Senior Consultant
Toronto, Canada Area
Senior Consultant
Toronto, Canada Area
Karen is an IT consultant with 9 years of hands-on experience in financial software implementations, workflow/document management projects, and strategic planning engagements, working with all levels of management. Karen’s proactive team approach compliments her exceptional analytical abilities, and strong interpersonal and facilitation skills. Areas of expertise include:
- Business requirements (methodologies include RUP, UML, use case analysis) and Project Management support
- Business process modelling (BPM) and optimization, data modelling techniques, data conversions
- IT enterprise architecture assessment, design, and transition planning
- Financial, workflow and document management, BI, and CRM systems
- Team building, verbal/written communications, leading client workshops, creative problem solving
(Privately Held; Management Consulting industry)
March 2007 — Present (2 years 5 months)
Consultant on various business-driven IT strategy and planning projects within financial services
– Enterprise architecture assessment & transition planning
– IT investment portfolio analysis
– Business process / data modelling
– Focus on capital markets, wealth management, retail and commercial banking sectors (front office, back office and corporate services)
(Public Company; BMO; Banking industry)
October 2004 — December 2005 (1 year 3 months)
Upgraded Financial Book of Record System (approved credits) - This project upgraded the Investement Banking Group's Book of Record system (500 existing users) in order to support US regulations and the Basel II Accord regulatory requirements, and migrated over 150 new users and their data.
(Privately Held; 51-200 employees; Computer Software industry)
July 2003 — July 2004 (1 year 1 month)
Implemented and enhanced hosted Loan Origination and Adjudication Systems
(Public Company; 201-500 employees; BRT; Information Technology and Services industry)
December 2000 — June 2003 (2 years 7 months)
Consultant and business analyst on various projects for Burntsand, a systems integrator for enterprise document management, content management, portal, and service management solutions.
Sample projects:
- Office of the Superintendent of Financial Institutions (Ottawa) – Document Management System, 4 months
- CIBC World Markets – Change Management for Intranet Portal to CRM and KM System, 10 months
- Cott (Tampa) – Cross-Border Document and Case Management System, 3 months
- American Dental Association (Chicago) – Document Management System, 3 months
- Transcontinental (Toronto & Montreal) – Customer Relationship Management System, 9 months
- Corporate Express – Informational Website, 2 months
(Mining & Metals industry)
January 2000 — April 2000 (4 months)
Prepared business plan for a patented process that reduces the cost of copper refining.
(Public Company; 10,001 or more employees; NT; Telecommunications industry)
May 1997 — October 1998 (1 year 6 months)
Implemented and enhanced Nortel DMS 500 Networks
MBA , Major in Finance and Marketing , 1998 — 2000
B.A.Sc. , Systems Design Engineering , 1992 — 1997
- Travel Year (2006) – Hong Kong,Thailand, Laos, Vietnam, Cambodia, Malaysia, Singapore, Indonesia, Japan, China, Nepal, India - Visited 6 of the 7 new wonders of the world - Manchu Picchu is next. - Dance - Yoga
Member of the Women's Executive Network (WXN)