Finance Controller for Family Office – Zurich

KeyPartners; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

KeyPartners in Zurich seeks a finance professional to join a private family investment office. You will be the go-to person for reliability of portfolio and accounting data, handling confidential matters near the owners.

You will collaborate with principals, senior management, planning and operations, and externally with banks, fund administrators, trustees, accountants and tax advisors. The role starts on a one-year contract with the aim of permanence.

Qualifications

• University degree in business, finance or economics.
• At least two years in a controlling role, ideally from Big Four audit or financial services.
• Solid grasp of accounting standards and financial reporting.
• Strong Excel skills, including building financial models and reconciling large datasets.
• Fluent written and spoken English.
• Right to work in Switzerland, or the ability to work on site in Zurich.

Responsibilities

• Close and accounts: Support monthly, quarterly and year-end close; produce management and statutory financial statements.
• Investment records: Maintain complete records including transactions, capital calls, distributions, valuations and quarterly NAVs.
• Portfolio reporting: Prepare the regular portfolio reporting pack; compute return metrics in original currency and CHF.
• Valuations and trackers: Value listed and private positions; keep trackers current for commitments, drawdowns and fee accruals.
• Planning and payments: Lead budgeting, forecasting and cash/ liquidity planning; oversee invoice processing and VAT handling.
• Finance infrastructure: Roll out a new ERP system; map chart-of-accounts, data migration and testing; build reliable Excel models and controls.

Skills

Excel modeling

Financial data analysis

Attention to detail

Education

University degree in business, finance or economics

Tools

ERP system experience

Job description

KeyPartners in Zurich seeks a finance professional to join a private family investment office. You will be the go-to person for reliability of portfolio and accounting data, handling confidential matters near the owners.

You will collaborate with principals, senior management, planning and operations, and externally with banks, fund administrators, trustees, accountants and tax advisors. The role starts on a one-year contract with the aim of permanence.