Overview

Marks Sattin Executive Search is working with a prestigious HNW Family Office based in Central London in search of a Finance Director at a pivotal time of growth and transition. This is a rare opportunity to join a sophisticated, fast-moving organisation with a significant portfolio of investments. Reporting to the CFO, the Finance Director will lead the finance function through a period of systems transformation and operational restructuring. The role will take full ownership of all non-real estate financial matters, while also overseeing the Real Estate Financial Controller. A key part of the remit will include developing financial systems, streamlining reporting processes, and bringing selected outsourced real estate finance activities back in-house.

This is a broad and high-impact role with responsibility for managing the day-to-day operations of the investment finance team, covering accounts, valuations, and consolidated reporting across a wide range of UK and offshore entities. This includes ownership of monthly and annual accounts, tax submissions, cash flow and valuation analysis, and managing the audit process. You will also act as a key advisor and, stepping in where needed and playing an integral role in shaping the direction of the function. With the department expanding, you will also have the opportunity to mentor and develop a growing team, helping embed best practices and a high-performance culture.

This role is suited to a commercially minded finance leader with strong technical grounding, excellent stakeholder management skills, and the ability to operate in a fluid, evolving environment.

Responsibilities

• Lead the finance function during systems transformation and operational restructuring, owning all non-real estate financial matters and overseeing the Real Estate Financial Controller.
• Develop financial systems, streamline reporting processes, and bring outsourced real estate finance activities back in-house.
• Manage the day-to-day operations of the investment finance team, including accounts, valuations, and consolidated reporting across UK and offshore entities.
• Own monthly and annual accounts, tax submissions, cash flow and valuation analysis, and manage the audit process.
• Act as a key advisor and contribute to shaping the direction of the finance function; mentor and develop a growing team to embed best practices and a high-performance culture.
• Partner with senior stakeholders to support commercial decision-making and strategic initiatives.

Qualifications

• A fully qualified accountant (ACA, ACCA, or ACMA), ideally chartered.
• Experience in investment or real estate finance, ideally within a family office, fund, or multi-entity business.
• Strong technical grounding with deep understanding of financial reporting, valuations, consolidations, and cash flow management.
• Commercially astute with the ability to step into a strategic leadership role when required.
• Confident in managing audits, tax processes, and liaising with external advisors.
• Experience leading teams through periods of change, including systems upgrades or restructures.
• Collaborative, hands-on leader with the ability to mentor, develop, and inspire finance professionals.

Due to the high level of applications, we can only reply to those candidates with relevant experience.