Windsor Path

• 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.

• 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

• 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