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Role: Finance Business Partner

Location: Jersey

Line of Service: Business Enablement – Finance Pillar

Grade: Manager

Contracted Hours per Week: 37.5 hours

PwC Channel Islands Overview

At PwC CI, we help you build, accelerate, and sustain momentum in a world that never stops

moving. With our tech-forward and people-empowered network, we provide expert assurance,

tax and advisory services to turn challenges into opportunities. Leveraging deep expertise and

advanced capabilities, we ensure you’re ready for any future, helping you act boldly and achieve

real results.

Job Summary:

We are looking for a Finance Business Partner to join our high performing internal finance team

at PwC CI.

Our Finance Business Partnering team is an integral part of the Finance & Procurement

function. They work with the leadership across the firm on the key decisions that drive the

business forward. They are trusted to be proactive and honest, to build relationships and

influence, to understand, challenge, and hold a mirror to the business, and to translate the

numbers into a business story.

As a Manager in the Finance Business Partnering team, you will be the team’s first port of call

for general finance and business decision support. You will be a financial professional with good

business, technical, analytical and commercial skills. As a strong communicator, you will work

collaboratively and build strong relationships with stakeholders across the business as their

trusted advisor. Managing the planning function and with an interest in Finance Tech, you will

develop innovative solutions to support the businesses growth.

This role is an opportunity to build a meaningful career that helps you to connect, grow and

make an impact.

Responsibilities:

As a Finance Business Partner, you will play a key role in the following areas:

Budgeting, forecasting & planning

• Responsible for project managing the planning cycle, which includes preparing revenue

and cost budgets, developing three- and five-year plans, and creating in-year forecasts.

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• Collaborates with the business and key UK stakeholders to identify improvements and

ensure budgets, plans and forecast activities are coordinated across the firm and

delivered to a timetable.

• Work collaboratively with the Business to ensure planning remains relevant and

insightful, and aligned with the firm’s financial objectives.

• Assisting with the production of forward looking and insight driven reporting to help the

firm plan, prepare and manage future performance.

• Providing a depth of insight to the leadership team enabling key strategic decision

making and suggesting corrective action where required.

• Demonstrating an understanding of the business’ issues and applying market and

industry knowledge.

• Embeds technology and automation, and drives efficiencies and consistencies into

financial planning, budgeting and forecasting.

• Provides forward-looking, market focused insightful presentations to Finance & the

Firm’s leadership, delivering a full picture of the business through the consolidation of

financial and performance analysis.

• Owns the annual absorption cost rate setting exercise including commercial review of

appropriateness of standard costing methodology and the pricing strategy.

• Responsible for the continuous improvement of planning & analysis, working closely

with the Planning & Reporting Centre of Excellence to drive process improvements

including standardisation, automation, promotion of self service, consolidation and best

practices.

Management reporting

• Preparing the monthly management accounts by interpreting the monthly financial

results and providing commentary to the Finance Business Partnering Lead and firm’s

leadership.

• Monitoring areas of financial performance against Key Performance Indicators (KPI's)

and escalating issues where management action is required.

• Identifying and driving financial improvements through pricing, efficiency, resource

allocation or cost management.

Business decision support, finance tech & ad hoc analysis

• Working with the firm’s leadership to prepare of analysis to support business decision

making using a variety of Finance Tech tools including Alteryx and PowerBI.

• Support the Finance Tech agenda through high quality planning & reporting practices,

driving continuous improvement and fostering excellent working relationships with

stakeholders in the local business and in the UK.

• Challenge existing norms and proactively identify ideas for automation, reporting and

analysis improvements.

• Encouraging a culture of strong financial disciplines and embedding those behaviours.

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• And other tasks as assigned by the Finance Business Partnering Lead.

Direct Reports:

This role reports to:

• Finance Business Partnering Lead

There are no direct reports into this role.

Qualifications & Certifications:

• Qualified accountant with recognised accounting body.

Skills & Experience Required:

Essential skills:

• Understands and applies principles of data to reporting, such as quality, model,

confidentiality, definition and management.

• Commercially minded individual with strong analytical and problem-solving skills.

• Able to demonstrate application of accounting standards.

• Action oriented self-starter, focused on continuous improvement in process efficiency

and driving change through technology.

• People management skills and ability to engage and influence senior stakeholders.

• Strong written and verbal communication skills.

Desirable skills:

• PowerBI experience.

• Project management skills.

Travel Requirements:

You will be required to make short trips from time to time to the firm’s office in Guernsey and

the UK Firm’s offices in London and/or Belfast.

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our

business strategy. This is important to the work we do for our business, and our clients. These

skills and behaviours make up our global leadership framework, Evolved PwC Professional.

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and

Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire,

Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion,

Build and Deliver.

Diversity:

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We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the widest

talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a

culture where people can be themselves and be valued for their unique strengths. Creating value

through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Associate Director

This is a great opportunity for a driven and talented individual to make a real difference as part

of a dedicated and professional team. The Associate Director will work on a broad range of

matters providing administration, management and secretarial services for established and new

Real Estate and Private Equity Funds. The Associate Director will work closely with the Head of

Funds and the Directors.

The Associate Director will service the needs of a portfolio of private equity and real estate

clients and will liaise with the CFO and finance team of the funds, third parties (including

auditors) and any other external advisors necessary to ensure all issues are resolved and

deadlines are met.

There will also be a number of responsibilities including co-ordinating the distribution of call

and distribution notices, interpretation of agreements, assessing client profitability, and

overseeing client relationships and other day to day functions. There will also be client

Directorship responsibility.

In addition to these exciting tasks, the candidate will also have the opportunity to be involved in

the take-on and setting-up of clients within the business, giving the individual exposure to a

wide variety of high-quality clients. There will be a number of interesting and varied ad hoc

projects.

This is a position best suited to a commercial yet technically minded person who enjoys the

challenge of providing technical and operational solutions to our clients.

Key Responsibilities

• Being involved in all aspects of Real Estate and Private Equity Fund / SPV administration

and coordination of Company Secretarial duties;

• Being responsible for a client focused team that carry out the day to day administration

of real estate and private equity funds which are typically Limited Partnerships, Unit

Trusts, Fund Company’s and SPVs;

• Billing and cash collection;

• Be an authorised signatory of Langham Hall. Daily cash management tasks across

a number of bank accounts. To be familiar with banking and payment processes,

formatting and to some degree, systems. Activity on various accounts will include

reviewing and authorising payment of expenses, dividends, carry, distributions and

capital calls etc. These tasks will require liaison with the clients as well as banking

institutions as appropriate.

• To liaise with law firms as appropriate in relation to the activities of specific entities and

transactions;

• Review of deliverables to clients and where multi-jurisdictional clients,

actively work with those jurisdictions to ensure work is delivered to client satisfaction;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Review and submit recommendations for improving the organisation’s operation

including review of profitability and identification of new products or billing

opportunities on existing clients.

People Management

• Support Managers with matters that have been escalated from the team;

• Provide advice and guidance to employees across the business acting as a mentor and

role model;

• Manage performance of direct reports through the Performance Management

process, including Performance Review meetings and objective setting;

• Understand the career aspirations of your reports and encourage their growth by

developing the skills and experience they require;

• Effectively delegate tasks to your team via the Manager giving clear instructions and

support their understanding;

• Manage team resource and maximise effectiveness / output of the team whilst

maintaining high standards.

• Lead the recruitment process where applicable, reviewing CV’s and conducting

interviews with potential candidates.

Overseeing/Organising Take-On and Set-Up of New Clients, including:

• Appointment as Director on client entities;

• Coordinating the initial secretarial and regulatory needs of clients;

• In conjunction with the Head of Funds, to prepare proposals / quotes and supporting

information;

• Creation of new SPVs, Limited Partnerships and Trusts, and play a pivotal role in the

completion and satisfaction of LHFMJ’s KYC / AML policy for all new entities or

investors;

• Responsible for client due diligence, negotiation of terms, identification of scope and

monitoring compliance with company procedures;

• Work effectively with other members of the management team to hand hold Jersey work

sourced by them into the business;

• Look for new ways to increase Langham Hall’s Jersey profile via mailshots or other.

Assisting with the Internal Operations of Langham Hall Jersey:

• Be part of the management team that helps drive the business forward;

• Liaison with the JFSC and other regulatory bodies be they in relation to the permits or

consents issued to the funds or the functionaries or in relation to statutory filings etc.

for fund related vehicles e.g. Jersey incorporated companies;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Drafting of infrastructure procedures and other internal documents;

• Building the general profile of Langham Hall in Jersey.

As part of your duties all employees must ensure adherence to internal policies and procedures

and meeting all personal AML obligations.

Person Specification

Qualifications

• Educated to at least ‘A’ level standard or equivalent. Preferably completion of ICSA

Diploma or similar, or willing to study for a relevant professional qualification.

Skills and Experience

• Ability to write reports, business correspondence, procedure manuals and performance

measurement reports at asset and fund level.

• Ability to solve practical problems and deal with a variety of situations for which there

may be little precedence.

• Strong organisational and time management skills are essential.

• Ability to work within a team to mentor, coach and carry out on-the-job training with

more junior staff.

• The candidate must be proficient in Outlook, Microsoft Packages, Internet Software, and

Database Software.

• Demonstrable experience in a senior position within Real Estate or Private Equity /

Trust and Company experience, preferably with some knowledge or exposure to

corporate structures and SPV administration. Company Secretarial knowledge would be

advantageous. We would also expect to see a reasonable understanding of cash

management processes and systems.

• The candidate must above all have excellent communication skills, high attention to

detail and accuracy, with the ability to use initiative and work independently.

Technical Knowledge

• The candidate will need to be familiar with statutory requirements and corporate

governance matters, be proficient in ensuring client board meetings for various

purposes are organised on the agreed basis, as well as on an ad-hoc basis for clients in

the team, such as the acquisition and disposal of investments, admitting new investors

or amendments to material fund documentation;

• The candidate will be expected to participate fully at such meetings and thereafter have

responsibility for ensuring the accurate and timely completion of minutes and

resolutions;

• The directors of the Management companies to the Fund(s) will expect the Associate

Director to understand complex transactions and structures and to be able to effectively

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

communicate this to these individuals in a clear and meaningful way. This person will

also sit on client Boards in due course;

• A deep understanding of the agreements associated with private equity real estate and

interpretation of terms within including LPA, debt documentation, sale and purchase

agreements, leases etc.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Executive Director

This is a great opportunity for a driven and talented individual to make a real difference as part

of our senior leadership team in Jersey. The Executive Director will work with the wider

Executive team to run the day-to-day operations of the business, including all regulatory

responsibilities. This candidate will be required to act as a director on the boards of internal

corporate entities.

The candidate will also be required to become familiar with the provision of director services

and the individuals performing those services. The successful candidate will also work on a

number of interesting senior business wide projects.

The candidate will take decisions in connection with all aspects of the Jersey business. This

includes taking ownership of and responsibility for all internal reporting to the board and to be

appointed as an Authorised Signatory of Langham Hall.

There will be a focus on business development and marketing strategies for the Jersey business,

including initiatives to raise the profile of the business in the Channel Islands.

This is a position best suited to a commercial, solutions driven yet technically minded person

who enjoys leading a team of professionals, maintaining strong client and business relationships

and is motivated by the challenge of providing technical and operational solutions to the

business and clients.

Key Responsibilities

• Maintain and develop strong, lasting relationships with certain key Langham Hall clients, with

regular in- person client meetings at partner level

• Ensuring client engagements are on budget

• Review of key deliverables

• Assist with the effective implementation of LHFMJ’s business plan

• Review and submit recommendations for improving client profitability and identification of

new products or billing opportunities on existing clients

Assisting with the internal operations of LHFMJ

• Proficiently recruit employees and manage staffing levels within the business

• Provide effective leadership and management of Jersey employees including workload

planning and performance management where needed

• Participate in monthly senior management meetings

• Draft infrastructure procedures and other internal documents as required

• Act as an Authorised Signatory for Langham Hall and client entities

Business development, marketing and new business

• Conduct business development activities including attendance at networking events

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Review/upgrade BD capabilities including training, materials, sales meetings, tracking and

follow-ups

• Prepare proposals / quotes and supporting information for the take on of new clients

• Provide support as may be required to the new business process working closely with our

head office in London

• Work effectively with other members of the senior management team or other jurisdictions to

ensure smooth transition of work sourced by them into the business

• Introduce and build upon new ways to improve the general profile of Langham Hall in Jersey.

Risk

• Participate in the business risk committee

• Liaise with the JFSC and other regulatory bodies be they in relation to the permits or consents

issued to the funds or the functionaries or in relation to statutory filings etc. for fund related

vehicles e.g., Jersey incorporated companies

• Monitor the requirements of the JFSC and ensure the business infrastructure complies

• Maintain the appropriate balance between mitigating the risks of the business and expanding

the business.

Projects

• Oversee and co-ordinate projects as required

People Management

• Effective leadership and management of direct reports including workload planning and

performance management

• Act as a role model and provide support and guidance to Client Directors and Associate

Directors

• Direct line management responsibility of a team

• Supervision, coaching and mentoring of senior staff member

As part of your duties all employees must ensure adherence to internal policies and procedures

and meeting all personal AML obligations.

Qualifications

• The candidate must be a fully qualified Accountant

Skills and Experience

• Well established and extensive industry experience (PE and RE), with an understanding of

company secretarial and also cash management processes and systems. A heavy emphasis on

delivery to clients is required in order to identify and plug any gaps in the operating platform

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Ideally a JFSC or other regulator “approved” individual

• Ability to effectively plan, develop and implement strategy for operational management and to

meet agreed operational performance plans within agreed budgets and timescales

• Ability to lead on numerous projects simultaneously

• Effectively a self-starter who can focus on execution and problem solving

• Excellent inter-personal skills, collaborative and team-based approach

• Confident and proactive approach and professional attitude to work

• Highly organised with good time management and planning skills

• It is envisaged that the prospective candidate will bring a significant relationship and contact

network to the Group

Technical Knowledge

• A strong knowledge of the Funds sector in Jersey including corporate governance, including

conduct at board meetings and directorship responsibilities is essential. Familiarity with how

promoters run their businesses would be an advantage.

• Ability to write reports, business correspondence, new business presentations and internal

procedures is required. The candidate must above all have excellent interpersonal and

communication skills and the ability to effectively present information and respond to questions

from peers, senior management and clients.