Controller
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 statem
