Controller

Gatewood Wealth Solutions; Brentwood (MO); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance (paid by company)

401(k) matching program

Education reimbursement

Voluntary dental and vision insurance

Paid maternity/paternity leave

Part-time remote work options

Job summary

Gatewood Wealth Solutions seeks a Controller to serve as the financial backbone of the enterprise, owning accounting across holding and operating entities, including close, AR/AP, budgeting, and board-ready reporting.

The role requires CPA preferred, advanced QuickBooks Online, and strong Excel skills. You will consolidate results and deliver both consolidated and stand-alone financial packages with clear variance commentary.

Qualifications

• Minimum 5–7 years of progressive accounting experience, including controller-level 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 robust financial modeling.
• Experience consolidating financials across multiple entities, including intercompany eliminations.
• Track record building budgets and forecasts in partnership with operators on resource decisions.
• Strong written and verbal communication; able to translate financial detail for leadership and board.
• High attention to detail and discipline to meet monthly/quarterly/annual deadlines.

Responsibilities

• Own the full accounting cycle in QuickBooks Online across holding and operating entities, including journal entries and monthly close.
• Maintain a clean chart of accounts and uniform accounting policies across entities.
• Ensure GAAP compliance and coordinate with external tax and audit partners.
• Produce monthly consolidated financial statements for the holding company and stand-alone packages for each entity.
• Build and maintain reporting in Excel and QBO reporting tools for clarity and variance commentary.
• Lead annual budgeting and rolling forecasts; refresh assumptions as conditions change.
• Manage AR/AP, vendor payments, and cash application; monitor AR aging and DSO.
• Develop financial models for ROI on investments and track performance against underwriting.

Skills

GAAP knowledge

Financial reporting

Budgeting & forecasting

Consolidations

Excel proficiency

QuickBooks Online

Intercompany eliminations

Leadership & communication

Attention to detail

Deadline management

Education

Bachelor’s degree in Accounting or Finance

CPA certification (preferred)

Tools

Power BI

Tableau

Fathom / LivePlan / Spotlight Reporting

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.

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.

• 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.

• 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.