Patrick Leen Email & Phone Number

Collaborate with various departments to understand how they make decisions todetermine the proper data they need to enhance their performanceExtract, synthesize and provide data in a readable format when requestedAnalyze business processes to determine improvements or possible automationManage automation system, Monarch Server, and resolve issues Document.

Bethpage, NY

Assist in month-end closing through journal entries, accruals, and reconciliations.Reconciliations include bank, investments, and rollforwards.Prepare work papers for quarterly and annual reporting.Analyze and document general ledger accounts monthly fluctuations.Identify and develop enhancements to processes to maximize efficiency utilizing Excel and.

Long Island, NY

Work in a Member-facing environment to help with day to day interactions. Inform Members about various products offered that could help their financial needs. Audit Branch to ensure compliance with credit union standards. Coach and develop employees in service and product knowledge. Forecast cashflow weekly for transactions.

Assist in managing twelve stands and sixteen portables nightlySet up and opened stands/portablesDirect and aid employees throughout event and closingCorrect inventory issues concerning product and monetary discrepancies

Promoted from cashierTrusted to manage 30 employees and help solve problemsReceive and collect money throughout events, distribute money drawersResponsible for inventory Prepare food court for events

Set up for sporting events on campus, such as games, practices, and special events