Adam Alexander Rockwell
West New York,NJ
Overview
15
15
years of professional experience
Work History
Legal Data Analyst
Mizuho
New York, NY
05.2024 - Current
- 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
BNY Mellon
11.2021 - 05.2024
Legal Data Support Analyst
Standard Chartered Bank
11.2019 - 08.2020
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