Miesel Joins Mazars USA as National Transfer Pricing Practice Leader and Chief Economist

New York-based Mazars USA (FY16 net revenue of $187 million) announced that Victor Miesel has joined the firm as a partner and national transfer pricing practice leader and chief economist. Miesel has more than 25 years of transfer pricing and consulting experience in Big 4 and large, regional accounting firms.

Miesel has led global economic consulting practices in New York, Boston and Europe. He has performed and defended transfer pricing studies for some of the largest multinational companies in a wide variety of industries, including financial services, life sciences, technology, automotive, energy, consumer goods and private equity investments.

“His expertise on transfer pricing matters and a history of providing high-quality service to top-level clients will help us continue to build on our first-rate capabilities in this area,” says Chairman and CEO Victor Wahba.

“The firm’s recent name change, to a single global brand of Mazars, signals its ongoing commitment to an international outlook and I believe my experience will add significant value for our clients moving forward,” says Miesel.

Montgomery Coscia Greilich Adds Partner in Fort Worth

Ana Coscia

Ana Coscia

Plano, Texas-based Montgomery Coscia Greilich LLP (FY16 net revenue of $51.7 million) has announced that Ana Coscia has recently joined as a tax partner in its Fort Worth, Texas, location.

Coscia has significant tax practice leadership and client service skills and will oversee the Fort Worth location’s tax practice. With more than 15 years of comprehensive federal tax services practice, Coscia has served domestic and large multinational companies in the North Texas market, including U.S. inbound companies.

“Ana’s experience in federal, multi-state and cross-border taxation, as well as corporate compliance and accounting for income taxes will be an asset to MCG, our clients and our Fort Worth office,” says MP Gary Boyd.

Citrin Cooperman Expands Consulting Practice as Ronan Joins Firm

New York-based Citrin Cooperman (FY16 net revenue of $233 million) has expanded its advisory services with the launch of a new service line, strategy and business transformation (SBT).

As part of the expansion, Steve Ronan was admitted as a principal and practice leader of this initiative. The strategy and business transformation service line was formed to help clients develop and implement strategies, tailored to their industry and economics, which will improve process and profitability, create scalable businesses, and address business challenges.

Through the services of the SBT group, Citrin Cooperman clients will receive assistance with assessing critical aspects of their business, develop alternate strategies and vision, and develop, implement and monitor operational road maps to help achieve business and financial objectives. The SBT team will provide clients with expertise in strategic planning, process improvement, talent management and technology utilization.

Steve Ronan

Steve Ronan

Ronan has worked with many companies helping them develop and execute strategies to improve profitability, create scalable businesses and strengthen customer relationships. His client experience extends from traditional management consulting disciplines to the latest trends in management and technology. His industry experience includes manufacturing, technology, media and entertainment, franchising, life sciences, real estate and financial services.

Combining our background and skills with Citrin Cooperman’s strong portfolio of services will create a truly unique offering in the marketplace that will create substantial value for our clients,” says Ronan.

Seim Johnson Names New Managing Partner

Jerry O'Doherty

Jerry O’Doherty

Omaha, Neb.-based Seim Johnson (FY16 net revenue of $16.2 million) named Jerry O’Doherty as the new MP.

He succeeded Roger Thompson, who in addition to serving the firm’s clients, had been the MP since 2011. The MP chairs the executive committee, a committee of five partners that helps make final decisions on policies and procedures at the firm as well as provides recommendations and solutions to the full partner group regarding how the firm operates.

O’Doherty has been with Seim Johnson since 1998 and a partner since 2006. As a result of O’Doherty’s appointment to MP, the firm named Brent Friehauf to the executive committee.

New Research Finds Dearth of Finance Professionals with Big Data Analysis Skills

Chief financial officers may not be able to maximize the potential value of Big Data for their organizations due to difficulties attracting and retaining the professionals with the requisite expertise, research suggests. According to a new report from global staffing firm Robert Half and Institute of Management Accountants, or IMA®, finance leaders face significant shortages of accounting and finance professionals who possess the technical and nontechnical skills required for data analytics initiatives.

The report, Building a Team to Capitalize on the Promise of Big Data, is based on a survey of nearly 500 finance executives and managers. Survey findings revealed that the most severe skill gaps include:

  • Identifying key data trends
  • Data mining and extraction
  • Operational analysis
  • Decision analysis
  • Process improvement
  • Strategic thinking and execution

“Many organizations are being hindered by an inability to find and retain accounting and finance professionals who can turn data analytics into actionable business intelligence,” says Paul McDonald, senior executive director at Robert Half. “To successfully build teams with the necessary skills, financial leaders need to establish a comprehensive recruiting process and professional development program.”

“Management must support efforts to retain financial professionals with data analytics skills through attractive compensation and benefits, training, a supportive corporate culture and an emphasis on work-life balance,” says Kip Krumwiede, director of research. “Of course, since the number of internal employees with these skills is limited, businesses must also encourage continuing education and ongoing training.”

In addition to developing talent from within, the survey found that 44% of businesses are focusing on building their teams’ analytics skills by hiring from outside the company, while 39% of respondents are working with external consultants. Financial leaders also need to remove self-inflicted obstacles commonly reported: a lack of competitive compensation and inadequate workforce planning.

“Finding accounting and finance professionals with in-demand skills is always difficult,” says McDonald, “but especially in a competitive hiring environment and when companies hamstring their own efforts through poor staffing strategies.”

CapinCrouse Admits Two Partners to Consulting Team

Ted Batson Jr.

Ted Batson Jr.

Greenwood, Ind.-based CapinCrouse (FY16 net revenue of 20.7 million) announces that Ted Batson Jr. and David Gunter have been admitted to the firm as partners effective Aug. 1. Both serve on the firm’s consulting team.

Batson joined CapinCrouse as tax counsel in May 2016 and has 30 years of experience serving nonprofits. He advises a diverse selection of clients, with a focus on finding and providing solutions to help clients navigate a wide range of exempt-organization issues. Baston is based in the Indianapolis office and serves clients nationwide.

David Gunter

David Gunter

Gunter has 35 years of consulting and advisory experience. He provides a wide range of services, including business strategy, forecasting, revenue and donor analysis, cost structure management and operational efficiency. Based in Atlanta, Gunter will serve clients nationwide.

West Chairs BPM’s Corporate Tax Practice, Houston Focuses on Expanding Specialty Services

Julie West

Julie West

San Francisco-based BPM (FY16 net revenue of $85.7 million) announced Julie West will chair its corporate tax practice, allowing current corporate tax chair Bob Houston to focus on expanding the firm’s mergers and acquisitions, state and local taxes and research and development specialty services lines.

Earlier this month, BPM expanded its presence to Eugene, Ore., by combining with information security firm Info@Risk Inc., providing high-value comprehensive penetration testing and risk assessments for clients.

The firm’s corporate tax practice assists with domestic and foreign tax analysis and filings, controversies, income tax provisions, FIN 48 analysis for uncertain tax positions, tax credit incentives, state tax nexus studies and section 382 studies to determine limitations on tax attributes.

BPM Welcomes Verma as Partner and Leader of its RAAS Practice

San Francisco-based BPM (FY16 net revenue of $85.7 million) announced that Ashwani Verma has joined the firm to lead its risk assurance and advisory practice.

“Ashwani has more than 17 years of experience in providing internal audit and risk advisory services – both in industry and within public accounting. He is an expert in internal audit strategy, enterprise risk management, SOX compliance, IT assurance and regulatory compliance,” says Brian Finnegan, BPM’s assurance practice group leader.

“The suite of comprehensive service offerings under RAAS are well positioned to meet the needs of our clients in this dynamic and rapidly changing economic landscape. I look forward to strengthening BPM’s current offerings, and advancing it by delivering world class service our clients have come to expect,” says Verma.

BPM’s RAAS practice provides comprehensive risk assurance counsel to emerging growth, late stage, private and public companies. Advisors within the group have extensive experience in internal audit, Sarbanes-Oxley readiness and implementation, IT auditing and information security.

Ornstein Named Chairman of CPAsNET International Executive Committee

Richard Ornstein

Richard Ornstein

The board of directors has named Richard Ornstein chairman of the international executive committee for CPAsNET.

Ornstein is a partner at Altamonte Springs, Fla.-based Glickstein Laval Carris, the public accounting and business consulting firm. As chairman of the international executive committee, he will be responsible for the strategic planning of the organization’s international alliances with Auditrust International.

CPAsNET’s newest partnership with Auditrust was conceived because of the increasing need of businesses that rely on their CPA firms to provide global resources and specialists. CPAsNET firms meet their client’s growing international demands by working within a system of international associates who help serve mid-market enterprises looking to expand their footprint.

“Richard understands the importance of continued innovation and providing clients with the local, national and international perspective needed to prosper in challenging markets and times. The international executive committee will benefit from his expertise,” says Sarah Johnson Dobek, president of CPAsNET.

Ornstein has more than 30 years of experience with international financial issues, specifically in the areas of partnerships, real estate and international taxation.

BDO Names Aziz as Global Head of Tax

Robert Aziz

Robert Aziz

BDO Global named Robert Aziz as its new global head of tax, effective June 1. John Wonfor was previously the global head of tax. Wonfor has been the external face of BDO’s international tax practice since January 2010 and has played an important part in helping to grow the network’s tax capabilities. Wonfor is returning to BDO Canada to become national tax office leader.

Aziz has 30 years of experience in advising both U.K. and non-U.K. multinational companies on all aspects of their corporate tax affairs. He joined BDO U.K. as a tax partner in 2002 and his primary area of expertise is international tax, with specific emphasis on cross-border financing, intellectual property planning and mergers and acquisitions structuring and support. He has been involved at an international level for a number of years, having founded BDO U.K.’s corporate international team in 2006, and representing BDO U.K. on the network’s international tax advisory committee from 2010 to 2016. He currently leads BDO’s corporate international tax center of excellence and is also the U.K./U.S. tax liaison partner for BDO U.K.

“Our global tax practice is an important element in our strategic approach and I have no doubt that Robert will contribute to achieving our objectives for this service line. I would also like to express my sincere thanks to John Wonfor for all his contributions to the BDO network and to wish him success in his new role,” says Martin van Roekel, global CEO of BDO.