Investment Platform
Location: Surrey (with occasional London meetings)
£65,000 + depending on experience
An exciting opportunity has arisen for a Finance Manager to join a growing private investment platform with interests across real estate and emerging investment sectors.
You will play a pivotal role in overseeing the financial operations of several investment and operating entities.
As Finance Manager, you will be responsible for the day-to-day financial management of multiple entities, ensuring accurate reporting, effective cash management and strong financial controls across the platform.
The position is primarily based in Surrey, with occasional meetings in London as the investment platform continues to expand.
Why Apply?
* Join a dynamic and growing private investment platform
* Work directly with senior decision-makers
* Gain exposure to investment activity and real estate development
* Opportunity to shape financial systems in a growing organisation
* Clear long-term progression potential
Key Responsibilities:
Financial Reporting & Management
* Maintain accurate financial records across multiple entities, including oversight of the general ledger and month-end/year-end processes.
* Prepare monthly management accounts, financial reports and analysis for senior leadership.
* Assist with budgeting, forecasting and variance analysis.
* Support the preparation of statutory accounts and audit requirements where applicable.
* Produce financial insights to support investment oversight and operational decision-making.
Cash Flow & Payments
* Monitor cash flow and liquidity across various entities.
* Process supplier and service provider payments in line with approval procedures.
* Manage invoices, reconciliations and vendor records.
* Liaise with banking partners regarding accounts and transactions.
Operational Finance
* Support financial oversight of operational costs, project expenditure and investment activity.
* Assist with financial planning relating to investments and development projects.
* Prepare financial data for internal meetings and investment discussions.
* Help implement improvements to financial reporting systems and internal processes.
Compliance & Governance
* Coordinate with external accountants, auditors and tax advisors.
* Assist with corporate and regulatory requirements.
* Maintain strong financial documentation, controls and reporting standards.
* Support compliance processes associated with investment and corporate entities.
Experience and Skills Requirements:
We are looking for a proactive and commercially minded finance professional who enjoys working in a fast-moving investment environment.
You will likely have:
* A degree in Accounting, Finance or a related discipline
* A professional qualification (ACA, ACCA, CIMA or similar) – qualified or part-qualified
* Around 5–8 years’ experience in a finance or accounting role
* Experience within investment management, property, financial services or multi-entity businesses
* Strong knowledge of management accounts, financial reporting and financial controls
* Excellent Excel and financial systems skills
* Exceptional attention to detail and organisational ability
* A proactive, hands-on approach and the ability to work with discretion in a private investment environment
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted
Salary description
£65000.00 - £65000.00 per year