Iris L Yu has a diverse work experience spanning multiple industries and roles. Iris L started their career at Maple Leaf Foods as a Business Analyst, where they conducted industry research and performed financial analysis for potential strategic partnerships. Iris L then worked at PepsiCo Canada (FritoLay) as a Finance Analyst, responsible for trade spend forecasting and analyzing business propositions. Iris L later took on the role of Service and Distribution/G&A Analyst, leading the G&A budgeting process and performing capital expenditure audits.
Iris L then joined CIBC Mellon as a Management Information Analyst, where they implemented a cost efficiency project and provided analysis and pricing strategy to senior management. At PepsiCo (China) Limited, they served as a Planning Manager, managing advertising and media budgets and conducting financial analysis for strategic projects.
Iris also worked at Tesco China as a Senior Finance Manager, leading the preparation of long-term plans and annual budgets. Iris L then worked as a Finance Consultant at Capital First Partners, where they closed a major deal and provided advisory services for pre-IPO planning and finance automation. Iris L later joined Galderma as a Finance Business Partner, managing trade spend and providing analytics and insights for brand performance.
Iris L then moved to BMO Financial Group as a Corporate Finance Analyst, handling internal audit and reporting processes. At Telus, they served as a Sales Compensation Manager, supporting compensation and incentive programs for sales teams and vendors.
Most recently, Iris worked at Corby Spirit and Wine Limited as a Financial Planning and Analysis Manager, leading the annual business planning process and developing budget submissions. Iris L now holds the position of Revenue Growth Manager, where they provide decision support for pricing strategy and collaborates in long-term strategic processes.
Throughout their career, Iris has consistently demonstrated strong analytical and strategic skills, as well as the ability to effectively collaborate with cross-functional teams.
Iris L Yu obtained their CFA Charterholder degree from the CFA Institute between 2002 and 2005, specializing in the field of CFA. In 2003, they received training in Investments and Securities from the Canadian Securities Institute. Prior to that, they pursued an MBA in Finance at Ivey Business School at Western University from 2001 to 2003. Additionally, they participated in an exchange program at Rotterdam School of Management, Erasmus University from 2001 to 2002, earning an MBA degree. Iris L Yu also holds a certification in Google Data Analytics Program obtained from Coursera in February 2023. Another certification mentioned is simply "CFA," but details regarding the institution, month, and year obtained are not provided.
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