Senior Analyst – Private Financial Planning & Analysis, Family Office

Istanbul
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We are working with a prestigious Family Office seeking an experienced Senior Analyst – Private Financial Planning & Analysis to support the financial planning and reporting of the family’s private affairs, based in Turkey. Working closely with the Financial Controller – Private and CFO, the successful candidate will provide clear insight into expenditure, budget performance, cost trends and future cash requirements across a diverse range of private assets, properties and lifestyle activities.

KEY RESPONSIBILITIES:

  • Prepare annual private expenditure budgets covering family members, residences, household operations, lifestyle assets, travel, staff, security, maintenance and family support
  • Maintain rolling forecasts for private cash requirements and future expenditure
  • Analyse actual spending against budget, identify variances and provide clear explanations and insights
  • Prepare monthly and quarterly private expense reports for the Financial Controller – Private and CFO
  • Monitor cost trends across properties, households, art, vehicles, yachts, aircraft, travel, events and family support
  • Support financial planning and analysis for major private projects
  • Coordinate with the Chief Accountant – Personal to ensure reporting data is accurate, complete and appropriately classified
  • Work closely with the Accounts Payable & Treasury Controller – Private to understand upcoming payment requirements and future cash needs
  • Prepare dashboards, KPIs and concise financial summaries for management and family review
  • Identify unusual spending patterns, budget overruns, duplicate costs and potential opportunities for improved cost management
  • Support scenario analysis and modelling to assess future private liquidity requirements
  • Maintain the highest level of confidentiality when handling family spending, lifestyle and personal financial information

QUALIFICATIONS AND EXPERIENCE:

  • Bachelor’s degree in Finance, Accounting, Economics, Business or a related discipline
  • Previous experience within financial planning and analysis, private finance, family office or management reporting environments
  • Experience supporting confidential private expenditure analysis is highly desirable
  • Strong experience in budgeting, forecasting, variance analysis, dashboard reporting and cost trend monitoring
  • Proven ability to work collaboratively across accounting, accounts payable, treasury and private finance functions
  • Experience analysing complex or diverse expenditure across multiple cost centres, assets or projects would be advantageous

SKILLS AND ATTRIBUTES:

  • Excellent attention to detail
  • Excellent communication skills
  • Exceptional discretion and confidentiality

 

Permanent
1 day, 18 hours ago
Job Title
Senior Analyst – Private Financial Planning & Analysis, Family Office
Reference
879
Job Category
Accountancy
Job Location
Istanbul
Job Salary
Negotiable
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