Private Finance Manager

About the role

This position is based in Germany and focuses on managing and optimizing private financial operations within a fast‑paced, international environment. You will work closely with family office teams, finance stakeholders, contractors and senior leadership to ensure accurate, transparent and efficient handling of privately used assets and personal expenses.

Key responsibilities

• Manage budgeting processes for personal expenses and privately used assets, monitoring income, expenditures and financial performance.
• Execute and oversee payments through bank accounts, credit cards and digital wallets, ensuring accuracy, compliance and proper documentation.
• Maintain accurate monthly accounting records of personal expenses within ERP and finance systems.
• Prepare monthly budget‑vs‑actual reports, analyse deviations and provide clear financial insights to senior stakeholders.
• Coordinate with contractors on agreements, service payments, documentation requirements and reconciliation of outstanding balances.
• Review advance expense reports, validate allocations and ensure proper classification of expenditures.
• Manage privately used payment methods, including account limits, card controls, wallet management and transaction tracking.
• Monitor the validity and organization of financial documentation, authorisations and bank‑related documents.
• Support treasury operations during peak periods or team absences, including occasional business travel.
• Improve financial processes, reporting structures, ERP workflows and expense management procedures to increase efficiency.

Required profile

• Strong experience in private finance management, financial operations or a similar role involving complex payment and reporting processes.
• Solid accounting knowledge, including expense classification, allocation, accounts payable/receivable and month‑end financial discipline.
• Understanding of end‑to‑end banking operations, multi‑currency payments, transaction tracking, payment controls and reconciliation.
• Experience working with ERP or finance systems.

Required skills

• Advanced Excel
• Google Sheets
• ERP system proficiency