Finance Manager - Family Office

Oxygen House; Exeter; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Private medical insurance

Private dental insurance

Cycle to work scheme

Annual leave 25 days

Job summary

Oxygen House is seeking a Finance Manager for their Exeter Family Office. You will manage the finances, oversee day-to-day accounting, and contribute to financial planning and reporting. This role reports to the Financial Controller and involves stakeholder collaboration across diverse entities.

Key duties include month-end close, statutory accounts, tax coordination, budgeting, and process improvements, with a focus on accuracy and confidential handling of information.

Qualifications

• ACA, ACCA or CIMA with at least two years’ PQE, or qualified by experience to an equivalent level.
• Strong technical accounting knowledge and tax/reporting understanding.
• Excellent analytical skills and the ability to provide practical financial advice.
• Ability to work with agility in a varied environment and adapt to priorities.
• Experience working with external advisers including tax/accounting specialists.
• Experience in Family Office or charitable environment is beneficial but not essential.
• Excellent attention to detail and high-quality financial reporting.
• Exceptional interpersonal skills and ability to build trusted relationships.

Responsibilities

• Prepare and review quarterly reporting across diverse entities with stakeholders.
• Lead month-end close with balance sheet reconciliations and control accounts.
• Oversee and approve payment runs with proper documentation and controls.
• Prepare year-end statutory accounts and liaise with external auditors.
• Coordinate tax and compliance for the Family Office.
• Lead annual budgeting, forecasts, and cash-flow modelling.
• Monitor cash positions and liquidity across entities.
• Review and improve finance systems and reporting templates.
• Supervise and develop finance team members.

Job description

Finance Manager - Family Office

Location

Oxygen House, Exeter Business Park, EX1 3LH

Term

Permanent, Full-time

Hours

Flex start and finish times – 40 hours per week Monday to Friday

Salary

Up to £50,000 plus generous company benefits

Closing date

Monday 14th September 2026

Are you an experienced finance professional who can combine strong financial management skills with clear, trusted advice?

Would you like to contribute to a purpose-led organisation where financial excellence and sustainability go hand in hand?

The Family Office works alongside the team at Oxygen House, a curious and optimistic community dedicated to building a sustainable future. Oxygen House Group is a family of privately-owned responsible businesses involved in renewable energy, biodiversity restoration, conservation and education technology.

The Role

An exciting opportunity has become available with an Exeter based Family Office who are looking for a Finance Manager.

Reporting to and working closely with the Financial Controller, the Finance Manager will play a key role in managing the finances of the Family Office, as well as overseeing day-to-day accounting activities. This is a varied role spanning financial reporting, planning, risk mitigation, process improvement and team supervision.

You will play an important role in supporting effective financial management, maintaining strong financial controls and contributing to long-term financial objectives. Clear communication, sound judgement and discretion will be essential, together with the ability to build trusted relationships and provide practical financial insight.

Responsibilities and Essential Duties

• Prepare and review quarterly reporting across a diverse group of commercial businesses, charitable organisations, farming and other entities, working closely with stakeholders to understand performance, identify issues and provide clear, meaningful financial insight.

• Lead the month-end close process, including review of balance sheet reconciliations and key control accounts, ensuring the accuracy and integrity of financial records and timely delivery of reporting.

• Oversee and approve payment runs, ensuring appropriate supporting documentation, authorisation, cash availability, and adherence to internal financial controls.

• Prepare and review year-end statutory accounts, disclosures and supporting working papers, liaising with external auditors and advisers where needed.

• Coordinate tax and financial compliance requirements across the Family Office to ensure relevant obligations and deadlines are understood and met.

• Lead annual budgeting, rolling forecasts, cash-flow forecasts, and scenario modelling.

• Monitor cash positions and liquidity across the Family Office entities, supporting effective cash management and ensuring sufficient funds are available to meet operational requirements.

• Continuously review and improve finance systems and reporting tools, developing and updating reporting templates and identifying opportunities to improve efficiency, accuracy and automation.

• Supervise, mentor and develop members of the finance team, supporting day-to-day activities and overall team performance.

About you

• An accounting qualification such as ACA, ACCA or CIMA with at least two years’ PQE, or qualified by experience to an equivalent level.

• Strong technical accounting knowledge, including experience preparing financial statements and a good understanding of relevant financial reporting and tax requirements.

• Excellent analytical skills, with the ability to provide clear and practical financial advice while listening to and considering the input of others.

• Ability to work with agility in a varied and responsive environment, adapting to changing stakeholder requirements and priorities.

• Experience working closely with external advisers, including tax and accounting specialists.

• Experience working within a Family Office or charitable environment would be beneficial but is not essential.

• Excellent attention to detail, with a commitment to accuracy and high-quality financial reporting.

• Exceptional interpersonal skills, with the ability to build trust and maintain strong working relationships.

• A professional manner, sound judgement and the ability to work with discretion and confidentiality.

Why join us

We are very fortunate to have a wonderful working environment, providing us with holistic work perks such as freshly cooked plant-based food served daily by our talented catering team, regular energising gym classes, and a relaxing kitchen garden to rest and socialise in.

On top of this you will have the opportunity to participate in our broad and extensive range of company benefits, these include:

• Family and Finance Benefits - Enhanced parental leave, Contributory pension (matched up to 5%), Group life assurance, Employee assistance programme
• Health Benefits - Private medical insurance, Private dental insurance, Virtual GP, Eyecare vouchers, Flu Vaccinations
• Green Benefits - Green travel incentive, Cycle to work scheme, Electric car scheme and charging
• Annual Leave - 25 days’ holiday, rising by 1 day per year to a maximum of 30 days

Oxygen House is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, or age.

At Oxygen House Limited, we are committed to cultivating an inclusive and equitable environment where all individuals can thrive and make an impact.

Applicants must have the legal right to work in the UK without sponsorship.