Owns the accuracy, structure, and usability of financial information.
Partners with founders to provide reliable financial insight for strategic decisions.
Accountable for financial integrity and translates financial data into actionable insights.
Windsor Path is a fast-growing ecosystem of premier accounting and tax firms across the United States. Backed by a family office, they provide a long-term home for respected firms, accelerating growth through talent, technology, and infrastructure investment while preserving local character. They foster a collaborative, high-energy team focused on innovation in a digital-first world.
Manage annual financial budgeting and forecasting processes, ensuring the annual plan reflects company strategic objectives
Diligence target companies’ financials, analyze transaction structures, close acquisitions, and integrate businesses with a focus on improving EBITDA
Civitech is a public benefit corporation dedicated to creating a fairer and more equitable democracy by building the tools and infrastructure needed to increase civic participation, empower Democratic candidates to win, and support the success of progressive causes. Since its founding in 2019, over 500 partners -- a range of nonprofit organizations, national political committees, and individual campaigns -- have utilized Civitech’s tools to reach tens of millions of voters to help create a more equitable and progressive democracy.
Analyze income statements of acquired companies to identify leakage and drive EBITDA improvements.
Wellhub is revolutionizing workplace wellness. Their platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. They are headquartered in NYC with team members in Europe, North America and South America, and are on a mission to make every company a wellness company.
Plan and oversee all accounting tasks in support of operations.
Lead all month-end close and general ledger reconciliation processes.
Manage various treasury management workflows, including cash tracking, management, and cash forecasting.
DEPT® is a Growth Invention company built to help the world’s most ambitious brands grow faster. Operating at the intersection of technology and marketing, their 4,000+ specialists deliver growth invention across Brand & Media, Experience, Commerce, CRM, and Technology & Data.
Perform monthly balance sheet and income statement reconciliations
Assist with financial statement reviews
Support data gathering for tax filings and external audits (401(k), workers’ comp, etc.)
RCLCO is a leading independent knowledge solutions provider to the real estate industry. Founded in 1967, it bridges market and financial feasibility, consumer research, and industry intelligence with professionals respected for assessing economic and market directions.
Play a key role in supporting complex accounting matters.
Lead accounting due diligence for mergers, acquisitions, and other strategic transactions.
Collaborate with Finance, Legal, HR, and Business leaders to assess accounting impacts of business initiatives.
Natera is a global leader in cell-free DNA (cfDNA) testing, dedicated to oncology, women’s health, and organ health. Natera's team consists of statisticians, geneticists, doctors, lab scientists, business professionals, software engineers, and other professionals from world-class institutions.
Partner with Marketing on lead management, attribution, and funnel optimization.
Identify and remove bottlenecks that impact revenue attainment.
Build reporting and dashboards for executives, managers, and reps.
Magna Legal Services provides end-to-end legal support services to law firms, corporations, and governmental agencies throughout the nation. As an end-to-end service provider, they can provide strategic advantages to their clients by offering legal support services at every stage of their legal proceedings.
Provide strategic insights and recommendations through financial analysis.
Oversee the property level month-end and year-end close processes.
Mentor and develop a high-performing finance team.
Kasa is a tech-enabled hotel and apartment hotel brand, managing properties and delivering a digital hospitality experience. They partner with property owners to offer stylish accommodations and prioritize automation and data-driven decision-making. The company is fast-growing and innovative.
Ensure accurate financial reporting across all entities and properties
Deliver predictable close and owner reporting cycles
Elevate the depth and value of financial reporting, including balance sheet, cash flow, and KPI segmentation
Kasa is a tech-enabled hotel and apartment hotel brand and manager. They have built a hospitality operating system that improves profitability while delivering a quality experience to guests. They partner with owners of multifamily and boutique hospitality properties.
Audit prior transaction records to understand how workforce matters have been handled historically.
Rebuild and sharpen the existing guidance for standard corporate acquisitions.
Build out a dedicated set of guidance for situations where the company being acquired has an existing commercial relationship with the buyer.
Artemis Connection is a strategic management consultancy that works across the for-profit, public, and social sectors. They help clients around the world identify their most pressing strategic issues and staff teams of strategy consultants to deliver impact.
Provide insights to drive decision making based on financial data.
Partner with the business to ensure financial health and unlock sustainable growth.
Take ownership of reporting and analysis while driving cross-functional collaboration across the company.
n8n is the open workflow orchestration platform built for the new era of AI, giving technical teams the freedom of code with the speed of no-code. They have a diverse team of over 220, working across Europe and the US, connected by a shared builder spirit and with their centre of gravity in Berlin.
Support the month-end close process and preparation of monthly management results.
Partner with cross-functional teams including Operations, Sales, and Product to translate financial data into actionable insights.
Oversee day-to-day accounting operations, particularly the order-to-cash cycle.
Atomi is on a mission to unlock human potential by transforming the way students learn and teachers teach. Their platform combines cutting-edge technology with a creative, human-first approach. They are driven by curiosity, humility, and a relentless focus on quality and innovation.
Own the end-to-end monthly forecasting and reporting process for headcount, equity, and SBC
Serve as the centralized owner of workforce financials, ensuring accuracy, rigor, and alignment with company priorities
Partner cross-functionally with Legal, Finance, Operations, Engineering, and other stakeholders to develop actionable hiring and expense targets
Hims & Hers is a health and wellness platform, aiming to improve people's well-being by offering accessible and personalized healthcare. They are a public company traded on the NYSE, focusing on normalizing health challenges and innovating solutions.
Conduct financial, operational, and market analyses to support the identification and evaluation of potential acquisition targets.
Build and maintain detailed financial models (e.g., pro formas, valuations, ROI analysis).
Assist in due diligence processes including data room organization, document review, and coordination with internal and external stakeholders.
Integrated Dermatology is a high-growth Dermatology-focused Physician Practice Management (PPM) led by a seasoned executive team. They partner with top-tier dermatologists across the country, offering operational, financial, and strategic support to help them grow their practices while maintaining clinical autonomy.
Build a repeatable financial operating model for complex, compliance-heavy projects.
Partner with our Quality Assurance team to deliver accurate, timely, audit-ready financials.
Lead monthly close and quarterly reporting activities, creating predictable outcomes.
Career TEAM is a leading workforce development organization with a mission to transform lives. They blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes for job seekers.
Develop a comprehensive M&A playbook covering contingent workforce strategy across multiple deal types.
Identify and address key contingent workforce risks associated with M&A transactions.
Define a scalable tooling strategy for contingent workforce risk assessment.
Artemis Connection is a strategic management consultancy working across the for-profit, public and social sectors. They help clients around the world identify their most pressing strategic issues and they staff teams of strategy consultants to roll up their sleeves and deliver impact.
Casago is a vacation rental company focused on creating exceptional experiences. They have grown into an industry leader through advanced technology, high standards, and a culture of trust and support.