Professionals on the Move is a roundup of recent hiring, promotions, awards and other staffing announcements from around the profession.
Enterprise SaaS Leader Tim Daniels Joins Optro as CFO
Optro (formerly AuditBoard), the leading AI-powered GRC Intelligence Platform, recently announced the appointment of Tim Daniels as Chief Financial Officer. Daniels joins Optro from Quickbase, where he served as CFO, and brings two decades of experience scaling high-growth enterprise software companies.
Daniels arrives as Optro extends its category leadership in agentic GRC and business momentum continues to build. Over the last twelve months, the company continued its international expansion with a new hub in Singapore, recent acquisitions of AI-native SOX automation solution Midship and AI governance solution FairNow, and the launch of Optro Partner Connect to scale its global ecosystem.
As CFO, Daniels will lead Optro’s global finance organization, overseeing finance, accounting, and strategic financial planning as the company scales.
Daniels has spent his career on the operating side of high-growth software. Prior to Quickbase, he was CFO of Momentus Technologies, a Principal at private equity firm Cove Hill Partners, and CFO of OpsGenie through its acquisition by Atlassian. Across those roles he has repeatedly guided companies through triple-digit growth by anchoring on the fundamentals that predict durable value: customer satisfaction and retention.
Simpson Thacher Grows Los Angeles Platform with New Tax Partner
Simpson Thacher & Bartlett LLP, one of the world’s leading law firms, recently announced that Jonathan Westreich has joined the Firm as a Partner in its Tax Practice, based in Los Angeles.
Jonathan represents companies, investment funds, and other strategic clients in complex corporate transactions, including mergers, acquisitions, dispositions, tax-free reorganizations, and restructurings, with respect to domestic and cross-border tax issues. He also has significant experience with capital markets offerings, financings and joint ventures, including transactions involving real estate, with a particular focus on clients in the sports, media, and entertainment industries.
Ajay Tailor joins CohnReznick As Assurance Partner in Commercial Real Estate
CohnReznick, a leading professional services firm, recently announced that Ajay Tailor has joined the firm as an Assurance Partner in its Commercial Real Estate practice.
Based in the firm’s New York City office, Tailor provides assurance and advisory services to commercial real estate entities, private equity firms and REITs, . He works closely with executive teams to help strengthen the accuracy, transparency, and reliability of financial reporting for investors, lenders, and other stakeholders. His experience includes audits of commercial real estate, hospitality, and multifamily residential organizations, as well as advisory services related to real estate financings, acquisitions, and dispositions.
Prior to joining CohnReznick, Tailor was a member of the real estate and hospitality services practice at a major international tax, assurance, accounting, and advisory firm. A native of the UK, he earned his B.A. at the University of Nottingham.
Kunal Bhatt joins CohnReznick as Transaction Advisory Partner
CohnReznick, a leading professional services firm, recently announced that Kunal Bhatt has joined as Transaction Advisory Partner, based in New York City.
Specializing in the consumer products industry, Bhatt will work closely with private equity sponsors, strategic buyers, and business owners to help them evaluate opportunities, navigate risk, and create value throughout the transaction lifecycle. He brings more than 15 years of transaction advisory experience, including financial and operational due diligence, quality of earnings analyses, comprehensive working capital analyses and target calculations, and carve-out divestitures.
Bhatt has advised clients on approximately 1,000 transactions over his career, with enterprise values ranging from $5 million to $2.5 billion. He has served clients across a range of industries, including consumer retail, food and beverage, restaurants, digital marketing and advertising, pharmacy benefits management (PBM), consumer products, manufacturing, and distribution.
Prior to joining CohnReznick, Bhatt was a Partner at a leading professional services firm. He earned a Bachelor of Science in Accounting and a Bachelor of Arts in History from Binghamton University.
Bryan DaCanal Joins CohnReznick as Transaction Advisory Managing Director
CohnReznick, a leading professional services firm, today announced that Bryan DaCanal has joined the firm as a Managing Director in its Transaction Advisory Services practice, based in West Palm Beach, Florida.
DaCanal specializes in financial and operational due diligence and advises private equity sponsors, strategic buyers, business owners, and investors on buy-side and sell-side transactions. He has advised on more than 225 transactions across a broad range of industries, including software, media and technology, business services, home services, franchisors and franchisees, manufacturing and distribution, and retail and consumer products.
DaCanal’s experience includes financial and operational due diligence, quality of earnings analyses, working capital analysis and target determination, carve-outs, and the analysis of key performance indicators and synergies.
Prior to joining CohnReznick, DaCanal was a Director in the Transaction Advisory Services practice at a national professional services firm.
DaCanal earned a Bachelor of Arts in Economics from Davidson College and a Master of Science in Accountancy from Wake Forest University School of Business. He is a Certified Public Accountant in North Carolina with Florida reciprocity and is a member of the American Institute of Certified Public Accountants.
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