Jessica Peña

Jessica Peña Email and Phone Number

Managing Senior Financial Analyst | Financial Report Producer | Data Analysis | Risk Management | Risk Analysis | Results-Driven Change Agent | Financial Reporting | Data Management | Team Leader | Customer Service @ MUNICIPAL ADVISORY COUNCIL OF TEXAS
Jessica Peña's Location
Austin, Texas, United States, United States
Jessica Peña's Contact Details

Jessica Peña work email

Jessica Peña personal email

About Jessica Peña

I’m an experienced Senior Financial Analyst with proven results in developing, implementing, and monitoring data management and risk mitigation strategies that boost organizational efficiency and ensure compliance, quality, and accuracy. I do this by leveraging my advanced data analysis, financial analysis, technical, and management abilities.In my current role as the Managing Senior Financial Analyst for the Municipal Advisory Council of Texas, I handle the financial analysis, reporting, compliance, and data analysis of official municipal statements while managing my team of analysts. In addition to training and mentoring my team so they are able to proactively solve problems, I also discuss process changes, actively listen to their feedback, and provide performance evaluations, salary reviews, and behavior modification meetings. I pride myself on being an exceptionally dedicated team leader and mentor with keen interpersonal, active listening, and coaching skills. I’m always looking for ways to improve processes, utilizing cutting-edge technologies to boost efficiency and accuracy. I’m experienced in aligning organizational objectives with the timelines of complex projects in collaboration with diverse groups of colleagues and other stakeholders. My various educational experiences furthered my skills in problem solving, analyzing complex financial data, and working effectively across large organizations. I graduated summa cum laude from Huston-Tillotson University in 2012 with a Bachelor of Arts in Business Management, where I made the Honor Roll and Dean’s List and was awarded as the Highest Ranking Senior in Business Administration. With an overall GPA of 3.5, I effectively prepared myself to handle the challenges of large organizations. Through my attention to detail, management experience, financial analysis, and data analysis skills, I’m efficiently and accurately able to ensure compliance while furthering the financial goals of the organization.

Jessica Peña's Current Company Details
MUNICIPAL ADVISORY COUNCIL OF TEXAS

Municipal Advisory Council Of Texas

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Managing Senior Financial Analyst | Financial Report Producer | Data Analysis | Risk Management | Risk Analysis | Results-Driven Change Agent | Financial Reporting | Data Management | Team Leader | Customer Service
Jessica Peña Work Experience Details
  • Municipal Advisory Council Of Texas
    Managing Senior Financial Analyst
    Municipal Advisory Council Of Texas Apr 2017 - Present
    Texas, United States
    As the Managing Senior Financial Analyst for the Municipal Advisory Council of Texas, I manage a team of analysts, providing training and mentorship that empowers them to proactively solve problems. In order to continue progressing toward project deadlines and quarterly goals, I enhance organizational communication and analysis operations through effective monitoring and intervention as necessary. I also deliver expert recommendations to senior leaders in order to resolve project issues. Part of this process includes facilitating monthly meetings with my team to provide feedback, discuss program and process changes, and listen to their concerns. I also provide performance evaluations and salary reviews, and handle behavior modification meetings and the resolution of employee issues.In addition to managing my team, the other important aspects of my role include financial reporting, financial analysis, and data analysis. I’m responsible for generating accurate municipal reports by analyzing and synthesizing data within official statements, financial statements, escrow agreements, verification reports and various State Agency sources. In collaboration with external members, I assist with questions on Texas Municipal Reports and reconcile debt discrepancies. To support specialized reporting requirements, I collaborate with the IT Development and Bond Department to plan fit-for-purpose analyst trainings.
  • Municipal Advisory Council Of Texas
    Financial Analyst
    Municipal Advisory Council Of Texas Nov 2010 - Apr 2017
    Texas, United States
    As a Financial Analyst for the Municipal Advisory Council of Texas, I played an important role in interpreting financial reports, analyzing financial data, and adhering to federal compliance regulations. In order to ensure compliance with federal Securities and Exchange Commission rules, I interpreted technical financial reports, multi-million-dollar loan and escrow agreements, and economic backgrounds of more than 500 municipal debt issuers in Texas. Data analysis and financial report production was an integral part of my role, as I collected data, analyzed, and organized information for 597 municipal reports on behalf of regional school districts, water utility districts, city governments, state issuers, and toll authorities. In order to ensure the accuracy of Texas Municipal Report data, I collaborated with debt issuers, state bond counsel, and state agency advisors. I also conducted in-depth financial credit research by leveraging bond documents, tax records, county appraisal district data, and the State Comptroller office in response to requests for information.
  • Public Employees Credit Union
    Teller
    Public Employees Credit Union Mar 2008 - Apr 2008
    Austin, Texas, United States
    During my time as a teller at the Public Employees Credit Union, I supported the financial needs of our members by providing exceptional customer service, including issuing checks, recommending products and services, preparing cashier checks and temporary checks, and any other services as needed. I created a positive banking environment for our members, cultivating long term relationships by offering services that provided value and contributed to their overall financial success. Compliance for credit unions is vital to the business, and I ensured compliance with credit union policies and best practices while efficiently and accurately recording transactions of all sizes. I also played an important role in contributing to sales goals by educating members on all services available to them. Through my effective cross-selling, I boosted sales goals and cross-selling attainments.

Jessica Peña Education Details

Frequently Asked Questions about Jessica Peña

What company does Jessica Peña work for?

Jessica Peña works for Municipal Advisory Council Of Texas

What is Jessica Peña's role at the current company?

Jessica Peña's current role is Managing Senior Financial Analyst | Financial Report Producer | Data Analysis | Risk Management | Risk Analysis | Results-Driven Change Agent | Financial Reporting | Data Management | Team Leader | Customer Service.

What is Jessica Peña's email address?

Jessica Peña's email address is je****@****hoo.com

What schools did Jessica Peña attend?

Jessica Peña attended Huston-Tillotson University, Huston-Tillotson University, Moody's Analytics.

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