Ana Mallo
Accounting Manager at FARO Technologies- Claim this Profile
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Spanish Full professional proficiency
Topline Score
Bio
Credentials
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Certified Public Accountant
Florida Department of Business and Professional RegulationJan, 1996- Nov, 2024
Experience
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FARO Technologies
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United States
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Industrial Machinery Manufacturing
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700 & Above Employee
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Accounting Manager
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Jan 2013 - Jul 2017
-Promoted from Senior Accountant to Accounting Manager on January 2016 due to outstanding initiatives, process improvements, leadership, and collaboration -Participated in the implementation of new ERP system converting from Navision to SAP and spearheaded the cash, sales and use tax, and commissions payments transition projects -Negotiated successfully with state sales and use tax auditors to reduce or eliminate significant sales tax assessments -Planned and supervised the accounting… Show more -Promoted from Senior Accountant to Accounting Manager on January 2016 due to outstanding initiatives, process improvements, leadership, and collaboration -Participated in the implementation of new ERP system converting from Navision to SAP and spearheaded the cash, sales and use tax, and commissions payments transition projects -Negotiated successfully with state sales and use tax auditors to reduce or eliminate significant sales tax assessments -Planned and supervised the accounting integration of five acquisitions -Developed accounts payable and payroll supervisor staff to improve the recognition of accruals and reserves as required for accurate financial statements -Managed the monthly, quarterly, and annual closing for a timely submission in accordance with GAAP reporting -Led the tax responsibilities including income tax, sales and use tax, property tax, business licenses, and annual reports -Managed SOX compliance, process, and controls for accounting functions to ensure compliance with SOX § 404 -Oversaw and coordinated the activities of accounting staff to meet timely closing and all deadlines -Interviewed, hired, trained, and managed workload of accounting staff Show less -Promoted from Senior Accountant to Accounting Manager on January 2016 due to outstanding initiatives, process improvements, leadership, and collaboration -Participated in the implementation of new ERP system converting from Navision to SAP and spearheaded the cash, sales and use tax, and commissions payments transition projects -Negotiated successfully with state sales and use tax auditors to reduce or eliminate significant sales tax assessments -Planned and supervised the accounting… Show more -Promoted from Senior Accountant to Accounting Manager on January 2016 due to outstanding initiatives, process improvements, leadership, and collaboration -Participated in the implementation of new ERP system converting from Navision to SAP and spearheaded the cash, sales and use tax, and commissions payments transition projects -Negotiated successfully with state sales and use tax auditors to reduce or eliminate significant sales tax assessments -Planned and supervised the accounting integration of five acquisitions -Developed accounts payable and payroll supervisor staff to improve the recognition of accruals and reserves as required for accurate financial statements -Managed the monthly, quarterly, and annual closing for a timely submission in accordance with GAAP reporting -Led the tax responsibilities including income tax, sales and use tax, property tax, business licenses, and annual reports -Managed SOX compliance, process, and controls for accounting functions to ensure compliance with SOX § 404 -Oversaw and coordinated the activities of accounting staff to meet timely closing and all deadlines -Interviewed, hired, trained, and managed workload of accounting staff Show less
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Padget, Wetz, & Young
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Leesburg, FL
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Senior Tax Accountant
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Jun 2008 - Jan 2013
-Prepared and reviewed individual, partnership, corporate, and fiduciary tax returns, including consolidated corporations with multistate returns -Prepared financial support used in expert testimony in legal divorce proceedings -Technical lead on complex issues such as bankruptcy filings -Interacted with clients in gathering information, managing deadlines, and expectations to ensure outstanding service -Responded to IRS notices received by clients, including contacting the IRS… Show more -Prepared and reviewed individual, partnership, corporate, and fiduciary tax returns, including consolidated corporations with multistate returns -Prepared financial support used in expert testimony in legal divorce proceedings -Technical lead on complex issues such as bankruptcy filings -Interacted with clients in gathering information, managing deadlines, and expectations to ensure outstanding service -Responded to IRS notices received by clients, including contacting the IRS directly and represented clients during IRS audits Show less -Prepared and reviewed individual, partnership, corporate, and fiduciary tax returns, including consolidated corporations with multistate returns -Prepared financial support used in expert testimony in legal divorce proceedings -Technical lead on complex issues such as bankruptcy filings -Interacted with clients in gathering information, managing deadlines, and expectations to ensure outstanding service -Responded to IRS notices received by clients, including contacting the IRS… Show more -Prepared and reviewed individual, partnership, corporate, and fiduciary tax returns, including consolidated corporations with multistate returns -Prepared financial support used in expert testimony in legal divorce proceedings -Technical lead on complex issues such as bankruptcy filings -Interacted with clients in gathering information, managing deadlines, and expectations to ensure outstanding service -Responded to IRS notices received by clients, including contacting the IRS directly and represented clients during IRS audits Show less
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Tax Operations Senior
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Jan 1993 - Nov 2006
-Developed budgets, determined resource requirements, and directed/monitored engagements. Maintained continuous interaction with clients, managed expectations and ensured outstanding client service -Teamed with tax professionals to provide comprehensive tax services, delegated work effectively, and resolved staffing issues -Determined all information required to ensure/complete accurate tax compliance products within the budget. Formulated a plan to gather/communicate… Show more -Developed budgets, determined resource requirements, and directed/monitored engagements. Maintained continuous interaction with clients, managed expectations and ensured outstanding client service -Teamed with tax professionals to provide comprehensive tax services, delegated work effectively, and resolved staffing issues -Determined all information required to ensure/complete accurate tax compliance products within the budget. Formulated a plan to gather/communicate information -Shared knowledge to develop professionally and enhance service delivery. Facilitated open communication and supervised staff and peers. Leveraged technology to maximize productivity -Researched federal, state and local tax issues to provide tax advice and the prepared responses to IRS inquiries -Identified and implemented a depreciation change involving three years and thousands of assets for a major corporation. Coordinated with external client personnel and internal firm tax personnel providing a smooth transition. Reviewed FAS reports and IRS §481(a) forms Show less -Developed budgets, determined resource requirements, and directed/monitored engagements. Maintained continuous interaction with clients, managed expectations and ensured outstanding client service -Teamed with tax professionals to provide comprehensive tax services, delegated work effectively, and resolved staffing issues -Determined all information required to ensure/complete accurate tax compliance products within the budget. Formulated a plan to gather/communicate… Show more -Developed budgets, determined resource requirements, and directed/monitored engagements. Maintained continuous interaction with clients, managed expectations and ensured outstanding client service -Teamed with tax professionals to provide comprehensive tax services, delegated work effectively, and resolved staffing issues -Determined all information required to ensure/complete accurate tax compliance products within the budget. Formulated a plan to gather/communicate information -Shared knowledge to develop professionally and enhance service delivery. Facilitated open communication and supervised staff and peers. Leveraged technology to maximize productivity -Researched federal, state and local tax issues to provide tax advice and the prepared responses to IRS inquiries -Identified and implemented a depreciation change involving three years and thousands of assets for a major corporation. Coordinated with external client personnel and internal firm tax personnel providing a smooth transition. Reviewed FAS reports and IRS §481(a) forms Show less
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Education
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Clemson University
Master of Tax Accounting, Taxation -
Clemson University
Bachelor of Science - BS, Accounting