Mr. Klein has deep expertise 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 and strategy projects and financial reporting, Mr. Klein’s unique background encompasses 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 improving executive information and expanding 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 for private equity investors focused on speed, accuracy, control and automation.

Mr. Klein has significant expertise with M&A-related engagements focusing on accounting applications, accounting processes and IT due diligence, post-merger integration and IT staff rationalization. He has extensive experience as well with 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, focused on IT operations, IT diligence and large-scale project assessment and management. Previously, he worked with Deloitte Consulting, focusing on ERP and CRM implementations. He was also a member of with the CIO Services practice of Deloitte, assisting helping senior IT executives craft and execute business changing initiatives.

Mr. Klein earned a bachelor’s degree in accounting and finance from the American University Kogod School of Business.