Steven Pena Email and Phone Number
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I have 28+ years of progressive experience in Finance and Accounting, with 22 years in small to medium sized, B2B, fast-paced software companies, servicing the pharmaceuticals, non-profit, and FinTech sectors (13 Yrs as CFO in SaaS). I have extensive experience in developing and leading Finance, Accounting, and Human Resource teams, implementing financial and HRIS systems, managing SOC 1 and 2 audits, and creating in-depth reporting and forecasting processes. I have successfully completed two M&A processes, achieving a 24x MOIC for the latest merger. My specialties include process improvement, team building, variance analysis, cross-functional interphasing, and financial system conversions. My mission is to provide strategic financial insight and guidance to support growth and profitability to maximize shareholder value.
Mercola
View- Website:
- mercolamarket.com
- Employees:
- 108
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MercolaCape Coral, Florida, United States
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Global Financial ControllerNext Science Jul 2023 - PresentJacksonville, Fl, UsManage all accounting functions, corporate policies, practices, and internal controls. Manage corporate insurance risk, regulatory and tax compliance. Deliver monthly, quarterly, semi-annual, and annual audits in partnership with external auditors. Continuously evaluate all financial systems and manage implementations, upgrades and conversions. -
Cfo ConsultantSelf-Employed Apr 2023 - Jul 2023Financial planning and analysis, forecasting, budgeting, capital planning, corporate audits, internal audits, income tax management, government compliance, payroll management, customer contract management, vendor management and Human Resources management. Develop excellent Finance, Accounting and Human Resource teams, establish internal policies and controls, implement financial and HRIS systems, and more.
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CfoStellar Technology Solutions, Llc. May 2010 - Mar 2023Indianapolis, Indiana, UsManage Finance, Accounting, and Human Resources. Interface with Board members regularly. Coordinate annual budgets and monthly forecasting. Established corporate policies, practices, and internal controls. Manage corporate insurance risk. (SAAS with over $88 billion AUM.)• Managed 5 Due Diligence processes.• Created and managed bottoms up forecasting and budgeting models.• Successfully managed annual Financial and SOC 1 audits every year (no findings). • Streamlined the finance and accounting departments to gain efficiencies and save approximately $1.8mm. • Effective management of medical plans saved approximately $1.1mm. • Utilized federal and state programs to earn $1.5mm. • Completed sale of company for 24x MOIC in Jan 2023. • Implemented an HRIS system (Paycom). • Managed Business Process Outsourcing group on an interim basis for 1 year. • Streamlined and de-risked employee onboarding, time management, employee reviews and training. • Implemented NetSuite. -
ControllerHmx, Llc Apr 2009 - May 2010New York, Ny, UsManage a team of nine accounting professionals to complete the monthly accounting close, monthly reporting, and annual budgeting. Supervise the maintenance of general ledger and financial reporting systems. Maintain internal controls and establish accounting policies. Coordinate the annual external audit. Maintain weekly cash flow projections. Integrate product lines from other US facilities with the financial systems and processes of the Easton facility. -
Controller - Latin America And CanadaCegedim Dendrite (Merged With Target Software) Feb 2008 - Dec 2008La Défense, Cedex France, Fr- Coordinate legal entity mergers and financial system conversions. - Manage the monthly close process, forecasting, and annual budgeting (Statutory and Management books). - Work closely with GM’s to analyze financial performance and provide insight to strategic planning. - Manage Finance and Accounting teams in each region. - Review customer contracts and applicable pricing. -
ControllerTarget Software 2004 - 2008Responsible for all aspects of Accounting and Finance, while reporting directly to the CEO. Managed payroll, 401k, profit sharing, and health and liability insurances. Manage financial aspects of all customer contracts, vendor relationships, corporate audits, and Tax return preparation. Established all financial controls, monthly close and budget processes. Directed preparation of semi-annual financial reporting in accordance with International Financial Reporting Standards (IFRS).Significant Accomplishments:• Key Member of the US integration team in charge of merging Target Software with the US operations of Dendrite International. This included a migration from MAS 500 / FRx Reporting to Oracle Financials and OutlookSoft. • Implemented a new ERP system (MAS 500). Improved accounting controls and reporting at Target Software.• Implemented a new Purchase Order process, which significantly improved visibility and control of corporate expenses.• Assisted Target Software with acquisition by Cegedim;o Pre-Acquisition: Due diligence management. Created financial statement projections and a DCF valuation model.o Post-Acquisition: Assumed controllership of two additional Cegedim companies within the US. Integrated all three companies into the monthly, semi-annual, and annual reporting processes of Cegedim SA (publicly traded on the French stock exchange). Reduced administrative costs by using internal resources to eliminate external accountants. • Developed contract database to provide visibility into the revenue pipeline and significantly improve the accuracy and timeliness of the monthly billing and revenue recognition process.• Developed a Job Costing system and Time Management system. These systems allowed us to forecast/budget all payroll related costs by person and department, produce resource utilization reports, and allocate costs across all projects.
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Assistant ControllerMacro 4 2001 - 2004
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Financial AnalystAir Products Feb 1995 - Apr 2001Allentown, Pennsylvania, Us
Steven Pena Skills
Steven Pena Education Details
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Lehigh UniversityFinance -
Moravian UniversityAccounting
Frequently Asked Questions about Steven Pena
What company does Steven Pena work for?
Steven Pena works for Mercola
What is Steven Pena's role at the current company?
Steven Pena's current role is Chief Financial Officer | Streamlining Financial Processes.
What is Steven Pena's email address?
Steven Pena's email address is sp****@****sol.com
What is Steven Pena's direct phone number?
Steven Pena's direct phone number is +161039*****
What schools did Steven Pena attend?
Steven Pena attended Lehigh University, Moravian University.
What are some of Steven Pena's interests?
Steven Pena has interest in Football, New Technology, Strategic Planning, Baseball.
What skills is Steven Pena known for?
Steven Pena has skills like Forecasting, Process Improvement, Financial Reporting, Cross Functional Team Leadership, Budgets, Management, Analysis, Strategic Planning, Leadership, Finance, Crm, Mergers And Acquisitions.
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