Yvette Perez
About Yvette Perez
Yvette Perez serves as the Advice & Solutions Controller at UBS, where she has worked since 2014. She plays a key role in budgeting, financial reporting, and process optimization within the Advice & Solutions business.
Work at UBS
Yvette Perez has been employed at UBS since 2014, serving as the Advice & Solutions Controller. Her role is based in Weehawken, New Jersey, where she has accumulated ten years of experience in this position. In her capacity, she has contributed to the preparation of the consolidated budgeting process and monthly financial reporting specifically for the Advice & Solutions business.
Financial Reporting and Budgeting Expertise
In her role, Yvette Perez has played a significant part in the consolidated budgeting process and monthly financial reporting. She has collaborated with Senior Management to create presentations and model scenarios that focus on Economic Profitability. Additionally, she has developed a monthly vendor analysis report, which provides insights into Direct Cost lines, supporting the understanding of business spending and facilitating the forecasting and budgeting process.
Process Improvement Initiatives
Yvette Perez has successfully identified and transitioned non-strategic processes to the off-shore Reporting & Analytics Services team. This initiative aims to streamline operations and enhance efficiency within the Advice & Solutions business, allowing for a more focused approach to strategic activities.
Collaboration with Senior Management
Yvette Perez has worked closely with Senior Management to develop presentations and model scenarios that assess Economic Profitability. This collaboration emphasizes her role in strategic decision-making and her contribution to the overall financial health of the Advice & Solutions business.