Thomas J. Rallo, CPA

Address: **** ******** ******, *******, ** 79705

Phone: 432-***-**** Email: adjxyk@r.postjobfree.com

LinkedIn: https://www.linkedin.com/in/thomas-j-rallo-cpa/

A versatile, collaborative, accomplished, and knowledgeable certified accounting professional with a successful track record and a flair for leading people in the right direction. Experience well over 20 years. Outstanding organizational and problem-solving skills. Highly collaborative with a talent for building productive relationships that allow smooth functioning while driving others towards excellence and attaining business goals. Possess verifiable leadership, interpersonal, and communication skills that help put across things with a crisp point. A remarkably successful mentor to peers and colleagues, owing to exceptional people skills. Have a solid track record in achieving the set goals and delivering personal best at every step of the way to provide optimal results. Thrive in fast-paced business environments and cherish a chance to self-manage things through the innate problem-solving skills and never say never attitude.

Skill Areas: • GAAP Accounting • Statutory Accounting • Business Process Automation / Process Improvement • Regulatory Compliance • Actuarial Science • Enterprise Resource Planning (ERP) • Revenue Recognition • Taxation • Strategic Analysis • Data Analytics • Budgeting •Projections / Forecasts • Implementation / System Conversions • Treasury Management • Investment Management • Project Management • Leadership • Problem Solving • Out-Side-The-Box Thinker • Negotiations / Contracts

Professional Experience

Catalyst Energy Services, LLC, Midland, TX (2019 – 2020)

Corporate Controller

Clean-up accounting department and put procedures in place to implement GAAP standards where none existed previously for a private equity-owned start-up for an oil & gas fracking service company.

Transformation of General Ledger to meet GAAP basis standards - Financial Statements.

Manage and coordinate General Ledger metamorphosis to meet company and industry needs.

Setup the company reporting structure to facilitate analysis to make informed decisions.

Pacific Financial Association, Inc., Phoenix, AZ (2017 – 2018)

Interim CFO / Controller

Setup the accounting department and procedures to implement GAAP standards where none existed previously for a family-owned business moving towards a corporate business environment.

Orchestrated conversion from Cash to GAAP basis G/L - Financial Statements.

Manage and coordinate General Ledger metamorphosis to meet company and industry needs.

Setup the company reporting structure to facilitate analysis to make informed decisions.

Berkley Regional Specialty Insurance Company, Scottsdale, AZ (2014 – 2017)

Controller (Acting CFO – 2015 to 2017)

Direct all GAAP and Statutory accounting functions for surplus line insurance company.

Provide SEC reports to the parent company (WR Berkley Corporation).

Implemented and managed a corporate treasury management system for nine bank accounts.

Automated complete GAAP & STAT monthly/quarterly/annual close processes.

Analyzed and prepared tax information for corporate tax consolidation.

Oxford Life Insurance Company, Phoenix, AZ (2011 – 2013)

Controller & Assistant Treasurer

Fulfilled all GAAP and Statutory accounting functions for life insurance entities, ensuring SEC reporting requirements were included in parent (Amerco/U-Haul) company’s filings.

Set up systems and trained colleagues in Microsoft Dynamics Business Essentials.

Implementation of ASU 2010-26 Acquisition Costs.

Instituted FAS 109 (Deferred Taxes) balance sheets for individual and consolidated companies.

Self Employed Contractor, Richmond, VA (2010 – 2011)

Financial & Information Technology Consultant

Managed Mortgage Investment Reporting units’ GAAP (10Q/K) & Statutory (Annual Statement) reporting requirements for Property & Casualty (P&C), Life, and Supplemental Insurance companies. Reviewed and analyzed local agent information, riding along with them to learn day-to-day operations.

Optimized efficiency by automating the client’s Investment Reporting Group functions.

Automated client’s Journal Entries from web-based application data to general ledger (G/L).

Developed reports for client’s managers to evaluate agents & business.

MetLife, Inc.- Robert Half; Axis / AXA Insurance; and AFLAC

GE Financial Assurance/Genworth Financial, Inc., Richmond, VA (2003 – 2010)

Director of Federal Tax

Director of Federal Tax (2006 – 2010)

Led income tax compliance and provision teams for a busy financial services company.

Instituted income tax strategies consistent with Company policies while minimizing tax expense and tax risk.

Spearheaded FAS-109 and SSAP-10 annual PTR adjustments with roll-forward of DTA’s & DTL’s. Directed Year-end & Quarterly close and tax provision accounting & SEC reporting.

Saved more than 1,200 work hours by automating the tax return process.

Subject Matter Expert (SME): Fixed Assets, Intangibles, Debt Issuance Costs, Goodwill, Accruals.

Manager of Accounting & Reporting (2003 – 2006)

Managed accounting and reporting functions for 8 P&C (Property and Casualty) & 3 Life insurance companies.

Participated in IPO filing and SEC reporting filings.

Oversaw the largest US reinsurance transaction in preparation for IPO.

Facilitated the sale of P&C companies to AIG

Prior Employments Details

PAC Management - Owner, Sarasota, FL 1999 – 2003

Professional Certifications

Certified Public Accountant (CPA) – Florida - Active

Professional Development & Credentials

Bachelor of Business Administration, Major – Accounting; Minor – Economics, 1986

Bachelor of Science, Major – Computer Systems Analysis; Minor – Statistics, 1986

University of Miami, Coral Gables, Florida

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