Chris Klein, CPA

Chris Klein, CPA has held various roles in accounting and finance since 2011. From 2011 to 2014, they were a Senior Claims & Invoice Specialist at Quantum Servicing, a Clayton Holdings Company, where they worked with senior level management to resolve vendor issues, implemented systems to ensure smooth asset transfer from their portfolio, collaborated with mortgage insurance companies to ensure claim approval, and discovered and resolved inefficiencies within the claims and invoice management sector. In 2013, Chris became the Owner of Swann Ave Market & Deli, where they oversaw creation of new LLC, grew the business to consistent profitability, generated financial models to actively monitor their fiscal health, and supervised a team of employees to ensure maximum productivity, morale, and customer satisfaction. From 2014 to 2016, Chris was an Investor Reporting Specialist at Quantum Servicing Corporation, where they interpreted transaction data to produce monthly financial reports for Investors, prepared and reviewed daily General Ledger entries, and worked with auditors to produce requested documents and address any issues. Finally, from 2016 to 2022, Chris held various roles at Wish Farms, including Corporate Controller, Financial Planning and Analysis Manager, and Financial Analyst. In these roles, they directed financial accounting and reporting for international business units, worked with the executive team to identify growth opportunities, managed KPI reporting and analysis in all regions, directed special projects related to information systems, analyzed financials to prepare forecasts and annual budgets, and reviewed operations processes to resolve inefficiencies. Chris is currently a Controller at Cirkul.

Chris Klein, CPA obtained their Bachelor of Science in Management from Florida State University - College of Business in 2009. Chris then went on to earn their Master of Science in Finance from the University of South Florida Muma College of Business in 2011. Finally, they completed their Master of Accounting from UNC Kenan-Flagler Business School in 2018.