Nancy J Leon

About Nancy J Leon

Nancy J Leon is an accomplished accounting and financial professional with significant expertise in leading the consolidation of 11 multi-currency subsidiaries through audits and tax filings. She has demonstrated an ability to streamline business operations through system migrations that help improve efficiency, drive growth and ultimately increase the bottom-line of the organization.Prior to her time at Acumen, she worked in Product Controllers for the Equity Derivatives team at Goldman Sachs and Lehman Brothers. At Och-Ziff Capital Management, she worked for a hedge fund for the Portfolio Finance team supporting the front office operationally with Repo/Stock Loan lending.Nancy holds a MBA in Finance from NYU and a BSBA from Bucknell University where she majored in Accounting and minored in Art.

Experience

1. Chief Financial Officer

   South Carolina Community Loan Fund

   Feb 2022 — Present · Charleston, SC, US

   SC Community Loan Fund is a Community Development Financial Institution (CDFI) providing equitable access to capital and financing projects and small businesses that build healthy, resilient South Carolina communities. Find out more at: sccommunityloanfund.org

Education

• Bucknell University

  BSBA, Accounting

• New York University

  MBA, Finance

  2000 — 2002

Skills

• Accounting
• Due Diligence
• Hedge Funds
• Finance
• Valuation
• Mergers & Acquisitions
• Alternative Investments
• Private Equity
• Strategic Financial Planning
• Financial Accounting
• Equities
• Portfolio Management
• Fixed Income
• Capital Markets
• Banking
• Risk Management
• Investment Banking
• Financial Modeling
• Emerging Markets
• Financial Reporting
• Derivatives
• Financial Analysis
• Asset Management
• Internal Controls
• Strategy
• Product Controller
• Corporate Governance
• Equity Derivatives
• Bloomberg
• Auditing
• Corporate Finance
• Venture Capital
• Securities
• Financial Services
• Investments