Chief Financial Officer at Maurice Xandra Solutions

RESPONSIBILITIES

Finance and Accounting

• Manage the annual budget process for household and certain affiliated businesses.
• Prepare monthly financial planning reports and forecasts at the consolidated and entity level including sources and uses of cash within and across entities.
• Oversee in-house month-end close process including reconciling cash and investment accounts and reviewing payment support, service agreements, fixed assets, leases and accruals.
• Manage payroll and benefits for household staff.
• Maintain general ledger and manage accounts payable processes.
• Maintain banking relationships.
• Coordinate planning, preparation and filing of quarterly tax estimates, and annual tax returns with tax advisor.

Manage any financial/tax audits.

• Develop and maintain a documented system of accounting and internal control policies and procedures.
• Evaluate and periodically review insurance policies with outside insurance broker to assure that appropriate types and levels of coverage are in place.
• Ensure compliance with relevant legal requirements, regulations, and minimum standards.

Wealth/Investment Management

• Support strategic and day-to-day decision making within the office with practical and rigorous research and analysis.
• Drive efficient and effective income and estate tax planning by partnering with accountants, tax advisors and estate attorneys.
• Work with private bankers to create an investment portfolio that optimizes risk-adjusted returns within the context of the family's financial objectives, tax consequences and time horizons.
• Assist in due diligence, structuring and execution of prospective investments and new business ventures.
• Manage family entities including investment accounts, properties, trusts, and LLCs.
• Manage real estate holdings including buying/selling property and managing/overseeing projects.
• Review legal documents, including intercompany agreements with the support of legal counsel.

Others:

• Adhoc project.

QUALIFICATION & EXPERIENCE

• First degree or its equivalent in a numerate discipline.
• Membership of ICAN/ ACCA required.
• 10 years' experience in Relevant roles in financial management/ accounting.

REQUIRED SKILLS

• Knowledge of the GAAP/IFRS.
• Knowledge of finance, accounting, budgeting, and cost control principles.
• Ability to analyse financial data and prepare financial reports, statements, and projections.
• Highly organized and detail oriented, with ability to manage and simultaneously advance multiple projects and processes both internally and with third-party service providers.
• Confident, self-directed problem solver and decision maker.
• Impeccable character and judgment, operating with the utmost discretion.
• Able to work under pressure and adhere to strict deadlines.
• Good working knowledge of Microsoft Office Suite.
• Strong Communication & Presentation skills.
• Adept at Negotiations.