Finance Manager - Financial Planning & Analysis

FINANCE DIRECTOR – SINGLE FAMILY OFFICE CENTRAL LONDON PERMANENT ROLE Our client, a large-scale, international single-family office of prominent tech entrepreneurs, based in London, is seeking a Finance Director to join their team. This senior leadership role offers the opportunity to work within a lean, professional team managing a substantial global multi-asset portfolio – including private equity and venture capital funds, hedge funds, public equities, fixed income, and direct investments. Leading the finance and treasury function, including process development, optimisation, and automation. Preparing regular investment reports for a multi-asset portfolio, including private equity fund investments, ETFs, active managers, hedge funds, fixed income, and derivatives. Designing and maintaining other financial reports to ensure timely and accurate information for decision-making. Managing financial planning and analysis (FP&A) activities, including forecasting, budgeting, and long-term strategic planning. Analyzing historical and projected costs across the family office, identifying issues and opportunities, and advising management accordingly. Leading relationships with banks, overseeing treasury operations, and ensuring optimal liquidity management. Supervising and being directly involved in the preparation and execution of payments related to both the investment portfolio and family office operations. Coordinating with tax and legal advisors to ensure effective risk management and compliance across jurisdictions. Acting as a key liaison to the UBOs, external advisers, and financial institutions, while managing sensitive information with discretion and professionalism. While experience of working within a Single Family Office is not an absolute must for this role it would be a significant advantage. Deep knowledge of accounting principles, IFRS fundamentals, complex financial instruments, and valuation methodologies. Extensive experience in preparing investment reports for portfolios that include both public and private investments. Minimum of five years’ experience in similar roles within investment management firms, family offices, or investment banks. University degree in finance, accounting, economics, or a related technical discipline. Advanced Excel proficiency and strong financial modelling capabilities.