At a Glance
- Tasks: Lead financial management and strategic oversight for a diverse family office portfolio.
- Company: Private family office seeking a high-calibre Fractional CFO.
- Benefits: Flexible part-time role with competitive salary and potential for increased hours.
- Other info: Opportunity to enhance systems and processes in a dynamic environment.
- Why this job: Make a real impact on financial strategies while working with innovative technologies.
- Qualifications: Qualified Accountant with senior finance leadership experience in family office or private equity.
The predicted salary is between 150000 - 200000 £ per year.
Marks Sattin Executive Search is working with a private family office currently seeking a high-calibre Fractional Chief Financial Officer to support across both personal financial matters and direct business interests. This is a fractional role, expected to be c/4 days per week.
The Fractional Chief Financial Officer will provide both strategic oversight and hands-on execution across a diverse portfolio of family office, personal and investment structures. This will include overseeing financial management, liquidity planning and reporting, while supporting direct business interests, portfolio companies and principal-led investment activity.
The role will involve leading budgeting processes, strengthening financial controls and ensuring overall financial discipline across the family office, as well as coordinating closely with external advisers including tax, legal, audit and corporate service providers.
A key focus of the role will be driving process efficiency and continuous improvement, including the practical adoption of AI-enabled tools and modern technologies to enhance reporting, streamline workflows and strengthen financial controls. This will include the professionalisation and standardisation of reporting across the full portfolio, spanning both minority and majority investments into commercial businesses.
You will be working closely with principals to deliver clear, concise financial insight and decision support, assisting with transaction activity including structuring, diligence and financing where required. The position will also play a key role in enhancing systems, reporting and internal processes to improve efficiency, visibility and control, ensuring the finance function operates with a high degree of effectiveness and scalability.
The ideal candidate:
- A qualified Accountant (ACA/ACCA/ACMA), preferably chartered.
- Proven senior finance leadership experience within a family office, private equity or principal investment environment.
- Strong technical finance capability combined with sound commercial judgement.
- Comfortable operating across both personal/family office matters and business/investment activities.
- Technologically capable, with a track record of process improvement and implementation of modern systems and AI-enabled tools.
- Highly discreet, credible and dependable, with the presence to work effectively with principals, management teams and external advisers.
- A hands-on, responsive and flexible approach, suited to a fractional / part-time role.
Please note that due to the high volume of applicants only successful candidates will be contacted with further information about this role.
Fractional CFO Family Office & Investment Portfolio in Clerkenwell employer: Marks Sattin Executive Search
Marks Sattin Executive Search offers an exceptional work environment for the Fractional CFO role, providing a unique opportunity to engage with a prestigious private family office. Employees benefit from a flexible working schedule, competitive remuneration, and a culture that values strategic innovation and personal growth. With a focus on modern technologies and process improvement, this role not only enhances financial oversight but also fosters professional development in a supportive and discreet setting.
Contact Details:
Marks Sattin Executive Search Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Fractional CFO Family Office & Investment Portfolio in Clerkenwell
✨Network Like a Pro
Get out there and connect with people in the finance and investment sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with someone about the role, make sure to highlight your experience with financial management and process improvement. Share specific examples of how you've implemented AI tools or improved workflows in previous roles. We want to see that you can bring real value to the table!
✨Be Ready for the Interview
Prepare for those tricky interview questions by practising your responses. Think about how you can demonstrate your strategic oversight and hands-on execution skills. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Fractional CFO role!
We think you need these skills to ace Fractional CFO Family Office & Investment Portfolio in Clerkenwell
Some tips for your application 🫡
Read the Job Description Thoroughly:Before you start your application, make sure to read the job description from top to bottom. It’s packed with details about what we’re looking for, and understanding these will help you tailor your application to show us you’re the right fit.
Showcase Your Relevant Experience:When writing your application, highlight your experience that aligns with the role. We want to see how your background in finance leadership and family office environments makes you a strong candidate for this fractional CFO position.
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and fluff. Use bullet points if it helps to make your skills and experiences stand out!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Marks Sattin Executive Search
✨Know Your Numbers
As a Fractional CFO, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you can provide the strategic oversight they’re looking for.
✨Showcase Your Tech Savvy
Since the role involves adopting AI-enabled tools, be prepared to talk about your experience with modern financial systems. Share specific examples of how you've improved processes or reporting through technology to highlight your capability.
✨Understand the Family Office Landscape
Familiarise yourself with the unique challenges and opportunities within family offices. Being able to discuss these insights will demonstrate your understanding of the environment and your readiness to support both personal and business interests.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think of examples where you've led budgeting processes or enhanced financial controls, and be ready to explain your thought process and outcomes.
