Lee Pena
Fiscal Officer at Hispanic UMADAOP, Inc.
- Role
- Fiscal Officer at Hispanic Umadaop
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Lee Pena
As a strategic thinker, my analytical skills, collaborative leadership, and critical problem solving abilities help drive change and improve business process efficiencies in the finance, accounting, and treasury departments of an organization. I\'m a results-oriented, analysis-driven Senior Financial Professional with treasury, accounting, finance, insurance and reporting skills. Demonstrated experience in leadership, analytical skills, and a successful record of completing strategic projects that contributes to the integrity and strength of the organization. I embrace change and work independently or in cross-functional team settings to accomplish goals and improve process efficiency. I\'m a collaborative leader who is known for applying a consistent pattern of approach to both projects and people. A respectful and reliable employee with a strong work ethic who will work diligently to achieve and improve the profitability and success of the organization. Major skills: Accounting / Treasury / Cash Management / Credit & Accounts Receivable Financial Analysis / Modeling / Reporting Budgeting / Forecasting Proficient in SAP / Oracle / Microsoft Office / Hyland OnBase / Quickbooks Liquidity / Working Capital Management Strategic Planning / Change Management Financial Shared Services and Treasury best practices Business Process Improvements Strong knowledge of Internal Controls Staff Development, Coaching & Mentoring Organized / Reliable / Accurate Excellent written and verbal communication Fluent in English, Spanish and Portuguese Core Values: Integrity, Character, and High Ethical Standards Certifications: Certified Treasury Professional ( CTP )- Active (certification valid thru June 30, 2024) State of Ohio - Licensed Life Insurance Agent Nbr 14•••06 Securites Industry Essentials (SIE)- May 2023 Series 6 Licensed Representative - July 2023 (FINRA)
Experience
Fiscal Officer
Nov 2021 — Present · Cleveland, OH, US
Education
Cleveland State University
Master of Business Administration (M.B.A.)
The University of Akron
Bachelor's degree
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