Luke Glaser, Cpa Email & Phone Number

Nashville, Tn, Us

• Serve as strategic advisor and acting as a liaison between Bernstein business unit and Finance organization• Produce monthly/quarterly financial reporting packages for executive management and analysis of key financial metrics• Responsible for planning, maintaining and executing monthly and multi-year strategic P&L models for Bernstein business • Form strategic relationships with department heads by becoming a reliable FP&A partner by being a source of information and providing insights into respective business trends • Prepare monthly T&E budget analysis for each department head with commentary and cost saving suggestions• Collaborate with strategy team on client-level profitability by analyzing client contribution vs. fully loaded profitability

Nashville, Tn, Us

• Assist in completion and review of executive BS reporting package, monthly P&L analytics, and G&A account level analysis• Prepare AB Canada’s financial statements and disclosures, as well as assist in coordination of external audit• Consolidate mutual funds financial statement activity and intercompany accounting between ABLP and its subsidiaries• Liaison with various SBU’s to ensure proper accruals, P&L activity, and review of actuals against budgeted • Calculate and account for monthly performance fees and reserves in accordance with revenue contracts with clients• Assist in maintenance of corporate financial system, chart of accounts, and expense coding for management reporting• Complete various SOX control processes including the monthly ledger roll forward and account reconciliation signoff

Chicago, Illinois, Us

• Analyzed, reviewed, and explained changes in managed expenses and loss ratios across P&C business segments • Restructured direct cash flow process using new account tree and collaborated with contributing business areas to make process 25 percent more efficient• Responsible for preparing monthly and quarterly accounting for ClaimPlus, a CNA subsidiary, and reporting of financial statements and disclosures. Additionally, took lead role in year-end audit of ClaimPlus by external auditor • Trained staff accountants on various P&C Loss processes: journal entries, account reconciliations and system knowledge • Compiled and reviewed month-end close reports and responded to questions from leadership and other business areas• Assembled CNA Financial direct cash flow to give executive leadership and business area leads insight into uses and sources of cash from operating ($1,387M), investing ($372M), financing ($807M) activities (YE 2015)

Chicago, Illinois, Us

• Restructured 4-Year Forecasting Model by developing understanding of model and problems with current state; initiated and implemented efficiencies while working with teammates and SSO; and presented solution to finance leadership and users

Chicago, Illinois, Us

• Performed variance analytics to help management understand premium and acquisition drivers for the Commercial business segment• Executed monthly journal entries and account reconciliations to comply with both GAAP and STAT standards• Responsible for maintaining, structuring, and communicating contingent commission accruals, rates and true-ups for 26 contingent commission deals ($70M acquisition expense 2014)• Assessed current rates for audit lag accruals and consulted FP&A business partners on true-ups and rate adjustments

Chicago, Illinois, Us

• Forecasted quarterly Specialty Claim Adjuster Staffing Model by analyzing current staffing levels as compared to staff level requirements based on claim volume• Provided variance analysis of claim expenses for P&C business segments to aid in decision making by Claim leadership• Constructed and consolidated $5M Large Loss Report at individual claim level for Chairman and Claim leadership• Created 30 profile pages for each Specialty business program to identify key trends to assist with decision making and improving key metric results

Chicago, Illinois, Us

• Interviewed and documented the results of walkthroughs with CNA National management over claim intake processes• Assisted external auditor in performing control testing for CNA National audit and documented results with senior auditor• Evaluated CNA Claim Adjuster’s performance against industry standards and presented findings and suggestions to management

White Plains, New York, Us

• Reconciled weekly Bank and Credit Card statements for 10 clients, as well as compiling their checks• Headed client fixed asset projects, inventory counts and Medicaid Cost Reports for New York State • Mediated cross footing and grouping schedules of clients financial statements• Inspected through QuickBooks, determined number of annual client deposits to assist with client continued service decision making process• Converted MAS 200 files and information into excel spreadsheets to prevent internal stress