Adam Oliver Email & Phone Number

Columbus, Oh, Us

Columbus, Ohio, United States

As a business analysis manager, I oversee a dedicated team of four developers focused on delivering intelligent solutions for Branch Process, Regulatory Operations, Branch Operations, and Field Operations. My responsibilities include ensuring consistency and efficiency across all facets of business intelligence development. This encompasses a variety of tasks, including:- Business Requirements Documentation: Collaborating with stakeholders to gather and document detailed business requirements, ensuring alignment with organizational objectives and regulatory standards.- Technical Specifications: Translating business requirements into precise technical specifications that guide the development process, ensuring that solutions are robust, scalable, and maintainable.Control Implementation: Establishing and maintaining control mechanisms to ensure data integrity, security, and compliance with relevant regulatory requirements. This involves regular audits and updates to control processes to adapt to evolving standards.- Team Leadership and Development: Providing leadership, mentorship, and professional development opportunities for the team. This includes setting performance goals, conducting regular performance reviews, and fostering a collaborative and innovative work environment.Project Management: Overseeing the project lifecycle from initiation to completion, ensuring that projects are delivered accurately, on time, and within scope. This involves coordinating with cross-functional teams, managing resources, and mitigating risks.- Quality Assurance: Implementing and maintaining rigorous quality assurance processes to ensure that all deliverables meet the highest standards of accuracy and reliability.Stakeholder Communication: Serving as the primary point of contact for stakeholders, providing regular updates on project status, addressing concerns, and ensuring that their needs are met.

Columbus, Ohio, United States

Primarily responsible for providing intelligent solutions for Branch Process, Regulatory Operations, Branch Operations and Field Operations. Each of these functions is essential to the ongoing efficiency of our branch operations and is a key component of regulatory controls infrastructure. Responsible for conducting data analytics and reporting across various Chief Administration Office channels and providing detailed business analysis and reporting compliant with applicable control standards and regulatory principles to demonstrate strategic and control initiatives.- Translate business requirements into specifications that will be used to implement the required reports and dashboards- Assist with the migration of reports, tools and applications to modern technology platforms (Alteryx, Tableau)- Deliver fully automated solutions to eliminate key man dependencies- Independently communicate with business owners and key stakeholders in order to understand their demand

Columbus, Ohio, United States

Primarily responsible for providing infrastructure support for Branch Administration Support Central, Regulatory Operations and Field Operations to include conducting data analytics and reporting development across various controls channels.- Participate in business analysis activities to gather required reporting and requirements- Accountable for delivering timely and accurate information- Independently communicate with key stakeholders, understand their demand

Amanda, Ohio, United States

Responsible for the welfare, fitness, morale and discipline of two five-man teams lead by team leaders; responsible for the individual training and maintenance of their equipment; primary instructor and advisor in the matters of tactics, personnel management and junior leader development; I direct my team's tactical employment during offensive and defensive operations; I’m responsible for the accountability and maintenance of all assigned equipment.- Responsible for mission planning, tactics and policy development- Responsible for maintaining discipline and professionalism for all soldiers under my command- Ensure all soldiers under my command are properly trained and are proficient in all specific occupational tasks

Columbus, Ohio

As an Associate in Monitoring & Oversight, I focus on periodic monitoring of JPMorgan Funds trade and account activity (daily, weekly, monthly, and quarterly). I ensure various Fund prospectus rules are adhered to by Financial Intermediaries and Distribution Partners, shareowners, and the Transfer Agent for the Funds, and assist in preparing and summarizing monitoring activities to the Funds Board, Funds Governance Committee, Legal, Compliance, and various other committees and managers.- Identified SEC rule 22 c-2 excessive trading violations and prospectus adherence violations through transaction analysis- Communicated trading violations to JPMorgan Funds Client Services, as well as the party responsible for violation. - Tasked with streamlining and automating databases to reduce oversight burden- Responsible for maintaining/updating databases, compiling and maintaining periodic reports that outline and document key monitoring activities, e.g., excessive trading violations issued by Fund and Financial Intermediary- Assisting with invoice reconciliation, Blue Sky compliance, and meeting of corporate control deadlines

Columbus, Ohio Area

As an Anti-Money Laundering Onboarding Officer, I was part of the global middle office operations team supporting all aspects of client onboarding to include the fulfillment of Anti Money Laundering (AML) and Know Your Client (KYC) regulatory requirements.- Partner with client-facing teams to ensure all client KYC records are compliant with regulatory standards- Ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships - Own the end-to-end onboarding of new clients and subsequent periodic renewal process of all clients- Assist with the drafting and gathering of client documents and making independent recommendations regarding AML risk at a client level prior to final review by the client-facing team- Stay current with all regulatory changes and requirements around client KYC, suitability and documentation

Columbus, Ohio

Provide support and execution of current and future mobilizations for the Ohio Army National Guard (OHARNG). Coordinate and task Ohio Army elements for: assets, resources, equipment and facilities in support of operations for the state headquarters and major subordinate commands. - Assists with managing the state Full Time National Guard Duty program- Successfully manages upwards of $4,000,000 for the state Overseas Contingency Operations (OCO) and Mobilizations budget- Coordinate with multiple organizations to ensure proper training for future mobilizing units- State Sub-Program Manager for over 30 programs for new/displaced equipment training and fielding- Ensures that all activities that utilize Federal funds are recorded in a timely manner, authorized by appropriate authority, and liquidated in a timely manner- Works directly with National Guard Bureau to request funds via Resource Management Online- Successfully manages over $1,000,000 budget for NET/DET using Resource Management Online, General Fund Enterprise Business System (GFEBS) and the Automated Fund Control Order System (AFCOS)- Approving official for the Defense Travel System (DTS) and the Automated Fund Control Order System (AFCOS)- Accurately and efficiently process active duty documents for the entire state of Ohio

Columbus, Ohio Area

Provide support and execution of Ohio Army National Guard (OHARNG) new equipment training and fielding coordination. Coordinate and task Ohio Army elements for: assets, resources, equipment and facilities in support of operations for the state headquarters and major subordinate commands. - State Sub-Program Manager for over 30 programs for new/displaced equipment training and fielding- Ensure that all activities which will utilize Federal funds are recorded in a timely manner, authorized by appropriate authority, and liquidated in a timely manner- Coordinates and hosts new material information briefs for new equipment training and fielding’s- Works directly with National Guard Bureau to request funds via RM Online- Successfully manages over $1,000,000 budget for NET/DET- Approving official for the Defense Travel System (DTS) and the Automated Fund Control Order System (AFCOS)- Collaborates with internal and external agencies at the division level to develop successful training plans to support new equipment training and fielding’s

Marion, Ohio

Trained law enforcement officer working strictly at the county level for the sheriff's department. Responsible for patrolling the geographic unincorporated region by nearby cities in the county. As a Sheriff's Deputy, I responded to burglaries, domestic calls, car accidents and enforce traffic laws. As a sworn peace officer, I was also entrusted with enforcing the Ohio Revised Code to include crime intervention, writing citations and making arrests. - Maintained accurate records of arrests, traffic stops, and other law enforcement matters - Effectively took notes and reports to provide an accurate written account of a police officer's observations during the investigation of a criminal incident - Demonstrated the ability to perform critical thinking tasks while under immense pressure- Exhibit the ability to work under minimal instruction, assistance and supervision

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Associate'S Degree Of Technical Studies, Criminal Justice

Certificate Of Completion, Criminal Justice