Company
This vertically integrated family office develops and operates 5M square feet of residential
and retail/commercial properties. With a national focus of urban, knowledge-based economies
on the East Coast, they have $1B in transactions. Through its commitment to long-term
investment strategies, deep in-house experience, and strong relationships, the firm has
delivered a long track record of attractive risk-adjusted returns.
Position
Our client is seeking a highly trusted, detail-oriented accounting professional to serve
as Finance Director (Family Office Operations) for a private family office based in Pittsburgh.
This is a senior, hands-on role responsible for financial oversight, coordination with external
advisors, and day-to-day financial execution across a complex family office structure. The
Finance Director will work directly with the principals and serve as the central point of
accountability for financial accuracy, organization, and follow-through. The Finance Director
will have oversight of a small family office team located in Pittsburgh and Boston. The ideal
fit is someone who values precision, discretion, and long-term stability, and who enjoys
meaningful, varied work in a high-trust environment.
Responsibilities
Key responsibilities include, but are not limited to:
Family Office Financial Oversight
• Oversee the family office accounting and administrative team.
• Maintain accurate books and records across all family office entities and accounts.
• Review general ledger activity, reconciliations, and account accuracy.
• Coordinate monthly, quarterly, and annual close processes.
• Prepare internal financial summaries, cash flow tracking, and reporting for principals.
• Ensure consistency, accuracy, and documentation standards across entities.
Advisor & Professional Coordination
• Serve as the primary internal point of contact for:
o External accountants and tax preparers
o Estate planning attorneys and trust counsel
o Banking, legal, and administrative partners
• Organize and deliver financial information for tax filings, estate planning, and entity
administration.
• Track deadlines, requests, and deliverables to ensure timely execution.
Estate & Trust Coordination Support
• Support ongoing estate and trust administration in coordination with external advisors.
• Maintain organized records for trusts, entities, ownership interests, and accounts.
• Assist in implementing estate planning decisions.
• Ensure accounting records accurately reflect legal and ownership structures.
Cash Management & Controls
• Monitor cash balances and liquidity across accounts and entities.
• Oversee bill pay, expense classification, and supporting documentation.
• Maintain strong internal controls and financial organization.
• Proactively identify and resolve discrepancies.
Qualifications
• 7–15+ years of progressive experience in accounting, finance, family office, or related
professional experience.
• Bachelor’s degree in accounting, finance, or related discipline. Advance degree in
complimentary discipline a plus.
• Experience in family office, private company accounting, or professional services
supporting high-net-worth individuals strongly preferred.
• Exceptional attention to detail and organizational skills.
• Maintain the highest level of integrity and discretion.
• Demonstrated sound judgement in all areas of work.
• Comfortable working directly with principals.
• Strong written and verbal communication and coordination skills.
• Familiarity with accounting software systems and overall strong computer skills.
Personal Attributes
• Trustworthy, steady, and reliable.
• Calm and thoughtful under responsibility.
• Enjoys ownership of details and varied responsibilities.
• Takes pride in accuracy and follow-through.
• Seeking a long-term, stable role.