Christopher Cortez Email & Phone Number

Valenzuela, NCR, PH

San Francisco, California, US

Chicago, Illinois, US

Member of the firm's board of directors

Chicago, Illinois, US

• Responsible for leading the different operational teams servicing the firm’s clients under its Global Funds Services business that looks after asset managers, Institutional business that looks after asset owners and.
• Develop governance models (new business setup, productivity and innovation delivery, and others)
• Lead the site’s Productivity and Innovation working group to achieve the site’s target productivity
• Lead the Manila Operating Team
• Sponsor the Women In Leadership resource council for the center last 2020
• Sponsor the Partner Engagement resource council for the center for 2021

• Responsible for leading the Global Shared Services for the largest US BPO from a strategic and operational perspective by building sound foundational structures to help achieve scale and develop centers of excellence.
• Setup and grow the service center from 300 to more than 1300 FTEs
• Setup of the Global NOC (Network Operations Control) in the Philippines
• Develop the strategy and governance for function consolidation into the service center by using value-chain analysis
• Develop key HR foundations to remodel the firm’s organization structure
• Develop innovative solutions for the future (the cloud, Alexa compatible data analytics, and robotics)

New York, NY, US

• Responsible for leading Funds Services Trades for APAC, EMEA and Western Hemisphere regions. Leading 165 FTEs in Manila with another 160 FTEs in India who matrix into me. Overall my team handles more than 1,500 clients.
• Reduce yearly financial losses from processing errors
• Leverage new technology to improve operational excellence
• Remodel operational structures to achieve global strategy, develop proactive teams versus reactive
• Improve employee engagement
• Deliver PGSC level initiatives for CIB, serve as Culture Champion and Program Director for our people agenda

London, England, GB

• Responsible for managing a community of more than 150 people to deliver excellent operational performance for Shell’s European, Canadian and Chemicals hydrocarbon businesses. My team owned more than 300 financial.
• Deliver green KPI process metrics to maximize Shell’s working capital via the Title Transfer to Cash metric.
• Institute operational structures to improve robustness of controls execution and overall team performance. Initiatives like the Preventive Controls Operations Methodology, CCI attestation, Controls Readiness.
• Review and plan the organization structure to increase sustainability of the teams.
• Deliver continuous improvements via FTE efficiency and dollar impact to business.
• Develop strategic initiatives to safeguard future delivery and reduce operational fire fighting. Initiatives like leading indicators and operational dashboards.

Melbourne, Victoria, AU

• Group Strategic Projects – Business Excellence ConsultantOwner of ANZ’ governance and project methodology that dictate the milestones and stage gates that projects need to accomplish before they can be presented to.
• Develop global and organization wide standardized methodologies and artifacts for governance and management of projects. These methodologies standardize PMO functions across the organization.
• Subject Matter Expert on the governance methodology and artifacts. This entails guiding project/programme directors and governance managers to the standards that Group Strategic Projects puts forth.
• Support two (2) global divisions GSO and CC as the divisional governance manager looking after the divisions’ PMO functions.
• Support the global implementation of the Enterprise Programme Management work tool. Led the governance and methodology services portion of the implementation
• Create and standardize senior executive reports

Frankfurt Am Main, Hessen, DE

• Market & Instrument Control Services – Programme Manager for Change Management Responsible for managing project teams that champion and deliver change initiatives that would allow a more efficient and more structured.
• Programme and project management to achieve organization’s targets (i.e. operational efficiency, reducing risk, standardization, growth and expansion)
• Manage multiple and concurrent project teams tasked to deliver proposed benefits (i.e. institute improvements to processes that result to time and cost savings, institute process changes to evolve current processes.
• Discuss with senior/executive management on merits and progress of programmes and projects
• Discuss with management and stakeholders the changing parameters of the projects (costs, benefits, schedule)
• Manage communications with onshore business heads and stakeholders (London, New York, Singapore, Sydney, Tokyo and Mumbai).

Frankfurt Am Main, Hessen, DE

• Market & Instrument Control Services – Financial ControllerResponsible for the timely reconciliation between market trader’s daily profitability reports and the bank’s system reported financials. Involved in the study.
• Prepare daily reconciliation to tally and verify trader figures with the bank’s figures, making sure that any discrepancies can be financially explained.
• Ensure that the financial products/instruments being controlled have sound financial economics.
• Ensure proper booking of trades.
• Create profitability reports for top management consumption.
• Discuss with onshore traders the control issues and decisions that were made that impacted the profit and loss reported

PH

• Corporate Planning Group – Department Head Responsible for the bank’s budget and financial modeling projects. Involved in studies concerning top management strategies.
• Prepare the bank’s budget and financial projections
• Involved in critical bank strategies like Key Result Areas and costing. Prepare papers for management distribution regarding possible strategies like microlending.
• Prepare industry analysis where RCBC is compared to its peer banks

PH

• Corporate Business Development Group - Relationship ManagerTotal responsibility in the building of strategic relationships with corporate clients. Primarily bridged clients’ financial and operational requirements and.
• Discuss with company executives credit facilities being required
• Determine credit viability of customers and decide whether to extend credit or not
• Resolve operational banking issues faced by clients
• Discuss with senior company executives possible investment strategies
• Acts as the bank’s liaison officer for accounts being managed

• Responsible for the timely and accurate analysis of user requirements and technical system problems.
• Assigned as CIS’ counterpart Systems Analyst for Manila Electric Company’s (MERALCO) Legal Management System
• Led a “rag-tag” team which was tasked for a major conversion but went beyond specified responsibilities and crushed major bugs and overhauled critical program code which allowed the company to meet its delivery date.
• Acted as System Lead for two MERALCO transformer systems that needed optimization due to inefficient code hogging system resources. Problem was resolved in less than a week’s time.
• Part of CIS’ outsourced team that analyzed and remodeled UCPB’s online batch systems
• Assigned as programmer/analyst to five different MERALCO accounting systems

Master Of Business Administration (Mba), Business Administration And Management, General

Bs Mis, Management Information Systems And Services