Gregory Gluck Email & Phone Number

Richardson, Tx

Produced monthly financial reporting for senior management, including implementation project profit/loss, budget status, revenue forecasts, revenue recognition based on percentage of completion, labor allocation analysis and accounts receivable standings. Oversaw the calculation and invoicing of monthly professional services, milestone license fees and annual maintenance fees per individual customer contract parameters.Subject matter expert for Replicon time tracking system administering the compilation and reporting of monthly timesheets for over 350 employees

Oversee the monthly billing process for all correspondents, ensuring contractual parameters are met accuratelyManage customer invoicing guaranteeing timeliness Address customer concerns thoroughly, resulting in quick resolution and high levels of customer satisfactionDeveloped monthly revenue reports to support the accounting department which facilitated a reduction in monthly closing times by over a week Partner with database administrators to maintain the billing process as customers add or remove trading products and optionsAnalyze monthly, quarterly and annual revenue trends, along with customer trading patterns, utilizing Excel modeling and database queriesStreamlined billing reports and processes, resulting in enhanced efficiencies both internally and for clients by eradicating paperwork redundancies and eliminating billing problemsAuthor company analysis reports on an ad hoc basis

Promoted to analyst on Team Penson, a dedicated business unit formed to service Penson’s largest and most valuable clientsFully cross-trained across all levels of operations to provide the highest level of service, including: margins, ACATS, trade settelments and complianceServiced both domestic and international operationsConducted risk and margin analysis, ensuring customers achieved maintenance and regulatory compliancePerformed purchase and sales analysis, providing accurate trade comparisons between correspondent brokers and the rest of the industryManaged account transfers, both domestic and international, ensuring that the process was completed in a timely manner and without obstructionsPioneered reports and procedures to reduce or automate time-consuming tasksUtilized SQL to assess fees to end user accounts on a monthly and ad hoc basis