Financial Management Specialist

2 days ago


London, Greater London, United Kingdom Family Office Full time

Job Summary

We are seeking a highly skilled Financial Management Specialist to join our team. This role involves managing the financial operations of our Family Office, ensuring seamless execution and accurate record-keeping.

About Us

The Family Office manages the personal affairs and special projects of two individuals and their families. Our team provides comprehensive support across various domains, including personal administration, finance, and property management.

Responsibilities

  • Supervise daily payment processes and ensure adherence to financial controls.
  • Manage payments and record transactions in Xero, ensuring accuracy and compliance.
  • Oversee bank reconciliations and expense coding, and assist with monthly cash summaries.
  • Monitor cash flow by tracking bank balances, commitments, and future cash needs.
  • Participate in bi-weekly property development meetings, track costs, and assist with forecasting.
  • Manage monthly payroll inputs and assist with tax-related reporting.
  • Keep records of personal investments and assist with tax return preparation.

Requirements

  • PRE-REQUISITE: Qualified accountant (ACA, ACCA, CA or CIMA) with a minimum of 6-10 years' experience.
  • Experience in a Family Office or boutique environment is an advantage.
  • Proficient in Xero and Google Workspace.
  • Strong financial management skills, with experience in cash flow management, payroll, and balance sheets.
  • Excellent communication skills and emotional intelligence.

Working Arrangement

This role is based in Notting Hill, with a flexible working arrangement: 3 days in the office and 2 days from home.



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