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.The Controller is the financial backbone of the Gatewood enterprise. This person owns the accounting function across our holding company and operating entities — closing the books, managing AR/AP, leading budgeting and forecasting, and producing clear, decision-ready reporting for leadership and the board. The Controller consolidates results across multiple companies into one easy-to-follow view of the enterprise, while also delivering accurate stand-alone reporting for each individual company.Key ResponsibilitiesAccounting Operations & CloseOwn 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 ReportingProduce 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 ManagementLead 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 / APOwn 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 & ROIPartner 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 ReportingPrepare 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 & TeamContinuously 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.RequirementsMinimum 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) QualificationsExperience 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.BenefitsGatewood 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.
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.
The Controller is the financial backbone of the Gatewood enterprise. This person owns the accounting function across our holding company and operating entities — closing the books, managing AR/AP, leading budgeting and forecasting, and producing clear, decision-ready reporting for leadership and the board. The Controller consolidates results across multiple companies into one easy-to-follow view of the enterprise, while also delivering accurate stand-alone reporting for each individual company.
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.
At Gatewood Wealth Solutions, we are more than financial advisors - we are your lifelong partners in building, pursuing growth, and preserving your wealth. Our mission is to empower families, and businesses as they pursue financial clarity and confidence, allowing them to align their wealth with their purpose and legacy.We specialize in delivering personalized financial planning, investment management, and comprehensive wealth advisory services tailored to the personal needs of high-net-worth individuals, entrepreneurs, and most importantly, families. With a firm-to-family approach, we want every client to benefit from the collective expertise of our dedicated team, creating a generational relationship built on trust and exceptional care.Why Join the Gatewood Team?We’re more than just a financial firm; we’re a team of dedicated professionals committed to growth, innovation, and excellence in wealth management. We believe in investing in our people, providing a clear career path where hard work and dedication are recognized through internal promotions and ongoing professional development opportunities.We value education and continuous learning, encouraging our team members to expand their expertise through industry certifications, advanced training, and mentorship programs. Our leadership team actively supports professional growth, ensuring you have the tools and knowledge needed to succeed in the evolving financial landscape.Gatewood Wealth Solutions offers a competitive benefits package designed to support both you and your family for all of your own key moments in life, whether they be joyful or difficult, celebratory or trying.
At Gatewood Wealth Solutions, we are more than financial advisors - we are your lifelong partners in building, pursuing growth, and preserving your wealth. Our mission is to empower families, and businesses as they pursue financial clarity and confidence, allowing them to align their wealth with their purpose and legacy.
We specialize in delivering personalized financial planning, investment management, and comprehensive wealth advisory services tailored to the personal needs of high-net-worth individuals, entrepreneurs, and most importantly, families. With a firm-to-family approach, we want every client to benefit from the collective expertise of our dedicated team, creating a generational relationship built on trust and exceptional care.
Why Join the Gatewood Team?
We’re more than just a financial firm; we’re a team of dedicated professionals committed to growth, innovation, and excellence in wealth management. We believe in investing in our people, providing a clear career path where hard work and dedication are recognized through internal promotions and ongoing professional development opportunities.
We value education and continuous learning, encouraging our team members to expand their expertise through industry certifications, advanced training, and mentorship programs. Our leadership team actively supports professional growth, ensuring you have the tools and knowledge needed to succeed in the evolving financial landscape.
Gatewood Wealth Solutions offers a competitive benefits package designed to support both you and your family for all of your own key moments in life, whether they be joyful or difficult, celebratory or trying.
