Controller

Gatewood Wealth Solutions; Brentwood (MO); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health insurance fully paid

Life insurance

Disability insurance

HSA option

401(k) match

Education reimbursement

Dental & Vision insurance

Maternity/Paternity leave

Remote work options

Job summary

Gatewood Wealth Solutions is seeking an experienced accounting leader to own the full accounting cycle across multiple entities using QuickBooks Online. You will maintain clean chart of accounts, ensure GAAP compliance, and coordinate with external tax and audit partners.

You will produce monthly consolidated and stand-alone financials, build insightful Excel reports and KPI dashboards, and lead the annual budget and rolling forecasts. Strong communication with leadership and board is essential.

Qualifications

• 5–7 years progressive accounting experience in controller/manager roles.
• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• Advanced QuickBooks Online proficiency across multi-entity setups.
• Advanced Excel skills with formulas, lookups, pivot tables and scenario modeling.
• Experience consolidating financials across multiple entities.
• Track record of budgeting, forecasting and resource decision support.
• Strong written and verbal communication; translate financial detail for leadership.
• High attention to detail and monthly/ quarterly deadlines.

Responsibilities

• Own full accounting cycle in QuickBooks Online for all entities.
• Maintain audit-ready chart of accounts and policies across entities.
• Ensure GAAP compliance and coordinate with tax/audit partners.
• Produce monthly consolidated financial statements and stand-alone reports.
• Build Excel-based reporting and KPI dashboards.
• Lead annual budgeting and rolling forecasts enterprise-wide.
• Manage AR/AP, intercompany activity, and close processes.
• Partner with leadership on ROI analyses for investments.
• Prepare board materials and leadership reporting.
• Improve close processes and internal controls.

Skills

QuickBooks Online

Advanced Excel

GAAP knowledge

Consolidations

Multi-entity accounting

Financial modeling

Budgeting & forecasting

Communication

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Tools

Power BI

Tableau

Fathom

LivePlan

Spotlight Reporting

QBO add-ons

Job description

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.