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- Tasks: Lead finance operations for a family office and property business, managing reporting and staff.
- Company: Join a prestigious Family Office near Gerrards Cross, focused on property investments.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a close-knit team, making impactful financial decisions in a confidential setting.
- Qualifications: 20+ years in finance roles, ideally in Property/Real Estate or Family Office environments.
- Other info: Must maintain high confidentiality and discretion while overseeing diverse financial operations.
The predicted salary is between 72000 - 108000 £ per year.
Our client, a Family Office / Property business near Gerrards Cross in South Buckinghamshire, is seeking an experienced senior finance professional as Finance and Operations Director, to oversee finance across its property portfolio and investments.
Reporting to the Family Office principals, the Finance and Operations Director role will include:
- Providing operational and administrative support to the family office, acting as a gatekeeper.
- Management of all financial reporting for various entities, overseeing 2 finance staff.
- Oversee the preparation of annual accounts for all entities, liaising with external auditors.
- Evaluating the cash flow requirements and tax ramifications of any investment decisions.
- Preparation of agendas and minutes/records of family office meetings as required.
- Oversee the relationship with wealth managers, monitoring their investment returns.
- Oversee maintenance and refurbishment of family properties across various locations.
- Liaise with Accountants, Finance, Legal and Insurance representatives on the principals’ behalf.
- Ensure all legislative and company secretarial regulations and duties are dealt with.
- Comply with all fiduciary duties appertaining to directors.
- Carry out research and manage ad-hoc projects as and when required.
This senior finance and operations role requires an accomplished Accountant / Finance Director / Financial Controller with at least 20 years’ experience from a similar background – Property/Real Estate Investment, Family Office or Accountancy Practice.
You should have a proven track record at Finance Director, Financial Controller or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communication skills, strong problem-solving ability, be self-motivated, highly driven, and have a strong sense of commitment and loyalty.
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Finance Director employer: JobsBatch
Contact Detail:
JobsBatch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Director
✨Tip Number 1
Network with professionals in the property and family office sectors. Attend industry events or join relevant online forums to connect with individuals who may have insights or leads on similar roles.
✨Tip Number 2
Research the specific family office you are applying to. Understanding their investment strategies, portfolio, and values can help you tailor your approach and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your experience with financial reporting and compliance in detail. Be ready to provide examples of how you've successfully managed similar responsibilities in past roles.
✨Tip Number 4
Highlight your ability to maintain confidentiality and discretion in your previous positions. This is crucial for a role in a family office, so be prepared to share specific instances where you've demonstrated these qualities.
We think you need these skills to ace Finance Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in finance, particularly in property or family office environments. Emphasize your roles as Finance Director or Financial Controller and include specific achievements that demonstrate your ability to manage financial reporting and oversee teams.
Craft a Compelling Cover Letter: In your cover letter, address the key responsibilities mentioned in the job description. Discuss your experience with financial reporting, managing cash flow, and liaising with external auditors. Show how your skills align with the needs of the Family Office.
Highlight Confidentiality and Discretion: Given the nature of the role, it's crucial to emphasize your ability to handle sensitive information with discretion. Provide examples from your past experiences where you successfully maintained confidentiality while managing financial operations.
Showcase Communication Skills: Since excellent communication is a requirement, include instances where you've effectively communicated with various stakeholders, such as wealth managers, accountants, and legal representatives. This will demonstrate your capability to manage relationships and ensure smooth operations.
How to prepare for a job interview at JobsBatch
✨Showcase Your Experience
Make sure to highlight your 20+ years of experience in finance, particularly in property or family office settings. Be prepared to discuss specific examples of how you've managed financial reporting and overseen teams in previous roles.
✨Demonstrate Discretion and Confidentiality
Given the sensitive nature of the role, emphasize your ability to handle confidential information with discretion. Share instances where you've successfully navigated situations requiring a high level of confidentiality.
✨Prepare for Technical Questions
Expect questions related to financial reporting, cash flow management, and tax implications of investment decisions. Brush up on relevant regulations and be ready to discuss how you ensure compliance in your work.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts. Be prepared to explain how you would manage relationships with wealth managers and other stakeholders.
