Finance Manager – Family Office Reports to: Family Principal(s) and/or Family Office CEO.
Scope: All operating companies, holding entities and personal‑investment vehicles within the family office perimeter.
Position summary The Finance Manager – Family Office is responsible for central oversight of the financial position, performance, and controls across all group businesses and holding entities.
They ensure that every company’s accounts are accurate, reconciled, and consistent with family objectives, providing a single point of truth on P&L, balance sheet, cash and compliance for the principals.
Key responsibilities Maintain a consolidated overview of all entities, including P&L, balance sheet and cashflow for each business and the overall family office.
Review monthly management accounts from each company, perform variance analysis, and highlight issues, risks and opportunities to the principals.
Implement and monitor “checks and balances” across entities: reconciliations, approval flows, segregation of duties, and control procedures to reduce error and fraud risk.
Coordinate and challenge budgets and forecasts from each business, consolidating them into a family-level view of income, assets, liabilities and liquidity.
Track key KPIs for each entity (revenue, margin, overheads, cash runway, capital deployed) and prepare regular dashboards and summary reports for the family.
Oversee bank accounts and treasury movements at family level, including monitoring of balances, intercompany flows and distributions, ensuring proper documentation and approvals.
Liaise with each business’s accountants and external auditors to ensure timely, accurate statutory accounts and compliance with local regulations and tax requirements.
Maintain a complete, well‑organised archive of financial records, agreements, board minutes and compliance filings for all entities.
Support investment and divestment decisions with financial analysis, scenario modelling and post‑investment performance tracking.
Identify process and control gaps in the different businesses and propose practical improvements and standardisation across the group.
Act as day‑to‑day finance point of contact for the principals, responding to ad hoc information requests and providing clear, concise analyses.
Professional qualification in accounting/finance (e.
g. ACA, ACCA, CPA, CMA) or equivalent strong experience.
5–8+ years’ experience in finance, accounting or FP&A, ideally with exposure to multi‑entity, holding or family office structures.
Solid understanding of P&L, balance sheet and cashflow, and how they interact across multiple companies and investments.
Hands‑on experience setting up or operating financial controls, reconciliations, and internal checks in lean environments.
Strong Excel and financial modelling skills; experience with accounting and reporting systems (e.
g. QuickBooks, Zoho, Xero or similar) is an advantage.
High attention to detail, discretion, and integrity, with the ability to handle confidential information for UHNW principals.
Clear communicator, able to summarise complex accounts into simple, decision‑ready insights for non‑finance family members.