Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Timeline
Generic

WILL GATES

Houston,TX

Summary

Curious and discerning finance and legal professional with hands-on experience in financial management and program leadership for a fast-growing business. Familiar with legal requirements to execute strategic plans and able to translate financial data into actionable information. Forward-thinking leader responsive to changing demands and excited about strategic management. Willing to relocate.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Director of Finance & Of Counsel

Gatesco, Inc.
Houston, TX
01.2012 - Current
  • Direct finance and accounting departments for a large Class-C multifamily owner/operator, including some a mix of standard and low-income housing tax credit properties.
  • Develop strategies with senior management to improve financial performance.
  • Design and manage accounting processes and closings; ensure compliance with GAAP and regulatory requirements; coordinate federal and state tax and regulatory filings.
  • Oversee capitalization and acquisition transactions; manage stakeholder relationships through financial reporting and communication.
  • Direct FP&A activities, including M&A financial models, three-statement models, budgets, and cross-departmental communication with operations and C-suite.
  • Act as in-house legal counsel for corporate transactions, including M&A, debt, and private equity financing.
  • Draft, review, and negotiate legal documents; handle entity management and coordinate with outside counsel for the family office's estate planning and investment needs.
  • Mentor six junior accounting staff members in accounting practices and principles and a paralegal in proper law office management.

Founder

Cutleaf Farm
Richmond, TX
01.2019 - 12.2022
  • I founded and managed a cut-flower farm that served florists and farmer’s markets in the Greater Houston area with seasonal cut flowers, using environmentally friendly no-till and regenerative ag methods
  • I closed the company in 2022 to prepare for the birth of my daughter

Education

MBA - M&A, Business Analytics

University of Illinois
Remote
12-2025

Master of Laws in Taxation (LL.M) -

University of Florida
Gainesville, FL
09-2012

Juris Doctorate (J.D.) -

Regent Law School
Virginia Beach, VA
05-2011

Bachelor of Arts - Political Philosophy

Patrick Henry College
Purcellville, VA
05-2008

Skills

  • Financial Accounting: Cash Flow Management, A/P, A/R, General Ledger, Debt Management
  • Software: Sage Intacct, MRI, RentPayment, Excel, Word, PowerPoint, Teams, Monday, Power Query, SQL, Power BI, Microsoft AI tools
  • Legal: Transactional Law, Tax Law, Corporate Finance
  • Financial Modeling: FP&A, Three Statement, DCF, M&A, LBO, Comps, EVA, Budgeting, Forecasting, Sensitivity Analysis, IRR
  • Mergers & Acquisitions: Deal Structure, Negotiation, Closing Coordination, Due Diligence, Legal Document Preparation,
  • Financing Capitalization: Loan Financing, Private Equity Financing, Investor Relations, Lender Relations, Covenant Tracking, Tax Credit Financing
  • Leadership: Workflow Design, KPI Tracking, Cross-functional Team Leadership, Compliance Monitoring, Strategic Planning, Organizational Skills

Affiliations

  • In my free time, I’m rediscovering LEGOs, discovering DnD for the first time, growing unusual flowers and vegetables, swimming and running, playing piano, and sharing my world with my husband and daughters. We love getting out to the mountains to spend time hiking and skiing, or just reading a book with a great view.
  • I volunteer with the Citizen's Climate Lobby and Greater Houston LGBT Chamber of Commerce.

Certification

  • Texas State Bar (reciprocity with most states)
  • Texas Land Title Association - Escrow Officer
  • Financial Management Specialization, Gies College of Business
  • Managerial Economics and Business Analysis Specialization, Gies College of Business

Languages

Spanish
Limited

Timeline

Founder

Cutleaf Farm
01.2019 - 12.2022

Director of Finance & Of Counsel

Gatesco, Inc.
01.2012 - Current

MBA - M&A, Business Analytics

University of Illinois

Master of Laws in Taxation (LL.M) -

University of Florida

Juris Doctorate (J.D.) -

Regent Law School

Bachelor of Arts - Political Philosophy

Patrick Henry College

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