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 the workplace more equitable and inclusive by offering free menstrual products to their teams. After all, if toilet paper and soap are offered, period products also should be made available!www.irisarlo.com

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.

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