Finance and Controlling Manager - Single Family Office (Zug / Zurich)
We work closely with a select group of trusted external advisors, banks and service providers and we hold ourselves to the same standards we expect from them: precision, discretion and long-term thinking.
As we continue to grow, we are looking for a Finance Manager who combines technical rigour with a genuine interest in the breadth of what a sophisticated family office does.
Tasks
This is a rare opportunity to join a lean, high-calibre team with direct exposure to complex investment and corporate structures, hands-on interaction with decision-makers, and meaningful responsibility from day one. You will own the financial backbone of the office: from multi-entity accounting and consolidated reporting to banking, cash management and advisor coordination.
The right person for this role is equally comfortable navigating a sophisticated cross-border transaction and executing a straightforward payment run without a second thought. We value hands-on ownership across the full spectrum.
This is a full-time, in-person role (100%) based in Zug / Zurich.
Accounting & Finance- Oversee accounting across multiple entities and structures
- Coordinate with external accountants, auditors and service providers
- Prepare and analyse financial reports; reconcile accounts and manage intercompany
- Monitor shareholder loans and financing arrangements
- Prepare regular reporting on investments and assets
- Maintain and develop consolidated asset and liquidity reporting
- Support analysis and monitoring of investment positions
- Support liquidity management and cash forecasting across entities
- Oversee bank accounts across entities
- Prepare and review payments; support liquidity planning
- Support budgeting and cost monitoring
- Track cash flows and financial obligations
- Maintain structured overviews of investments, loans and corporate entities
- Liaise with tax advisors, legal counsel and banks
- Prepare documentation for tax and compliance matters
- Degree in Finance, Accounting, Business Administration or a related field
- 3-8 years of relevant experience in one or more of the following: accounting, controlling, audit / transaction services, trust or fiduciary services, family office or asset management, investment management or liquidity management
- Exposure to investment structures, financial instruments or liquidity management
- Strong analytical and organisational skills with high attention to detail
- Proficiency in Excel and financial data analysis
- A hands-on personality who takes ownership across the full range: from structuring complex multi-entity transactions to processing day-to-day payments with the same care and diligence
- Discretion, reliability and the ability to work independently environment
- Full professional proficiency in English (written and spoken); working knowledge of German is an advantage
- Direct insight into the workings of a leading entrepreneurial Single Family Office
- Broad, varied responsibilities with real ownership
- Close interaction with decision-makers and a trusted advisor network
- A lean structure, short decision paths and no corporate bureaucracy
- Full-time position (100%), in-person, based in Zug / Zurich
- Genuine long-term development potential in a growing, ambitious environment