Kristin Bertoline Cpa, Cva Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

As an Engagement Director in the Consulting and Accounting Solutions (CAST) group at CLA, I help clients with large-scale projects, workflow demands and/or filling a vital interim role in their accounting, finance and F,P&A groups to overcome key organizational challenges and meet vital internal deadlines. I build relationships with clients, business leaders and staff while providing efficient and timely accounting, finance and technical expertise as needed - whether for short/long or project-based engagements. CLA CAST hires talented former CFOs, Controllers, Auditors and Experienced Managers so we can serve in interim roles or oversee significant projects with no hand-holding. Typically, we work alongside a client's existing team, providing our clients with the assistance they need to help strengthen financial outcomes and boost their productivity. So, whether a Company is an established organization or an emerging business, CLA CAST can be a resource to help fill a gap, tackle critical projects, and navigate changing reporting guidelines and regulations. CLA CAST is part of the outsourcing division at CliftonLarsonAllen LLP (CLA). CLA is a professional services firm with three integrated business lines: Wealth Advisory, Outsourcing and Public Accounting (Audit, Tax and Consulting).

Hopedale, Massachusetts, United States

I was recruited by a former Bertoline LLC client to establish Best Practices Accounting processes, improve system efficiencies & internal controls, and build accurate cash forecasting/management systems for their high-growth business with $10M in annual revenue. I oversee all areas of financial operations and controls, including conversion from tax-basis to GAAP Financial Reporting, vendor A/R, compliance, credit lines, payroll/benefits for 18 employees, and auditor/bank/client relationship management.𝐒𝐄𝐋𝐄𝐂𝐓 𝐑𝐄𝐒𝐔𝐋𝐓𝐒:✔Direct two Accountants in administration of cash management and processes. Provide financial reports weekly and monthly to owners/leadership.✔ Perform ledger reconciliations and month-end closing activities, including journal entries, adjustments, and accruals, advising on financial strategy to maximize company value and support effective project management.✔ Saved 1.8K A/P work hours annually and $30K in outsourced conversion costs through bill payment automation.✔ Reduced annual waste vendor costs $250K by negotiating 10% discount payment terms within 10 days.✔ Increased bid prices 33% through strategic solicitation, creation, and nurturing of new high-end salvage relationships.

Greater Boston

Owned end-to-end operations for Accounting, Finance, and Operations groups for largest Berkshire Hathaway residential real estate brokerage franchise in MA with $2B in gross sales revenue.𝐒𝐄𝐋𝐄𝐂𝐓 𝐑𝐄𝐒𝐔𝐋𝐓𝐒:✔ Functioned as cross-functional SME and Financial Advisor to Executive Team during history-making year with two significant acquisitions, 35% company sales increase, and highest profit year despite COVID-19. ✔ Led company to first year of profitability by cutting cash-out flow 50% during COVID and annual costs by 25%.✔ Supervised six full-time employees and managed cross-functional projects including due diligence for acquisitions.✔ Converted acquisitions from unprofitable to profitable by instituting due diligence process for all potential acquisitions, minimizing risk, improving purchase price & negotiations, and optimizing integration post-purchase. ✔ Transformed recordkeeping from non-compliant to audit-ready for first time in company history, despite books not closed for four months prior.✔ Secured #1 PPP loan from lending bank (valued at $900K) by leveraging established relationship to ensure priority spot for CARES funds. ✔ Delivered 100% team retention and bolstered employee morale during COVID-19 with unique engagement activities.

Boston, Ny & Ct

Founded boutique accounting and financial consulting firm providing CFO advisory services and business valuations to clients within various industries across MA, NY, and CT.𝐒𝐄𝐋𝐄𝐂𝐓 𝐑𝐄𝐒𝐔𝐋𝐓𝐒: ✔ Boosted profitability 20% at luxury textile wool manufacturer through work as fractional CFO.✔ Refocused portfolio of $20M revenue engineering company by conducting business valuation and highlighting business investment opportunity.✔ Performed financial modeling for four clients; helped draft pitch decks and participated in oral presentations to venture capital and private equity firms with successful results. ✔ Conducted business valuations for eight entrepreneurial companies for primarily M&A or 409A purposes.

New York, New York, United States

Global Securities Services (GSS) - Equities DivisionDelivered strategy, forecasting, budgeting, and profitability analyses to Senior Management in NY office; managed four Analysts. ✔ Informed executive decision-making by creating and delivering financial reports, analyses and presentations to Division Leadership.✔ Collaborated with Marketing and Sales teams to price customer deals, with in-depth dives into Customer (Hedge Fund) P&L and performance data. ✔ Maintained full regulatory compliance; managed relationships with external auditors, Securities & Exchange Commission, and GSS Controllers’ division. ✔ Oversaw GSS’ growth into one of most profitable businesses within Equities Division with annual revenues of $600M and customer short and margin loan balances of $4B+.

New York, New York, United States

Greater New York City Area

✔ Led daily audit teams for two of the New York Office's most prestigious accounts: Merrill Lynch & Co. and R.H. Macy & Co.✔ Worked directly with client CFOs and executive leadership due to exemplary performance and mutual respect.

Bachelor'S Degree, Business, Minor In Accounting

Activities and Societies: Honor Society, Dean's List, Alpha Phi Sorority - Treasurer and Rush Chair (elected positions)

Education record