Finance and Controlling Manager - Single Family Office (Zug / Zurich)

Executive Mandate Specification

We are a Single Family Office overseeing the full investment and corporate structures of an entrepreneurial principal. Our mandate spans a diverse portfolio of financial investments, operating companies and real estate across multiple jurisdictions. 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

transactions

● Monitor shareholder loans and financing arrangements

Reporting & Asset Monitoring

● 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

Cash & Banking Management

● Oversee bank accounts across entities

● Prepare and review payments; support liquidity planning

Controlling & Financial Oversight

● Support budgeting and cost monitoring

● Track cash flows and financial obligations

● Maintain structured overviews of investments, loans and corporate entities

Coordination with External Advisors

● Liaise with tax advisors, legal counsel and banks

● Prepare documentation for tax and compliance matters

Requirements

● 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

Benefits

● 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

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Statutory Executive Benefits & Governance

• Executive Health, Vision & Dental Coverage with Global Provider Options
• Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
• Annual Discretionary Performance Incentive & Long-Term Equity Participation
• Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
• US Department of Labor & E-Verify Work Authorization Sponsorship