Controller

About the Role

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 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

• Competitive salary with both individual and team-based incentive compensation
• 100% of health insurance, life insurance, and short/long-term disability insurance paid by Gatewood
• Partially funded HSA option
• Company match 401(k) plan
• Education reimbursement
• Voluntary dental and vision insurances
• 10 weeks paid maternity/paternity leave for primary caregiver; 3 weeks for secondary caregiver
• Tenure-based Paid Time Off
• Part-time remote work opportunities