Finance Intern

01 ago - Italia
Heritage Holdings

Who we are Heritage is building the Modern Investment Office - supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable. Your role In our Finance Team, you will be part of a dynamic group where every contribution is deeply valued. We expect you to be involved in key projects, take responsibility, and drive results. During your internship, you will gain hands‐on expertise in the following areas: * Month‐End & Year‐End Close: Support the full accounting close cycle, ensuring timely and accurate completion of all closing activities across entities * Financial Statements: Assist in preparing monthly and annual statutory financial statements,



including management of the document repository * VAT Returns: Support the preparation and filing of VAT returns, ensuring compliance with local tax regulations * Group Consolidation: Assist in consolidating accounts at the group level, including intercompany eliminations and reconciliation of group entities * Payments Management: Manage and oversee the preparation of payment schedules across all entities (excluding the fund), ensuring timely and accurate processing * Bank Reconciliation: Conduct weekly bank reconciliations, verifying financial data and identifying discrepancies * Invoice Registration: Perform weekly registration of invoices and equivalent documents, ensuring accuracy and timely recording of financial transactions * Expense Analysis: Analyse business card and corporate expense data, identifying trends and anomalies and supporting management reporting Who we are looking for To excel in this role, a proactive approach

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