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Private Finance Manager

Jobgether

Senior 🇬🇧 English
Advanced Excel Google Sheets

Job description

About the role

The Private Finance Manager will oversee budgeting, payments, reporting and all financial processes related to privately used assets for a fast‑paced, international environment. You will work closely with family‑office teams, contractors and senior leadership to ensure accurate, transparent and efficient financial operations.

Key responsibilities

  • Manage budgeting for personal expenses and privately used assets, monitoring income, expenditures and performance.
  • Execute and oversee payments via bank accounts, credit cards and digital wallets, ensuring compliance and proper documentation.
  • Maintain monthly accounting records of personal expenses within ERP and finance systems.
  • Prepare monthly budget‑vs‑actual reports, analyse variances and provide insights to senior stakeholders.
  • Coordinate with contractors on agreements, service payments, documentation and balance reconciliation.
  • Review advance expense reports, validate allocations and ensure correct classification.
  • Administer privately used payment methods, including limits, card controls and transaction tracking.
  • Monitor and organise financial documentation, authorisations and bank‑related records.
  • Support treasury operations during peak periods or team absences, including occasional travel.
  • Improve financial processes, reporting structures, ERP workflows and expense‑management procedures.

Required profile

  • Strong experience in private finance management, financial operations or similar roles with complex payment and reporting processes.
  • Advanced Excel and Google Sheets expertise, including pivot tables, complex formulas and data validation.
  • Deep understanding of end‑to‑end banking operations, multi‑currency payments and reconciliation.
  • Solid accounting knowledge covering expense classification, allocation, AP/AR and month‑end discipline.
  • Proven experience with ERP or finance systems.

Required skills

  • Advanced Excel
  • Google Sheets
  • ERP systems
  • Multi‑currency payment processing
  • Accounting software (AP/AR)

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Published 2 months ago

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