About Belasko

We are a proudly independent fiduciary and fund administration provider with offices in Guernsey, Jersey, Luxembourg and the UK. We launched in 2011 to provide bespoke solutions to institutional and private clients with a clear and unbiased focus on quality across three service lines: Funds, Corporate Services and Private Wealth. Today we employ over 100 professionals across each of our four locations and have ambitions to grow further, primarily through organic growth and also through targeted M&A activity where it is in line with our strategic vision.

We have a clear focus to grow our Fund Administration offering to appeal to those fund managers looking for more peace of mind and consistency of delivery, particularly where client service standards might be falling with incumbent providers. To achieve this, we have developed a technology solution and on-boarding team that make it easy to transfer administrator, or set-up a new fund with complete confidence that we will plan the details with them up front.

Our vision

To lead the future of fund and fiduciary administration by leveraging technology, exceptional people, and personalised service – enabling our clients to focus on what matters most: performance and growth.

Our Values

Be Clear

We think clearly, communicate simply and deliver with purpose. We cut through the noise and bring focus to complexity

Be Agile

We stay responsive and ready. We adapt, move quickly and act with intention always pushing forward.

Be Confident

We bring intelligent thinking and clear judgement to every challenge. Grounded in expertise, we act decisively and stand by our work.

Be Human

We’re approachable, real and easy to work with. Trusted relationships are at our core.

JOB DESCRIPTION

Job Title:    Group Financial Planning & Reporting Manager

Department: Group Finance

Job Family:   Finance

Job Level:   Senior Manager

Reporting to: Group Financial Controller / Head of FP&A

About the role

This is a hands-on senior role within Group Finance, responsible for the design, execution and continuous improvement of Belasko’s multi-jurisdiction statutory reporting and regulatory capital & liquidity framework across Luxembourg, Jersey, Guernsey and the UK. You will also lead the Group’s consolidated reporting requirements related to new financing arrangements, including monthly statutory reporting (P&L, Balance Sheet, Cash Flow), normalisation adjustments for EBITDA and Net Operating Cash Flow, and quarterly covenant compliance reporting. The role combines deep technical accounting (FRS 102/UK GAAP and Lux GAAP), robust capital and liquidity modelling, and proactive engagement with auditors and regulators (CSSF, JFSC, GFSC). You will work autonomously, set high standards for pace and accuracy, and build scalable models and controls that prevent breaches and support strategic decision-making.

Key responsibilities include:

• Lead the Group’s consolidated reporting requirements related to new financing arrangements, including:
  • Preparation and submission of monthly consolidated Profit & Loss, Balance Sheet, and Cash Flow statements on a statutory (FRS 102) basis
  • Calculation and reporting of normalisation adjustments for EBITDA and Net Operating Cash Flow
  • Preparation of quarterly covenant compliance reports and supporting analysis for lenders and the Board
  • Ensure accuracy, timeliness, and compliance with all relevant financing and statutory obligations
• Prepare year-end statutory accounts quickly and independently for multiple entities, applying FRS 102 (UK GAAP) and Lux GAAP with precision; own close timetables and drive process efficiency
• Build, maintain and enhance regulatory capital and liquidity forecasting models; implement and evidence jurisdiction-specific requirements including CSSF own funds (Luxembourg), ANLA (Jersey) and FRR Fiduciary and POI (Guernsey). Continuously monitor positions and early-warning indicators to identify, escalate and prevent breaches
• Own robust P&L, balance sheet and cash flow models; perform scenario and stress testing to assess funding needs, dividend capacity and headroom
• Interpret and apply the Group Transfer Pricing policy; ensure intercompany charges, cost allocations and funding flows are accurately reflected in forecasts, statutory accounts and regulatory capital model
• Act as a contact for auditors; prepare clean audit/regulatory packs, respond to queries and remediate findings promptly
• Establish model governance, documentation and version control; implement validation checks, reconciliations and MI that give leadership confidence in reported positions
• Partner with finance and business stakeholders across Lux/Jsy/Gsy & UK to align assumptions, data and reporting cadences; contribute to clarity on titles and accountabilities in line with organisational design initiatives
• Identify and drive improvements (e.g., close acceleration, standardised modelling, enhanced MI/visualisation) consistent with our values of Be Clear, Be Agile, Be Confident, Be Human

Qualifications & Experience:

• Professional accounting qualification (e.g., ACA/ACCA or equivalent) with strong post-qualification experience in regulated financial-services groups
• Demonstrable expertise in FRS 102 and Lux GAAP, and in preparing multi-entity statutory accounts
• Proven track record building and maintaining regulatory capital and liquidity models across Luxembourg, Jersey and Guernsey frameworks (CSSF/ANLA/FRR)
• Experience engaging constructively with auditors and potentially regulators (CSSF, JFSC, GFSC)
• Comfortable working autonomously and delivering at pace on complex workloads in a multi-jurisdiction context

Skills Required:

• Advanced three-statement financial modelling and scenario/stress testing; exceptional Excel skills and familiarity with BI/visualisation tools (e.g., Power BI).
• Deep understanding of regulatory capital principles, tests and early-warning metrics; strong analytical judgement to prevent breaches.
• Technical excellence in statutory accounting (FRS 102/Lux GAAP), consolidation, intercompany and TP application.
• Clear, confident communication with boards, auditors and regulators; ability to simplify complexity and influence decisions.
• High ownership, resilience and agility; thrives in change and sets standards for pace and delivery.

Senior System Support & Development Analyst – Jersey / London

Are you looking for a new challenge in a fast-paced environment?

We are looking for a Senior System Support & Development Analyst with a strong HR application background to be part of our ambitious, friendly in-house Apps team. 

Within our team, you'll be working in the Application Support & Development team and be responsible for the support and maintenance of the applications used by the organisation. 

If the above interests you or you'd like to know more, we'd like to hear from you!

About the role

• Support, ongoing development and maintenance of business applications (both internally developed and vendor-specific).
• Predominantly focus on HR specific applications such as HCM, ATS, Learning and Payroll further expanding integrations to our other core applications such as Viewpoint, Elite 3E and our SaaS suite.
• Work with clients, third parties, the Strategy Programme Management team, and Business Services colleagues to help identify requirements and deliver enhancements and changes to the business.
• Work directly with our HR colleagues to improve our HR application suite, using tools such as Retool and Integration Builder, as well as built-in Integration engines such as Workday Studio.
• Produce and maintain accurate, up-to-date documentation.
• Collaborate with the Service Desk to help improve our entire departments processes

About you

• Solid experience within an Application Support team or equivalent and their work.
• Demonstrable experience with HR specific applications, with a strong preference for Workday experience​
• Strong attention to detail and accuracy.
• Discretion and demonstrates good judgement.
• Highly motivated and the ability to work collaboratively.
• Excellent verbal and written communication skills.
• Ability to work in a continuously evolving and fast paced environment.

Revenue Controller – Jersey / Guernsey

Ready to join our award winning team? We're looking for a Revenue Controller to join our global Finance team.

We are seeking a Revenue Controller to support the effective management of WIP, debt and client collections across our global Finance team. This role plays an important part in maintaining healthy working capital by driving timely billing, improving cash flow and reducing exposure to bad debt. It is well suited to someone with strong attention to detail, confidence working with fee earners and clients, and a solid understanding of accounting principles.

In return you’ll join a collaborative global Finance team, benefit from a competitive rewards package and have opportunities to develop your expertise in revenue and credit control while working closely with stakeholders across the business.

If you've experience in credit control, WIP and debt management with excellent communication and attention to detail skills, we'd love to hear from you! 

About the role

In this role you will:

• Acting as a main point of contact for billing and collection matters on a day-to-day basis to maximise billing and collections.
• Establishing strong working relationships with all matter partners through regular review meetings to discuss all WIP and accounts receivable balances, documenting outcomes and following up on agreed actions.
• Ascertain when transactions will complete, the levels of fees expected, and the anticipated bill date and requirements – taking any action required to facilitate the billing process
• Providing detailed input to the accurate valuation of WIP/debtors on a periodic basis
• Perform regular and ad hoc reporting for the Group FC, RCM, partners, fee earners and clients.
• To ensure that global, client and matter fee arrangements are correctly implemented and followed.
• Ensuring VAT, GST and other local taxes are correctly reflected and accounted for.
• To liaise with clients, intermediaries, partners and fee earners to establish and progress account queries through to resolution.
• Interacting with a wide range of contacts at different levels, requiring an awareness of own impact on others and an adjustment of behaviour accordingly.
• To manage client funds balances held in respect of fees and disbursements ensuring that the firm is compliant with local law society rules and the relevant banks' customer due diligence and reporting requirements.
• Ad hoc duties in relation to e-billing platforms

About you – essential requirements

• Solid understanding of revenue control
• Helpful and team focused approach
• Confident and effective communicator able to work effectively at all levels within an organisation.
• Able to demonstrate high levels of initiative and decision making capability and to be comfortable working within a results driven environment with accuracy and focus.
• Strong personal organisational and time management skills and the ability to understand and prioritise the workload of others.

Please note, this is an Officer level role.

About us

Apax is a leading global private equity advisory firm. For over 50 years, Apax has worked to inspire growth and ideas that transform businesses. The firm has raised and advised funds with aggregate commitments of c.$80 billion. The Apax Funds invest in companies across three global sectors: Tech, Services, and Internet/Consumer. These funds provide long-term equity financing to build and strengthen world-class companies. Apax’s strategies comprise Global Buyout, Digital Growth, Global Impact, Mid-Market Israel, and Apax Credit.

We place excellence at the core of all we do. This means striving to achieve the highest standards of performance and seeking continuous improvement.

Role Overview

This is a client-side role at Apax, sitting at the heart of our private equity platform and working with a collaborative and highly experienced Funds Administration team.

You’ll help lead a small team that prides itself on being approachable, supportive and solutions-focused, while delivering a seamless, best-in-class experience to our global investor base. The role offers real exposure to senior stakeholders, meaningful responsibility, and the chance to shape how we work together as a team.

Key Responsibilities

• Support and motivate a high-performing team, fostering an open, positive and inclusive working environment
• Act as a senior point of contact for investor queries, providing clear, thoughtful and timely responses in line with LPAs and side letters
• Attend GP Investment Committee and investment-related meetings
• Manage capital call and distribution processes, including monitoring receipts and proactively following up with late payers
• Assist with fundraising activities, and take ownership of fund closings across the Apax fund platform
• Oversee the accuracy of investor data and records across all systems
• Support carried interest arrangements and related investor communications
• Build trusted, long-term relationships with a diverse range of investors, from HNWIs to Sovereign Wealth Funds
• Help manage team workflows and priorities, ensuring deadlines are met without losing sight of quality or collaboration
• Work closely with colleagues across Apax and external partners in a constructive, solutions-driven way in order to build a network of contacts
• Champion continuous improvement, encouraging ideas that make processes smarter, simpler and more effective
• Lead and drive projects to completion

Experience & Background

• Experience in investor services, client relations or fund administration within private equity
• Exposure to coordinating or supporting team workflows, with a collaborative leadership style
• Confident and comfortable engaging with international investors and internal stakeholders
• Well organised, proactive and calm under pressure
• Trusted to handle confidential and sensitive information with discretion

What We’re Looking For

• A natural people-person who enjoys building relationships and supporting others
• A strong client-service mindset with a pragmatic, problem-solving approach
• The ability to explain complex information clearly and thoughtfully
• An eye for improving processes and a willingness to share ideas
• Excellent written and verbal communication skills with great attention to detail
• A good understanding of relevant Guernsey investment regulation

Join a respected, forward‑thinking fiduciary business as a Senior Administrator within their Corporate Trustee and Client Relationship Team in their Guernsey office.

This is an exciting opportunity to play a key role in the delivery of high‑quality trusteeship and administration services across a diverse portfolio of international pension plans and employee benefit structures.

Responsibilities include:

• Oversee and implement client‑driven actions, including trustee decisions, payments, investment switches, and periodic trust reviews.
• Liaise confidently with clients, members, intermediaries, and internal teams to maintain strong working relationships.
• Support and guide junior team members, contributing to their development and helping maintain high-quality output across the team.
• Manage billing, monitor contributions, maintain accurate diary systems, and ensure all deadlines, compliance requirements, and regulatory obligations are met.

This is a great opportunity for someone looking to continue growing within the pensions, trustee, or fiduciary field. If you’re an organised, client‑focused professional with strong trust knowledge, this role offers the chance to step up, take ownership, and genuinely make an impact.

If you’re ready to take the next step in your career, then please apply today with your latest CV or contact Marcel on 01481 714634 or email info@firstcall.co.gg for more information.