Marcie Epstein

About Marcie Epstein

Seasoned Financial Leader / ControllerAccomplished accounting professional responsible for many aspects of the company’s general ledger accounting, accounts payable, payroll, cash receipts, monthly and year end closing, and other related functions; as well as financial reporting and analysis. Experience includes management, leadership, development and assessment of accounting staff, programs, and systems. Areas of Expertise: • Audit preparation• Operations Management• Process Optimization• P&L/Cash/Risk Management• Finance and Operations Integration• Client Relationship Management• Financial Statements and AnalysisTechnical Skills Microsoft Office Suite (Excel, Word, PowerPoint) Microsoft Dynamics, SAP, NetSuite, PeopleSoft, Sage Inacct, QuickBooks, Bill.com, Google Docs, Google Hangout, Zoom, Microsoft Teams, WebEx, Ramp, Stripe, Tipalti.

Experience

1. not for Profit Accounting and Finance Professional

   Westchester Reform Temple

   Sep 2024 — Present · Scarsdale, NY, US

   Oversee general ledger, balance sheet, financial statements, and fixed asset records, ensuring compliance with GAAP.· Lead monthly, quarterly, and annual financial close processes, including reconciliations, journal entries, and variance analysis.· Prepare and analyze financial statements and reports for the Executive Director, Board, and Finance Committee.· Ensure proper internal controls and compliance with financial policies to mitigate risk and maintain financial accuracy.· Manage investment accounts, tracking liquidity needs and optimizing financial resources.· Oversee and enhance financial systems, including general ledger, accounts payable, accounts receivable, and membership billing.· Serve as the primary liaison with external auditors, ensuring timely audit preparation and compliance.· Oversee biweekly payroll processing, ensuring accurate calculations and compliance with state and federal regulations.· Manage employee benefits programs, including retirement plans, insurance, and other compensation-related programs.· Serve as the primary resource for employees regarding payroll, benefits enrollment, and HR-related financial matters.· Ensure compliance with payroll tax filings, labor laws, and benefit plan reporting requirements.· Maintain HR and payroll records in accordance with legal guidelines and best practices.· Supervise and mentor the Bookkeeper, reviewing work and providing guidance on financial processes.· Conduct annual performance evaluations and foster professional development.· Collaborate with senior leadership, the Board, and Finance Committee to ensure financial stability and transparency.· Implement financial process improvements and technology upgrades to enhance operational efficiency.

Education

• McGill University

  Master of Business Administration - MBA, Public Accountancy

• McGill University

  Bachelor of Arts (B.A.), Industrial Relations

Skills

• Business Planning
• Accounting
• Internal Controls
• Variance Analysis
• Financial Reporting
• Budgets
• Management
• Retail
• Microsoft Excel
• Strategic Planning
• Business Strategy
• Customer Service
• Microsoft Word
• Financial Analysis
• Analysis
• Inventory Management
• Auditing