Steven Peña Email & Phone Number

Morrisville, North Carolina

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

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

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

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

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

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

Raleigh-Durham, North Carolina Area

Management and analysis of all contractual agreements entered into by the organization

Raleigh, Nc

High-level financial management and analysis of contracts and grants

Chapel Hill, Nc

Managed Accounts payable function

Durham, Nc

Clinical Trial financial management and analysis for Breast Cancer Clinical Research Program

Durham, Nc

Grant/Contract Manager for Chemistry Department

Chapel Hill, Nc

Managed Accounts Payable function

Chapel Hill, Nc

- Operations intern- Passed Series 7 exam (OCT 2006)

Bachelors, Business Administration - Finance

Activities and Societies: Golf Team- Graduated Magna Cum Laude - Academic All American

Education record

Activities and Societies: Golf Team