Private Finance Manager

Overview

Responsibilities

• Budget personal expenses and income or expenses related to privately used assets.
• Execute payments upon requests from Family Office staff and UBO.
• Manage payments through credit cards, personal and corporate bank accounts, crypto wallets, and other approved payment methods.
• Accurately account for personal expenses in ERP on a monthly basis.
• Prepare monthly plan-versus-actual reports for personal expenses and privately used assets.
• Provide insights on deviations and financial performance when requested by UBO or CFO.
• Communicate with contractors about agreements, services, documents, payments, and receivables or payables.
• Verify advance reports from Family Office staff and allocate expenses correctly.
• Communicate with Family Office staff regarding the financial performance of privately used assets.
• Manage privately used payment instruments, including accounts, credit cards, assigned phones, and crypto wallets.
• Track limits, custody, documentation, and availability of payment instruments.
• Control the validity of notarized powers of attorney, bank cards, safe deposit box documents, and related banking documentation.
• Support the corporate treasury function during peak workload or staff absence.
• Improve personal expense, asset expenditure, accounting, reporting, and ERP-related processes.
• Follow management instructions and support finance operations when required.

Requirements

• Advanced Excel and Google Sheets skills, including pivot tables, complex formulas, data validation, reporting, and structured tables.
• Strong experience with end-to-end banking payment operations.
• Ability to handle multi-currency payments, fees, payment statuses, limits, payment orders, control, traceability, and follow-up.
• Strong reconciliation skills, including bank statement reconciliations and A/P and A/R control.
• Solid accounting fundamentals, including expense classification, allocation, and month-end discipline.
• Confident ERP or finance systems user, or fast learner.
• Ability to post and categorize expenses accurately in finance systems.
• Confident user of crypto wallets, including networks, fees, confirmations, and security best practices.
• Ability to prepare short management reports and clear explanations for CFO or UBO.
• Fluent spoken and written English.
• Strong overall writing quality.
• Strong experience in travel support and business assistance.
• High attention to detail, confidentiality, and financial accuracy.
• Ability to work independently in a remote international environment.

Skills

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