Partner closely with the founders to develop and execute tailored integration plans for new member firms.
Continuously refine and expand Windsor Path’s integration playbook to enable a faster, more consistent experience.
Navigate the human side of change with empathy and effectiveness, remaining attuned to the needs of firm partners, staff, and clients.
Windsor Path, founded in 2024, is a fast-growing ecosystem of premier accounting and tax firms backed by a family office. They accelerate the growth of member firms through talent, technology, and operational infrastructure, preserving their character and autonomy.
Own and actively manage ERP and HRIS integrations across multiple partner companies.
Serve as the primary point of accountability for integration timelines, risks, and outcomes.
Partner with functional leaders to translate business requirements into system configurations.
Cobalt Service Partners is building the leading commercial access and security integration business in North America. Backed by Alpine Investors, Cobalt has scaled rapidly since launch, completing 40+ acquisitions and building a differentiated operating model.
Lead global FP&A processes, including budget KPIs, reforecasts, and monthly performance commentary.
Support M&A activities, including financial due diligence, valuation analysis, and integration planning.
Partner with teams on business growth initiatives, evaluating financial feasibility and conducting due diligence.
SGS is the world's leading testing, inspection, and certification company, recognized as the global benchmark for sustainability, quality, and integrity. With 99,600 employees across 2,600 offices and laboratories, they foster an open, international culture and invest in long-term employee development.
Lead global FP&A processes: budget KPIs, reforecast, monthly performance commentary and gap analysis
Preparation of deliverables to the Executive Committee: presentations and ad hoc analyses
Support financial integration of acquired companies to align processes and group reporting requirements
They are the world's leading testing, inspection and certification company. They are recognized as the global benchmark for sustainability, quality and integrity with 99,600 employees operating a network of 2,600 offices and laboratories.
Provide direction and oversight to outsourced accounting partners to ensure timely, accurate, and well-controlled month-end closes across all entities
Translate financial data into straightforward insights that help business leaders prioritize near- and mid-term decisions
Ensure the integrity of both cash- and accrual-based financials to support operational visibility, planning, and decision-making
Windsor Path is a fast-growing ecosystem of premier accounting and tax firms across the United States. They are a family office-backed platform designed to provide a long-term home for the industry’s most respected firms. At Windsor Path, you’ll join a collaborative, high-energy team grounded in servant leadership and focused on reimagining how accounting firms innovate and thrive in a digital-first world.
Establish a payment strategy to improve financial metrics and customer satisfaction.
Serve as the company’s subject matter expert for payments.
Super.com helps maximize lives, both for customers and employees, aiming to offer opportunities to unlock potential through learning and impact. They are a fast-paced, high-growth tech company that prioritizes career progression, offering programs to fuel employee growth.
Drafting, reviewing, and negotiating a variety of agreements utilizing playbooks.
Effectively communicate with client and their stakeholders.
Independently manage workload by assessing priorities and deadlines for tasks assigned.
Integreon is a global provider of legal and business solutions to law firms, corporations and professional services firms. Our staff of over 3,000 employees globally services a range of client needs, enabling clients to become more operationally efficient.
Lead end-to-end integration of medication data feeds from national and regional payers.
Serve as primary technical and business contact for payer partners.
Act as escalation point and mentor for Integration Services Engineers.
DrFirst empowers providers and patients to achieve better health through intelligent medication management. They improve healthcare workflows and help patients start and stay on therapy with end-to-end solutions. This is a successful Healthcare IT company experiencing significant growth, with a dynamic and flexible workplace.