Private Finance Manager

About the role

This role is based in Portugal and supports a family‑office environment by managing and optimizing private financial operations. You will be responsible for budgeting, payments, reporting and day‑to‑day financial processes related to privately used assets, ensuring accuracy and operational efficiency.

Key responsibilities

• Manage budgeting processes for personal expenses and privately used assets, monitoring income, expenses and performance.
• Execute and oversee payments via bank accounts, credit cards and digital wallets, ensuring compliance and proper documentation.
• Maintain accurate monthly accounting records in ERP and finance systems.
• Prepare monthly budget‑vs‑actual reports, analyse deviations and provide insights to senior stakeholders.
• Coordinate with contractors on agreements, service payments and reconciliation of balances.
• Review advance expense reports, validate allocations and ensure correct classification.
• Manage privately used payment methods, including limits, card controls and transaction tracking.
• Monitor financial documentation, authorisations and bank‑related records.
• Support treasury operations during peak periods or team absences, including occasional travel.
• Improve financial processes, reporting structures, ERP workflows and expense management procedures.

Required profile

• Strong experience in private finance management, financial operations or similar roles involving complex payment and reporting processes.
• Solid accounting knowledge, including expense classification, allocation, AP/AR processes and month‑end discipline.
• Understanding of end‑to‑end banking operations, multi‑currency payments and reconciliation.
• Experience working with ERP or finance systems.

Required skills

• Advanced Excel (pivot tables, complex formulas, data validation).
• Google Sheets (advanced functions and reporting).
• ERP or finance system proficiency.