Kyle Kline
Rochester,NY
Summary
Finance professional with strong background in financial reporting and analysis. Proven ability to support month-end close processes and maintain accurate financial records. Known for collaborating effectively, while showcasing skills and knowledge of accounting & administration for sponsored research within universities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Accountant
University of Rochester
09.2025 - Current
- Manages ~80 active accounts and $6m in annual revenue and expenses with various degrees of complexity, for the School of Medicine and Dentistry (SMD) accounts and programs for the Department of Orthopaedics
- Responsible for post-award financial management and oversight for complex grants, contracts, and clinical trials including financial reporting and analysis, budgeting, and planning.
- Develops proposal budgets and produces financial reports (trend reports, etc.) required to monitor the financial health of research projects and other grants. Works with PIs to manage project finances, monitors grant expenditures to ensure compliance with sponsor regulations.
- Manages the revenue and spending of all School of Medicine and Dentistry (SMD) accounts and programs for the Department of Orthopaedics. Includes endowments, gifts, program accounts, service centers.
- Prepares, analyzes, and presents monthly financial summary to department leaders, highlighting relevant financial trends and impacts.
Staff Accountant II
University of Rochester
11.2024 - 09.2025
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews for the Department of Orthopaedics.
- Responsible for the monitoring and management of financial activity including a portfolio of operating, sponsored research, gift and endowment accounts.
- Supported management decision-making by providing detailed financial analysis and recommendations backed by data-driven insights.
- Developed customized financial reports for various stakeholders to support strategic decision-making processes for department needs.
- Assisted in budget preparation, providing accurate forecasts for revenue and expenses based on historical trends.
- Conducted variance analysis to identify reasons behind budget discrepancies, enabling more accurate forecasting.
- Responsible for accounting duties for both clinical and research in the department of Orthopaedics.
Staff Accountant I
University of Rochester
10.2023 - 11.2024
- Reconciliation of grants, operating accounts, gift accounts
- Prepared financial reporting of grants, operational and gift/endowment accounts
- Analyzing and projecting the status of budgets
- Performed appropriate journal entries as needed by department
- Assisting in budgeting of sponsored awards, service center cores, capital equipment, and operational accounts
- Assist PI's and management with adhoc analysis requests
- Special projects as required by department
Account Manager
Polly
04.2023 - 10.2023
- Reviewed and managed a book of commercial insurance accounts
- Reconciled billing for businesses premiums
- Assisted businesses with payroll projections and financial documentation to complete Work's Compensation audit regulations
- Analyzed cost impacts in quote packages for each business
- Provided sales projections for current book of business for management
Account Manager
Lucky Truck
11.2021 - 01.2023
- Managed book of business for logistic companies insurance
- Provided cost analysis of insurance quote packages for each company
- Helped clients with billing disputes of premium, reconciled accounts with insurance carriers to keep coverage in place or reinstate
- Provided front line customer service to inbound clients
- Submitted insurance applications using our own platform to retrieve multiple quotes
- Assisted Sales team by providing these quality leads to them for closing
Senior Account Manager
CoverWallet, an AON Company
08.2019 - 11.2021
- Responsible for high level clients insurance coverage packages across multiple industries
- Reconciled billing across multiple lines of coverages through multiple insurance carriers for each business
- Designed sales and retention revenue forecast reports from Looker software for management
- Provided cost analysis of business sales/payroll for placement of optimal insurance coverage
- Worked with large companies accounting to review financial data to present to insurance companies for quotes
- Assisting in yearly audits of businesses payroll for accurate worker's compensation premiums
Insurance Agent
CoverWallet
01.2019 - 09.2019
- Company Overview: CoverWallet, an AON Company
- Sold commercial insurance packages to small and medium sized businesses
- Provided cost analysis of quote packages for businesses of all industries
- Responsible for maintaining sales pipeline and providing monthly sales forecast reports for management
- Held Property & Casualty License in 48 states
- CoverWallet, an AON Company
Sales Development Rep
CoverWallet
03.2018 - 12.2018
Education
Bachelor's Degree - Accounting
Hilbert College
Skills
- Sponsored awards knowledge
- Budget preparation
- Financial reporting
- Account reconciliation
- Grant accounting
- Cost Analysis
- Workday proficient
- Excel
- Monthly journal entries
Certification
Continuous Learning for Administrators of Sponsored Programs (CLASP)
Timeline
Senior Accountant
University of Rochester
09.2025 - Current
Staff Accountant II
University of Rochester
11.2024 - 09.2025
Staff Accountant I
University of Rochester
10.2023 - 11.2024
Account Manager
Polly
04.2023 - 10.2023
Account Manager
Lucky Truck
11.2021 - 01.2023
Senior Account Manager
CoverWallet, an AON Company
08.2019 - 11.2021
Insurance Agent
CoverWallet
01.2019 - 09.2019
Sales Development Rep
CoverWallet
03.2018 - 12.2018
Bachelor's Degree - Accounting
Hilbert College
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