Finance Manager- Family Office

Responsibilities

1. Client Relationship Management: Build and maintain strong relationships with clients addressing their inquiries and concerns in a timely and professional manner.
2. Financial Planning and Analysis: Support the Senior Manager in conducting financial analysis and preparing reports for clients such as cash flow analysis, budgets, financial statements, variance analysis, etc.
3. Administrative Support: Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up; maintain accurate and up-to-date client records, documentation, and correspondence.
4. Preparation of Legal and Regulatory Compliance Documents: Prepare documents such as minutes of the meeting, ESR reports, etc., as required.
5. Process Improvement: Identify opportunities to streamline workflows and enhance operational efficiency within the family office; contribute to the development and implementation of best practices and standard operating procedures.
6. Internal Audits: Supervise the accountants of clients to ensure that accounts are maintained as per standards required in the UAE.
7. Coordination with External Auditors: Coordinate with external auditors on behalf of the client.
8. Team Collaboration: Monitor work done by other members of the Family Office Vertical to deliver seamless service and support to clients; collaborate with cross-functional teams within the organization to leverage resources and expertise in serving client needs effectively.