Controller

Gatewood Wealth; Brentwood (MO); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) match

Education reimbursement

Paid parental leave

Remote-friendly options

Résumé du poste

Gatewood Wealth is seeking a Controller to lead the accounting function across its holding and operating entities. You will close books, manage AR/AP, supervise budgeting and forecasting, and deliver clear, decision-ready reporting for leadership and the board.

The role emphasizes GAAP compliance, intercompany eliminations, and cross-functional partnership with tax, audit, and operations. CPA is preferred and advanced Excel and QuickBooks Online skills are essential.

Qualifications

• Minimum 5–7 years of progressive accounting experience with controller-level responsibilities.
• Bachelor’s degree in Accounting, Finance or related field; CPA preferred.
• Advanced QuickBooks Online proficiency for multi-entity environments and reporting.
• Advanced Excel skills for complex models, lookups, pivots and scenario analysis.
• Experience consolidating financials across multiple entities and overseeing budgets.

Responsabilités

• Own the full accounting cycle across holding and operating entities in QuickBooks Online.
• Produce monthly consolidated and stand-alone financial statements with clear commentary.
• Lead budgeting, forecasting, and rolling forecasts; manage variance analysis.
• Oversee AR/AP, intercompany activity, and internal controls over disbursements.
• Partner with tax and audit teams and present to leadership and the board.
• Develop KPI dashboards and financial models to evaluate investments and ROI.
• Mentor finance staff and support scalable growth of the finance function.

Connaissances

Budgeting & forecasting

Financial analysis

GAAP knowledge

Cross-functional communication

Attention to detail

Team leadership

Formation

Bachelor's degree in Accounting or Finance

CPA preferred

Outils

QuickBooks Online

Excel

Power BI

Tableau

Description du poste

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 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.