Citrin Cooperman Executive and Leadership Team

Alan Badey, the Chief Executive Officer at Citrin Cooperman, directs the firm's overall strategic vision and operational execution. Badey guides the company's expansion initiatives, ensuring alignment with market demands for attest, assurance, tax, and business advisory services. Overseeing the integration of new service lines and the enhancement of existing client offerings, the Chief Executive Officer drives innovation across the firm's New York headquarters and broader operational footprint. This leadership role involves fostering a culture of excellence and client-centricity, directly impacting the firm's sustained growth and market leadership in the accounting sector. By championing strategic partnerships and talent development, Alan Badey solidifies Citrin Cooperman's position as a premier full-service accounting firm.

Lydia Brown, the Chief Financial Officer at Citrin Cooperman, manages the firm's financial health and strategic fiscal planning. Brown oversees all financial operations, including budgeting, forecasting, and resource allocation, ensuring the firm's profitability and long-term financial stability. This executive directs the financial reporting processes, providing critical insights to support executive decision-making and drive operational efficiency. By optimizing financial strategies, the Chief Financial Officer enhances the firm's capacity to invest in talent, technology, and service expansion. Lydia Brown's oversight extends to managing financial risks and ensuring compliance with all relevant fiscal regulations, thereby safeguarding the firm's assets and reputation. The Chief Financial Officer's role is pivotal in supporting Citrin Cooperman's mission to deliver exceptional value through its comprehensive accounting and advisory services.

Justin Sims, the Financial Controller & Group Chief Financial Officer, Finance & Accounting Advisory Bpo at Citrin Cooperman, spearheads the financial control and advisory functions. Sims manages the intricate financial operations for the firm's Business Process Outsourcing (BPO) clients, ensuring accuracy and compliance in accounting and reporting. This executive directs the development of financial strategies and operational improvements for advisory engagements, enhancing client financial performance. By providing expert guidance on financial management, the Financial Controller & Group Chief Financial Officer, Finance & Accounting Advisory Bpo optimizes client financial structures and drives efficiency. Justin Sims's expertise is critical in delivering high-value finance and accounting advisory services, reinforcing Citrin Cooperman's commitment to client success and financial integrity. The role ensures robust financial oversight for both the firm and its diverse clientele.

Patricia Cummings, the President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc, leads the firm's critical attest functions and risk management framework. Cummings oversees the integrity and quality of all attest and assurance services, ensuring adherence to the highest professional standards. This executive directs the implementation of robust risk mitigation strategies across the firm's advisory and accounting operations, safeguarding client interests and the firm's reputation. By championing rigorous compliance and quality control, the President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc ensures the reliability of financial reporting and advisory outcomes. Patricia Cummings's leadership is fundamental to maintaining client trust and upholding the firm's commitment to excellence in its core service areas. The role ensures the highest levels of professional conduct and risk oversight.

Daniel Shaughnessy, the President, Advisory Services at Citrin Cooperman, drives the strategic growth and operational excellence of the firm's advisory divisions. Shaughnessy oversees the development and delivery of a comprehensive range of business advisory services, catering to diverse client needs. This executive focuses on enhancing client value through innovative solutions in areas such as strategic planning, operational improvement, and financial consulting. By fostering strong client relationships, the President, Advisory Services ensures that Citrin Cooperman consistently meets and exceeds client expectations. Daniel Shaughnessy's leadership is pivotal in expanding the firm's advisory capabilities and market reach, reinforcing its position as a trusted partner for businesses seeking expert guidance. The role emphasizes strategic foresight and client-centric service delivery.

Jeff Kovacs, the President, Citrin Cooperman and Company, LLP, directs the firm's primary accounting and tax operations. Kovacs oversees the strategic direction and operational management of the core LLP entity, ensuring seamless service delivery across all client engagements. This executive focuses on enhancing the firm's capabilities in attest, assurance, and tax services, driving efficiency and client satisfaction. By championing best practices and innovation, the President, Citrin Cooperman and Company, LLP ensures the highest standards of professional service. Jeff Kovacs's leadership is critical in maintaining the firm's reputation for excellence and its commitment to providing comprehensive financial solutions. The role is central to the firm's operational success and its ability to adapt to evolving industry demands.

Kimberley Paul, the Chief Information Officer at Citrin Cooperman, architects the firm's technology strategy and digital transformation initiatives. Paul directs the implementation and management of IT infrastructure, ensuring robust security, scalability, and efficiency across all operational platforms. This executive oversees the development and deployment of innovative technological solutions that enhance client service delivery and internal productivity. By leveraging cutting-edge technology, the Chief Information Officer supports the firm's comprehensive suite of services, including attest, tax, and business advisory. Kimberley Paul's leadership ensures that Citrin Cooperman remains at the forefront of technological advancement in the accounting industry, driving operational excellence and client satisfaction. The Chief Information Officer's focus is on empowering the firm with secure and advanced digital capabilities.

Michael Hull, the Chief Information Officer & Director, Information Technology at Citrin Cooperman, leads the firm's information technology infrastructure and strategic direction. Hull oversees the management of all IT systems, ensuring operational continuity, data security, and the effective deployment of technological resources. This executive drives initiatives to enhance the firm's technological capabilities, supporting its comprehensive accounting and advisory services. By focusing on innovation and efficiency, the Chief Information Officer & Director, Information Technology ensures that Citrin Cooperman leverages technology to deliver superior client outcomes. Michael Hull's leadership is instrumental in maintaining a secure and advanced IT environment, crucial for the firm's operations and its commitment to client trust. The role emphasizes robust IT governance and strategic technology planning.

Melissa Hartshorn, the Chief People Officer at Citrin Cooperman, directs the firm's human capital strategy and talent management initiatives. Hartshorn oversees all aspects of employee experience, from recruitment and onboarding to professional development and retention, fostering a high-performance culture. This executive champions initiatives that enhance employee engagement and well-being, ensuring a supportive and dynamic work environment across the firm. By focusing on talent development, the Chief People Officer cultivates a skilled and motivated workforce essential for delivering exceptional client services. Melissa Hartshorn's leadership is key to attracting and retaining top talent, reinforcing Citrin Cooperman's position as an employer of choice and a leader in the accounting industry. The role is central to building and sustaining the firm's most valuable asset: its people.