We are working with an impressive Investment Group to hire a Head of Finance for their London office.
This is a new role, offering a rare opportunity to build from the ground up. The team operates with a technology‑first mindset, and the successful candidate will be expected to automate wherever possible using emerging agentic AI, SaaS platforms, and fintech tools, while driving best practice.
Reporting
- Agree reporting timetables with Group Finance
- Balance sheet reconciliation and management accounts
- Fund accounting for the investment vehicles
- Develop and implement Valuation Policy in line with US GAAP/statutory requirements
Finance Operations
- Accounts payable/receivable
- Expenses and corporate card oversight
- VAT review and submission
Family Office Support
- Support Family Office on UK administration, payments, and ad‑hoc matters
Year End
- Agree year‑end timetable with advisers and Group Finance
- Oversee statutory accounts preparation and filing
- Oversee corporation tax return preparation and filing
- Develop 5‑year forecast model with Company Director, including rolling reforecasts
- Capital planning and returns forecasting
- Lead annual budgeting with London and Group Finance
Deal Execution
- Review investment legal terms and advise deal team
- Support diligence and financial analysis
- Coordinate with Group Finance/Legal on deal timing, cashflows, and capital deployment
Investor Reporting
- Maintain institutional‑grade reporting for direct and indirect portfolios
- Develop internal valuation thinking and execute conclusions
- Support implementation of portfolio monitoring tools
- Monitor performance of direct and indirect investments
- Assess follow‑on investment opportunities
- Advise Portco CFOs on operations, tech, and benchmarking
Project Work
- Deployment of AI agent solutions within spend management
- HR/payroll system implementation
- Treasury Management System rollout
- Portfolio monitoring/reporting tool implementation
Expected Characteristics
- Qualified accountant with broad practice experience
- Technically strong, pragmatic, and able to think from first principles
- Open‑minded, low‑ego, willing to challenge and drive change
- Strong multi‑tasker with exceptional attention to detail
- High‑energy and comfortable in a fast‑paced environment
- Curious about operations, technology, and building scalable functions
- Resilient and willing to handle tasks at all levels
- Highly organised with clear, concise communication skills
- Trusted with highly confidential information; absolute integrity required
This successful candidate will be expected to be in the London office five days per week with some flexibility.
#J-18808-Ljbffr