The Protea Team
The Protea team is half problem solver and the other half business partner. We are laser-focused on helping you get your accounting in order and availing you actionable insights from your numbers. As an outsourced accounting firm our number one goal is helping you streamline your organization, save money and grow.
Our Leadership Team
Protea Financial employees a team of more than 20 professionals. Its leadership team includes:
DIRECTORZane Stevens is a Director of Protea Financial. Prior to joining Protea, he was Financial Manager at Syntell, and subsidiaries, in Cape Town, South Africa. Syntell is a leading blue-chip company with revenue in excess of $38m that provides cutting edge technology-based services for Road Safety, Traffic Management and Revenue Collection. Before joining Syntell, Zane was a supervisor at KPMG in Port Elizabeth and Cape Town, South Africa, where he led audit and financial and information technology advisory engagements. Working with a broad host of clients, from owner-managed entities to large listed multinational companies, Zane obtained extensive experience in various sectors including automotive; public sector; food, drink, and consumer products; retail; healthcare and agriculture. Zane is registered as a Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. He received an Honors Degree in Accounting from Nelson Mandela Metropolitan University, where he also completed his undergraduate degree in Accounting.
CHIEF FINANCIAL OFFICER & SENIOR ACCOUNT MANAGERCandice Stevens is Chief Financial Officer at Protea Financial. Her principal engagements entail establishing and overseeing financial systems and controls to support client onboarding and restructuring companies. In addition to her work for Protea, she is the Chief Financial Officer of Third Leaf Partners. Prior to joining Third Leaf and Protea, she was Financial Manager at Mulderbosch Vineyards in Stellenbosch, South Africa, as well as two other South African winery investments of Terroir Capital. Mulderbosch is one of South Africa’s leading producers and global exporters of wine. Before joining Mulderbosch, Candice was a supervisor at BDO Incorporated in Port Elizabeth, South Africa, where she led audit and assurance engagements in a variety of industries including hospitality, construction, farming, retail, and transportation. She worked at Ernst & Young in Cape Town prior to this in the audit and assurance sector, as an assistant, progressing to a senior and supervisor. Candice is registered as a Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. She received Post-Graduate Diplomas in Accounting and Management from the University of Cape Town, where she also completed her undergraduate degree in Business Science with a major in law.
SENIOR ACCOUNT MANAGERTammie Cunningham is a Senior Account Manager at Protea Financial, focusing primarily on restaurants and hospitality. Since 2014, she has provided accounting and financial guidance and support, as well as forecasting, for small, emerging restaurant concepts. Prior to this, she served as the Vice President Operations Controller for eight years during her 16-year tenure at Ruby Tuesday. She was responsible for all financial reporting and controls, forecasting, and financial analysis for a restaurant group with annual revenue exceeding $1.2 billion and over 700 restaurant locations. By holding numerous positions and supervising various departments including Operations Finance, Franchise Finance, Fixed Assets, Restaurant Facilities, and Sales Analysis, she obtained extensive experience in the financial and accounting areas for the restaurant industry. Before joining Ruby Tuesday, Tammie gained experience in the manufacturing industry at Rubbermaid Office Products where she served as a Cost Accountant at the manufacturing facility in Maryville, TN. In addition, she gained experienced in the hospitality sector when she began her career as an Auditor and Accountant for a regional hotel chain, Family Inns of America. Tammie received her Bachelors Degree in Accounting from Miami University in Oxford, Ohio.
ACCOUNT MANAGERAshley Kniffin is an Account Manager for Protea. Prior to joining Protea, she was a Cost Accountant for the Hess Collection Winery, and previous to that, she was a Vineyard & Property Partnerships Accountant for Cakebread Cellars. Since 2014, she has obtained extensive experience in the financial and accounting areas for the wine industry. She has been responsible for financial reporting and analysis, fixed assets, vineyard accounting, inventory, standard costing, budgeting, and system implementation. Before gaining wine industry experience, Ashley was a Senior Associate at KPMG in Austin, Texas, where she led audit engagements. She primarily worked in the state & local government sector but also gained experience in financial services, real estate, and technology clients. Ashley is a Certified Public Accountant. She received her Bachelor of Business Administration Degree in Accounting and Master of Science Degree in Finance from Texas A&M University in College Station, Texas.
Jennifer Sahouria-Pangle is an Account Manager for Protea. Prior to joining Protea, she was a Commercial Finance Manager for the Americas, for Accolade Wines. Previous to that, she served as Assistant Controller for Gundlach Bundschu Winery and Finance Manager for MA Silva Corks, USA.
Since 2011, she has obtained extensive accounting and financial experience in the wine industry and been responsible for financial reporting/analysis, fixed assets, inventory, costing, budgeting, forecasting, implementing new process and procedures, compliance, system upgrades, and implementation, and training employees. Jennifer has held several supervisory roles in the wine industry, helping build strong teams within each organization.
Before entering the wine industry, Jennifer was a Cost Accountant at Petaluma Poultry, and prior to that for 11 years, she worked as a Bookkeeper for Hertz Equipment Rental’s 25 Bay Area locations. Jennifer received her Bachelor of Business Administration Degree in Accounting from Sonoma State University.
ACCOUNT MANAGERJose Portillo is an Account Manager for Protea. Prior to joining Protea, he was a Senior Accountant for Bounty Hunter Wines and Spirits in Napa. He has obtained extensive accounting and financial experience in the wine industry and been responsible for financial reporting/analysis, fixed assets, inventory, costing, budgeting, forecasting, implementing new process and procedures, compliance, system upgrades and implementation, and training employees. Before entering the wine industry, Jose served as Inventory Control Accountant for Papyrus Retail Stores and as Accountant at Laborers Trust Funds of Northern California. He has been recognized for scaling teams while improving process and saving money. Jose has developed expertise in strategic planning, internal controls and operations with through his 10+ years of experience across high-growth companies in food and beverage, construction, medical insurance, and service industries.
As a US Marines veteran, Jose is a natural cross-functional leader and mentor, aspiring to consistently make a substantial impact on the bottom line. Jose received his Bachelor Degree in Accounting from University of Phoenix.
7250 REDWOOD BLVD,
NOVATO, CA 94945
1 HARBOR DRIVE #300
SAUSALITO, CA 94965
t: (415) 418-0020
Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.