Controller, Management Company
Fort Worth
Finance & Accounting /
Full-time /
On-site
ABOUT THE POSITION
Join Satori Capital as our Management Company Controller and shape the financial foundation of a leading alternative investment firm recognized as #1 2024 “Best Companies to Work for in Fort Worth” and “Best Companies to Work for in Texas." This newly created position has emerged due to Satori’s growth and increasing complexity. Reporting to the CFO, you’ll oversee the accounting and financial operations of our multiple management companies, supporting private equity, alternatives, and thematic investment strategies. This role offers a unique opportunity to drive scalable processes, deliver actionable financial insights, and collaborate with leadership to align operations with our mission of conscious capitalism. We seek a proactive, detail-oriented leader with a strong ownership mentality and a passion for creating lasting impact.
KEY RESPONSIBILITIES
- Responsible for accounting operations across 5+ management company entities (and other affiliated entities), including general ledger, month-end closing, and reconciliations
- Ensure compliance with US GAAP and internal accounting policy
- Prepare and deliver timely financial statements and management reporting and analysis
- Develop an internal reporting package and financial dashboards to provide insights to senior leadership
- Manage Satori’s treasury functions including online banking platform, cash management, transfer approvals, and credit facilities
- Administer intercompany and portfolio company cost allocations and reimbursement process
- Supervise the outsourced management company accounting team, ensuring quality, efficiency, and alignment with Satori’s expectations
- Responsible for budgeting and forecasting efforts in collaboration with the CFO and Firm leadership
- Monitor and forecast cash flow to support short-term and long-term liquidity planning
- Manage credit facility utilization and planning to optimize capital availability
- Coordinate tax return preparation and related compliance activities with external tax advisors
- Support regulatory compliance in partnership with Satori’s Chief Compliance Officer and third-party providers
- Ensure adherence to compliance calendar and timely submission of all required deliverables
- Oversee accounts payable/receivable, payroll processing, vendor management, and employee expense reporting
- Assist HR and operations teams in ensuring alignment across finance and people functions
- Act as back-up to fund controllers to ensure business continuity and seamless operations
- Design and implement scalable financial processes to enhance efficiency and accuracy
- Collaborate with cross-functional teams and fund controllers to support firm-wide initiatives
- Leverage platforms like Wrike to streamline workflows and enhance task management
- Promote Satori’s values and contribute to a culture of purpose-driven performance
CANDIDATE MINDSET AND ATTRIBUTES
- Ownership & Initiative: You proactively identify opportunities, drive process improvements, and deliver exceptional outcomes with meticulous attention to detail
- Collaborative Leadership: You communicate effectively with diverse stakeholders, fostering teamwork and aligning with Satori’s purpose
- Resilience & Adaptability: You thrive in a high-expectation environment, maintaining a positive, can- do attitude
- Strategic Thinking: You balance high-level strategy with hands-on execution, integrating diverse perspectives
- Integrity & Positivity: You uphold accountability, embrace challenges with optimism, and value others’ viewpoints
QUALIFICATIONS
- Bachelor’s degree in accounting, finance, or related field (required)
- Certified Public Accountant (CPA) certification (required)
- 10+ years of relevant experience, preferably with an alternative investment firm, including private equity and hedge funds
- Deep knowledge of GAAP, management company structures, financial reporting, expense allocations, partnership accounting, and tax compliance
- Exceptional written and verbal communication skills, with the ability to engage diverse stakeholders
- Direct experience working with fund administrators and other service providers is preferred
ABOUT SATORI CAPITAL
Satori Capital is a Texas-based multi-strategy investment firm rooted in conscious capitalism, managing over
$1.4 billion in committed capital. We partner with businesses that elevate humanity, guided by our core values: create extraordinary outcomes, be a great partner, never stop learning, share freely, enjoy the journey, and build lasting impact. In addition to being honored as #1 of the 2024 “Best Companies to Work for in Fort Worth” by Fort Worth, Inc., and #1 of the 2024 “Best Companies to Work for in Texas” by Best Companies Group, we have also been named a Pensions & Investments Best Places to Work in Money Management for ten consecutive years, a Blue Zones Worksite, and a Dallas Business Journal Best Place to Work.
Our private equity business partners with leadership teams of companies with $5 million to $50 million of EBITDA that operate with a long-term perspective, commit to their mission or purpose, and create value for all stakeholders. Our alternatives investment platform, Satori Alpha, creates and manages customized portfolios designed to meet the unique objectives of sophisticated private investors, family offices, and institutions. Through our Satori XL Partnership Program, we partner with managers that we believe are highly skilled at generating sustainable alpha and would benefit from our experience, relationships, and resources, all in support of building thriving and enduring businesses. Our Satori Environmental strategy invests in securities impacted by the global energy sector’s shift from fossil-based systems to renewable sources. Our Satori Neuro strategy focuses on transformational companies offering innovative brain and mental health solutions.
WHY JOIN SATORI?
At Satori, you’ll do more than manage finances—you’ll drive financial excellence that supports businesses elevating humanity. We offer:
Impactful Work: Shape the financial future of a firm committed to conscious capitalism
Career Growth: Access professional development, mentorship, and opportunities to participate in Satori’s investments (subject to SEC regulations)
Holistic Benefits: Enjoy daily chef-prepared lunches, an annual wellness allowance, subsidized executive health screenings, and onsite wellness facilities
Conscious Culture: Join a collaborative, purpose-driven team recognized as a top workplace in Fort Worth, Texas, and nationally that values peak performance and an environment where team members can thrive
HOW TO APPLY
Ready to join a purpose-driven team shaping the future of alternative investments? Submit your resume and a cover letter detailing your qualifications for this role at www.satoricapital.com/careers. Our thorough hiring process ensures we find the right match to unlock our collective potential. For more information about Satori Capital, visit www.satoricapital.com.
