CFO - Agreus Limited : Job Details

*RECOLATION REQUIRED

Reports To: Head of the Family Office

Overview:

The CFO will oversee the financial, operational, and drive efficiencies for the family office. This includes fiduciary responsibilities such as serving as a company director or trustee and coordinating key governance activities. The role also encompasses oversight of the family’s global real estate portfolio and financial investments, ensuring consolidated reporting and providing in-depth financial and investment analysis to support decision-making and long-term wealth preservation.

Key Responsibilities:

Financial Oversight:

• Collaborate with investment teams to evaluate and optimize global real estate acquisitions, dispositions, and developments.

• Conduct detailed financial analysis of investment opportunities and monitor portfolio and investment performance.

Consolidated Financial Reporting:

• Prepare and present comprehensive, consolidated financial reports covering all entities, trusts, and asset classes.

• Develop dashboards and visualisations to provide clear insights into portfolio performance and financial health.

• Ensure timely and accurate reporting to family members, trustees, family office leadership and other stakeholders.

Financial Planning & Investment Analysis:

• Conduct financial modelling and sensitivity analysis to support investment decisions.
• Analyse macroeconomic trends and market data to inform investment strategy.

Liquidity & Cash Flow Management:

• Oversee treasury functions, including cash flow, capital allocation, and financing strategies.
• Ensure sufficient liquidity for operational needs, investments, and family distributions.

Compliance & Risk Management:

• Develop risk management strategies for investments and operational processes.
• Monitor fiduciary and operational compliance across jurisdictions.

Team Leadership & Coordination:

• Manage and mentor internal finance and operations teams.
• Collaborate with property managers, investment advisors, and consultants to execute strategic initiatives.

Strategic Planning:

• Contribute to the family office's long-term strategic direction by identifying new investment opportunities and optimizing existing portfolios and investments.
• Develop operational strategies to enhance efficiency and scalability including various systems and processes.
• Strategic direction of tech stack of the family office to drive operational efficiencies and manage risks.

Relationship Management:

• Maintain relationships with financial institutions, investment managers, real estate partners, accounting firms, tax advisors, law firms, and other professional advisors.
• Serve as the point of contact for family members regarding financial and operational matters.

If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV