Private Finance Manager

About the role

The Private Finance Manager will oversee budgeting, payments, reporting and all financial processes related to privately used assets for a family‑office environment in Italy. You will work closely with finance stakeholders, contractors and senior leadership to ensure accurate, transparent and efficient financial operations.

Key responsibilities

• Manage budgeting for personal expenses and privately used assets, monitoring income, expenses and performance.
• Execute and control payments across bank accounts, credit cards and digital wallets, ensuring compliance and proper documentation.
• Maintain monthly accounting records in ERP and finance systems.
• Prepare budget vs. actual reports, analyse variances and deliver insights to senior stakeholders.
• Coordinate with contractors on agreements, service payments and reconciliation of balances.
• Validate advance expense reports, allocate costs and ensure correct classification.
• Oversee privately used payment methods, including limits, card controls and transaction tracking.
• Support treasury operations during peak periods or team absences, including occasional travel.
• Improve financial processes, reporting structures, ERP workflows and expense management procedures.

Required profile

• Strong experience in private finance management, financial operations or similar roles with complex payment and reporting processes.
• Solid accounting knowledge, including expense classification, allocation, AP/AR and month‑end discipline.
• Understanding of end‑to‑end banking operations, multi‑currency payments and reconciliation.
• Experience with ERP or finance systems.

Required skills

• Advanced Excel
• Google Sheets
• ERP systems