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Finance Manager & Financial Controller

Parkview Invest AG · Lisbonne

🇬🇧 English
Excel Bexio Xero Exact ERP systems

Job description

About the role

Parkview Invest is expanding its Lisbon office and seeks a Finance Manager & Financial Controller to own the financial function across its family office and investment portfolio. You will work closely with senior decision‑makers, providing operational finance, reporting, and investment support in a lean, entrepreneurial environment.

Key responsibilities

  • Monitor and review financial performance of investments, holding structures, and family‑related entities.
  • Manage or coordinate accounting across multiple jurisdictions, with hands‑on involvement for Portuguese entities.
  • Prepare quarterly and annual financial reports, internal dashboards, KPIs, and performance monitoring.
  • Coordinate tax advisors and auditors to ensure compliance and timely filings.
  • Support the investment team with financial due diligence, cap‑table reviews, and transaction structuring.
  • Design, implement, and improve financial processes, reporting tools, and internal controls.
  • Oversee cash‑flow, entity‑level spending, intercompany reconciliations, and funding structures.

Required profile

  • Background in accounting, controlling, or audit (Big Four experience strongly preferred).
  • Strong technical understanding of IFRS and local GAAP; exposure to multi‑jurisdiction structures is a plus.
  • Familiarity with investment environments and financial due diligence is advantageous.
  • Analytical, data‑driven, highly organized, detail‑oriented and self‑directed.
  • Fluent in English and Portuguese; German is a strong plus.

Required skills

  • Advanced Excel.
  • Experience with accounting software such as Bexio, Xero, Exact, or other ERP systems.

What we offer

  • A core finance role with wide exposure across the family office and investment portfolio.
  • Direct interaction with senior decision‑makers and the chance to shape scalable finance processes.
  • Hands‑on, entrepreneurial environment with room for ownership and initiative.
  • Long‑term development opportunities and a platform to grow with the organization.

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Published 2 months ago

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Parkview Invest AG

Lisbonne