PKF O'Connor Davies Unveils New Structure for Optimized Growth and Client Engagement

PKF O'Connor Davies, one of the largest accounting, tax, and advisory firms in the country, has rolled out a new organizational structure intended to bolster its growth and improve client interactions. This strategic shift underscores the firm's dedication to scalability, collaboration, and excellence, positioning the organization on its ambitious trajectory toward achieving over $1 billion in annual revenue.

The newly designed framework aims to refine executive responsibilities and governance across various service lines and sectors within the firm. By delineating career pathways more clearly, it hopes to foster enhanced collaboration among teams. Among the key leadership appointments that accompany this evolution are Jonathan Moore, who steps in as Managing Partner of Client Services; Philip Comerford, appointed Chief Financial Officer; and Robert Cordero, who takes on the role of Chief Operating Officer. Current Chief Executive Officer Kevin J. Keane will maintain his influential role, supported by existing leaders including Henry Freire, Christopher Petermann, and Brian Flynn, who will contribute in advisory capacities to the new executives.

Jonathan Moore will spearhead the firm’s Office of Client Services, a newly established entity focused on fortifying client relationships and accelerating growth strategies across nine specialized industry sectors. With an impressive background leading the firm's Advisory Services practice, Moore brings substantial experience in conducting accounting due diligence for mergers, acquisitions, and other corporate activities involving both private equity and strategic investors. In his new capacity, he will oversee market strategies that enhance the firm's comprehensive service offerings and identify acquisition prospects that align with its $1 billion growth objective.

Joining PKF O'Connor Davies in January 2025, Philip Comerford has transitioned from a decade-long career spent in private equity where he focused on investments in business services. His extensive expertise in assessing and improving professional services firms positions him effectively to refine the financial strategies of PKF O'Connor Davies in pursuit of its transformative growth ambitions.

Rob Cordero, in his new role as Chief Operating Officer, will leverage nearly 25 years of experience as a Certified Public Accountant and leader within the firm’s Education and Independent School Practices. His focus will be on promoting operational excellence and efficiency across the organization. This will include overseeing critical office administration functions, ensuring compliance with billing and collections protocols, and promoting a collaborative culture to further support the firm's growth trajectory.

“This new structure positions us to operate as one unified firm, driving collaboration and innovation at every level,” noted Keane. “Phil, Rob, and Jon bring exceptional expertise that will expedite our growth, enhance client relationships, and help us realize our vision of becoming a $1 billion firm.”

This organizational realignment aligns with PKF O'Connor Davies’ Vision, Mission, and Values framework, developed through comprehensive input from employees across all levels. The framework encapsulates the firm’s long-standing commitment to people-focused operations and exceptional client service. Defining their operational ethos are seven core values: Professionalism, Accountability, Reliability, Teamwork, Nimbleness, Ethics, and Relationship-focused engagement, these pillars guide the firm's approach to leadership, learning, and collaboration.

PKF O'Connor Davies is renowned for its top-tier accounting, tax, and advisory services, with a strong track record of serving clients both domestically and internationally. Their mantra, “Know Greater Value,” highlights the confidence and invaluable guidance clients can expect when partnering with the firm. It signifies their unwavering dedication to delivering superior value, expertise, and service across all facets of their operations. The brand name PKF O'Connor Davies embodies the collaborative spirit of these independently operated entities—PKF O'Connor Davies LLP and PKF O'Connor Davies Advisory LLC—aligned under applicable professional standards. The firm's CPA license allows it to provide attest services while fulfilling tax and advisory demands through its related entities.

For more details about PKF O'Connor Davies and its offerings, please visit pkfod.com and follow the company on LinkedIn and X (formerly Twitter).