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Finance Business Partner

Reference
KRFBP

Location
Jersey

Salary

Category
Accountancy

Our client is a leading family office in the industry and are looking for a new Finance Business Partner. You will be working for the Family Office Division which is responsible for supporting the FO Division and each of its individual business units globally in achieving its financial and strategic objectives. This is accomplished through the provision of value add management information and insight into the financial performance of the division, identification of potential areas for improvement, and analysis that increases understanding of the profitability of clients, teams, and individual relationship managers.

Gaining familiarity with the Family Office business, global structure, and key individuals

Actively contribute to the annual budget process

Build knowledge of the firm's client and CRM profitability methodology and reporting and establish regular reviews with CRMs and department heads to identify most profitable clients and RMs and opportunities for improving margins

Assist with implementation of new business planning and reporting system

Structure of Family Office division and individual service lines, NavOne system, client profitability and charge ability MI and underlying data sources

Professional accounting qualification (ACA, CIMA, ACCA or equivalent) is preferred

5+ years’ experience in similar roles demonstrating increasing responsibility / scope of role

Previous experience within the Financial Services or Family Office industries is strongly preferred

Apply

Key Contact

Ann Egglishaw

Senior Consultant
01534 715150
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