Controller

FRANK P. STERNER, CPA

Langhorne, PA ***** • 215-***-**** • ************@*****.*** • https://www.linkedin.com/in/franksternercpa/

SENIOR FINANCE & ACCOUNTING EXECUTIVE & CONSULTANT

Seasoned finance and accounting executive and consultant with 15+ years of experience in advising and consulting on optimizing financial operations, scaling processes, and driving strategic growth across diverse multinational organizations.

Deep expertise in spearheading complex financial transformations, including the development and implementation of comprehensive financial planning, reporting systems, and compliance frameworks that enhance organizational performance.

Adept at providing executive-level guidance on financial strategy and operations, leveraging deep industry knowledge to streamline processes, improve efficiencies, and support high-impact decision-making in fast-paced start-up and enterprise environments.

Proven track record of delivering actionable financial analytics, business insights, and strategic recommendations to leadership, facilitating successful business transformations, mergers, and operational improvements with a focus on sustainable growth.

CORE COMPETENCIES

Executive Leadership & Consulting

Strategic Planning & Execution

Corporate Finance Strategy

Financial Operations Management

Financial & Cost Accounting

Policy & Process Development

Change Management

Treasury & Cash Flow Management

Program & Project Management

Financial Planning & Analysis (FP&A)

Revenue Cycle Management

ERP Implementation (MS Dynamics)

Internal Controls Implementation

Risk Management

Tax Planning & Compliance

Internal & External Audit Management

Financial Models & Reporting

Budgeting & Forecasting

CAREER HIGHLIGHTS

Built finance and accounting operations from the ground up for WizeHive, helping produce the entities’ first consolidated financials and also helping establish and scale operations in India, leading eventually to a successful acquisition by a competitor (Submittable).

Spearheaded strategic financial planning, C-level financial reporting, post-acquisition operational integration, and new finance system implementation for 9 divisions with 500+ employees and $130M+ in revenue at Eversana Life Science Services.

oTransitioned teams, systems, and processes at Health Strategies Group (HSG) to a shared services model with Eversana.

oSupported the selection and implementation of the Microsoft Dynamics 365 ERP across the enterprise.

Led a comprehensive modernization and streamlining of finance and accounting processes at HSG (including a transition to the accrual basis of accounting) to prepare the firm for a successful acquisition by Eversana within 4 years.

Drove multiple change initiatives to develop and optimize cost accounting at the Lippincott Williams & Wilkins publishing business of Wolters Kluwer Health, resulting in greater productivity and reduced exposure to fluctuations in financials.

PROFESSIONAL EXPERIENCE

WizeHive, Conshohocken, PA

Global Controller Jul 2022 to Jan 2025

Reported directly to the CFO and managed a team of three professionals, overseeing international consolidation and producing comprehensive financial statements for a multinational corporation on a monthly basis.

Handled all debt compliance reporting with banking partners and ensured accurate management of payroll operations, while also overseeing cash flow monitoring, projections, and financial planning.

Directed income tax compliance and successfully completed the entities’ first audit, significantly enhancing the audit process and complexity for subsequent reviews, while establishing essential policies and procedures for staff.

Delivered financial analysis to venture capital owners, providing insights and strategic guidance, and implemented documented processes and controls to address previously unstructured operational areas.

EVERSANA Life Science Services, LLC, Yardley, PA

Director of Finance, Marketing & Market Access (MMA) Group Jan 2019 to Jun 2022

Direct all aspects of financial planning and analysis (FP&A) for the $130M MMA Group, with a focus on building robust operational and technology infrastructure for the FP&A function to provide effective support for business-critical decision-making.

Deliver strategic advisory/consultancy and ongoing financial reporting/analysis to the President and the General Managers of the 9 divisions of MMA.

Develop, implement, continuously improve, monitor, and report performance-based metrics and Key Performance Indicators for each operational division with the MMA group.

Health Strategies Group, LLC (acquired by Eversana), Yardley, PA

Controller Jul 2014 to Dec 2018

Played a critical leadership role spanning all finance and accounting functions, including strategic financial planning, financial analytics/reporting, treasury/cash management, budgeting and forecasting, payroll, and tax compliance.

Drove the end-to-end redesign of all financial policies, processes, and controls to improve the quality of financial operations in preparation for a successful buyout in November 2017, in addition to leading financial due diligence for the acquisition,

Advised executive leadership (including the CEO) on complex organizational change initiatives that included finance team development, management restructuring, and resource optimization to prepare for the buyout by Eversana.

Managed and streamlined the company’s business plans, key performance indicators (KPIs), annual budget process, tax planning strategies, 401k program, cash planning activities, and insurance policies.

American Waterworks Company, Cherry Hill, NJ

Supervisor, Accounting SOX & Audit Coordinator Oct 2012 to Jun 2014

Oversaw general accounting and compliance activities for multiple regulated enterprises, in addition to developing and implementing a new financial reporting tool to streamline reporting activities in line with GAAP standards.

Wolters Kluwer Health, Philadelphia, PA

Health Division Accounting Manager Jul 2009 to Sep 2012

Spearheaded strategic change initiatives to restructure and optimize finance and accounting procedures within the Health Division, leading to greater operational efficiencies, enhanced compliance, and lower risk exposure.

Built and led teams across 4 US locations in executing process improvements, new technology implementations/system upgrades, changes to accounting policies, and the integration of multiple entities into a divisional accounting model.

Planned, implemented, and managed monthly close for key cost components (including unit cost management for thousands of book titles) as well as annual audits for the inventory and cost of sales areas.

Independent Consulting, Langhorne, PA

Finance & Accounting Consultant Jan 2008 to Jun 2009

Provided finance, accounting, tax, and SEC reporting consultancy for a wide range of clients, including GE Water, VWR International, Leaf Financial Corporation, and Wolters Kluwer Health.

Health Products Research, Inc., Somerset, NJ

Director, Finance Senior Manager, Finance Feb 2005 to Jan 2008

Strategized and executed financial planning, financial operations (including budgeting, forecasting, reporting, treasury, and corporate accounting), and special projects to streamline financial infrastructure and strengthen compliance.

Developed the annual budget, monthly forecasts, and a monthly reporting package that provided entity-level financial reporting while leveraging new technology to improve information sharing with executive leadership.

Performed detailed analysis of strategic projects in collaboration with management to determine their profitability and operational impact and adjust project plans, scope, and budgets accordingly.

Devised and implemented standard operating procedures (SOPs) to improve operational performance across the finance and accounting departments (including accounts payable, accounts receivable, and general ledger teams).

Designed, implemented, and drove continuous improvement in internal controls and risk management frameworks to ensure compliance with regulatory requirements (including SOX and sales tax regulations) and US GAAP standards.

ADDITIONAL EXPERIENCE

Business Controller MediMedia USA StayWell, Yardley, PA

Associate Director - Finance Quintiles Informatics Scott-Levin, Newtown, PA

Senior Associate BDO Seidman, LLP, Philadelphia, PA

EDUCATION

Bachelor of Business Administration (BBA) in Accounting Temple University, Philadelphia, PA

TECHNICAL SKILLS

Adaptive Planning

Advanced Excel

Hyperion HFM

Hyperion Pillar

Microsoft Office Suite

Microsoft Dynamics 365

Google Suite

Maxio/SaaS Optics

Oracle

PeopleSoft

QuickBooks

Sage Intacct

SalesForce.com

SAP

Solomon

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