Windsor Path

Director of Finance

Windsor Path

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Lead

Tech Stack

ERP

About the role

  • 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

Requirements

  • Bachelor’s degree in Accounting, Finance or related field. Preference for a CPA designation
  • 8-12+ years of accounting / finance experience, ideally with multi-entity environments
  • Strong working knowledge of month-end close processes, GL management, and financial statement preparation (cash & accrual)
  • Experience supporting tax compliance & reporting in partnership with external advisors
  • Experience integrating newly acquired entities into an existing chart of accounts and financial systems
  • Demonstrated experience migrating accounting systems (e.g., QuickBooks or legacy GL) to an ERP environment
  • Strong process documentation and SOP development skills
  • Ability to partner cross functionally with internal stakeholders and external service providers
  • High attention to detail with the ability to balance accuracy and speed in a fast-paced environment
  • Willingness to be hands-on
  • Advanced Excel skills; comfort working with financial data across multiple platforms
Benefits
  • Performance-based bonus
  • Benefits consistent with the role
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
month-end close processesGL managementfinancial statement preparationtax compliancefinancial integrationchart of accountsSOP developmentadvanced Excelfinancial performance trackingbudgeting and forecasting
Soft Skills
attention to detailcross-functional collaborationability to balance accuracy and speedhands-on approachleadershipcommunicationorganizational skillsproblem-solvinganalytical thinkinginsight translation
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceCPA designation