Ashwin Nevatia Email & Phone Number

Toronto, Ontario, Ca

Experienced finance leader with Chief Financial Officer responsibilities of Canadian entity leading the FP&A, Pricing, Finance Operations and Accounting functions advising on short & long term corporate strategy and thought leadership. Member of the Canadian Leadership Team and collaborate closely with several stakeholders of the organization to provide actionable financial insights and improve operational performance. Reporting to International Segment CFO, leading cross-border initiatives developing best practices across multiple regions and managing a team of over 40 FTE across Canada and Costa Rica.

Toronto, Ontario, Ca

Led the financial planning and forecasting function for the enterprise supporting the Group CFO of TD Bank Group (TDBG) to provide financial insights and strategic decision support. Responsible for preparation of Integrated Plan of TDBG approved by the Board of Directors and filed with the regulators (OSFI). Accountable for design and ownership of financial planning framework, management of end-to-end process, analysis of financial projections and recommendations on key decisions to the Senior Executive Team (SET).

Toronto, Ontario, Ca

Finance Head for TD Credit Cards portfolio, with CFO-like accountabilities, responsible for contributing to the strategic direction of the business, financial planning, reporting & analysis, and management reporting structure. Finance lead in large credit card M&A transactions for the Bank most notably the Aeroplan nation-wide program launch and acquisition & integration of $3B card loans; and acquisition of $6B credit cards portfolio of Target retail chain in the US. Financial oversight of over $9B in Credit Card loans and $750MM in annual net income.

Toronto, Ontario, Ca

Led the profitability & analysis group to provide decision support analysis on $2.5B Affinity & Co-brand card portfolio through account management strategies, group compensation structuring, contract renewals or new signings.

Charlotte, Nc, Us

Evaluated, structured and conducted valuation analysis for 30+ potential acquisitions, divestitures and joint venture arrangements for Consumer and Small Business Banking totaling over $25B in assetsActed as strategic advisor to senior management on large initiatives such as business model reviews, repricing, impacts of new regulations and mitigating actions to optimize profitabilityProactively conceptualized, led and executed a cross-functional initiative to conduct $22B goodwill valuation analysis for Global Card Services (US, Canada and UK) to assess risk of impairment

Charlotte, Nc, Us

Administered $16B of credit card asset backed securitization programs in Canada and UK. Issued and managed $3B foreign currency issuances from securitized trust

Charlotte, Nc, Us

Conducted analysis on marketing strategies for $65B annual promotional cash loan portfolio for mix of pricing offers and customer behavior segmentation. Recommended strategies to stimulate retail spend or to improve overall customer engagement implementing a test and control approachResponsible for leading the Value Matrix New Account Optimization process – to analyze profitability trends in affinity groups and behavior segments by sector / channel and provide insights for decisions on new business, enhancement of current affinity group relationships and improve ROI

New York, Ny, Us

Strategized the inter-company transfer pricing, advised on structuring cross-border investments, conceptualized capital structures and divestment strategies for multinational companies.

Mba, Finance And Business Strategy

Masters Of Commerce, Finance And Accounting

Chartered Accountant, Accountancy

Bachelors Of Commerce, Accounting