Senior Analyst – Private Financial Planning & Analysis, Family Office
Apply for this jobWe 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
