Jeffrey Klein
Managing Director
Quick facts
20+ years of experience
Specializes in interim management for information technology (IT) initiatives
Deep expertise in developing and executing investment thesis-aligned 100-day IT plans and mission critical initiatives
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Jeffrey Klein is a Managing Director with Alvarez & Marsal’s Private Equity Performance Improvement in New York. He specializes in interim management for information technology (IT) initiatives, and is frequently engaged for IT pre-acquisition diligence, planning for mergers, acquisitions and divestitures, and TSA creation and analysis.

Mr. Klein brings deep expertise in developing and executing investment thesis-aligned 100-day IT plans and executing mission critical initiatives. With more than 20 years of experience delivering IT governance, IT strategy projects and financial reporting projects, Mr. Klein brings a unique background encompassing public accounting, operations and technology. He has led multiple IT and applications strategies (rationalization, selection, implementation and remediation) focused on financial applications, ERP, HRMS, CRM, portal, custom development, and cross-system reporting and integration.

Mr. Klein also brings extensive experience in: financial reporting engagements focused on improved executive information and expanded managerial reporting (analysis, forecasting and consolidation); Order to Cash, Procure to Pay and inventory management engagements focused on process improvements, increased controls and enhanced use of technology; and flash reporting and managerial reporting “packs” for private equity investors focused on speed, accuracy, control and automation.

He also brings deep expertise in: M&A related engagements focusing on accounting applications, accounting processes and IT due diligence, post-merger integration and IT staff rationalization; and PMO’s focused on large scale application development and rollout, change management and organizational restructuring.

Prior to joining A&M, Mr. Klein was a Director with the Technology Risk practice at Protiviti where he focused on IT operations, IT diligence and large scale project assessment and management. Before that, he was with Deloitte Consulting where he focused on ERP and CRM implementations. He was also a member of with the CIO Services practice of Deloitte, which focused on helping senior IT executives craft and execute business changing initiatives.