da Cunha Advisory
Chief Financial Officer/Senior Finance Officer
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Role Overview
My client has an established family office and is now looking to hire a CFO/Head of Family Office to continue running the family office. The family is multi-jurisdictional and has an investment portfolio which the current CFO/Head of Family Office manages through management analysis and reporting. The portfolio is invested and is set up to create long-term returns with a mixture of investments.
Key Responsibilities
The new Head of Family Office will have a broad role overseeing and handling all projects relating to the family and their needs. This hire will require a strong understanding of finance and accounting and will have a lot of administration to oversee due to the number of positions that the family hold in different charities. They also have a number of homes, tax issues that relate to these homes and tax returns that need filing in different countries. This individual will also need to build a relationship with the children who are based offshore.
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They should be an individual who is intelligent, numerate and proactive, helping the Principal to identify areas requiring thought and action across the investment portfolio, in their tax/legal affairs and in estate planning. They should be an individual who is able to input data into the portfolio information and management system, analyze investment returns, highlight potential tax liabilities and how to deal with them, model future cash flows, manage the relationship with offshore company directors, with banks and with tenants, and maintain strategic oversight for the family’s finances.
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Qualifications
- MUST BE ACA - PLEASE DO NOT APPLY IF YOU DO NOT HAVE THIS QUALIFICATION. (CTA considered a plus)
- Strong knowledge of monitoring an investment portfolio, finance and accounting
- Strong familiarity with legal and administrative documents, and ability to work effectively with legal and accounting professional advisors globally
- An independent voice with the ability to challenge constructively, as appropriate
- Seniority and gravitas to represent the Principal in relationships and negotiations with key commercial partners and service providers
- Watertight risk and reputation management
- Able to operate as a trusted senior advisor
- Strong negotiating and influencing skills
- Strong leadership skills: the ability to define and steward a strong culture and sense of purpose
- Able to recognize and accept the ownership of certain decisions does not lie with the Head of Family Office and management team but with the family
- Strong analytics, high touch people skills, excellent judgement
- Discretion and low need for high public profile/accolade. No ego – vocational approach
- Direct, organized, hardworking, empathetic and easy communication style
- Comfortable working with a small team comprising one administrator and one bookkeeper from the family’s home in London
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