Andy Epstein Email & Phone Number

Paramus, New Jersey, Us

Brooklyn, New York, Us

𝗠𝗬 𝗥𝗢𝗟𝗘: Recruited into executive role with P&L accountability for operations and success of Ascend Public Charter Schools and Ascend Learning, Inc.’s 15 locations. Managed $130M budget and team of four direct and 18 indirect reports. Oversaw end-to-end financial operation, including reporting, general ledger, financial modeling, payroll, technology adoption/integration, and real estate borrowing for multimillion-dollar construction financing and equipment leasing. Managed operations and human resources for portions of tenure.𝗦𝗘𝗟𝗘𝗖𝗧 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦:-Grew organization from three schools in 2012 to 15 by 2020; owned P&L for annual budget to $130M as five-year-old startup’s first CFO and finance lead.✓Built out diverse finance team from scratch, growing to 11 cross-functional members.✓Selected and implemented new cloud-based, integrated accounting system, accounts payable system, and financial planning and analysis software platform.-Spearheaded strategic growth of organization’s multimillion-dollar cash reserves, from $1.9M to $14.6M, over five-year period. Executed multiple construction financing transactions, totaling $40M+, to support state-of-the-art renovations of eight properties.-Secured multi-year, multimillion-dollar grants and loan commitments from major national charter school funders.

𝗠𝗬 𝗥𝗢𝗟𝗘: Delivered financial and operational guidance to charter schools and charter school networks across New York City. Advised clients on financial analysis and reporting, financial audit preparation, budgeting and allocation, technology adoption, compliance, and payroll.𝗦𝗘𝗟𝗘𝗖𝗧 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦:-Advised five charter school organizations, consulting on start-up, compensation planning, financial reporting, audit, and end-to-end finance functions.-Engaged as thought partner and subject matter expert (SME) to expand charter school networks by developing and improving finance and operations functions. -Led extensive compensation assessment study and designed new salary scale model to help charter school network expand.

New York, Ny, Us

𝗠𝗬 𝗥𝗢𝗟𝗘: Recruited into startup to manage finance and operations during period of growth for expanding charter school network. Established entire finance department, policies, and practice. Oversaw finance team of five. Managed student recruitment, enrollment, and testing; oversaw special events and other strategic projects. Navigated compliance with city and state charter school policies in highly political environment. Built and led relationships with Finance Chair, Finance Committees, and Boards of Trustees.𝗦𝗘𝗟𝗘𝗖𝗧 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦:-Created short- and long-term financial models and strategic plans to advise leadership and support contingency planning. -Developed, prepared, and presented quarterly reporting package and year-to-date financials with accompanying analysis of results; delivered ad hoc financial analyses as needed.-Directed external audits, reviewed/analyzed results, and recommended Audited Financial Statements for approval.-Oversaw cash management, including banking relationships; managed general ledger and payroll function.-Developed and introduced standardized accounting policies to guide financial planning and management.-Identified, evaluated, and selected benefits providers and administered retirement plans (403b).

New York, Ny, Us

Us

𝗦𝗘𝗟𝗘𝗖𝗧 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦:-Promoted into financial leadership role for subsidiary of Universal Music Group, managing operations with cross-functional marketing team of 25. Served as department compliance officer to ensure observance of radio promotion policies.-Liaised with Finance Department on budgeting processes; worked with Human Resources and Information Technology groups to assist with all systems use to ensure team had appropriate resources. -Awarded team MVP for outstanding efforts in support of department initiatives, December 2008.

Santa Monica, California, Us

𝗦𝗘𝗟𝗘𝗖𝗧 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦:-Promoted to manage and grow purchasing card program.-Collaborated with IT group to integrate and manage expense software, financial, and HR systems.-Oversaw relationship with outsourced A/P vendor, including Help Desk, audit and controls, and technical issues.

Santa Monica, California, Us

𝗦𝗘𝗟𝗘𝗖𝗧 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦:-Managed travel and entertainment corporate credit card program with 2000+ cards associated with eight operating companies.-Earned first-ever annual rebate from corporate card vendor after successfully managing spend and delinquency across entire corporate card program.

New York, Ny, Us

Middle School Science Teacher in the Bronx

Mba

Ba, Psychology