Jacob Jee, Mba, Sa Email & Phone Number

Boston, Massachusetts, Us

• Acting as clients’ trusted advisor in leading overall vision, strategy, roadmap, and prioritization for a specific digital product(s) within an engagement.• Collaborate and partner with client(s) undertaking Digital Business Transformation (DBT) to shape product offerings and transform business outcomes and customer experience.• Using Lean Agile methodologies, present business case to stakeholders, C-level executives and lead business reviews to prioritize and ensure the right features are implemented.• Using emerging technologies, such as AWS, Google Cloud and Generative AI (Azure GPT 3.5+, Google AI) to improve client experiences and create efficiencies.

Wichita, Kansas, Us

• Ensure engagement & collaboration between IT, business capability teams and stakeholders so that all are aligned on priorities, expectations & collaborating on execution• Facilitate product team roadmap development and review sessions to keep a current view of planned milestones• Facilitate and manage backlogs by facilitating regular grooming and planning sessions to ensure backlog is aligned with the roadmap• Ensure near term work is planned and resources aligned on priorities using sprint planning tools and fundamentals• Ensure work is executed and delivered in line with stakeholder expectations• Facilitate Product Team cost forecast development and ensure updates are provided quarterly throughout the year• Review Product Team costs monthly for accuracy, prepare reports and lead cost reviews with IT & Business Capability leaders• Contribute to the overall enhancement of PMO Governance, Methodologies, Policies, Procedures, and Processes

Houston, Tx, Us

• Proctor both in-person and online assessments for a diverse adult student population for one of the largest community colleges in the nation• Navigated multiple systems (RegisterBlast, Accuplacer.org, WebEx, SmartSheet, and Peoplesoft) to track and capture analytics of students proctored each day• Interacting with and helping students, while adhering to TSI, Accuplacer, and GED rules and regulations

Houston, Tx, Us

• Assisted with PMO to conduct stakeholder interviews and facilitate meetings as a Project Manager• Offered Subject Matter Expertise in Risk, Credit Risk and ETRM knowledge for various clients• Consolidated and communicated meeting minutes notes to both the Vessel Group and the client• Reported project status to the stakeholders• Guided a leading publicly-traded energy infrastructure client focused on modern, sustainable and long-term contracted assets across North America through Discovery and Advisory phases• Created business process flows and sub-process flows for Front, Middle, and Back Offices using a diagramming and vector graphics application

London, England, Gb

• Assisted with cost analysis and project plan as part of re-baselining estimates• Managed large and complex projects and implementations for enterprise clients• Created a prototype pipeline solution in Microsoft Azure DevOps and documented best practices• Developed project and financial dashboards in Microsoft Azure and PowerBI• Helped design ETRM solution prototype in OpenLink Endur to build core framework for project

Sydney, Nsw, Au

▪ Managed Agile Sprint planning as Scrum Master over Containers as a Service (CaaS) and Function as a Service (FaaS) solutions▪ Monitored a $10 - $20 million budget for deployments across multiple lines of business▪ Determined most cost-effective Amazon Web Services (AWS) products that impacted business productivity▪ Led AWS public and private cloud teams utilizing EC2 Dev Workstations▪ Consolidated and communicated stakeholder updates across cloud teams in U.S., Australia, U.K., and India to upper management▪ Provided support for the Investment Banking trade floor using AWS

Charlotte, Nc, Us

• Adhered to Compliance and Regulatory Exchange rules for ICE and FERC• Moved transactions between Legal Entities to avoid tax-related penalties• Performed detailed trade scenario analysis to move positions without breaking existing contractual agreements• Reported project status to the Steering Committee• Migrated crude oil trader’s portfolios between Legal Entities

New York, Ny, Us

• Performed OpenLink Endur implementations at various companies within the banking and energy industries with an average of $20.5 Billion in revenue• Executed daily PnL statements, End of Day workflows, and reconciliation of trades• Analyzed market pricing, curves, Value at Risk and Book Structure• Achieved 90% successful implementation and on-time delivery rate for all client projects• Implemented 5 key projects through UAT (User Acceptance Testing) and Go-live

Houston, Tx, Us

• Spread awareness of the MBA Advisory Board to fellow Bauer MBA students.• Created a video interview campaign of MBA Advisory Board members in order for other Bauer MBAs to understand what our role is, and how we can help them.

Houston, Tx, Us

• Effectively communicated with cross functional teams including traders, counterparties, and other marketing representatives to meet strict deadlines and ensure that deals are nominated in a timely manner• Reconcile Allegro with pipe EBBS (Electronic Bulletin Boards) in a timely manner to close on time for accounting• Backed up teammates for month end close with whatever they needed, including working after hours • Used Allegro for Natural Gas pathing, and Excel to mitigate risk associated with imbalance and tolerance levels• Communicate pipeline imbalances and nomination cuts in gas production to senior schedulers and management in a timely manner• Created automated spreadsheet; increased productivity by up to 50% by minimizing mundane tasks

Houston, Tx, Us

• The Rockwell Career Center is dedicated to helping current students and new graduates find jobs• Attended networking events to expose the Bauer brand to professionals outside of the University of Houston network

New York, Ny, Us

• Prevented an average of 2-5 daily fraudulent activities including debit card skimming, check kiting, ACH, and wire fraud• Investigated fraud patterns and performed detailed analysis of transactions• Evaluated wire transactions and eCommerce transactions to mitigate risk to the bank• Filed customer claims using critical metrics, risk mitigation, and analysis of customers’ accounts

Master Of Business Administration - Mba, Finance & Investing

B.B.A., Management, Marketing