Family Office Finance Director

Job Specification – Family Office Finance Function

Key Functions:

Strategic Leadership: As a key member of the executive team, provide overall analysis to the leadership team to cover existing investments across geographical regions, business models and industry landscape. Collaborate with other executives to evaluate historical performance of different operating units, formulate medium- and long-term plan to set out investment priorities and transformation goals.

Financial Planning and Analysis: Ensure accurate and timely reporting of financial performance for different stakeholders. Build effective accountability and exception reporting system by utilizing tools such as financial forecasts and budgeting. Establish Key Performance Indicators or dashboards to identify trends and areas for improvement.

Cash Flow Management: Monitor cash inflows and outflows across operating businesses. Maintain rolling reports to project future cash needs, to ensure that the Company has sufficient liquidity to meet its obligations.

Capital Allocation and Deployment of Resources : Play a key role in determining how the Company allocates its financial resources. This includes making decisions about investments, managing the capital structure, and prioritizing projects that align with the Company’s strategic goals.

Risk Management: Conduct assessment over political and economic risks, market competition and fluctuation, and operational challenges related to investments. Develop strategies to minimize their impact on the Company.

Key Day to Day Responsibilities:

· Maintain family consolidated reporting and dashboard. Work with other key stakeholders to identify opportunities and financial risks.

· Quarterly review the financials provided by the operating businesses for completeness and cross-check against family balance sheet and cash flows.

· Evaluate requests for funding based across family investments and coordinate with the family treasury function to track money movements and inter-company loans.

· Help the family evaluate new investment opportunities.

· Help the family evaluate existing investment and business performance, joining quarterly calls with investment managers and operating businesses.

· Document and update changes to the family’s global org chart, including businesses and investment holding entities, serving as the centralized point of knowledge for all family business and investment activities.