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:
1. Providing operational and administrative support to the family office, acting as a gatekeeper.
2. Management of all financial reporting for various entities, overseeing 2 finance staff.
3. Overseeing the preparation of annual accounts for all entities, liaising with external auditors.
4. Evaluating the cash flow requirements and tax ramifications of any investment decisions.
5. Preparation of agendas and minutes/records of family office meetings as required.
6. Overseeing the relationship with wealth managers, monitoring their investment returns.
7. Overseeing maintenance and refurbishment of family properties across various locations.
8. Liaising with Accountants, Finance, Legal and Insurance representatives on the principals' behalf.
9. Ensuring all legislative and company secretarial regulations and duties are dealt with.
10. Complying with all fiduciary duties appertaining to directors.
11. Carrying out research and managing 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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