Chito Perez, PMP

chitoperez2000@gmail.com 301-525-6581 www.linkedin.com/in/chitoperez

SENIOR PROJECT MANAGER
Application Migration & System Upgrades Business Projects Software Development Regulatory

Highly successful project management professional with over 15 years of in-depth experience in
banking and financial services financial markets, asset management, wealth management, business
banking and retail banking.




EXPERTISE



Project Management IT Project Lifecycle Value-Added Leadership
Application Migration/ System
Upgrades
Requirements Analysis Client Relations/Presentations &
Stakeholder Management
Business Strategy Implementation SDLC Team Building and Mentoring
Custom Software Development Cost Management Cross Functional Supervision
Regulatory/Compliance Testing/QA/Rollout/Support Vendor Management


EXPERIENCE

NORTHERN TRUST (Chicago, IL) July 2013 to June 2014
BANK OF MONTREAL (Chicago, IL) May 2012 to July 2013
CAPITAL ONE (McLean, Va) 2011 to 2011
WESTPAC BANKING CORPORATION (Sydney, Australia) 1999 to 2010

PROJECTS

Drove the completion of high quality application migrations/upgrades, custom software development,
business projects and regulatory/compliance implementations in the banking/financial services industry.

Application Migration/Software Upgrades:
Ensured that application migrations and software upgrades worked as well as or better than the
previous systems/versions via thorough planning, detailed risk analysis and extensive testing.
These involved asset accounting (Eagle, Trust 3000), Trading (Murex front, middle and back office,
derivatives, fixed income), Credit Risk (RXM), Payments (SWIFT Global Messaging), RSA (Internet
user authentication) and other financial services application systems.
Results: Completed projects within schedule, budget and with the required quality. Received
recognition from the CIO/CEO for the successful implementation of these critical projects.

Business Strategy Implementation:
Led projects or work streams of programs in several enterprise and/or global business initiatives.
Set up a securities trading company in Tokyo while ensuring that taxation, compliance, accounting
and regulatory requirements in Japan were met. Set up the infrastructure, business processes and
systems to process these transactions.
Led the operations work stream of a company merger; integrated the retirement funds and insurance
back office processes of the merged entity. Designed/selected the best processes and systems for
the combined entity.


Results: In the first 6 months of operation, the new securities trading company increased the banks
operational revenues in Japan by 5%. Contributed towards total cost savings in the merged company
of over $150 million over 5 years.

Custom Software Development:
Designed, developed and implemented various application systems to meet business requirements
in financial markets and retail banking.
Analyzed and documented requirements, issued requests for proposal, analyzed vendor proposals
against approved criteria and selected the best software.
Configured, amended, tested and implemented the software with in house and/or vendor
resources.
Led up to 50 resources including business analysts, developers, testers, trainers and
implementation resources.
Results: Completed projects within budget, time and required quality. These eliminated the risk of
excessive customer exposures/ reduced annual system maintenance by $1 million (RXM); reduced
risk of fraud (BEDs); improved customer service by reducing processing time of imports/exports by
25% (TCS).

Regulatory/Compliance:
Implemented regulatory requirements for Basel II Capital Adequacy laws and Reserve Bank of
Australia (RBA) rules on business continuity.
Results: The bank saved hundreds of millions of dollars in capital reserves as a result of meeting
the Tier 1 Basel II . Compliance with RBA rules on business continuity eliminated the risk of losing its
banking license as a result of inadequate business disaster readiness.


ACHIEVEMENT HIGHLIGHTS
Led teams across broad technical, business and financial disciplines, both onshore and offshore.
Focused teams on business objectives and tracked progress to ensure project milestones were
completed on time, budget and with the desired quality results. Budgets ranged from $1 million to
$5 million.
Implemented company business strategies to either reduce costs or increase income. For example,
set up a company in Japan to enable the bank to sell derivatives products to the insurance industry
in Japan.
Mitigated risks and resolved issues through careful analysis and brainstorming sessions.
Managed change effectively in rapidly changing global business environments.
Defined processes and tools best suited to each project, creating detailed project road maps, plans,
schedules and work breakdown structures.

EARLIER CAREER
WESTPAC BANKING CORPORATION (Sydney, Australia), Senior Audit Analyst, Audit Manager, Senior
Audit Manager: Led and conducted internal audits of financial markets and corporate banking
ANDERSEN CONSULTING (Manila, Philippines), Consultant: Conducted computer feasibility studies
and other assignments for top organizations in government, manufacturing and banking.
NCR Corporation Account/Sales Executive (Manila, Philippines)


EDUCATION
Bachelors Degree in Economics, Ateneo de Manila University (Manila, Philippines)