Role Overview
We are supporting our client, a regional investment platform with a sizeable portfolio, in appointing a senior finance leader. This individual will work closely with the CFO, playing a key role across financial management, investment support, and strategic initiatives, while overseeing both fund and asset-level finance activities with strong emphasis on governance and controls.
Key ResponsibilitiesFinance Leadership & Oversight
- Lead, mentor and manage the finance team, ensuring strong execution and continuous development
- Partner with cross-functional teams (investment, asset management, operations) to support business objectives
- Drive financial planning processes including annual budgets, forecasts, and long-term projections
Fund & Portfolio Financial Management
- Oversee fund accounting, valuation processes, and investor reporting deliverables
- Review and analyse asset-level performance, including revenue, cost structures, and returns
- Monitor liquidity position, capital deployment, and distribution planning
- Provide insights and recommendations to enhance portfolio performance
Governance, Risk & Compliance
- Ensure compliance with relevant accounting standards and regulatory requirements
- Manage end-to-end audit processes and coordinate with external auditors and tax advisors
- Oversee tax compliance, statutory filings, and reporting obligations
- Strengthen internal controls, risk management practices, and governance frameworks
Treasury & Capital Management
- Work closely with treasury on cash flow management and optimisation of liquidity
- Monitor financing arrangements, including debt covenants and refinancing timelines
- Support engagement with financial institutions on credit facilities and funding structures
Investment & Transaction Support
- Partner with the investment team on acquisitions and divestments
- Provide financial analysis, modelling, and support for deal evaluation
- Participate in due diligence processes and review transaction structures
- Assess financial and tax implications of transactions at both asset and fund levels
Stakeholder Management
- Act as a finance business partner to internal stakeholders across functions
- Support investor-related reporting and communications alongside senior leadership
- Manage relationships with external parties including auditors, lenders, and advisors
Requirements- Degree in Accounting, Finance, or a related discipline, with professional qualification (CPA/CA/ACCA or equivalent)
- Approximately 20 years of relevant experience, ideally within real estate, private equity, or similar investment environments
- Strong experience in financial reporting, planning, and asset/portfolio performance management
- Exposure to transactions, including financial due diligence and deal structuring
- Proven leadership experience with the ability to manage and develop teams
- Strong stakeholder management and communication skills
- Detail-oriented, analytical, and able to operate effectively in a dynamic environment
Interested candidates please click APPLY NOW.
EA Registration Number: R22106016
Licence number: 16S8127
