Controller

At Gatewood, we're more than financial professionals — we are trusted partners helping families and business owners build enduring wealth with purpose. Our integrated platform brings wealth management, tax and accounting, and CFO-level support together under one roof. With expertise and care, we work with clients to build a personalized plan for wealth that instills confidence for life's key moments.

Key Responsibilities

Accounting Operations & Close

• Own the full accounting cycle in QuickBooks Online across the holding company and operating entities — journal entries, reconciliations, intercompany activity, and monthly/quarterly/annual close
• Maintain a clean, audit-ready chart of accounts and consistent accounting policies across entities
• Ensure compliance with GAAP and coordinate with external tax and audit partners

Consolidated & Entity-Level Reporting

• Produce monthly consolidated financial statements for the holding company that roll up all operating entities, with eliminations and intercompany clarity
• Produce stand‑alone financial packages for each individual company — P&L, balance sheet, cash flow, and KPI dashboards
• Build and maintain reporting in Excel (and/or QBO reporting tools) that is easy for non‑finance leaders to follow — clear structure, consistent formatting, and meaningful variance commentary

Budgeting, Forecasting & Resource Management

• Lead the annual budgeting process across all entities and roll results into a consolidated enterprise budget
• Maintain rolling forecasts — revenue, expense, headcount, and cash — and refresh assumptions as conditions change
• Conduct ongoing budget reviews with department and entity leaders; identify variances early and recommend corrective action
• Support resource management decisions — staffing, vendor spend, and capital allocation — with clear financial analysis

AR / AP

• Own accounts receivable and accounts payable across entities — invoicing, collections, vendor payments, and cash application
• Monitor AR aging, manage collections cadence, and keep DSO in a healthy range
• Ensure timely, accurate vendor payments and maintain strong internal controls over disbursements

Investment Analysis & ROI

• Partner with leadership to build financial models that evaluate ROI on new investments — acquisitions, hires, technology, and growth initiatives
• Track and report on past investments against original underwriting; surface lessons learned and adjustments needed
• Provide objective, numbers‑first input into capital allocation and prioritization decisions

Leadership & Board Reporting

• Prepare monthly reporting packages for the leadership team — consolidated and by entity — with concise written commentary on results, drivers, and outlook
• Produce quarterly board materials, including financial statements, budget‑to‑actual analysis, KPI dashboards, and investment performance updates
• Present financial results clearly to non‑finance audiences and answer questions with data, not opinion

Process, Controls & Team

• Continuously improve the close process, reporting cadence, and financial workflows — shorter cycle times, fewer errors, more insight
• Document policies and procedures; strengthen internal controls as the enterprise grows
• Partner with Gatewood Tax & Accounting and external advisors on tax, audit, and compliance matters
• Help onboard future finance team members as the function scales

Requirements

• Minimum 5-7 years of progressive accounting experience, including controller, assistant controller, or senior accounting manager responsibilities
• Bachelor's degree in Accounting, Finance, or related field. CPA preferred
• Advanced QuickBooks Online proficiency — multi-entity setup, class/location tracking, bank rules, and reporting customization
• Advanced Excel skills — complex formulas, lookups, pivot tables, scenario modeling, and clean financial model design
• Demonstrated experience consolidating financials across multiple legal entities, including intercompany eliminations
• Track record of building budgets and forecasts and partnering with operators on resource decisions
• Strong written and verbal communication; able to translate financial detail into plain-language insight for leadership and board members
• High attention to detail and the discipline to meet recurring monthly, quarterly, and annual deadlines

Preferred (Bonus) Qualifications

• Experience supporting a multi-entity holding company structure or family-of-companies environment
• CPA license active or in progress
• Experience in financial services, wealth management, professional services, or a similarly regulated environment
• Familiarity with FP&A tools, dashboarding platforms (Power BI, Tableau), or QBO add-ons such as Fathom, LivePlan, or Spotlight Reporting
• Exposure to investment analysis, deal modeling, or capital allocation decisions
• Prior experience presenting to a board of directors or investment committee

Benefits

• Gatewood offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package.
• Gatewood pays 100% of a team member's health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option.
• Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances.
• Gatewood offers 10 weeks paid maternity, paternity leave for the primary caregiver, and 3 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.