Jon Perkins Email & Phone Number

Greater Boston Area

• Executive within the Global Security Services (GFS) Operations team with a wide experience base covering Costing/Revenue, Financial/Business Management, Operational/Regulatory Governance, Data/Metrics Governance, Data Entitlements, Business Resiliency and Learning Teams for a global workforce of 4,500 employees.• Lead within GFS on all costing/revenue deals across North America and Europe. Worked directly with executives within Product Management to review, refine and finalize the costing, headcount requirements, location of services on all new deals and rebids.• GFS owner for KPI and KRI metrics. This includes maintaining data definitions and the annual review and certification of all metrics. Represented GFS in all senior global risk and control related forums. • Coordinated all Finance and Human Resource related activities across the GFS teams. HR activities include the oversight of the promotion process for Executive Directors and Vice Presidents, management of reduction in force exercises, tracking of performance goals, reviews of employee turnover levels and progress towards diversity goals, review of bottom performers and the oversight of all manager and corporate trainings across all global regions. • Led regulatory governance teams across the US and UK. Collaborate with control and risk teams to track service levels globally, providing reporting for regulatory compliance, due diligence, and other legal entity-level reporting. The governance included the continuous review of global charters and legal entities.• Expanded the global access control team to sites in the UK, Ireland, Luxembourg, and India, enhancing monitoring capabilities for 100+ business applications and thousands of network folders. • Championed mentoring initiatives and serve as the Manager Excellence lead executive for GFS.

Greater Boston Area

• Managing Director within Investment Services / Global Delivery organization responsible for the oversight of strategic projects related to billing, headcount optimization as well as a lead within the Governance and Risk second line of defense teams.• Spearheaded a client reimbursement initiative, successfully rectifying out-of-pocket overcharges and securing reimbursements exceeding $300M. Collaborated closely with Executive Management teams spanning Finance, Risk/Compliance, Tax, Legal, External Consultants, and Outside Counsel to ensure comprehensive resolution and regulatory compliance.• Managed the monitoring and execution of cost-saving endeavors, including global footprint initiatives and technology-driven efficiency enhancements. Leveraged proactive measures to relocate tasks to low-cost locations and capitalize on technological advancements, resulting in substantial operational savings and heightened competitiveness.• Led comprehensive compliance and risk management initiatives for North American offices, ensuring adherence to regulatory standards and mitigation of potential risks. • Implemented robust frameworks and protocols to foster a culture of compliance excellence and operational resilience within the organization.

Boston, Massachusetts, United States

• Senior lead related to the multi-year project to integrate legacy Investor Bank & Trust (IBT) clients into State Street platforms and processes. These projects spanned multiple disciplines including accounting, technology, billing, risk/governance and overall reviews of synergies and operational efficiencies. • Conducted a comprehensive revenue analysis to strategize implantation of Federal Reserve rate increase in collaboration with Finance, Treasury, Client Operations, and Relationship Management. Analysis of fee schedules, investment selections, and DDA types led to identifying revenue shortfalls and implementing cost-saving measures, including: o Resigned Bloomberg terminal usage in US Investment Services to achieve $1M in cost savings. o Review of DDA accounts led to implementing new revenue streams designed to offset regulatory costs, resulting in revenue increase estimate to be $10M in 2015, increasing to $20M by 2018. o Developed monthly cancel transaction analysis for various divisions, generating $2.5M annually. o Completed revenue data analysis, closing leakage in fair value billing by $650K and reducing fair value charges with IDC by $250K. o Transaction activity review, implementing additional billing charges that generated $2 - $3M annually related to corporate actions, SEC yield, paydowns, collateral, and loans.• Part of lead coordination team for legacy Investors Bank & Trust (IBT) clients to the State Street Fund Accounting/Custody system. In total, 118 US clients with $450 billion in assets were migrated over 2 years. • Worked directly with PMO teams as well as both legacy IBT and State Street IT on the various system gaps. This involved the testing of new applications and enhancements to legacy State Street systems that were required for the unique IBT fund structures.

Greater Boston Area

• Led cross-departmental business committees and facilitated the achievement of consensus. • Ensured seamless execution of projects by establishing strong relationships at all levels of the organization.• Performed needs assessments, developed business requirements, performed systems/user testing and developed the training and control materials.

Dublin, Ireland And Sacramento California

Dublin, Ireland• Asked to oversee the audit of an extremely complex Irish client where the audit was past due with multiple findings and expected to fail. The team did manage to obtain a satisfactory rating (a huge victory for this new client).• Managed various fund accounting client teams and provided training across the teams on topics such as amortization, futures, options, swaps and other various exotic investment vehicles at that time. Sacramento, California• Managed the Blackrock money market fund conversion to the IBT systems. • Provided training and expertise for the new IBT employees (acquired from Blackrock) across all the various platforms as well as controls and procedures. • Extensive work on asset reconciliations and valuations during the money market and other concurrent conversations that were taking place.

Mba, Business/Finance

Bachelor Of Science (Bs), Accounting And Business/Management