CFO / COO in London - Agreus Limited

An exclusive opportunity has arisen within a London based Family Office that is seeking a CFO/COO to manage the financial affairs of two Founders, and their related entities. Reporting directly to the Founders, the CFO/COO will provide operational and financial support to the Founders and their families across a broad range of responsibilities.

The CFO/COO will oversee the day-to-day operations of the family office and will take responsibility of the relationships with all external advisors and service providers. The CFO/COO will possess strong leadership and communication skills, a strong work ethic with a “roll up your sleeves” style, coupled with high emotional intelligence and integrity.

This role will suit someone who is energetic and responsive to the broad and ever changing duties of this challenging yet rewarding role.

Profile of the successful candidate:

• Must have experience working with family offices, trusts and offshore structures.
• Familiar with private equity fund structure, partnership (e.g. GP/LP, LLP etc) and corporate.
• Experience with the US, European, Australian accounting and tax framework is desirable
• Someone with an accounting background (ACA/ACCA) but who will quickly become a generalist
• Confidential and professional nature
• Proactive, hard-working, jack-of-all-trades, able to wear numerous hats simultaneously
• Experience of managing and hiring teams
• High degree of meticulousness and commerciality
• We will consider full-time applicants only. We offer hybrid working.

Responsibilities and Essential Duties include but are not limited to:

• Working with the Founders on strategy and budget, keeping the Founders abreast of their financial positions, cashflow needs
• Be the main contact with banks, lawyers, tax advisers, accountants, fund administrators, trustees etc.
• Liaising with investment managers, investment advisers and monitoring the performance of investments
• Undertaking due diligence of new investment opportunities – consider structuring, coordinate with legal counsels & tax advisers, reviewing investment agreements & completing necessary paperwork
• Overseeing investment exit and asset disposal, monitoring incoming funds
• Manage a team of 2-3 accountants & tax specialists. The team is responsible for
• Financial management & reporting;
• Tax compliance and reporting;
• Tax optimisation;
• Treasury – payment and cash management;
• Managing payments and the admin-side of the family office
• Hold an active role within the Founders’ charitable trusts

If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume