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
Prepare and review monthly and annual financial packages, including variance explanations and key observations for business leaders including drivers, risks and trends behind results

M&A and Systems Integration:

Lead the financial integration of newly acquired firms, including the transition from QuickBooks or other legacy systems into NetSuite
Map acquired firms’ charts of accounts into a unified general ledger structure
Own the financial components of the “First 100 Days” integration process, including accounting workflows and system configuration

Treasury & Operational Finance:

Oversee end-to-end AP and AR processes across the platform, including administration of Ramp for vendor payments, employee reimbursements, and corporate cards
Monitor cash flow and working capital, and drive improvements in cash collection and billing workflows across member firms

Windsor Path

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.

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