Job title: Financial Reporting & Transition Specialist
Department: Private Office
Reporting to: Private Office Director
Summary of role: This role is to provide essential support to the Private Office team in handling financial matters, operational activities, and special projects related to high-profile individuals and their associated entities. Core responsibilities will involve compiling and presenting reporting information, along with implementing automated systems to enhance efficiency. You will work closely with the team to prepare accurate accounting records and reports for diverse entities, ensuring seamless administration.
Financial and management reporting:
a) Collecting and analysing financial data from multiple sources, ensuring accuracy and consistency. Collaborating with team members to finalise accounting tasks and generate reports.
b) Preparing periodic and ad-hoc financial reports for individuals and departments, offering detailed insights into personal finances, income, expenditure, and enterprise performance.
c) Coordinating with different departments and stakeholders to ensure timely and accurate financial reporting.
d) Providing financial guidance and support to facilitate informed personal and business decision-making.
Automation and system implementation:
a) Collaborating with managers and external consultants to introduce automated systems for personal assets, income, expenditure, and other entities managed by the Private Office.
b) Ensuring seamless integration and configuration of reporting systems to meet forecasting and reporting requirements. Collaborating with team members and departments to align the new accounting system with their needs.
c) Designing and implementing reporting templates to automate the generation of accurate and timely financial reports and forecasts.
d) Identifying and implementing process improvements to streamline financial reporting and analysis.
Skills, Knowledge, and Educational Requirements:
- Relevant accountancy qualification.
- Outstanding academic background.
- Strong technical expertise and a business-oriented mindset.
- Proactive with a long-term vision.
- Excellent communication skills.
- Strong planning, time management, and task coordination abilities.
- Adaptable and confident in engaging with diverse stakeholders.
- Flexible and solution-oriented approach to problem-solving.
- Ability to think strategically with a “can-do” attitude.
- Strong IT skills, particularly in Microsoft Office (Word, Outlook, Excel).
- Experience with Sage X3 and/or SAP Concur, as well as system changes/implementation, is desirable given the ongoing system enhancement initiative.
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