Adam Williamsen

Experience

• 

  Alsco

  Jan 2009 - Oct 2014

  Office Manager

  Organizing and supervising all branch office staff and functions, having overall responsibility of the office. Oversee all HR functions and compliance with federal and state law. Financial analysis, forecasting and month-end closing steps. Perform tasks such as; reconciliations, auditing, daily deposits, daily revenue calculation, daily branch journal entries, review bank statements, fixed asset reporting, accrual reconciliations, property and sales tax reporting. Achievements at Alsco->- Forecasted and budgeted yearly revenues and departmental expenses, 97% accuracy. - Compiled and analyzed Profit & Loss reports monthly. - Completed monthly and quarterly account reconciliations. - Calculated and submitted monthly sales tax returns for Utah and Wyoming, zero external audits.- Managed ad-hoc customer service requests; top 10 performing branches for customer retention. - Achieved a 100% acceptable OFCCP regulations audit rating. - Led and influenced a team of four direct reports and other peers to strengthen the company. Show less

• 

  Zions Bank

  Oct 2014 - May 2016

  - Valued and analyzed daily collateral positions and payments for interest rate swaps between customers and Wall Street counter-parties. - Interacted with customers regarding their interest rate swaps. - Analyzed and valued cash flow hedges for the bank. - Evaluated risk and properly reacted to changing market conditions. - Created and studied financial statements for executive management. - Completed daily and monthly reconciliations. - Reviewed and made general ledger entries. - Participated in quarterly Sarbanes-Oxley control checks. - Monitored Federal Reserve account balances for the bank and other affiliates. - Bought and sold Fed Funds as needed. Show less

  • Financial Analyst - Corporate Trust

    Oct 2015 - May 2016

  • Financial Analyst - Capital Markets

    Oct 2014 - Oct 2015
• 

  Morgan Stanley

  May 2016 - now

  - Prepared sections; RC-A & RC-B of the FFIEC 041 (Call Report) for Morgan Stanley Bank (MSBNA) & Morgan Stanley Private Bank (MSPBNA). - Completed weekly FR 2644 reports for MSBNA & MSPBNA.- Calculated the FR Y-8 and analyzed exposures with firm affiliates.- Enhanced process methods to improve accuracy and efficiency across multiple reports.- Worked closely with multiple teams in different divisions to improve reporting standards.

  • Bank Controller Regulatory Reporting - Vice President

    Jan 2024 - now

  • Bank Controller Regulatory Reporting - Director

    Jan 2019 - Jan 2024

  • Bank Controller Associate - Regulatory Reporting

    May 2016 - Jan 2019