Senior Finance Manager

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.