Senior Investment & Financial Management Advisor / Senior Accountant

About the job

About the Role

We are seeking a highly experienced Senior Investment & Financial Management Advisor with an exceptional background in accounting, financial analysis, investment management, and cash flow optimisation. The ideal candidate will possess extensive expertise in managing complex financial operations, monitoring investment performance, and supporting strategic decision-making through robust analytical and accounting practices.

Candidate Profile

• Minimum 25 years of professional experience in finance, accounting, asset management, wealth management, or investment advisory.
• Holder of a Swiss Federal Diploma (Brevet Fédéral) or equivalent professional qualification.
• Strong expertise in financial and analytical accounting, budgeting, and financial reporting.
• Proven experience in investment analysis, portfolio monitoring, and asset allocation.
• Extensive knowledge of cash flow management, treasury operations, and liquidity planning.
• Ability to produce and interpret complex financial models and performance indicators.
• Fluent in English, both written and spoken.
• Strong analytical and problem-solving skills with a strategic mindset.
• High level of integrity, accuracy, and confidentiality.

Key Responsibilities

• Oversee and analyse company and client financial performance through detailed accounting and reporting processes.
• Develop and monitor budgets, forecasts, and financial planning strategies.
• Manage and optimise cash flow, liquidity, and treasury activities.
• Conduct investment analyses and evaluate financial opportunities and risks.
• Monitor investment portfolios and prepare performance reports and recommendations.
• Implement analytical accounting tools to improve cost control and profitability analysis.
• Prepare financial dashboards, KPIs, and management reports for senior leadership.
• Support strategic decision-making through financial modelling and scenario analysis.
• Collaborate with banks, auditors, asset managers, and external advisors.

Required Technical Skills

• Financial Accounting
• Analytical Accounting
• Investment Management
• Cash Flow Forecasting
• Treasury Management
• Budgeting & Forecasting
• Financial Modelling
• Risk Analysis
• Performance Reporting
• Advanced Excel and Financial Systems

What We Offer

• A senior-level position with significant responsibilities.
• Direct involvement in financial strategy and investment decision-making.
• A professional and international working environment.
• Competitive compensation package based on experience and qualifications.

Location: Geneva
Employment Type: Full-time
Start Date: Upon agreement

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About the Position

As part of our development, we are looking for a Senior Accountant with solid experience in accounting, financial analysis, investments, and cash flow management.

The ideal candidate has recognised expertise in financial management, investment portfolio management, and optimisation of financial performance.

Desired Profile

• Minimum 25 years of experience in finance, wealth management, accounting, or investment management.
• Holder of a Federal Diploma in finance, accounting, fiduciary or equivalent field.
• Excellent command of analytical accounting and management control.
• Proven experience in investment analysis and financial portfolio management.
• Strong expertise in cash flow management, financial forecasting, and budget planning.
• Ability to prepare and analyse complex financial reports.
• Fluent in English, both written and spoken.
• Excellent analytical, synthesis, and decision-making skills.
• High sense of confidentiality, rigour, and professional ethics.

Main Duties

• Ensure monitoring and analysis of financial and investment performance.
• Develop and supervise budgets, financial forecasts, and cash flow plans.
• Optimise cash flow and liquidity management.
• Conduct in-depth financial analyses to identify investment opportunities and associated risks.
• Implement and monitor financial performance indicators (KPIs).
• Produce financial reports for management and investors.
• Develop analytical accounting tools to improve profitability and cost control.
• Collaborate with banks, auditors, asset managers, and financial partners.
• Participate in defining and implementing the company’s financial strategy.

Key Skills

• General and analytical accounting
• Financial management
• Cash flow management
• Investment analysis
• Portfolio management
• Management control
• Financial reporting
• Budgeting and forecasting
• Financial risk analysis
• Excellent command of Excel and financial tools

We Offer

• A strategic role with high responsibility.
• A stimulating and international professional environment.
• Great autonomy in managing financial projects.
• Attractive remuneration in line with experience and skills.

Location: Geneva
Work rate: 100%
Start date: As soon as possible or by agreement