Ysa Cao Email & Phone Number

Montreal, Quebec, Canada

Created by and for menstruators, Iris + Arlo is a social and environmental impact brand offering healthy and sustainable products. We believe that everyone deserves to be able to realize their full potential. Iris + Arlo is more than just a brand; it is a movement toward equity and inclusion.We offer a turnkey solution for organizations who wants to make.

• Consultant to mid-size and large organizations in various industries, including finance, retail, technology, real estate, and transportation. Recent projects include:
• ERP (SAP) implementation - Role: developing and executing communication and training strategy as part of a change management plan, and coordinating training development activities.
• IT due diligence for an M&A initiative - Role: coordinating workshops, managing efforts and quality of deliverable
• Software selections (ERP, HRIS): Role: leading business requirements workshops and supplier demos, analyzing business needs, etc.

• Supported implementation of a new Travel and Expense software at Ivanhoe Cambridge Inc.: provided recommendations to executive sponsors; led and managed testing phase and testing team
• Collaborated in the change management strategy design; created training material and facilitated training sessions to super users

Montreal, Canada Area

• Co-facilitated a design thinking workshop for 30 participants (the “One-Year Milestone” workshop)
• Analyzed and mapped ideas submitted in the yearly innovation challenge, and presented recommendations to the Chief Strategy Officer
• Helped in the development of an innovation leadership program for high potential leaders of the organization

Monkland & Harvard Branch, Montréal

• Managed operations and championed culture shift across branch, improving collaboration and encouraging ownership, which resulted in highest employee engagement in the Montreal downtown region at 96%
• Coached team of ten advisors on client advice and problem resolution that led to 10% YOY revenue growth
• Developed cross-selling opportunities that supported enterprise-wide business growth by initiating and fostering relationships with internal and external partners (e.g. commercial banking, notaries, accountants)
• Planned for three consecutive years as a member of the Asian Quebec Strategy committee the inaugural and subsequently annual RBC Asian Gala (300+ guests) to increase visibility and Asian market share

Wellington & Young Branch / Sherbrooke & Victoria Branch, Montréal

• Personally selected to be part of team that opened branch in new market; analyzed market opportunities, drafted and implemented operations plan, designed strategies to optimize profits and manage risk
• Reached 100% of volume and client acquisition objectives in two and a half years on a three-year target
• Coached team of six advisors on delivering superior client advice and experience after arriving in a new branch, leading to a 10% increase in client satisfaction in four months
• Served as ‘Digital Navigation Leader’ by empowering and coaching team of 30 digital champions throughout the Montreal region, helping them to motivate and educate their in-branch peers about digital solutions

Wellington & Young Branch, Montréal

• Advised clients on personal and business banking, credit, investments, mortgages and insurance; received Elite Banker award for being the top producer in the Montreal downtown region for business credit volume
• Developed revenue and referrals by building partnerships with local businesses and organizations
• Increased branch traffic and acquisition of new clients by leading outreach campaigns (e.g. pro-activecalling, door-to-door); organized monthly networking events to attract entrepreneurs and start-ups

• Created a sponsorship package of $70,000 with the goal to distribute 15,000 free Concordia handbooks to students by proactively approaching local businesses

Master Of Business Administration - Mba

• President - Desautels Graduate Women's Association • Desautels MBA Entrance Award • Alberta Cefis Leadership Award

B.A, Honours In Economics - Gpa 4.1, Great Distinction & First Of The Class (100+ Students)

Activities and Societies: VP- Economics Students Society | Mentor - Institute for Cooperative Education | Leader for the course.

Education record

• Branch Compliance Officer course (2015) • Insurance and Retirement Planning (2013) • Investment Taxation (2013) • Personal Finance.

Baccalauréat Français