Yoav Gluckman, Mba Email & Phone Number

Stamford, CT, US

Dallas, TX, US

I am a Global Finance Leader responsible for overseeing the financial reporting, budgeting and forecasting for two financial service accounts in the Americas, EMEA & APAC with total revenues of $7M per year

Dallas, TX, US

As a client facing, Sr. Analyst, I led a PMO team responsible for managing a multi-million-dollar capital budget at its Headquarters in New York City. In my role, I partnered with leadership to track and report on the monthly financials, budget and forecast. I supervised junior staff and was the point person in leading multiple financial audits, and.

Chicago, Illinois, US

As Finance Manager I was responsible for overseeing the accounting and financial planning and analysis of a $50M facilities management expense budget on the Goldman Sachs account. I led monthly forecast meetings with the property management teams and provided detailed variance analysis on all service lines. I also provided monthly and quarterly financial.

Irvine, CA, US

As a Consultant, I worked on a variety of client facing engagements delivering accounting and finance-based consulting services. Clients included, PSE&G, JP Morgan Chase Bank, Blackstone, and AIG. My responsibilities included providing financial & operational support for an electrical provider, reviewing and validating an $8.9B portfolio of real estate.

Chicago, IL, US

As Finance Manager I was responsible for preparing monthly reporting packages highlighting operational performance across Global Corporate Occupier & Investor Services. I worked with Global & Regional leadership in developing financial models, revenue projections and proforma statements to report sub service line and regional profitability. I also reviewed.

Chicago, Illinois, US

As the Finance & Accounting Manager for the Eastern Region, I led the general accounting function for over 30 offices which included oversight and management of a $100M operating expense budget, the monthly financial close and accounts payable. I worked directly with Senior Directors for Administration, Marketing, IT and Recruiting in reviewing and.

London, GB

As the Senior Financial Management Associate for the Northeast Region I managed the preparation of financial results for 50 client account with over 300 Audit, Tax & Risk Advisory engagements. I actively advised Partners in managing financial performance of projects in order to maximize profitability. I developed and analyzed project budgets and forecasts.

Newark, New Jersey, US

As an Accounting Specialist in finance supporting the Fixed Income Asset Management division I was responsible for providing value-added expense and headcount analysis and financial reporting. I reconciled balance sheet and income statement accounts and analyzed general ledger reports to ensure accurate expense charges. I helped identify and report.

Newark, New Jersey, US

As a Senior Security Operations Associate within Fixed Income Operations I was primarily responsible for designing and preparing investment performance reports for institutional clients. I analyzed and reconciled portfolio positions from the accounting system to the trading system on a monthly basis. I verified each portfolios characteristics and rates of.

New York, NY, US

As an Investment Performance Analyst within Investment Operations I prepared and distributed highly customized quarterly performance reports for over 400 institutional clients. I provided attribution analysis, which helped investment managers compare the performance of the portfolios against an appropriate benchmark and ensured accurate calculations of all.

New York, NY, US

After graduating the University of Massachusetts with a degree in Finance, I joined Morgan Stanley and began working as a Processing Service Representative on the Mutual Funds Trading Desk. I supported Financial Advisors with executing mutual fund trade orders on a daily basis and helped research and reconcile commission accounts which I reported monthly.

Bachelor In Businiess Administration, Finance

Mba, Finance