Finance Manager - Private Equity

WA is working with a highly regarded private investment office based in Edinburgh to appoint a Finance Manager to join a small, high-quality finance team.

This is a broad and hands-on role suited to a qualified accountant who enjoys variety, detail and working close to the heart of a business. The organisation invests across a wide range of asset classes, with a particular focus on private equity and direct investments in privately owned trading businesses. The portfolio is varied, complex and commercially interesting, offering exposure well beyond a standard finance role.

Reporting to the Head of Finance, you will support a broad mix of quarterly and annual compliance activity, statutory reporting, tax, cash management, investment reporting and ad hoc project work.

The role would suit someone who is comfortable operating in a smaller finance environment where everyone is expected to take ownership, get involved and contribute across a broad range of tasks.

You will be involved in:

• Preparing year-end accounts for a range of entities, including corporates, partnerships and trusts
• Supporting the preparation of statutory accounts information and liaising with auditors
• Preparing corporation tax and personal tax information for external advisers
• Reviewing tax returns and supporting internal sign-off processes
• Managing day-to-day cashflow, payments and banking controls
• Preparing VAT returns, including group and partial exemption returns
• Liaising with banks and supporting quarterly reporting requirements
• Gathering, reporting and interpreting investment-related data
• Supporting company secretarial work, KYC requirements and CRS reporting
• Contributing to ad hoc finance, reporting and project work

You will likely be a CA or ACCA qualified accountant with strong technical grounding and a genuine interest in working across a varied, hands-on finance role.

You should bring:

• Experience gained in a small to medium-sized accountancy firm and/or a broad finance role in industry
• Strong Excel skills
• Excellent attention to detail and a strong understanding of double entry bookkeeping
• The ability to manage competing demands from different stakeholders
• A self-sufficient, organised and proactive working style
• Confidence working to deadlines and taking ownership of your work
• Experience with Microsoft Business Central would be advantageous

This role would particularly suit someone who enjoys technical variety, likes understanding how things work, and wants to be part of a small team where their contribution is visible.

This is an excellent opportunity to join a respected investment business with a strong track record, a varied portfolio and a highly experienced team across finance and investment.

The role offers:

• Broad exposure across finance, tax, reporting, investments and compliance
• The chance to work closely with experienced finance and investment professionals
• A small-team environment with real ownership and visibility
• A competitive salary, discretionary bonus and pension contribution

For more information, please contact Jack Ramage at WA.