Job Summary
The Finance Manager will be responsible for overseeing the financial management and accounting functions of the family office. This includes managing financial reporting, budgeting, forecasting, investment tracking, cash flow management, and assisting with tax compliance and other financial operations. The Finance Manager will work closely with the CEO to ensure the smooth running of the family office's financial processes, while maintaining confidentiality and providing accurate and timely financial information.
Key Responsibilities
- Financial Planning & Analysis
- Develop and manage annual budgets, forecasts, and financial models.
- Provide financial analysis and reporting to the family office, including key performance indicators (KPIs), investment performance, and cash flow analysis.
- Support investment analysis by providing insights on risk, returns, and financial metrics.
- Accounting & Reporting
- Oversee the preparation of monthly, quarterly, and annual financial statements.
- Ensure that all financial transactions are accurately recorded and that financial records are kept in accordance with regulatory standards and internal policies.
- Prepare and present financial reports to stakeholders, including the family members and external advisors.
- Cash Flow & Treasury Management
- Monitor cash flow to ensure liquidity and sufficient funds for investments, operational needs, and other financial commitments.
- Manage banking relationships and handle payments, wire transfers, and other financial transactions.
- Investment Management Support
- Track and report on the performance of investment portfolios and assets.
- Assist with due diligence for potential investments, including financial analysis, valuation, and structuring.
- Collaborate with external fund managers, legal advisors, and other stakeholders to ensure proper accounting and compliance of investments.
- Tax Compliance & Regulatory Oversight
- Assist in the preparation of tax filings, including personal, corporate, and international tax obligations.
- Support the CEO in ensuring that the family office remains compliant with all tax regulations and financial reporting requirements in Singapore and other jurisdictions.
- Liaise with external auditors, tax advisors, and other regulatory bodies as required.
- Process & System Development
- Assist in the development and implementation of financial systems and processes to streamline operations.
- Identify areas of improvement in the family office's financial practices and suggest solutions to enhance efficiency and accuracy.
- Ad-hoc Projects
- Provide financial support for special projects and initiatives, as required by the family office.
- Work closely with external consultants and advisors on complex financial matters.
Qualifications & Skills
- Education:
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- CPA, CFA, or equivalent professional certification is a plus.
- Experience:
- Minimum of 3-5 years of experience in finance, accounting, or a related field
- Experience in family offices, wealth management, private equity, or asset management is highly desirable.
- Strong knowledge of financial regulations, tax compliance, and reporting standards in Singapore.
- Skills & Competencies:
- Strong financial analysis, budgeting, and forecasting skills.
- Proficiency in accounting software and Microsoft Office Suite
- Excellent organizational skills with the ability to manage multiple tasks and meet deadlines.
- Strong attention to detail and a high level of accuracy in all financial reporting.
- Excellent communication and interpersonal skills, with the ability to interact with senior executives and external advisors.
- Ability to maintain confidentiality and handle sensitive information.
Personal Attributes
- Highly ethical and trustworthy, with a commitment to confidentiality.
- Proactive, self-motivated, and able to work independently as well as part of a team.
- Strong problem-solving skills and ability to think critically.
- Comfortable working in a fast-paced, dynamic environment.
Business Registration Number: 200611680D.
Licence Number: 10C5117 EA Registration Number: R2091912
