.