Paul F.S. Gallo, CPA, CA
West Kelowna,British Columbia
Summary
Proactive and goal-oriented professional with 37 years of experience advising Privately-Held Businesses and Non-Profit Organizations. Committed to high standards of customer service and problem-solving skills. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Brings positive attitude and commitment to continuous learning and growth. D
Overview
37
37
years of professional experience
Work History
Managing Partner
Grant Thornton LLP
01.2015 - 12.2021
- Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
- Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
- Collaborated with cross-functional teams to drive organizational improvements and meet strategic objectives.
- As Western Canada's M & A leader, I contributed to comprehensive business plans that led to significant revenue growth and expansion opportunities.
- Was a member of the firm's Senior Leadership Team and lead the Interior BC Business Unit of over 200 people in 7 offices
Client Service Partner
Grant Thornton LLP
01.2000 - 12.2021
- Developed relationships with small to mid sized Privately Held Businesses and Non-Profit Organizations and earned reputation for exceeding service standard goals.
- Educated clients about business and support policies and procedures.
- Maintain a high standard of quality and delivered exceptional client service to every client by leveraging extensive knowledge of services and creating welcoming, positive experiences.
- Investigated and resolved client inquiries and issues in a timely manner.
Accountant
Grant Thornton LLP
11.1984 - 12.1999
- During this period I held various roles from articling student to Senior Manager.
- Maintained up-to-date knowledge on professional accounting standards and taxation to manage financial engagements from Audit, Review and Notice to Reader Engagements for Privately Held Businesses, Public Sector and Non-Profit Organizations.
- Prepared and filed tax returns to meet client needs.
- Trained and mentored new employees on accounting principles and firm procedures.
- Found tax solutions to complicated tax issues to support client planning objectives.
- Prepared working papers, reports and supporting documentation for audit findings, review and notice to reader engagements.
- Prepared Personal And Corporate Tax Returns.
Education
CA -
Institute of Chartered Accountants
1994
CGA -
Certified General Accountants Association
1990
BBA -
Simon Fraser University
1983
Timeline
Managing Partner
Grant Thornton LLP
01.2015 - 12.2021
Client Service Partner
Grant Thornton LLP
01.2000 - 12.2021
Accountant
Grant Thornton LLP
11.1984 - 12.1999
CA -
Institute of Chartered Accountants
CGA -
Certified General Accountants Association
BBA -
Simon Fraser University
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