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Agnes Wang
Looking for a jobSenior Manager, Strategic Initiatives
Strategic initiatives leader at CSA Group who developed an investment framework prioritizing 20+ initiatives representing $150M.
CanadaSenior Manager, Strategic Initiatives at CSA Group
Experience
Senior Manager, Strategic Initiatives
Led and developed a team delivering global market expansions for CSA's testing and certification business, projecting $200M incremental revenue. Developed an investment prioritization framework and led enterprise-wide annual planning and budgeting.
Market AnalysisBusiness Case DevelopmentInvestment PrioritizationFinancial ModelingStrategic PlanningBudgetingStakeholder ManagementLeadership
Manager, Strategic Initiatives
Evaluated expansion opportunities through market analysis and financial modeling, securing executive approval for 100% of proposals. Monitored financial and delivery performance, averting ~$10M in budget overruns, and developed expansion strategy for the Special Inspections Business Unit.
Market AnalysisFinancial ModelingBusiness Case DevelopmentGo To Market StrategyPerformance MonitoringStrategic Planning
Senior Consultant, Strategy & Operations
Led functional delivery for a wealth management digital transformation at a top Canadian bank, achieving program best velocity and earning Deloitte's Gold Dot Award. Developed a data-driven prioritization framework and served as Chief of Staff for the Business Architecture & Transformation practice.
Digital TransformationBusiness RequirementsStakeholder ManagementPrioritization frameworksData AnalysisStrategyLeadership
Analyst, Performance and Analytics
Developed performance and attribution analytics using Excel and Power BI, introducing 10+ new reports. Supported implementation of a SimCorp Dimension module, reducing manual calculations by 40%.
ExcelPower BIPerformance AnalyticsAttribution AnalysisSimCorp DimensionData AnalysisInvestment Process
Assistant Branch Manager
Coached Financial Services Managers and Customer Service Representatives, increasing branch sales target attainment from 90% to 106% within three months. Drove client acquisition and pipeline growth, adding $15M annually to the mortgage portfolio and earning the BMO Best of the Best Award.
CoachingSales ManagementClient AcquisitionRelationship ManagementComplaint ResolutionNet Promoter ScoreLeadership
Education
Ivey Business School, Western University
Recipient of the Richard Ivey Excellence Award for academic excellence and international leadership.
University of Alberta
Bachelor of Arts degree in Economics and Psychology from the University of Alberta.