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