Finance Business Partner, Family Office

Our Client is seeking a Finance Business Partner to join their team.

Key Responsibilities:

  • Prepare and assist in the monthly financial and operational MI for each business unit and local office, where applicable
  • Support budgeting and forecasting processes across business units
  • Reviewing and monitoring key performance indicators
  • Work closely with developers to design, build, and maintain interactive Power BI dashboards and KPI reports for front office business teams
  • Prepare financial models and scenario analyses to support strategic initiatives
  • Prepare additional periodic and ad-hoc reporting and projects as required by each business area

Key Requirements:

  • Part-qualified accountant (ACA, ACCA, CIMA or equivalent) or currently working towards achieving one is strongly preferred
  • 1-3 years progressive experience in a similar role, including management reporting, analysis of business performance and budgeting and forecasting
  • Previous experience within the financial services, trust & fiduciary, or investment management sectors is highly desirable
  • Strong analytical and Excel skills; experience with financial modelling is a plus

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com

Location: 
Jersey
Type: 
Permanent
Discipline: 
Accounting & Finance
Job Posted: 
Tue, 10 Jun 2025
Closing Date: 
Mon, 08 Sep 2025
Reference: 
12664

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