
Karen Luo
Financial Advisor

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About me
CSM, CSPO, Project Management Certified, Agile Project Management Certified, Change Management Certified
Education

Les Roches International School of Hotel Management, Switzerland
1997 - 1999Hospitality Management Diploma Hotel Management
University of Toronto
2022 - 2023Project Management Project Management
Fudan University
1993 - 1997Bachelor of Arts - BA BA in Hotel Management
City College of San Francisco
1999 - 1999Commerce and Business Administration Diploma
Experience

RBC
Sept 1999 - May 2005Financial Advisor
TELUS
Jun 2005 - Jan 2018- Project: leading and implementing transition of WFM software from eWorkforce to IEX. In depth involvement in vendor communication, project kick off, project charter, scope, and schedule planning, resource allocation, analytical support, implementation, and continuous improvement of the project and processes- Successful completion of the TELUS Leadership Develop Program – a core-training program for identified candidates who are ready to be developed into leadership roles. - Perform duties as acting team manager, evaluate peer performance and provide guidance and coaching to close performance gaps and ensure continuous improvement within the team- Work in partnership with stakeholders to identify areas of opportunity for operational efficiencies Mostrar menos
Business Analyst Resource Planning & Optimization
May 2011 - Jan 2018Business Analyst Call Center Reporting
Jul 2008 - Jan 2011Real Time Management Analyst
Jun 2005 - Jun 2008
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Workplace Safety and Insurance Board (WSIB)
Jan 2018 - nowProject Management Support- Create, maintain relationships and collaborate with multiple teams and stakeholders - Manage & track milestones and provided performance status - Identifying and evaluating current and future change requirements- Conducing problem solving analysis and impact assessments- Manage and execute to ensure successful implementation of the project and positive adoption by internal & external customers and stakeholders- Utilizing project management methodologies to ensure that projects are delivered on time, on budget and that they also adhere to high quality standardsDigital Program Support - Monitor on-going and manage business initiatives to ensure that they are in line with WSVI strategic goals- Identify progress towards achieving various initiatives- Work collaboratively with business partners to identify improvement opportunities and to develop solutions to address identified issues- Provide recommendations and implement solutions to aid in closing any progress gaps Mostrar menos Project Management Support (WFM Support Implementation)- Successfully led and implemented WFM support to the Health Care Payment Clerk & Eligibility Adjudicator- In depth involvement in project kick off, timeline planning, analytical support, implementation, and continuous improvement of the project and processes - Assist in the definition of project scope and objectives, involving all relevant stakeholders and ensuring technical feasibility- Focus on schedule, scope, risk and change management- Manage changes to the project scope and schedule- Create and maintain relationships with internal groups and stakeholders- Ensure within scope and on-time delivery of the project Project Management Support (WFM Standardization): leading, creating and implementing the new standardized WFM short & long-term planning decks. In depth involvement in change management, transition planning and final product implementationManaging, motivating, and leading teams for running successful business process operations to achieve service levels for both internal and external customersSupporting CSR, Travel Office, Health Care Payment Clerk & Eligibility Adjudicator in forecasting and planning- Business analysis and performance management- Operation management- Relationship development- Multi-channel workforce management Mostrar menos
Program Associate
Feb 2022 - nowSenior Workforce Analyst
Jul 2019 - Feb 2022Workforce Analyst
Jan 2018 - Jun 2019
Licenses & Certifications
- View certificate

Performance Management: Setting Goals and Managing Performance
LinkedInMar 2021 - View certificate

Inclusive Leadership
LinkedInMar 2021 - View certificate

Leadership Fundamentals
LinkedInMar 2021 
Microsoft Excel: Data Visualization with Excel Charts & Graphs
StackSkillsJul 2020- View certificate

Prioritizing Effectively as a Leader
LinkedInMar 2021 - View certificate

Change Management Foundations (2016)
LinkedInMar 2021 - View certificate

Project Management Foundations
LinkedInMar 2021 - View certificate

New Manager Foundations
LinkedInMar 2021 
Microsoft Excel: Beginner to Advanced
StackSkillsJun 2020
Microsoft Excel: Advanced Formulas & Functions
StackSkillsJun 2020
Volunteer Experience
DragonBall Gala Volunteer
Issued by Yee Hong Centre For Geriatric Care 頤康中心
Associated with Karen Luo
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