Stephanie Gallo
Portage,PA
Summary
Skilled Executive with 25 years of business development and strategic planning expertise. Adept at implementing improvements to optimize efficiency in business operations. Highly skilled in process optimization, in both the accounting and forensic consulting areas.
Overview
35
35
years of professional experience
1
1
Certification
Work History
VP TRUST REGULATORY OPERATING OFFICER
AMERISERV WEALTH & CAPITAL MANAGEMENT
02.2025 - Current
- Responsible for the oversight and management of fiduciary regulatory operating and reporting.
- Compile and oversee fiduciary tax reporting and communications.
- Develop and implement risk mitigation plans.
DIRECTOR
BOYER & RITTER
03.2023 - 12.2024
- Supervise and manage governmental audit engagements.
- Prepare financial statements, formally written audit reports, including findings and management letter recommendations.
- Federal grant reporting and processing experience.
- Supervise and train junior auditors.
SHAREHOLDER AND QUALITY CONTROL OFFICER
WESSEL & COMPANY
01.2006 - 12.2022
- Managed the Firm’s Audit Department for 25+ years.
- Managed, reviewed and finalized Audit and Review compilations, and agreed upon procedure engagements in accordance with current GAAP and GASB standards.
- Started the Firm’s Forensic Services Niche in 2005 and continued to grow and expand the service line. Worked on 75+ cases with fraud losses of over $16 million. Expert witness testimony experience.
- Managed the Firm’s Quality Controls, annual Inspections and/or Peer Reviews.
- Was involved with hiring staff accountants
- Was on the Firm’s HR Committee and performed various HR projects over the years.
- Conducted staff evaluations – annually and mid-year.
- Overseen the professional development and training needs of the Firm’s Accountants.
- Extensive knowledge and experience with Nonprofit, Governmental and Single Audits.
- Grant Management Compliance and Consulting Services.
- Federal grant reporting and processing experience.
- Preformed Outsourced Controllership and CFO Services.
- Completed the AICPA Peer Reviewer Course in February 2023.
STAFF ACCOUNTANT TO AUDIT MANAGER
WESSEL & COMPANY
12.1990 - 12.2005
- Managed the Audit Department’s staff schedules on a weekly and sometimes on daily basis to ensure audit staff are productive and billable.
- Supervised and managed audit engagements in an organized and timely manner to meet strict deadlines.
- Prepared financial statements, formally written audit reports, findings and management recommendation letters.
- Supervised and trained junior auditors daily.
- Maintained excellent client relationships.
ASSISTANT CONTROLLER
MOUNT ALOYSIUS COLLEGE
02.2000 - 07.2000
- Provided daily of the accounting department.
- Monitored the accuracy of accounts payable and accounts receivable data.
- Analyzed the income and expenditure of the College and prepared monthly reports.
- Identifying key points to improve internal controls and business operations.
- Assisted the Controller/CFO with special projects as requested.
Education
Bachelor of Science - Business and Economics – Major in Accounting
University of Pittsburgh
12.1990
Skills
- Experience with QuickBooks, QuickBooks Online, MIP/SAGE, and City Share Accounting Software
- Proficient with Microsoft Office (Outlook, Excel, Word)
- CCH Access
- CCH ProSystem fx Engagement
- Strong analytical skills
- Self-starter
- Team orientated
- Maintained strong client relationships
- Ability to prioritize and manage multiple engagements and staff
- Always meet client deadline/due dates
- Strong communications skills, both written and oral communications
- Good-natured/positive attitude
- Excellent organizational and problem-solving skills
- Excellent business development skills
Accomplishments
- Developed the Firm’s first CPA Exam Mentoring Program
- Developed the Firm’s first Internal Leadership Program to encourage knowledge building, leadership skills, and personal confidence.
- Started the Firm’s first Women’s Leadership Group - 2014
Certification
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- Certified Financial Forensic (CFF)
- Master Analyst in Financial Forensics (MAFF)
Awards
2018 - PICPA Women to Watch Award, 2007 - YWCA Tribute to Women Award for Business Leadership
Languages
English
Native or Bilingual
Timeline
VP TRUST REGULATORY OPERATING OFFICER
AMERISERV WEALTH & CAPITAL MANAGEMENT
02.2025 - Current
DIRECTOR
BOYER & RITTER
03.2023 - 12.2024
SHAREHOLDER AND QUALITY CONTROL OFFICER
WESSEL & COMPANY
01.2006 - 12.2022
ASSISTANT CONTROLLER
MOUNT ALOYSIUS COLLEGE
02.2000 - 07.2000
STAFF ACCOUNTANT TO AUDIT MANAGER
WESSEL & COMPANY
12.1990 - 12.2005
Bachelor of Science - Business and Economics – Major in Accounting
University of Pittsburgh
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