Windsor Path

Financial Planning and Analysis

• 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
• Prepare and review monthly and annual financial packages, including variance explanations and key observations for business leaders including drivers, risks and trends behind results
• Define and maintain KPIs that support performance management and decision making
• 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
• Develop, document, and continuously refine finance and accounting SOPs to enable repeatable, scalable integrations as the platform grows
• Track post-acquisition financial performance and flag variances or issues for discussion with business leaders
• 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
• Support leadership in the development and refinement of budgeting and forecasting as the platform scales

Director of Finance

Operations

• Partner closely with the founders to develop and execute integration and operational plans for both new and existing member firms
• Manage multiple initiatives simultaneously, align stakeholders, communicate priorities clearly, and deliver against defined timelines
• Own planning and execution of post-close integrations, particularly during the first three to six months following an acquisition
• Provide ongoing project management and execution support to existing member firms beyond the initial integration period
• Continuously refine and expand Windsor Path’s integration and operating playbooks

Director of Finance

Strategy & Operations Manager