Marcia Macy Werner Email and Phone Number

In charge of all financial aspects of company from the purchase of inventory to collection of accounts receivable as well as customer relations, invoicing, sales reporting, inventory control, monthly sales tax reporting, ordering system maintenance (Shopify), cash flow projections, sales commission calculation and payout and accounts payable. Maintained and managed all cash management decisions. Prepared monthly financial statements and annual budgets for operation distributing to executive… Show more In charge of all financial aspects of company from the purchase of inventory to collection of accounts receivable as well as customer relations, invoicing, sales reporting, inventory control, monthly sales tax reporting, ordering system maintenance (Shopify), cash flow projections, sales commission calculation and payout and accounts payable. Maintained and managed all cash management decisions. Prepared monthly financial statements and annual budgets for operation distributing to executive management and foreign shareholders. Performed variance account and business analyses. Administered all health insurance for employees and commercial insurance for entity. Responsible for payroll of all employees. Liaison with outside advisors including tax accountants, bankers, auditors, legal, and IT/communications. Show less

Manage and improve the effectiveness and efficiency of business operations in support of consulting service delivery (administration, finance/accounting, legal/contracts, marketing, human resources, and information technology/communications). Oversee overall financial management, planning, systems, and controls. Support marketing, business development and thought leadership activities to improve market awareness of the firm. In conjunction with the consulting services delivery organization… Show more Manage and improve the effectiveness and efficiency of business operations in support of consulting service delivery (administration, finance/accounting, legal/contracts, marketing, human resources, and information technology/communications). Oversee overall financial management, planning, systems, and controls. Support marketing, business development and thought leadership activities to improve market awareness of the firm. In conjunction with the consulting services delivery organization, contribute to operational excellence through operational planning, integration of systems, support of consultants and clients, and reporting for the growth-oriented firm. Support weekly, monthly, and annual planning. Supervise four staff employees. Liaison with outside advisors including accounting, legal, marketing and IT/communications. Show less

Monthly analysis and close function of 8 separate entities majority owned by Crosslink. For monthly close, prepared journal entries and intercompany transactions as well as all other month end functions. Created consolidated financial statements for the parent company as well as minority members. Performed numerous ad hoc projects. Collaborated with team on potential purchases of new companies.

Process financial statements for numerous clients on a monthly basis. Prepare all entries and transactions for month end reporting. Reconcile bank statements. Perform variance analyses and other reporting requirements for corporate offices. Liaison with tax professionals and auditors. Administer payroll and all employee benefits. Determine budgets and forecast cash requirements. Complete all quarterly and annual filings.

Owner of small accounting firm processing financial statements for numerous clients on a monthly basis. Prepare all entries and transactions for month end reporting. Reconcile bank statements. Perform variance analyses and other reporting requirements for corporate offices. Liaison with tax professionals and auditors. Calculate limited partnership distributions and capital call requirements. Administer payroll and all employee benefits. Determine budgets and forecast cash requirements.… Show more Owner of small accounting firm processing financial statements for numerous clients on a monthly basis. Prepare all entries and transactions for month end reporting. Reconcile bank statements. Perform variance analyses and other reporting requirements for corporate offices. Liaison with tax professionals and auditors. Calculate limited partnership distributions and capital call requirements. Administer payroll and all employee benefits. Determine budgets and forecast cash requirements. Complete all quarterly and annual filings. Prepare simple individual, partnership and corporate tax returns. Show less

In charge of all financial aspects of three companies. Maintained and handled all cash management decisions. Prepared monthly financial statements and annual budgets for all operations. Performed variance analyses. Administered all health insurance for employees and commercial insurance for entities. Responsible for payroll of 20 employees. Supervised one accounting clerk in charge of accounts receivable and payable.