Purpose of the role:
This role requires close engagement with the Head of the Family Office Division and their senior direct reports and lead Client Relationship Managers in each service line and jurisdiction.
Responsibilities:
- Prepare monthly financial and operational MI for the Family Office division and each of its local business units including information on financial performance, revenues and expenses, front office productivity, new business, etc. with insightful commentary on performance and explanation of material variances to budget, forecast, and prior year
- Present results each month to the Head of FO and to the division’s Executive Committee, as well as to individual service line and regional department heads
- Prepare additional periodic and ad-hoc reporting as required by the division
- Provide information on the division’s financial performance and KPIs to the FP&A team for inclusion in monthly reporting to the Group Exco and Board
- Continuously increase knowledge of the business and leverage this to identify opportunities to improve operating processes to help increase revenue, improve efficiency, reduce costs, and/or reduce risk
Skills required:
- Professional accounting qualification (ACA, CIMA, ACCA or equivalent) is preferred
- 5+ years’ experience in similar roles demonstrating increasing responsibility / scope of role
- Previous experience within the Financial Services or Family Office industries is strongly preferred