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About Heirloom Investments

Heirloom Investment Management operates as a regulated investment advisory firm specializing in niche alternative investments that are distinct from traditional markets and asset classes. The company prioritizes steady, strong returns through research-driven investment decisions and de-risking strategies, catering to clients interested in diversification beyond typical equity and fixed income.

Role Overview

This full-time Senior Finance Manager role offers flexibility to work remotely, with occasional travel at the candidate's expense to offices located in London, Dubai, or Toronto. A strong comfort with technology and productivity enhancements is essential.

Key Responsibilities

Lead the monthly close process and produce precise management accounts for all group entities.
Develop board and executive committee documentation, covering KPIs, financial insights, profitability analysis, budget reviews, and variance explanations.
Create budgets, rolling forecasts, scenario analyses, and long-range financial plans.
Supervise and mentor the Bookkeeper, ensuring accuracy in reconciliations, journal entries, payroll data, and ledger maintenance.
Coordinate with external advisors to manage regulatory filings, tax submissions, and audits.
Generate and issue invoices timely and maintain thorough balance sheet reconciliations including fixed assets, accruals, prepayments, and intercompany transactions.
Oversee treasury functions, managing liquidity, payment processes, approvals, and continuous cash flow forecasts.
Introduce financial automation tools, AI-enabled workflows, dashboards, and improved management information systems.
Collaborate cross-functionally with legal, operations, and investment teams to enhance commercial decision-making.
Develop a scalable finance department equipped to support the company's expected growth in capital deployment.

Candidate Qualifications and Experience

Holds a professional accounting qualification such as CPA, ACA, ACCA, CIMA, or equivalent.
Possesses 5 to 10+ years of experience in financial control, management accounting, or finance leadership, with at least 3 to 5 years in an investment management environment.
Experienced managing multiple legal entities across different jurisdictions.
Strong expertise in management accounting, budgeting, forecasting, and treasury operations.
Highly proficient with Excel and financial modelling techniques.
Familiarity with Xero or similar cloud-based accounting software.
Desired: Knowledge of investment accounting applied to private credit, structured finance, or specialty lending portfolios.
Preferred track record in enhancing finance systems, controls, and implementing automation via technology.
Additional qualifications like CFA or related credentials in alternative investment accounting or operations are advantageous.

Personal Attributes

Business-oriented with strong abilities in managing projects and time efficiently.
Pragmatic, proactive, and thrives in a dynamic entrepreneurial setting.
Effective communicator capable of conveying financial details to audiences of varying technical expertise.
Inquisitive mindset with a commitment to continuous process improvement.
Demonstrates high ethical standards, ownership, and meticulous attention to detail.

What Heirloom Offers

Chance to lead and shape the evolving finance function within an innovative alternative investment platform.
Opportunity for significant strategic influence on business growth and direction.
Work alongside skilled colleagues in a collaborative and positive work environment.
Competitive compensation package including performance bonuses and career advancement prospects.

Senior Finance Manager