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JANELLE A. MERLO, CPA, CFP®

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[email protected]
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Janelle has over 20 years of public accounting experience, providing a wide variety of tax and consulting services to a broad range of clients. Janelle has extensive experience working with closely held businesses and their owners in the construction, manufacturing and natural resources industries. Additionally, she is a certified financial planner and has experience helping clients as a business advisor, applying tax technical and other knowledge to consult on a variety of areas including tax planning, business direction and sales of businesses.

Prior to joining Schneider Downs, Janelle served as a Tax Managing Director at a large global public accounting firm. She currently provides services to the firm’s clients that include coordination and review of corporate, partnership, and individual tax returns, including implementation of tax strategies.

Education

B.S.—Accounting, University of Pittsburgh, summa cum laude

Professional and Community Involvement

Member—The American Institute of Certified Public Accountants
Member— Construction Financial Management Association
Member— Schneider Downs Construction Industry Group
Member— Schneider Downs Manufacturing Industry Group
Past Board Member—HEARTH, North Hills Affordable Housing
Graduate of Leadership Development Initiative XIX (Leadership Pittsburgh, Inc.)
CERTIFIED FINANCIAL PLANNERtm Practitioner

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Do you have a hobby/personal passion?   
The beach, traveling, music, coffee.

What was your childhood dream?
To be a doctor.

People would be surprised to know that I… 
lived in Australia for a period of time while attending college.

What is the best or most interesting thing about your career?
No two days are ever the same in public accounting. This profession is much more dynamic than most people think.

What was your first job?
A cashier/hostess at a Kings Family Restaurant.

Do you have a “motto”? (spoken or unspoken)
Treat others how you would like to be treated.

When you have an hour of free time, what do you like to do?  
Go outside with my daughters.

Do you have advice for young professionals? 
Pick up the phone and call someone instead of emailing/messaging them.

JANELLE A. MERLO, CPA, CFP®

Our Thoughts On

FEATURED

Big Problem: Liquidity Issues For A Local Company.

Big Thinking: New Ways To Predict And Control Cash Flows.

Shareholder STACI BROGAN has more than 20 years of public accounting experience. Her areas of expertise include helping not-for-profit clients, publicly traded registrants, and clients with complex governance structures.
One of Staci’s clients was struggling with cash flow issues and wasn’t sure how to better manage their liquidity. But Staci’s team had an in-depth knowledge of the company and a clear understanding of their operations. Through detailed benchmarking of the company’s financial results as compared to their peers, a template was created to better project cash flows and positively impact key ratios. “In addition to benchmarking performance, we were able to provide the client with an analysis to evaluate a key contract,” Brogan said. “This allowed them to negotiate better terms for the organization which also helped with their liquidity.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.
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