Controller, Accounting, Financial Reporting

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.

• Own the full accounting cycle in Quick Books 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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 Quick Books Online proficiency — multi-entity setup, class/location tracking, bank rules, and reporting customization
• Advanced Excel skills — complex formulas, lookups,…