Finance Director – Family Office Operations

20/20 Foresight Executive Talent Solutions; Pittsburgh (Allegheny County); On-site; USD 120,000 - 160,000; Full time

Job summary

A private family office located in Pittsburgh is seeking a trustworthy Finance Director to oversee financial operations. The ideal candidate will have 7–15 years of experience in accounting or finance, focusing on accuracy and organizational skills. Key responsibilities include managing the accounting team, coordinating with external advisors, and ensuring liquidity. An advanced degree is a plus, and candidates must possess strong communication skills and discretion in handling sensitive information.

Qualifications

• 7–15+ years of progressive experience in accounting, finance, family office, or related professional experience.
• Exceptional attention to detail and organizational skills.
• Maintain the highest level of integrity and discretion.

Responsibilities

• Oversee the family office accounting and administrative team.
• Coordinate with external accountants and tax preparers.
• Monitor cash balances and liquidity across accounts and entities.

Skills

Attention to detail

Organizational skills

Communication skills

Judgment

Discretion

Education

Bachelor’s degree in accounting or finance

Advanced degree in a complementary discipline

Tools

Accounting software systems

Job description

Overview

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

• 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 external accountants and tax preparers.
  • Estate planning attorneys and trust counsel.
  • 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.