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Professionals on the Move – Nov. 23, 2022

Professionals on the Move is a round-up of recent hiring and promotion announcements from around the tax and accounting space.

Professionals on the Move is a round-up of recent hiring and promotion announcements from around the tax and accounting space.

Rachel Clark Joins KSM as Director of Learning & Development

Katz, Sapper & Miller, a leading advisory, tax, and audit firm, recently announced that Rachel Clark has joined the firm as director of learning & development.

Clark will lead the firm’s learning & development (L&D) function to create training and professional development opportunities for KSM employees. She will focus on regional office learning and development, including adding specialized audit and tax training resources to enrich technical learning, and enhancing remote training and development programs.

Prior to joining the firm, Clark served as a talent management director for OneAmerica Financial Partners. In that role, she led the performance management and succession planning processes; served as a leadership coach; and worked to design and implement leadership and associate development programs, an enterprise onboarding program, and culture change tools.

Clark received a Bachelor of Science degree in secondary education and English from Indiana University and a Master of Science degree in human resource management from Indiana Wesleyan University. Clark also earned a master’s level certification in organizational and executive coaching from Columbia University. She is based in KSM’s Indianapolis office.

Harsha Nalla Joins KSM as Director in Audit & Assurance Services Group

Katz, Sapper & Miller, a leading advisory, tax, and audit firm, recently announced that Harsha Nalla has joined the firm as a director in its Audit & Assurance Services Group.

In addition to serving as a director on select audit engagements, Nalla will lead KSM’s efforts to cultivate a dedicated team of offshore professionals to support the firm’s service lines. She will also manage KSM’s strategic process for offshore delivery.

With 20 years of public accounting experience, including at Big Four firms Deloitte and PwC, Nalla most recently worked for BDO, where she served as an assurance director as well as the lead for BDO’s U.S./India office integration. Her industry experience includes manufacturing, technology, pharma, and insurance.

Based in the Dallas area, Nalla serves as vice chair and treasurer of the Institute of Chartered Accountants of India’s Dallas chapter. She earned a Bachelor of Commerce degree from Nagarjuna University.

Lavine, Lofgren, Morris & Engelberg, LLP Promotes Two to Manager

The accounting firm Lavine, Lofgren, Morris & Engelberg, LLP (LLME), San Diego’s largest independent certified public accounting firm recently announced the promotions of Daniel Hill to Audit Manager and Lacy Pollack to Tax Manager.

Hill has been with LLME since 2019 providing accounting, auditing and other assurance services to a wide array of clients, including real estate, investment funds, broker-dealers, franchisors, retailers, wholesalers, non-profit organizations and employee benefit plans. Prior to joining LLME, he worked in multiple controller-level positions and has experience in the energy, software and consumer rental industries. Hill received a Bachelor of Arts degree in economics and political science with a minor in accounting from the University of California, San Diego.

Pollack has been with the firm since 2016 and has experience in a variety of tax areas, including high-net-worth individuals, passthrough entities and trusts. She received her Bachelor of Business Administration with a concentration in accounting and Master of Science in taxation from California State University, Fullerton.

CohnReznick Adds Two Senior Leaders to Growing Cybersecurity, Technology Risk, and Privacy Practice

CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently announced that Scott Corzine, Managing Director, and Stephen P. Gilmer, Director, have joined the firm’s rapidly expanding Cybersecurity, Technology Risk and Privacy practice. Corzine and Gilmer bring extensive cyber and risk management experience to CohnReznick as C-Suite executives and cybersecurity advisors serving multiple industries including financial services, state and local government, government contracting, technology, and manufacturing.

About Corzine
Based in the Washington, DC area, Scott Corzine brings to CohnReznick more than 20 years of experience in enterprise-scale operational risk and resiliency, advising start-ups, growth stage, and large clients at the C-Suite and board levels. He helps public company boards fulfill their fiduciary duty of care around cybersecurity risk awareness, governance, and management.

Corzine served as CEO for early-stage companies via assignment from venture capital investors and helped drive two IPOs and co-founded and co-headed operational risk management practices at several global consulting firms.

About Gilmer
Stephen P. Gilmeris based in the Midwest and is a global IT transformation leader and experienced CISO for multinational, complex, and diversified organizations. With more than 30 years of experience in IT strategic planning, including managing IT talent and culture, he has led large global programs, advised clients and boards on how to improve their security postures, and partnered with clients to form their business cybersecurity strategies.

Gilmer also has strong technology management experience including cybersecurity, cloud, and operations. He is a Cybersecurity Maturity Model Certification (CMMC) Registered Practitioner (RPO) and a Certified CISO.

Warren Averett’s Transaction Advisory Group Continues to Grow

Warren Averett CPAs and Advisors’ Transaction Advisory Group assists private equity groups, investment bankers and business owners throughout the country as they navigate complex transactions. Recently, six professionals joined the team, positioning the group to better serve clients and adding to their capacity to take on more transactions.

Chase Carroll, CPA, is a Manager and an international business strategist based in the Atlanta office. He has a passion for building and validating business cases and leading deal execution which he does as a cofounder of a mission-based venture studio and independent sponsor.

Zach Burgmeier, CPA, is a Manager in the Birmingham office with more than six years of experience. His primary responsibilities include tax due diligence projects for both buy-side and sell-side deals. Zach has extensive experience working with clients to plan for tax efficient transactions.

Drew Hartley is a Senior Associate in the Birmingham office. Prior to joining Warren Averett, Drew worked with a Big Four accounting firm for more than three years.

Josh Sloan, CPA, is a Senior Associate in the Tampa office. Prior to joining Warren Averett, Josh was a data analyst for a Fortune 500 company, where he used automation to increase efficiencies in accounting workflows.

Mary Ann Patrick is an Operations Coordinator based in the Atlanta office. She started at Warren Averett in 2019 and has more than 25 years of experience. Her primary responsibilities include supporting the Transaction Advisory team through managing data and workflows, assisting with marketing projects and improving processes and efficiencies.

Last, but certainly not least, joining the team is intern Rachel Brinkley. Rachel recently graduated from Samford University with an accounting degree and is currently pursuing her Masters. Upon graduation, Rachel has accepted a position with a Big Four Assurance practice out of Chicago.

MSPC Names Najoung Kim, CPA as Partner

MSPC Certified Public Accountants and Advisors, PC recently announced that Najoung Kim has been named a partner in the firm. Najoung joined the firm in 2006 and has two decades of experience providing audit and assurance services to publicly traded and privately owned companies. Over her career, she has worked extensively with international clients, especially in China and Hong Kong.

She has experience with various industries, including manufacturing, broker-dealers, hospitality, media, construction, technology, finance,  healthcare, mining, and shipping. Najoung has extensive experience in SEC filings, including initial registration statements and reverse mergers, accounting for complex equity transactions, business combination accounting, and international consolidations.

Najoung is a graduate of Michigan State University and earned a bachelor’s degree in advertising and a master’s degree in Professional Accounting. Najoung is a Certified Public Accountant, and is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

Gottlieb Joins CohnReznick as a Managing Director, Hospitality Practice

CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, recently announced that Michael Gottlieb has joined the firm as Managing Director, National Hospitality Advisory, in its burgeoning Hospitality industry practice. A renowned restaurant industry expert, Gottlieb is a global business and financial leader with over 35 years of experience in business strategy, P&L management, operations, enterprise risk management, and governance.

Gottlieb began his career as a restaurant operator, providing him with inside experience on the financial and operational complexities of the restaurant business. He leveraged that experience into a career in public accounting, serving as a senior audit partner and global business leader of EY’s restaurant practice. During his 20-year restaurant leadership tenure at EY, he achieved significant growth for the practice. 

A Certified Public Accountant, Gottlieb earned a BS in Accounting from the University of Southern California.