Rebecca Merlo
Senior Manager, Planning and Management Reporting at TD Auto Finance- Claim this Profile
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Bio
Experience
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TD Auto Finance
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United States
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Banking
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700 & Above Employee
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Senior Manager, Planning and Management Reporting
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Nov 2019 - Present
Manage the quarterly forecasting process for at $26B portfolio including development of timelines, presenting the results to TD Auto Finance (TDAF) leadership, and the submission of the forecast to Central Planning.Lead the monthly management reporting process including having a full understanding of the various reporting requirements and deadlines to ensure all presentations and reports are prepared and submitted timely.Communicate plan assumptions, forecast and actual results to TDAF leadership.Provide financial, analytical, planning, and forecasting expertise to business partners on projects.Participate in Finance initiatives as needed, by providing forecast or analysis on topics such as steady-state earnings, return on equity and forecast scenarios. Managing the transition of general ledger account balances from TDAF to TDBNA as a result legal entity merger of TDAF.Developed a new quarterly reporting package for the CEO to be used in management reviews. Provide training and mentoring for direct reports. Show less
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Manager, Planning and Management Reporting
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Jun 2016 - Oct 2019
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Manager Financial Reporting
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Jun 2008 - May 2016
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Financial Analyst
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Oct 2002 - Jun 2008
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Supervising Senior Accountant
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Oct 1998 - Aug 2002
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Education
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Walsh College
MSF, Finance -
Western Michigan University - Haworth College of Business
BBA, Accounting