Private Finance Manager

About the role

The Private Finance Manager will be based in Australia and will support a family‑office environment by overseeing all financial activities related to privately used assets and personal expenses. You will work closely with senior leadership, finance teams and external contractors to ensure accurate, transparent and efficient financial operations.

Key responsibilities

• Manage budgeting processes for personal expenses and privately used assets, tracking income, outflows and performance.
• Execute and oversee payments through 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 variances and provide clear insights to senior stakeholders.
• Coordinate with contractors on agreements, service payments, documentation and balance reconciliation.
• Review advance expense reports, validate allocations and ensure correct classification.
• Administer privately used payment methods, including account limits, card controls and transaction tracking.
• Monitor the validity and organisation of financial documentation such as authorisations and bank records.
• Support treasury operations during peak periods or team absences, including occasional business travel.
• Improve financial processes, reporting structures, ERP workflows and expense‑management procedures to increase efficiency.

Required profile

• Strong experience in private finance management, financial operations or similar roles with complex payment and reporting processes.
• Advanced Excel and Google Sheets skills, including pivot tables, complex formulas, data validation and reporting structures.
• Deep understanding of end‑to‑end banking operations, multi‑currency payments, transaction tracking and reconciliation.
• Solid accounting knowledge covering expense classification, allocation, AP/AR processes and month‑end discipline.
• Proven experience working with ERP or finance systems.

Required skills

• Excel
• Google Sheets
• ERP systems