Aggie Yee Sum Po, MBA, PMP, CPA

Calgary, Alberta T3C 1W3 • adytgg@r.postjobfree.com • 403-***-****

Proactive Change Management Specialist with expertise in finance operational management, project management, change management, process improvements, performance measurement, and data visualization. Skilled in stakeholder engagement, strategic thinking, and business analysis. Experienced in leading transformation projects, driving process automation, and optimizing business outcomes. Strong leadership abilities with a track record of implementing change, cultivating relationships, and driving organizational excellence. Committed to continuous improvement and delivering results.

Summary of Qualifications

Proven ability to master stakeholder engagement and build relationships at all levels.

Strategic thinker aligned with corporate strategy to drive clear analysis and decision-making.

Adaptable problem solver with strong planning skills and a focus on meeting deadlines.

Proactive change agent with a proven track record of crafting innovative solutions that optimize processes and profitability.

Excellent communication and leadership skills, with the ability to build and cultivate strategic relationships and manage cross-functional teams.

Professional Experience

SOUTHERN ALBERTA INSTITUE OF TECHNOLOGY – Calgary, AB June 2022 – Present

Transformation Strategist

Lead the successful development and implementation of finance project governance framework, resulting in a clear improvement in systemizing finance project requests, prioritization, management, and benefit realization. Standardized project management templates are published, enabling consistent tracking and reporting of project status.

Proficiently supported PMO, compiling reports and ensuring seamless project communication. Expertly managed deliverables and led smaller initiatives, coordinating vendors for efficient execution. Conducted research, analysis, and process enhancements. Collaborated with stakeholders, gathering business requirements, performing gap analysis, and process mapping. Proficiently crafted project plans, charters, user stories, and test plans, leveraging robust education and experience in proactive project management

Conduct process mapping and gap analysis, identifying key areas for improvement and implementing streamlined processes that provide additional clarity on process flow, RACI (Responsible, Accountable, Consult, Inform), deliverables, and SOP (standard operating procedures). Publish improved guidance and resource materials on intranet to improve workflow transparency.

Design the project plan for Capital Budgeting process, including current-state and future state process mapping, gap analysis, scheduling, stakeholder workshops, change management programs, training and knowledge transfer. 35+ Stakeholders spans from senior executives to individual contributors.

Develop, and maintain the Finance technology strategy roadmap, aligning it with organizational goals and driving digital transformation within the finance department. Improve project transparency across different finance teams to manage resources.

Facilitate brainstorming sessions and establish cross-functional working groups to promote knowledge sharing and collaboration, resulting in improved coordination and efficiency.

CITY OF CALGARY – Calgary, AB May 2021 – Feb 2022

Business Strategist – Transportation Planning, Business Performance Innovation (contract)

Successfully implemented the City-owned Actionable Commitment Tracking (ACT) system, resulting in a 20% reduction in safety recordable incidents in 1.5 years, with cost savings of $250K/year. Completed 95% of projects on schedule using <1% of employee time. Ensured the scheduled work program was completed on time and within budget. Provided actionable insights to stakeholders, promote project ownership and adoption of continuous improvement initiatives.

Designed and implemented ROI measurements for safety projects, enabling data-driven decision-making and ensuring optimal allocation of resources. Developed a financial model to assess the ROI analysis of City’s safety initiatives to consolidate initiatives spending, people costs and WCB savings.

Conducted in-depth analysis of risks between the Service Risk Register and Principle Corporate Risk report, mitigating potential risks and enhancing business cycle planning.

Developed comprehensive dashboards to monitor and compare international cities' operational service level KPIs, providing valuable insights for strategic decision-making.

ENBRIDGE INC. – Calgary, AB Oct 2020 – Feb 2021

Senior Financial Analyst – Unify Project Controllers Office (contract)

Successfully led financial reporting for a major project ($400M+), ensuring accuracy and timeliness in monthly and annual reporting, and facilitating effective decision-making.

Streamlined processes and provided team coaching, resulting in improved efficiency and accelerated learning opportunities, leading to a 15% reduction in reporting turnaround time.

Analyzed models and processes to capture business changes accurately, ensuring the financial models aligned with project objectives.

Strengthened project forecasting discussions and budgeting processes, enabling proactive financial management and cost control.

Collaborated with external consulting firms, ensuring a smooth project transition and effective management of project activities.

ATB FINANCIAL – Calgary, AB 2018 – 2019

Senior Financial Analyst / Project Controller – Transformation, Benefit Realization

Led a portfolio of transformational projects ($500M+), overseeing strategic planning, KPI tracking, and process standardization. Translated patterns into financial models (ROI, NPV, IRR, and DCF) to assess project benefits and investment viability. Implemented measurement targets for monthly and quarterly performance comparison.

Developed and optimized financial models, improving forecasting accuracy, planning capabilities, and benefit measurement. Streamlined models for project teams, facilitating informed decision-making and resource allocation. Resulted in improved forecasting, planning, and benefit measurement.

Provided trusted guidance to senior executives on qualitative and financial investment strategies. Assisted in understanding portfolio composition and performance, informing future capital investment prioritization decisions. Leveraged financial models and performance metrics to support strategic investment decisions.

Spearheaded a best practice culture, fostering collaboration among 40+ personnel. Motivated teams through workshops and communication channels, driving operational efficiency and knowledge sharing.

HUSKY ENERGY – Calgary, AB 2016 – 2017

Senior Business Analyst – Business Intelligence & Economics (contract)

Automated and optimized forecasting, planning, and variance analysis processes, resulting in a 20% reduction in reporting turnaround time and improved reporting frequency.

Provided data-driven insights for senior management decision-making, enabling proactive identification of opportunities and risks.

Achieved significant improvements in reporting accuracy by implementing KPI dashboards and ensuring data integrity and consistency.

Streamlined financial modeling and project management processes, enhancing efficiency and reducing costs.

PENN WEST PETROLEUM – Calgary, AB 2014 – 2015

Planning & Budget Business Analyst

Analyzed corporate economic models and collaborated on capital project evaluation, resulting in improved project selection and enhanced return on investment.

Initiated an online training portal on economic analysis, providing valuable knowledge and skill development opportunities for staff across departments.

Implemented processes to prioritize project returns and operational risk, ensuring optimal allocation of resources and minimizing potential risks.

Improved project modeling accuracy and forecasting processes, enhancing budgeting and financial planning accuracy.

SASOL CANADA – Calgary, AB 2012 – 2014

Business Planning Coordinator

Recommended acquisition targets and provided investment recommendations to senior executives, contributing to strategic decision-making and business growth.

Led petroleum economics analysis and forecasting, providing accurate insights into market trends and optimizing financial performance.

Pioneered a quarterly internal oil and gas price forecasting system, improving budgeting accuracy and supporting effective resource allocation.

Managed the successful implementation of petroleum economic software, streamlining financial analysis processes and enhancing operational efficiency.

SHELL CANADA – Calgary, AB 2004 – 2012

Earned five progressive analyst positions in one of the most recognized oil and gas companies in the world.

Contract Analyst (2010 – 2012)

Evaluated and mitigated contractual risk exposure through meticulous review of hydrocarbon contract performance and inventory, streamlining KPI analysis across 10 geographical regions.

Cut working capital requirements by 10% (+$17M). Enhanced hydrocarbon product allocation, tracked market activities, and forecasted economic trends.

Opex Budget Analyst (2009 – 2010)

Directed seamless transitions of 8 budget submissions ($300M+), 4 major budget changes, and process implementations through efficient communications and resources. Systemized Canadian downstream business budgeting across 8 business units.

Recipient of a departmental award for excellence in dashboard design, development, and implementation that bolstered efficiency in management decisions and troubleshooting.

Costing Analyst (2008 – 2009)

Slashed month-end closing processes by 1 day spanning 3 refineries worth $7B+ in revenues. Opened-up opportunities for early posting error identification and resolution.

Production Analyst (2006 - 2008)

Supervised 5 gas plants across Canada, including production, operations, pipeline splits, revenue allocation ($10M+), and royalties.

Credit Analyst (2004 - 2006)

Effectively oversaw a $25M+ commercial portfolio, driving financial risk and impact review.

Education & Credentials

Master of Business Administration, Queen’s University – Ontario (2012)

Bachelor of Science (Honours), University of Toronto – Ontario (2002)

Project Management Professional, PMI (2021)

Chartered Professional Accountant (CPA – CMA), CPA Canada (2008)

Professional Development

Certified Change Practitioner, PROSCI (2023)

Technology Stewardship Practice Program, TSPP (2023)

Continuing Education through PMP and CPA networks (2008 – present)

World Fiscal Systems for Unconventional Oil & Gas, CWC School of Energy (2013)

Professional Affiliations

Project Management Institute (CPI) (2021 – present)

Chartered Professional Accountant (CPA) (2008 - present)

CPA Tax Clinic – Alberta (2016 – present)

Technical Proficiencies

MS Excel, PowerPoint, Visio SAP (PS, FI, CO) Power BI Agile KanBan JIRA SmartSheet

Community Work & Interest

Reading Travel Financial Literacy Tax Clinic

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