Peña LLC

Susan Peña has almost 30 years of senior living financial management experience including oversight of over 20 senior living communities including:

• Business office set-up:

  • Software systems,

  • Policies and procedures, and

  • Staff structuring, hiring and training.

• Financial management oversight including:

  • Project Sources and Uses of Funds actual and projected results,

  • Pre-opening  and small-wares budgets,

  • Detailed and summarized, fully integrated operating budgets and financial projections (including start up deficit projections and tracking) through at least the first full year of stabilized occupancy,

  • Monthly financial statements, variance analysis and investor reporting packages,

  • Year-end audits,

  • Not-for-profit tax return preparation coordination,

  • FF&E and other inventory tracking and reconciliations,

  • Cash flow management,

  • Profit margin analysis, and

  • Interim Chief Financial Officer services.

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Whether it is helping your organization through a change in financial management, improving your financial management procedures and tools, completing special projects or serving as Interim Chief Financial Officer, Peña LLC is ready to serve!