JACOB T. GRAYSON ad1ck0@r.postjobfree.com / 704-***-****
https://www.linkedin.com/in/jacobgrayson
EDUCATION
University of North Carolina at Chapel Hill Chapel Hill, NC August 2017- May 2021 Major: Management and Society, Minor: Statistics and Analytics
• GPA: 3.4 (3.7 Soph-Senior Years)
EXPERIENCE
Union Bank of Switzerland (UBS) – Weehawken, NJ July 2022 - Present Project Management Consultant (Management Consulting Office, MC4)
• Used agile methodology to diagnose client problems and develop working solutions that evolved continuously.
• Evaluated existing controls, identified gaps and benchmarked UBS’s performance against competitors.
• Proposed enhancements on processes to improve management of operational and business risks.
• Communicated across multiple workstreams for MRA/MRIA (Matters Requiring Attention/Matters Requiring Immediate Attention) statuses and progress updates to create weekly status reports, monthly regulatory reports, and maintain several program action plans.
• Created detailed current and target state process maps for Subscription Lending FtB process, systems used, and manual vs. automated tasks.
• Created timelines for project issues/actions and ensured project milestones stayed within scope/budget.
• Responsible for multiple deliverables including action plans, execution plans, project timelines, presentation decks, ad hoc analyses and reports, and audit documents to regulators.
• Planned for and presented at the monthly steering committee meeting for the board of the program.
• Facilitated the prioritization meetings for the consensus on task priorities and critical deadlines.
• Coordinated the submission of Consent Order closure packages to audit and regulators.
• Performed data reconciliation of financials and accurately tracked thousands of issues related to the Pentagon Program. Union Bank of Switzerland (UBS) – Weehawken, NJ August 2021 – July 2022 Junior Consultant/Analyst (Management Consulting Office) Mitsubishi UFJ Financial Group (MUFG) – Charlotte, NC June 2020 - August 2020 Project Management Analyst Intern – Operations and Technology
• Designed and delivered high-quality, practical solutions to address pressing industry and business challenges.
• Developed expertise in process design and improvement, project management, and large-scale business transformation while managing and coordinating the scope of valuable bank projects.
• Learned to read risk logs, budget controls, and priority rankings for multi-million dollar projects.
• Assisted with the identification and tracking of project-related audit and regulatory findings.
• Helped facilitate financial forecasting activities, resource forecasting, and the improvement of macro budgeting and unit test tracking tools.
• Worked with a diverse group of bank employees to design an efficiency-improving bank strategy for the return to corporate offices amidst COVID-19 that management might implement. CERTIFICATIONS/SKILLS
• PMI Certified Associate in Project Management (CAPM)
• Proficient in Microsoft Software (Excel, PowerPoint, SharePoint, Word, Office, Teams) and RStudio.
• Experience in project management and visualization tools including Vizio, Tableau, and JIRA. Skills include agile project management methodology, analysis of data and creating visualizations, process mapping, and building timelines.
• Soft skills include team management, enterprise management, leadership, public speaking, management consulting, and oral and written communication skills.
• Other capabilities include understanding of program governance, performance rating and reporting, banking operations, operational quality analysis, and resource budgeting.