September 13, 2013

Professionals on the Move – September 13, 2013

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

Water Replenishment District Chief Financial Officer Receives CFO of the Year Award
Water Replenishment District of Southern California recently announced that its Chief Financial Officer Scott Ota was named CFO of the Year by the Los Angeles Business Journal. During his time at WRD, Ota led a comprehensive overhaul of the District’s budget development and rate setting process, which has since received the Award for Excellence for Operating Budgeting from the California Society of Municipal Finance Officers for eight consecutive years.  He has also worked closely with other WRD departments to learn the technical aspects of the District’s projects and programs. Ota’s expertise and knowledge have also helped him secure grants for the expansion of the Leo J. Vander Lans Advanced Water Treatment Facility in Long Beach and for the expansion of the Robert W. Goldsworthy Desalter in Torrance.

Gettry Marcus Partner Receives ‘Around 50’ Award
Gettry Marcus CPA, P.C., recently announced that Howard Fine, CPA, Partner-in-Charge, received Long Island Business News’ 2013 “Around 50 Award.” The award recognizes individuals for their leadership in business, support of professional and not-for-profit organizations and a commitment to the needs of the local community. Fine volunteers his time to several professional and community organizations. Some of the committees he serves on includes: Gettry Marcus’ Employee Relations Committee, National Association of Certified Valuators and Analysts, the Litigation Support Services Committee Nassau Chapter, the Cooperation with Bankers and other Credit Grantors Committee Suffolk Chapter of the NYSSCPA, the Sponsorship Committee, the Committee of the Capital One Investing for Good Long Island Community Initiative: Financial Literacy Challenge and the Association of Certified Fraud Examiners. In addition, he regularly lectures on financial literacy and economic empowerment issues.

RubinBrown Names Several New Managers 
RubinBrown recently promoted Andrew Bardot, CPA, Hannah Castellano, CPA and Renita Duncan, CPA to manager. Bardot provides assurance and benefit plan audit services to clients and received his bachelor’s degree from Washington University and his master’s degree from the University of Missouri – St. Louis. Castellano works with clients in a variety of industries, including hospitality and gaming, life sciences, colleges and universities, manufacturing and distribution, and not-for-profit. She graduated from the University of Missouri – Columbia. Duncan serves in RubinBrown’s Assurance Services Group and the firm’s Not-For-Profit and Public Sector Services groups. She is a graduate of the University of Missouri – Columbia.

Walthall, Drake & Wallace Announce New Promotions
Walthall, Drake & Wallace recently promoted Kara H. Hoon, CPA to manager and Alicia M. Reiss to a level II staff accountant. Hoon provides audit, review and compilation services in addition to preparing federal, state and local tax returns. She chairs the firm’s nonprofit group and serves clients in the manufacturing, real estate, construction, restaurants and health care industries. Hoon graduated from Tiffin University with a Bachelor of Business Administration and a major in accounting. 

Reiss prepares individual and business returns and performs audits, reviews and compilations. She is part of the firm’s financial planning and construction groups as well as a member of the technology committee. She earned her bachelor’s degree in accounting from Kent State University.

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Tags: Staffing, Technology

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