The Private Family Office, Surrey
Private Finance Manager / Management Accountant
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Private Finance Manager / Management Accountant
Location: Surrey
Salary: £45,000 to £50,000 + discretionary bonus
Position: Permanent | On site | Full time or reduced hours considered
I’m looking for a strong accountant to become the first dedicated finance hire in a small private office in Surrey.
This is a broad role with real visibility.
Responsibilities
- Day to day financial oversight of a private office and a small group of owner managed businesses, reporting directly to the Principal, who retains final oversight.
- Visibility across the full financial picture, including:
- Monthly management accounts, P&Ls, and balance sheet reporting
- Cash flow forecasting, budgeting, and variance analysis
- Cash management across business and personal accounts
- Reconciliations, payment runs, and financial controls
- Tax liabilities and cash reserves
- Personal balance sheet and net worth reporting
- Business performance, costs, and profitability
- Property, investments, financing, and major purchases
- GBP, EUR, and USD cash positions
- Coordination with accountants, banks, lawyers, and advisers
- An interest in how AI can support better systems, reporting, and decision-making
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
- Proactive, discreet, commercially minded, and confident enough to question the numbers.
- Ideally have strong management accounting experience, excellent Excel skills, experience with budgeting and cash flow forecasting, and a solid understanding of financial controls.
- Experience with QuickBooks, Xero, or similar is useful.
- ACA, ACCA, or CIMA part qualified, finalist, or qualified candidates are welcome.
- Family office experience is not essential. Experience in an entrepreneurial, owner-managed, or multi-entity environment could be just as relevant.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Benefits
- This is a chance to work closely with the Principal, broaden your exposure, and help build the finance function from the ground up.
- The role is on site in Surrey, in a small, well-equipped office with free parking.
- We are flexible on hours and would consider reduced working hours for the right person, with salary adjusted pro rata.
Salary: £45,000 to £50,000 + discretionary bonus
Note: We are unable to offer visa sponsorship for this role. Applicants must therefore already have the right to work in the UK for the position.
Application
Apply via LinkedIn, or DM me if you’d like to ask a question before applying.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills