At a Glance
- Tasks: Lead financial strategy and execution for a private family office and investment portfolio.
- Company: Dynamic family office seeking a strategic Fractional CFO.
- Benefits: Flexible part-time role with competitive salary and potential for growth.
- Other info: Opportunity to work closely with principals and enhance financial processes using modern technology.
- Why this job: Make a real impact on financial management and drive innovation in a unique environment.
- Qualifications: Qualified Accountant with senior finance leadership experience and strong technical skills.
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.
c days per week (flexible), with scope to scale time commitment up or down as required. c.£200k FTE, pro rata.
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 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 private family office that values strategic financial oversight and innovation. Employees benefit from a flexible working schedule, competitive remuneration, and a culture that encourages professional growth through the adoption of modern technologies and process improvements. This role not only allows for impactful contributions to diverse investment portfolios but also fosters collaboration with high-calibre professionals, making it an ideal setting for those seeking meaningful and rewarding employment.
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
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Create a personal brand on platforms like LinkedIn. Share insights on financial management, AI tools, or process improvements. This will position you as a thought leader and attract attention from family offices looking for someone just like you.
✨Tip Number 3
Be proactive! Don’t just wait for job postings. Reach out directly to family offices or investment firms that interest you. Express your interest in fractional CFO roles and how you can add value to their operations.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities that might be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you that dream role!
We think you need these skills to ace Fractional CFO Family Office & Investment Portfolio
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Fractional CFO. Highlight your experience in family offices, private equity, and any relevant financial leadership roles. We want to see how your skills align with the job description!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this fractional role. Share specific examples of how you've driven process efficiency or implemented modern systems in previous positions.
Showcase Your Tech Savvy:Since the role involves adopting AI-enabled tools, make sure to mention any relevant tech skills or experiences. We love candidates who can demonstrate their ability to enhance reporting and streamline workflows using modern technologies.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 Their Business
Research the family office and its investment portfolio. Knowing their business interests will allow you to tailor your responses and demonstrate that you're not just a numbers person but also understand their unique challenges and opportunities.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Prepare examples where you've led budgeting processes or enhanced financial controls, as this will show your hands-on approach and ability to drive efficiency.
