Kathryn Klein

Questioner
DISC Type : c

Controller at BHE Montana

Jupiter, Florida, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
FP&A Strategy
Focuses on enhancing financial planning and analysis analytics to provide actionable insights that drive strategic, financial, and operational business decisions.

Media Appearances

Kathryn has no verified media appearances

Work History

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

Education

Bachelor of Arts - BA from Florida Atlantic University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Jupiter, Florida, United States Job Level : N/A Designation : Controller at BHE Montana
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Insights For Selling To Kathryn

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathryn is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kathryn

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kathryn move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kathryn take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Kathryn

Personality Compatibility


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