Richard Klein, CPA, Chief Financial Officer

kleinResponsibilities

Rich joined ConServe in March 2003. His responsibilities include ensuring full accounting of all financial transactions with Clients and other stakeholders.

Rich also manages trust accounting processes, Client invoices, the processing and applying of borrower payments, and develops financial reports for the executive management team.

Experience

Prior to joining ConServe, Rich held CFO and Controller positions with high-tech software companies in the Rochester area.  He also worked at PricewaterhouseCoopers for 7 years as an Audit Manager.

Achievements

Rich has earned his CPA, and is a member of the New York State Society of CPAs and the American Institute of CPAs.  Rich is also the 2013 recipient of the Rochester Business Journal's Financial Executive of the Year Award.

Education

Rich received his undergraduate degree from St. John Fisher College, with a major in accounting.  He earned his MBA from the University of Rochester's Simon School of Business, with concentrations in finance, entrepreneurship, and marketing.

A top performing

accounts receivable management company with the numbers to prove it.
Leading in:

The choice
is clear

Looking for
an accounts
receivable
management company?
Please view this short video

Learn how to

Recover more in 5 minutes

Try our calculator

Coffee's on us

Schedule an appointment and receive a $10 Starbucks card at our first meeting.*
Click here to find your Regional Sales Rep or Call (800) 724-7500
*Valid for first time appointments only

ConServe in the News

ConServe Newsletter

Upcoming Events

If you are interested in attending or hosting a ConServe University® conference, please contact Lynn DiBiase at This email address is being protected from spambots. You need JavaScript enabled to view it. or (585) 421-1000, ext: 4433
Interested in Attending?

Industry News

Ready to Get Started? Click here to find your Regional Sales Rep or call (800) 724-7500.