Robert Gleichmann

About Robert Gleichmann

With substantial experience I am Robert Gleichmann!I have proven track record of success in delivering accounting shared services and playing controllership roles in publicly held financial institutions. I am accredited by improving company\'s revenue by directing overall financial aspects, implementing robust strategic initiatives, delivering successful projects and change plans, complying company’s objectives. I am known for achieving set goals by streamlining day-to-day operations, leading high performing teams, applying cost-effective procedures, and ensuring significant cost savings. A trusted advisor to senior management and an articulate communicator with innate capacity to develop rapport building across organization and maintain strong relations with key stakeholders.

Experience

1. Director CFO of First Citizens Institutional Asset Management

   First Citizens Bank

   Jun 2019 — Present · Morristown, NJ, US

   In my role as Director/CFO:I develop financial oversight, oversee joint ventures, and manage separately managed accounts (\"SMA\") handled by CIT Asset Management. To gain optimal results, I lead overall financial aspects of $350m joint venture, including financial reporting, budgeting and forecasting (debt and capital optimization and interaction with investors).My Key Achievements Include:• Played a key role in supporting the evaluation and modeling of new business asset management investment opportunities, leveraging CIT\'s industry overall expertise.• Successfully automated financial close and reporting process, reducing close timeline from 15 days to 3 days.• Established governance standards and reporting of asset management activities. Contributed as primary coordinator with external auditors on control matters and audit.• Operationalized the structures for JV and SMA, such as managed loan servicing operations, treasury functions, governance, as well as accounting and reporting.

Education

• Muhlenberg College

  BA

Skills

• Sarbanes-Oxley Act
• Internal Controls
• Banking
• Risk Management
• U.s. Generally Accepted Accounting Principles (Gaap)
• Us Gaap
• Microsoft Excel
• Cash Management
• Shared Services
• Finance
• Quickbooks
• Leadership
• Financial Reporting
• Financial Analysis
• Sarbanes-Oxley
• Auditing
• Accounting
• Concur
• Hyperion Enterprise
• Peoplesoft
• Microsoft Word
• Financial Planning
• Cash Flow
• Business Process Improvement
• Financial Services
• Corporate Finance
• Strategic Financial Planning
• Enterprise Risk Management
• General Ledger
• Consolidation
• Microsoft Powerpoint
• Financial Risk
• Due Diligence
• Microsoft Project
• Hyperion
• Internal Audit
• Motivated Self Starter