The Role
Manage accounting and financial oversight across the family office and portfolio entities, prepare quarterly/annual reports, coordinate tax and audits, support financial due diligence, improve processes and controls, oversee cash flows and intercompany reconciliations, and lead local Portuguese accounting operations.
Summary Generated by Built In
Parkview Invest is a single-family office focused on long-term capital deployment across private equity, venture capital, and real assets. We take an active ownership approach, combining strategic capital with operational insight to support the growth of our investments. Through hands-on involvement and a global network of partners, we help build resilient, high-performing businesses. Rooted in an entrepreneurial mindset, we focus on high-impact opportunities in sectors where we bring domain expertise: supply chain, sustainability, (frontier) wellness, and AI.
We operate with a lean, entrepreneurial team and actively support investments and partners across Europe and globally. Our Lisbon office is expanding, and we’re looking for a Finance Manager / Financial Controller ready to take on a broad, impactful role spanning operational finance, reporting, and investment support.
Tasks
Core Tasks
* Financial Oversight: Monitor and review financials across investments, holding structures, and family-related entities
* Accounting: Manage or coordinate accounting across jurisdictions, including hands-on involvement for Portuguese entities
* Reporting: Prepare quarterly and annual financial reports; support internal dashboards, KPIs, and performance monitoring
* Tax & Audit: Coordinate with tax advisors and auditors to ensure compliance and timely delivery of filings and audits
Strategic Contributions
* Financial Due Diligence: Support the investment team with reviews of financials, cap tables, and transaction structures
* Process & Systems: Help design, implement, and improve financial processes, reporting tools, and internal controls
* Cost Controlling: Oversee cash flows, entity-level spending, and intercompany reconciliations; support funding structures
Requirements
* Background in accounting, controlling, or audit (Big Four experience strongly preferred)
* Strong technical understanding of IFRS and local GAAP; exposure to multi-jurisdiction structures is a plus
* Familiarity with investment environments and financial due diligence is a plus
* Proficient in Excel; experience with accounting software (e.g. Bexio, Xero, Exact, ERP systems) is an advantage
* Analytical and data-driven with excellent problem-solving skills
* Highly organized, detail-oriented, and self-directed
* Fluent in English and Portuguese; German is a strong plus
Benefits
* A core finance role with wide exposure across the family office and investment portfolio
* Direct interaction with senior decision-makers and the chance to help shape scalable finance processes
* A hands-on, entrepreneurial environment with room for ownership and initiative
* Long-term development opportunities and a platform to grow with the organization
This role is ideal for someone with a strong foundation in accounting and audit – preferably from a Big Four firm – who is looking to transition into a more dynamic finance position within an investment platform.
You’ll work in a lean team and gain exposure to the full financial scope of the family office, including financial control, reporting, cross-border coordination, and investment-related analysis. You will also take ownership of local accounting activities in Portugal while contributing to processes across jurisdictions.
We operate with a lean, entrepreneurial team and actively support investments and partners across Europe and globally. Our Lisbon office is expanding, and we’re looking for a Finance Manager / Financial Controller ready to take on a broad, impactful role spanning operational finance, reporting, and investment support.
Tasks
Core Tasks
* Financial Oversight: Monitor and review financials across investments, holding structures, and family-related entities
* Accounting: Manage or coordinate accounting across jurisdictions, including hands-on involvement for Portuguese entities
* Reporting: Prepare quarterly and annual financial reports; support internal dashboards, KPIs, and performance monitoring
* Tax & Audit: Coordinate with tax advisors and auditors to ensure compliance and timely delivery of filings and audits
Strategic Contributions
* Financial Due Diligence: Support the investment team with reviews of financials, cap tables, and transaction structures
* Process & Systems: Help design, implement, and improve financial processes, reporting tools, and internal controls
* Cost Controlling: Oversee cash flows, entity-level spending, and intercompany reconciliations; support funding structures
Requirements
* Background in accounting, controlling, or audit (Big Four experience strongly preferred)
* Strong technical understanding of IFRS and local GAAP; exposure to multi-jurisdiction structures is a plus
* Familiarity with investment environments and financial due diligence is a plus
* Proficient in Excel; experience with accounting software (e.g. Bexio, Xero, Exact, ERP systems) is an advantage
* Analytical and data-driven with excellent problem-solving skills
* Highly organized, detail-oriented, and self-directed
* Fluent in English and Portuguese; German is a strong plus
Benefits
* A core finance role with wide exposure across the family office and investment portfolio
* Direct interaction with senior decision-makers and the chance to help shape scalable finance processes
* A hands-on, entrepreneurial environment with room for ownership and initiative
* Long-term development opportunities and a platform to grow with the organization
This role is ideal for someone with a strong foundation in accounting and audit – preferably from a Big Four firm – who is looking to transition into a more dynamic finance position within an investment platform.
You’ll work in a lean team and gain exposure to the full financial scope of the family office, including financial control, reporting, cross-border coordination, and investment-related analysis. You will also take ownership of local accounting activities in Portugal while contributing to processes across jurisdictions.
Skills Required
- Background in accounting, controlling, or audit
- Big Four experience
- Strong technical understanding of IFRS and local GAAP
- Exposure to multi-jurisdiction structures
- Familiarity with investment environments and financial due diligence
- Proficient in Excel
- Experience with accounting software (e.g., Bexio, Xero, Exact, ERP systems)
- Analytical and data-driven with excellent problem-solving skills
- Highly organized, detail-oriented, and self-directed
- Fluent in English and Portuguese
- German language skills
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The Company
What We Do
Parkview is a privately owned, independent multi-family office and asset manager dedicated to sustaining and growing wealth across generations. The firm provides holistic advisory and wealth management services, including investment management, governance, and consolidated reporting. With a global presence including offices in Zurich, Geneva, New York, London, and Cyprus, it delivers unbiased guidance and comprehensive services beyond the scope of traditional wealth management.
