Finance Assistant

A start-up family office is looking for a Finance Assistant to join for 2-3 days per week. Supporting the Head of Finance you will play a vital role in the establishment, growth, evolution, and ultimate success of the office for an Ultra High Net Worth family.

The ideal candidate will be ACA/ACCA qualified, have exceptional Excel modelling skills, articulate, innovative and will ideally have experience in a family office environment.

Due to the start-up nature of the role, the candidate must be willing to roll up their sleeves and get involved in anything and everything, and not be fussy about anything beyond their experience/remit.

WHAT YOU WILL DO

As a Finance Assistant, your main responsibilities will include the following:

• Preparing financial data and analysis to provide insight to the principal
• Designing, implementing, and monitoring the Family Office’s Treasury strategy
• Cashflow modelling and forecasting of the family’s investments and spending
• Tracking monthly expenditure and budgeting
• Administration of investment transactions and reviewing sales documentation
• Personal and corporate tax compliance and planning ensuring max tax efficiency
• Financial administration of large property refurbishment projects, such as project management, budgeting, monitoring liquidity and paying contractor invoices
• Due diligence on any private equity investments including reviewing documentation and financials, checking EIS availability and claiming relief as appropriate, project managing execution and providing funds
• Pricing negotiation for goods and services
• Advising on property acquisitions/disposals and liaison with lawyers
• Liaising with all third-party advisors such as offshore trustees and associates
• Any other ad hoc projects as appropriate

WHAT YOU WILL HAVE

• ACA/ACCA qualified
• Advanced Excel skills including ability to build complex financial models
• Commercially and financially literate
• Innovative with a willingness to get involved in all aspects of the business
• Experience working in a single/multi family office desirable

WHAT YOU WILL GET

• £65,000-£75,000 FTE
• Discretionary bonus
• Pension contributions

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