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See allFinancial Reporting & Controls:
- Provides oversight to outsourced accounting partners for accurate month-end closes.
- Translates financial data into insights for business leaders.
- Prepares monthly and annual financial packages.
M&A and Systems Integration:
- Leads financial integration of acquired firms into NetSuite.
- Maps acquired firms’ charts of accounts into a unified general ledger.
- Tracks post-acquisition financial performance.
Treasury & Operational Finance:
- Oversees AP and AR processes across the platform.
- Monitors cash flow and working capital.
- Supports budget and forecast development.
Windsor Path
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.