Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Joseph Lamorte

Jersey City

Summary

  • Highly motivated, eagar and dedicated individual with exceptional willingness to learn
  • Proven quick learner looking for a new role to develop new skills
  • Strong organizational skills with the ability to multitask effectivley

Overview

4
4
years of professional experience
1
1
Certification

Work History

Transfers Analyst

JP Morgan Chase
03.2022 - Current
  • Investigated and resolved Mutual Fund ACAT fails within the Wealth Management business using Excel, Mainframe systems and Connect to identify root causes and correcting actions.
  • Developed Alteryx workflow to automate the Mutual Fund Fail Recon process resulting in a daily 1 hour time save and reducing risk of manual errors; now leveraged by several team members.
  • Preform daily reporting using Alteryx and Tableau to present metrics and dashboards that can be used by the team to prioritize work and give management insights into team volumes.
  • Reconciled cash and share breaks within the firm putting all related accounts in good order
  • Coordinated delivery and receipt of cash and shares to and from contra firms ensuring good order status within SLA.
  • Worked closely with various internal and external teams, fostering a healthy environment of communication and teamwork.

Staff Accountant

Arch Builders
08.2021 - 03.2022
  • Prepared monthly financial statements, Lien Waivers, AIA G-702 AND G-703
  • Accounts Payable and Receivable reconciliation, Bank reconciliation
  • Simultaneously monitored multiple construction project budgets including fee structure, work plans and staffing.
  • Onboarded technological software to automate invoice logging in order to decrease time and risk within manual process

Supervisor

Ruffalo Noel Levitz, LLC
09.2019 - 03.2020
  • Managed team of 25 employees ensuring they were preforming up to standard and training where necessary.
  • Engaged in sales forecasting as well as analysis on sales performance
  • Managed and accurately organized confidential documents including reports, contracts and financial statements.

Education

Bachelor of Arts - Finance

University At Buffalo
Buffalo NY
05.2021

Skills

  • Microsoft Office Suite (Excel, Word, Powerpoint)
  • Alteryx
  • Tableau
  • Computer Literacy
  • Technological Literacy
  • Quickbooks
  • Coachability
  • Critical Thinking

Certification

  • FINRA Series 99
  • Securitiesurites Industries Essentials (SIE)

Timeline

Transfers Analyst

JP Morgan Chase
03.2022 - Current

Staff Accountant

Arch Builders
08.2021 - 03.2022

Supervisor

Ruffalo Noel Levitz, LLC
09.2019 - 03.2020

Bachelor of Arts - Finance

University At Buffalo

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Joseph Lamorte