Controller Position at Gatewood
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.
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.
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