Joseph Michael Adolfo

Data Operations & Management Analyst with nearly 4 years of experience as a Transaction Specialist at Aumni, a JPMorgan Chase company. Experienced in executing data validation, reconciliation, and quality assurance processes within controlled financial data environments. Strong background in maintaining data integrity, supporting data governance standards, and ensuring compliance with operational controls and documentation requirements.

Proven ability to identify data discrepancies, support audit findings, and contribute to continuous process improvement in high-volume financial systems.

Transaction Specialist III at Aumni, a subsidiary of JPMorgan Company (2022-06 – 2026-03)

Team Progression: VC (Venture Capital) → PPOE (Process and Protocol Optimization and Enablement)

• Managed end-to-end financial and legal transaction data operations, including data validation, reconciliation, and quality assurance to ensure accuracy, integrity, and compliance with internal governance standards.
• Investigated, documented, and resolved data discrepancies and exceptions, applying root cause analysis to maintain consistency across investment records, cap tables, and entity datasets.
• Supported audit readiness and control processes by reviewing flagged data issues, reinforcing validation standards, and ensuring adherence to operational and documentation requirements.
• Utilized Jira and structured tracking systems to monitor workflows, manage data issues, and maintain transparent audit trails across operational activities.
• Contributed to process improvement and workflow optimization initiatives that reduced data errors, improved efficiency, and strengthened operational controls across VC and PPOE teams.
• Collaborated with cross-functional stakeholders to ensure timely resolution of data issues and maintain stable, high-quality data operations across both Venture Capital (VC) and PPOE environments.

Transaction Specialist III - VC (Venture Capital) Team at Aumni, a subsidiary of JPMorgan Company (2022-06 – 2026-03)

Initial Data Operations Assignment

• Focused on transaction processing, data validation, and documentation accuracy within venture capital financial datasets.
• Ensured adherence to standard operating procedures (SOP) and data quality validation rules in daily operational workflows.

Transaction Specialist III - PPOE (Process and Protocol Optimization and Enablement) Team at Aumni, a subsidiary of JPMorgan Company (2022-06 – 2026-03)

Operational Enhancement Focus

• Supported workflow optimization and process improvement initiatives to enhance operational efficiency and data accuracy.
• Contributed to strengthening data governance practices and improving audit traceability across operational workflows.

Chat Support Specialist (Lead Generation) at Gezer Social Media Solutions, Inc. (2020-01 – 2021-11)

• Pipeline Management: Served as the primary digital touchpoint for inbound prospects, engaging over 500+ leads monthly and qualifying 200+ high-intent corporate targets to boost sales pipeline efficiency by 30%.
• Data Tracking: Managed lead scoring, classification, and communication tracking utilizing structured Google Sheets databases to maintain pipeline visibility.

Bachelor of Science in Information Technology – Cebu Institute of Technology - University (2015-10 – 2020-03)