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

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