Working extensively with project development IT team within legal department
Collaborating intensively to integrate, govern, secure, and disseminate data from multiple data streams
Transferring data accurately and safely among partners, subsidiaries, applications, and processes, which includes securities such as Government Bonds, Equity Shares, Mortgages Backed Securities, Indexes Municipal Debt, Cash Deposits, Agency Bonds, and many others
Checking aspects of the system is consistent with our prior use case analysis and meets all requirements
Investigating and exploring the necessity and feasibility of a further iteration on any of our systems
Determining that some minor improvements or bugs can be fixed by our programmers so that Mizuho can swiftly and seamlessly continue to provide exceptional service to our clients
Communicating with other organizational units/teams to ensure timely delivery of service, or resolution of issues
Training in all facets of banking to increase my overall knowledge base and ensure adherence to financial ethics and proper protocols for handling sensitive data
Administrative Assistant
New York Life Insurance
New York, NY
11.2021 - 05.2024
Organized legal documents
Managed an active calendar of appointments and coordinated travel arrangements
Researched, prioritized, and followed up on incoming issues and concerns
Prioritized conflicting needs and handled matters expeditiously and proactively
Managed social media accounts and pitched unique content
Performed other special projects as assigned
Assisted in managing marketing projects and initiatives, ensured deadlines and key milestones were met
Coordinated with other team members to track the progress of marketing campaigns
Prepared presentations, reports, and other documents for internal and external audiences
Organized and managed domestic and international travel arrangements, including accommodations, transportation, and itineraries
Maintained files, documents, and records relevant to the main office department
Handled travel and expense reports
Managed complex schedule, including prioritizing and scheduling meetings, conferences, and travel arrangements
Coordinated internal and external meetings, including cross-departmental and executive meetings
Prepared meeting agendas, organized and distributed materials, and took minutes as needed
Acted as a liaison between internal teams, clients, and external stakeholders
Drafted, reviewed, and managed correspondence, emails, and other communications on behalf of the CVP
Screened calls and managed the CVP inbox, ensuring timely responses and prioritizing important communications
Legal Data Support Analyst
Standard Chartered Bank
New York, NY
11.2019 - 08.2020
Prioritized Data entry legal contracts (ISDA, VM CSA, Amendment)
Conducted collections by contacting advertisers and agencies for outstanding invoices
Maintained detailed station aging reports, including activity notes
Recorded and tracked daily cash receipts, wires, and intercompany transfers
Prepared Days Sales Outstanding (DSO) reports with detailed explanations and analysis
Managed client credit statuses
Organized and lead A/R meetings with sales managers
Coordinated the refund process with Sales and Accounts Payable
Prepared advertiser dormancy reviews
Generated no-charge reports and identified potential risks or inconsistencies
Participated in company training seminars and meetings
Adhered to all corporate, station, and department policies and guidelines
Executed special projects assigned by the department
Performed other duties as assigned
Financial Data Analyst Representative Client Processing
BNY Mellon
New York, NY
11.2021 - 05.2024
Tested new financial models for accuracy and reliability
Created weekly and bi-weekly management reports
Recommended and implemented improvements to reports and analyses
Maintained organized files and responded to information requests
Reviewed and ensured adherence to company policies and suggest continuous improvements
Stayed informed about company policies and procedures
Maintained confidentiality of all sensitive information
Prepared and research audit requests, resolving any discrepancies
Assisted in the invoices process, including application completion and support preparation
Prepared, reviewed, and managed invoicing processes
Ensured invoice revisions comply with audit standards and update systems accordingly
Investigated and analyzed variances in pacing and categories
Produced comprehensive financial reports
Ensured consistency and accuracy in reporting compared to previous periods
Assisted in preparing reconciliations, analyses, and supporting documentation
Managed Fixed Assets in Workday
Prepared journal entries with appropriate documentation
Timeline
Legal Data Analyst
Mizuho
05.2024 - Current
Administrative Assistant
New York Life Insurance
11.2021 - 05.2024
Financial Data Analyst Representative Client Processing