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Senior Financial Controller – Asset Management

Lotus Partners · Genève

Senior 🇬🇧 English
Swiss GAAP IFRS IT skills

Job description

About the role

We are seeking a Senior Financial Controller to join a leading asset management firm in Geneva. The role will drive budgeting, reporting, and performance monitoring across the group’s private‑equity and broader investment activities.

Key responsibilities

  • Prepare the annual budget and long‑term plan aligned with the Group’s strategy and monitor performance against plan.
  • Produce monthly management accounts, analyse variances versus prior year and budget, and track key performance indicators.
  • Monitor private‑equity fees and assets under management, build forecasts, rolling budgets and a three‑year plan in close collaboration with fund controllers and product heads.
  • Develop reporting tools with the operating platform to provide client, performance and AUM insights.
  • Lead the monthly group financial close, consolidate financial statements and deliver high‑quality reports on schedule.
  • Maintain accurate consolidated financial records for Swiss entities and support global portfolio evaluation with management and operations teams.
  • Update departmental policies and procedures to improve data quality, consistency and availability.
  • Enhance IT tools and reports for the controlling function and participate in the implementation of a new accounting system.
  • Co‑create dashboards, reports and analyses for senior management together with the IT Finance manager.
  • Improve the timeliness and quality of information delivered to internal stakeholders.

Required profile

  • University degree in finance, economics or a related field.
  • At least 10 years of controlling/MIS experience in financial services, preferably in alternative asset management or private equity.
  • Management experience in an international environment.
  • Strong analytical abilities to identify trends and exceptions quickly.
  • Fluent in English and French, both written and spoken.

Required skills

  • Swiss GAAP
  • IFRS
  • IT skills

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Published 3 months ago

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Lotus Partners

Genève