Controller
Windsor Path
full-time
Posted on:
Location Type: Remote
Location: United States
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Tech Stack
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
- CPA Required
- 8-12+ years of accounting experience, ideally with multi-entity environments
- Public accounting foundation, ideally in a top national firm
- Experience working in an investment backed environment
- 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
- Compensation is determined based on experience, depth of expertise, scope of responsibility, and geographic location.
- The position is also eligible for a performance-based bonus and 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 complianceSOP developmentfinancial integrationKPI definitioncash flow managementbudgetingforecasting
Soft Skills
attention to detailcross-functional collaborationleadershipcommunicationproblem-solvingorganizational skillsability to work in fast-paced environmenthands-on approachanalytical thinkinginsight translation
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceCPA