Kathryn Klein in

Kathryn Klein

Questioner · DISC type c
Controller at BHE Montana
📍 Jupiter, Florida, United States

Kathryn Klein is the Controller at BHE Montana, a results-driven senior finance leader with expertise in US GAAP, SEC reporting, and M&A. A graduate of Florida Atlantic University and a certified Six Sigma Green Belt, she excels in implementing process improvements and system conversions with SAP S4 HANA and AI-driven tools.

She is a Certified Public Accountant (CPA) and runs her own firm providing expert financial, tax, and advisory services.

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Experience
15 Years
Current Role
Controller
Location
Jupiter, Florida, United States
Personality Overview

How Kathryn shows up

Not Easily Convinced
Price-Sensitive
Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Kathryn cares about

Financial System Upgrades
Championed a company-wide SAP S4 HANA system upgrade, where she optimized and standardized over 500 reports while ensuring SOX compliance.
Energy Sector Finance
Has deep experience in utility and energy trading accounting, managing regulatory reporting to bodies like FERC and directing month-end close activities for trading transactions.
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Career

Work history

9-2025
Controller
BHE Montana
7-2024
Kathryn Klein, CPA
Kathryn Klein, CPA
10-2017 - 5-2024
FP&A Project Manager
NextEra Energy Resources
2-2014 - 9-2017
Energy Trading Accounting Manager
NextEra Energy Resources
9-2009 - 1-2014
Utility Accounting Manager
Florida Power & Light
In the press

Media appearances

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Education
Bachelor of Arts - BA
Florida Atlantic University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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