Citrin Cooperman Welcomes New CIO Kimberly Paul

Strategic Appointment to Support Technological Growth and Innovation

Citrin Cooperman, a leading firm based in New York, has appointed Kimberly Paul as its new Chief Information Officer (CIO). With over 25 years of experience in IT leadership, Paul will play a pivotal role in helping the firm scale its operations while maintaining its competitive edge in the rapidly evolving technological landscape. 

How and Why the Deal Took Place 

The appointment of Kimberly Paul comes as part of Citrin Cooperman’s broader strategy to enhance its technological capabilities in order to support the firm’s expansion. With a wealth of experience in managing IT functions across complex, regulated, and data-driven organizations, Paul’s expertise will help the firm achieve its ambitious growth goals, especially as it seeks to strengthen its position as the go-to accountant and advisor for middle-market companies and high-net-worth individuals. 

“Citrin Cooperman is committed to being the accounting services firm of the future, and Kimberly’s wealth of experience in building high-performing, scalable IT capabilities will be critical to our success as we enter this new era of technological advancement,” said Alan Badey, CEO of Citrin Cooperman. 

Key Goals and Objectives Behind the Appointment 

As CIO, Paul will lead the firm’s IT team to strengthen its technological infrastructure, enhance operational efficiency, and ensure the firm’s ability to innovate in a competitive market. Her leadership is seen as vital in driving the firm’s digital transformation, improving security measures, and maintaining smooth, efficient operations. The firm aims to continue innovating while safeguarding its data and systems. 

Details About Citrin Cooperman 

Citrin Cooperman is a New York-based IPA 100 firm with a net revenue of $674 million in FY23. The firm provides a wide range of accounting, tax, and advisory services to a variety of clients, including middle-market businesses and high-net-worth individuals. With a focus on innovation and growth, Citrin Cooperman has continually sought to leverage technology to enhance client service and improve internal efficiencies. 

Industry Impact 

The appointment of a seasoned CIO like Kimberly Paul underscores the increasing importance of technology in the accounting and advisory industry. With her expertise in areas such as artificial intelligence, machine learning, and data security, Paul is poised to drive forward the firm’s technological capabilities, allowing it to deliver innovative solutions to clients and stay ahead of industry trends. 

Statements from Firm Leaders 

“We believe Kim is uniquely positioned to lead our IT team as we strengthen our ability to innovate and maintain a competitive edge,” said Alan Badey, CEO of Citrin Cooperman. “Her leadership will help us move toward becoming the firm of the future.” 

“I am excited to join Citrin Cooperman at such a transformative time for the firm and the profession,” said Paul. “The firm’s collaborative culture, ambitious growth strategy, and commitment to innovation make this an exciting opportunity.” 

Other Notable Information 

Before joining Citrin Cooperman, Kimberly Paul held several prominent roles, including Chief Technology Officer (CTO) at a leader in home health solutions and various leadership positions in the healthcare technology sector. Her experience spans digital solutions, mergers and acquisitions, artificial intelligence, machine learning, and enterprise systems, making her well-equipped to lead Citrin Cooperman’s technology transformation.