Steven Pena

Enigma
DISC Type : cdi

Corporate Controller at Mercola

St Augustine, Florida, United States

Overview

Steven is a finance executive with over 28 years of experience, specializing in B2B software companies within the FinTech and pharmaceutical sectors. With an MBA from Lehigh University, he has a strong track record as a CFO, driving process improvements and leading finance teams. Colleagues describe him as organized, thorough, and enthusiastic.



Steven successfully managed an M&A process that resulted in a 24x multiple on invested capital (MOIC).

Personality Overview

Hard To Convince

Fast Follower

Challenger

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

SaaS Financial Strategy
He has 13 years of experience as a CFO in the SaaS industry, managing finance, accounting, and HR for fast-paced, high-growth software companies.
Process Improvement
His professional focus is on streamlining financial processes, including implementing new financial systems, managing SOC audits, and establishing internal controls.
M&A and Due Diligence
He has successfully completed two M&A processes and managed five due diligence processes, demonstrating significant expertise in corporate mergers and acquisitions.

Media Appearances

Steven has no verified media appearances

Work History

3-2025
Corporate Controller at Mercola
7-2023 - 3-2025
Global Financial Controller at Next Science
4-2023 - 7-2023
CFO Consultant at Self-employed
5-2010 - 3-2023
CFO at Stellar Technology Solutions, LLC.
4-2009 - 5-2010
Controller at HMX, LLC

Education

1998 - 2000
MBA from Lehigh University
1992 - 1996
BA from Moravian University

More Information

Social Presence :

Prographics :

Exp : 16 Location : St Augustine, Florida, United States Job Level : N/A Designation : Corporate Controller at Mercola
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Build rapport slwly without rushing, it will come handy to handle hard questions later
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked

DONT's

  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Steven

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Steven move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Steven take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Steven

Personality Compatibility


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