Kevin Klus, Cpa

Kevin Klus, Cpa Email and Phone Number

Chief Financial Officer (CFO) @ Control Point Associates, Inc.
Kevin Klus, Cpa's Location
New York City Metropolitan Area, United States, United States
Kevin Klus, Cpa's Contact Details

Kevin Klus, Cpa personal email

n/a
About Kevin Klus, Cpa

Finance professional with experience spanning all aspects of financial analysis and corporate accounting. Expertise highlights:• Financial analysis & modeling• Budget planning & forecasting • Month-end close / reconciliations• Financial statement preparation & analysis• Management reporting• Process improvements• Advanced Excel skills: VLOOKUPs, macros, and Pivots

Kevin Klus, Cpa's Current Company Details
Control Point Associates, Inc.

Control Point Associates, Inc.

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Chief Financial Officer (CFO)
Kevin Klus, Cpa Work Experience Details
  • Control Point Associates, Inc.
    Chief Financial Officer
    Control Point Associates, Inc. Jan 2024 - Present
    Warren, New Jersey, Us
    View
  • Control Point Associates, Inc.
    Controller
    Control Point Associates, Inc. Jul 2022 - Jan 2024
    Warren, New Jersey, Us
    View
  • Centralreach
    Accounting Manager
    Centralreach May 2020 - Jul 2022
    Fort Lauderdale, Florida, Us
    - Netsuite- Salesforce- ASC606 - AP- Monthly close
    View
  • Priority Chiropractic & Wellness
    Controller
    Priority Chiropractic & Wellness Sep 2015 - Apr 2020
    ∙ Drove an average annual increase of 15% in revenues through implementation of new lines of business.∙ Oversaw greater efficiencies via process improvements and technology upgrades. ∙ Provided strategic planning, financial analysis, and marketing to achieve market growth.∙ Researched and instituted employee retirement benefits packages.∙ Earned Certified Public Accountant (CPA) license.
  • Metlife
    Senior Financial Analyst
    Metlife Aug 2014 - Jun 2015
    New York, Ny, Us
    ∙ Projected the monthly $30 mm America’s region expense forecast ∙ Trimmed prep time of monthly reports by over 75%∙ Hyperion Planning (HP), Smartview
    View
  • Direct Edge
    Lead Senior Accountant
    Direct Edge Oct 2008 - May 2014
    ∙ Lead the on-time and accurate Financial Reporting & financial analysis of four entities and a holding company∙ Improved processes and analysis to reduce close time by 20% ∙ Lead the analysis on over $80 mm in OPEX & CAPEX projects∙ Forecast revenues & expenses, compare actual to forecast and budget, account analysis∙ Highly proficient in Great Plains accounting software & Excel
  • Ernst & Young
    Auditor
    Ernst & Young Oct 2007 - Sep 2008
    London, Gb
    ∙ Performed detailed audit procedures on financial statements & account balances∙ Analyzed, reviewed, and assessed reliability and fairness of clients’ financial statements∙ Tested internal controls to ensure effectiveness∙ Conducted audits to confirm financial statements are fairly presented and in alignment with GAAP.
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  • Td Waterhouse-Broadridge
    Assistant Manager
    Td Waterhouse-Broadridge Nov 2004 - Sep 2007
    ∙ Developed analytical tools to evaluate performance across various product lines∙ Led monthly management committee meeting∙ Recommended strategies to management to increase metrics, revenues∙ Monitored best practices and regulatory obligations

Kevin Klus, Cpa Skills

Financial Analysis Financial Reporting Monthly Close Equities Finance Trading Securities Risk Management Account Reconciliation Financial Modeling Financial Accounting Accounting Series 7 Great Plains Software Forecasting Excel Month End Close Accounts Payable Financial Markets Accruals Financial Statements Analysis Auditing Financial Services Budget Asset Management Bloomberg Capital Markets Due Diligence Options Fixed Income Pivot Tables Variance Analysis Fixed Assets Internal Financial Reporting Equity Trading Series 63 Microsoft Excel Powerpoint Finra Budget Process Cash Management Derivatives Alternative Investments Valuation Electronic Trading Sec Filings Leadership Handle Multiple Projects Hyperion Planning

Kevin Klus, Cpa Education Details

  • Rutgers University - Newark
    Rutgers University - Newark
    Accounting
  • Northwood University
    Northwood University
    Economics

Frequently Asked Questions about Kevin Klus, Cpa

What company does Kevin Klus, Cpa work for?

Kevin Klus, Cpa works for Control Point Associates, Inc.

What is Kevin Klus, Cpa's role at the current company?

Kevin Klus, Cpa's current role is Chief Financial Officer (CFO).

What is Kevin Klus, Cpa's email address?

Kevin Klus, Cpa's email address is kl****@****ach.com

What schools did Kevin Klus, Cpa attend?

Kevin Klus, Cpa attended Rutgers University - Newark, Northwood University.

What skills is Kevin Klus, Cpa known for?

Kevin Klus, Cpa has skills like Financial Analysis, Financial Reporting, Monthly Close, Equities, Finance, Trading, Securities, Risk Management, Account Reconciliation, Financial Modeling, Financial Accounting, Accounting.

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