Dave Robertson

About Dave Robertson

Developed a broad based skill set which encompasses technical accounting, financial and management reporting, financial analysis, planning and forecasting

Experience

1. Senior Finance Manager Costing Manager

   TD

   Feb 2016 — Present · South Portland, ME, US

   Manage the expense allocation governance across the bank• Develop a strategy to enhance cost allocation transparency and analytics through a collaboration with business lines• Manage the consolidation function for the Corporate Units (expense management) lines of business• Divisional controller for a $600M+ operating budget encompassing Human Resources, employee benefits, and Regulatory Affairs• Developed analytical tools to improve the budgeting and reporting for areas noted above. For example – reduced time spent on planning and forecasting employee benefits by developing sensitivity analysis. • Lead the planning and reporting for the US Retail Corporate Business Line. The business represents 25% of total US income.• Lead a process enhancement project to enhance the transparency, reporting, and planning of the US Retail Corporate Line of Business. Achieved savings in excess of $300k through process simplification and FTE re-deployment. Improvements allowed my team to expand mandate without additional FTE.

Education

• University of Maine

  BA, Financial Economics

  1998 — 2002

• Suffolk University - Sawyer Business School

  MS, Accounting

  2005 — 2007

Skills

• Banking
• Mutual Funds
• Sec Filings
• Cash Flow Analysis
• Budgeting
• Sarbanes-Oxley Act
• Financial Services
• Financial Statements
• Financial Reporting
• Accounting
• Us Gaap
• Financial Accounting
• Equities
• Financial Analysis
• Auditing
• Corporate Finance
• Accounts Receivable
• Internal Controls
• Gaap
• Microsoft Excel
• Internal Audit
• Account Reconciliation
• Cpa
• Fund Accounting
• Accounts Payable & Receivable
• Finance
• Quickbooks
• Bookkeeping
• Bloomberg