Steven Peña

Steven Peña Email and Phone Number

Husband | Father | Problem Solver @ Syneos Health
morrisville, north carolina, united states
Steven Peña's Location
Raleigh-Durham-Chapel Hill Area, United States
Steven Peña's Contact Details

Steven Peña personal email

n/a

Steven Peña phone numbers

About Steven Peña

Senior finance professional with several years’ experience in financial planning and analysis and corporate accounting || Proven ability to leverage data and apply business intelligence to deliver impactful analysis, recommendations, and meaningful performance improvement || Business partner who leads cross-functional teams to solve problems through collaborative and innovative solutions || Adept at analyzing performance trends, modeling complex business scenarios, and presenting results to high-level audiencesSpecialties Include: • Business Intelligence & Analytics • Budgeting & Forecasting • Financial Modelling • Variance Analysis • Dashboards • Data Visualization • Executive Presentation • Contracts Management • Capital Projects • Process Improvement • Leadership • Team Building • Cross-functional Partnering • Microsoft Office Applications • Oracle Enterprise Resource Planning (ERP) Cloud • Oracle Planning Budgeting Cloud Service (PBCS) • Oracle Smart View for Microsoft Office

Steven Peña's Current Company Details
Syneos Health

Syneos Health

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Husband | Father | Problem Solver
morrisville, north carolina, united states
Website:
syneoshealth.com
Employees:
16864
Steven Peña Work Experience Details
  • Syneos Health
    Associate Director, Pricing Systems And Analytics
    Syneos Health Jul 2024 - Present
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  • Syneos Health
    Manager, Pricing Systems And Analytics
    Syneos Health Jun 2022 - Jul 2024
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  • Syneos Health
    Pricing Systems Manager
    Syneos Health Dec 2020 - Jun 2022
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  • Syneos Health (Previously Inc Research/Inventiv Health)
    Senior Proposal Manager
    Syneos Health (Previously Inc Research/Inventiv Health) Aug 2019 - Dec 2020
    Morrisville, North Carolina
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  • Association Of International Certified Professional Accountants
    Finance Business Partner
    Association Of International Certified Professional Accountants Jan 2019 - Aug 2019
    Raleigh-Durham, North Carolina Area
    - Lead business partner to the Engagement & Learning Innovation Team (E&LI) team supporting multiple product lines (Annual revenue ≈ $23m) Analyze monthly/quarterly/annual operational and financial results, including KPIs and business drivers Prepare written commentary for executive presentation Partner with and lead business leaders across key functions to develop annual Revenue/COGS/Margin/Operating budgets and subsequent forecasts throughout the year Lead, present, and actively participate in meetings with peer groups as well as varying levels of management Develop sophisticated financial models and analyses to support strategic initiatives Continually improve budgeting/forecasting process by developing planning tools and best practices, leveraging Oracle Planning and Budget Cloud (PBCS) and automation using advanced Excel techniques- Oracle Planning Budgeting Cloud Service (PBCS) team leader accountable for Structure/Hierarchy maintenance and ongoing development Data management and reconciliation to multiple ERPs Planning and reporting system enhancements Team training
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  • Advance Auto Parts
    Senior Finance Manager - Corporate Fp&A
    Advance Auto Parts Nov 2018 - Jan 2019
    Raleigh-Durham, North Carolina Area
    - Responsible for planning, forecasting, consolidations, and interpretation of total company financial results- Manage the company long range and annual planning processes as well as develop a comprehensive review of the underlying financial and operational results- Lead and align monthly financial reporting and forecast processes- Develop and prepare presentation materials for company management team
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  • Association Of International Certified Professional Accountants
    Lead Manager - Finance Business Partnering
    Association Of International Certified Professional Accountants Mar 2018 - Nov 2018
    Raleigh-Durham, North Carolina Area
    - Leadership, management, and mentoring to 4 finance business partners supporting Multiple global cost centers with average operational expenditures of ≈ $93m Multiple product lines generating average gross revenue of ≈ $18m- Oracle Planning Budgeting Cloud Service (PBCS) team leader and owner- ACCOMPLISHMENTS CEO Recognition Award (May 2018) – awarded to select individuals that go above and beyond expectations in executing the company strategy during a time of unrelenting change 2018 “Create our Future” Behavior Oscar (December 2018) – awarded to select individuals that have consistently demonstrated the behavior of entrepreneurs who innovate and prioritize outcomes over perfection within and beyond your role Developed internal FP&A/FBP training materials for new and current staff
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  • Association Of International Certified Professional Accountants
    Manager - Financial Planning And Analysis
    Association Of International Certified Professional Accountants Feb 2017 - Mar 2018
    Raleigh-Durham, North Carolina Area
    - Leadership, management, and mentoring to 1 finance business partner supporting the Global IT Team- Lead Business Partner to the 3 major strategic initiatives of the organization- Lead Business Partner responsible for Association Management Information (MI) reporting- Major contributor to the overall Association Annual Operating Budget and subsequent forecasts- Major contributor to Audit & Finance Committee, Council, and Board Materials
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  • Aicpa
    Senior Financial Analyst
    Aicpa Jul 2014 - Jan 2017
    Raleigh-Durham, North Carolina Area
    Key member of the FP&A team leading, developing and implementing effective reporting and planning processes across the company- Analyze monthly/quarterly/annual operational and financial results, including KPIs and business drivers- Prepare written commentary for executive presentation- Partner with business leaders across key functions to develop annual Revenue/COGS/Operating budgets and subsequent forecasts throughout the year- Develop sophisticated financial models and analyses to support strategic initiatives - Continually improve budgeting/forecasting process by developing planning tools and best practices, including automation using advanced Excel techniques
    View
  • Aicpa
    Financial Analyst
    Aicpa Aug 2012 - Jun 2014
    Raleigh-Durham, North Carolina Area
    - Design, generate and distribute financial reports/models that meet business owner needs on a monthly basis or at pre-determined intervals- Prepare written analytical commentary explaining fluctuation between actuals, budget and forecast on a monthly basis- Prepare monthly close journal entries, account reconciliations and flux analysis- Prepare monthly fixed asset roll-forwards- Analyze deprecation projections and provide commentary on significant fluctuations- Subject matter expert of ASC 350-40 (software development), IT Capital Projects working closely with IT Project managers- Assist with interim and year-end audits- Continual workflow improvement, increased efficiency, and automated/streamlined existing processes
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  • Aicpa
    Contract Analyst
    Aicpa Jan 2012 - Aug 2012
    Raleigh-Durham, North Carolina Area
    Management and analysis of all contractual agreements entered into by the organization
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  • North Carolina State University
    Fiscal Manager
    North Carolina State University Dec 2010 - Jan 2012
    Raleigh, Nc
    High-level financial management and analysis of contracts and grants
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  • Performance Automotive
    Accounting Clerk
    Performance Automotive Nov 2010 - Dec 2010
    Chapel Hill, Nc
    Managed Accounts payable function
  • Duke University Medical Center
    Financial Analyst
    Duke University Medical Center Jul 2009 - Oct 2010
    Durham, Nc
    Clinical Trial financial management and analysis for Breast Cancer Clinical Research Program
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  • Duke University
    Office Coordinator
    Duke University Apr 2008 - Jul 2009
    Durham, Nc
    Grant/Contract Manager for Chemistry Department
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  • Performance Automall
    Accounting Clerk
    Performance Automall Aug 2007 - Apr 2008
    Chapel Hill, Nc
    Managed Accounts Payable function
  • Carolina Capital Markets
    Intern
    Carolina Capital Markets Jun 2006 - Nov 2006
    Chapel Hill, Nc
    - Operations intern- Passed Series 7 exam (OCT 2006)
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Steven Peña Skills

Financial Reporting Financial Analysis Forecasting Budgets Process Improvement Managerial Finance Analysis Accounting Microsoft Excel Auditing Data Analysis Access Internal Controls Us Gaap Account Reconciliation Pivot Tables Research Administration Financial Modeling Microsoft Office Accounts Payable Fixed Assets Capital Budgeting Teamwork Gaap Financial Accounting Variance Analysis Financial Forecasting Management Accounting Journal Entries Analytics Financial Variance Analysis Budgeting Leadership Business Analysis Strategic Planning Business Process Improvement Data Visualization Excel Dashboards

Steven Peña Education Details

Frequently Asked Questions about Steven Peña

What company does Steven Peña work for?

Steven Peña works for Syneos Health

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

Steven Peña's current role is Husband | Father | Problem Solver.

What is Steven Peña's email address?

Steven Peña's email address is st****@****uke.edu

What is Steven Peña's direct phone number?

Steven Peña's direct phone number is +191972*****

What schools did Steven Peña attend?

Steven Peña attended University Of Louisiana At Lafayette, New Mexico Junior College.

What are some of Steven Peña's interests?

Steven Peña has interest in Executive Dashboards, Weightlifting, Financial Reporting, Data Analytics/visualization, Microsoft Excel, Balanced Scorecards, Golf, Access.

What skills is Steven Peña known for?

Steven Peña has skills like Financial Reporting, Financial Analysis, Forecasting, Budgets, Process Improvement, Managerial Finance, Analysis, Accounting, Microsoft Excel, Auditing, Data Analysis, Access.

Who are Steven Peña's colleagues?

Steven Peña's colleagues are Zach Pergament, Bala Kesav, Juan Garces, Ivana Nikolić, Kleah Fe R, Danielle B. Wofford, Rn, Bsn, Carolin Keilmann, Msc.

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