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 developing process improvements for the PMO team.

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 reporting detailing operating expense performance and ensured that finance met all financial KPI measures as required by the client. My accounting responsibilities included preparing monthly expense accruals, making sure all building operating expenses were properly accounted for in the general ledger and overseeing the accounts payable process. I also managed the financial reporting billing and a/p processes for capital projects with $10M of annualized spend, reviewed the monthly corporate financial package and assisted in the transition to an upgraded financial reporting system (JDE World to JDE Enterprise One)

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 loan agreements, assisting a global real estate team in developing an improved vendor management process and documenting accounting accounting procedures for an International Property & Casualty Federal Reporting Team.

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 and analyzed monthly variances from planned and forecasted results and provided analytical support to help leadership understand how the financial results impacted the business. Additionally, I partnered with corporate accounting to provide proper accounting treatment of revenue & expenses in order to ensure results were fairly stated.

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 analyzing the financial results, developing the annual budget and rolling forecasts and improving financial processes within those departments. I supervised and served as career advisor to a staff of 6 employees which included financial analysts and accounts payable specialists providing consistent mentoring and feedback on their performance and productivity. I was actively involved in the new hire orientation process presenting an overview of the finance process and procedures. My accounting responsibilities included oversight of general ledger reconciliations, journal entry preparation as well as providing documentation for internal audits to ensure compliance with SOX and GAAP. I am an avid runner and chess player and while at RSM US LLP I participated in the annual JP Morgan Corporate Challenge and founded the firm's first Chess Club.

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 and managed each engagements daily inventory, billing, A/R, A/P and cash collections. I reviewed and streamlined billing and collection processes in order to minimize DSO. I also mentored, trained and oversaw the quality and quantity of work of financial associates in India.

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 variances between actual and budgeted expenses and reported significant variances to management. I also prepared journal entries and accruals for the month end financial close and served as Records Coordinator monitoring vital records and implementing records management procedures for the finance department.

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 return were accurately reflected against the respective benchmark. I also helped document department procedures explaining the reporting and reconciliation process in detail. I worked very closely with Project Management to help identify inefficiencies in the financial reports and recommended methods to enhance the current reporting process.

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 performance statistics.

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 to management.

Bachelor In Businiess Administration, Finance

Mba, Finance