Karen Lacey
Oakville,Canada
Summary
Product Owner and Senior Business Analyst with over 15 years of expertise in delivering innovative enterprise IT solutions across finance, energy, HR/payroll, and digital platforms. Proficient in agile project management, requirements gathering, and fostering stakeholder engagement to ensure alignment and project success. Recognized for exceptional communication skills and team leadership, consistently driving successful product launches and promoting a culture of continuous improvement. Committed to leveraging strategic insights to enhance operational efficiency and deliver value-driven results.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Product Owner (PO), Senior Business Analyst (BA)
Summitt Energy
01.2018 - Current
- Lead the end-to-end strategy, design, and delivery of 6 (six) enterprise applications through product management, business analysis and system integrations using Agile methodologies and cross-functional collaboration.
- Conduct sprint planning, retrospectives, and product backlog grooming in Jira
- Write detailed user stories with acceptance criteria, wireframing, and process flows
- Facilitate workshops for stakeholders using a combination of tools based on audience interest
- Mentor and coach junior team members through regular 1:1 and performance reviews, fostering skill development and knowledge sharing
Product Owner (PO)
ADP Canada
01.2015 - 01.2018
- Delivered enhancements to ADP’s payroll and HR platforms tailored for the Canadian market, aligning product initiatives with problem solving client needs and compliance requirements in a fast-paced Agile environment.
- Led product enhancement through Agile lifecycle
- Collaborated UI/UX teams to design interfaces using wireframing tools enhancing platform usability
- Facilitated backlog grooming and sprint planning ensuring alignment in Scrum teams
- Two contracts from 2015 to 2016 and 2017 to 2018
Senior Business Analyst (Contract)
TD Wealth
01.2007 - 01.2017
- Led a team of Business Analysts and established a standard framework through data analysis for requirements gathering which improved documentation quality and accelerated project onboarding.
- Gathered and translated complex business requirements using waterfall methodologies into detailed functional specifications
- Conducted stakeholder workshops across business, operations, and compliance teams
- Managed third-party system integrations to align technical solutions with TD’s operational standards
- Three contracts from 2007 to 2012, 2013 to 2014, 2016 to 2017
Senior Business Analyst (Contract)
RBC
01.2012 - 01.2016
- Streamlined regulatory processes and enhancing operational risk controls through collaborative, cross-functional and compliance-driven initiatives.
- Developed end-to-end process flows and business cases for system enhancements
- Redesigned user journeys and workflows, collaborating with UI/UX designers to improve clarity and reduce friction for internal stakeholders
- Facilitated stakeholder interviews and workshops to confirm requirements, ensure legal compliance, and align on strategic business goal
- Two contracts 2012 to 2013, 2015 to 2016
Business Analyst (Contract)
Agora Consulting
01.2005 - 01.2007
- Developed customized requirement frameworks for 10 (ten) client organizations, using business profiles and site architecture to drive the design of new web solutions and optimize existing digital assets in alignment with user experience and brand strategy.
- Led web redesign projects for 10+ clients, aligning site architecture with business goals and enhancing user experience
- Coordinated with developers and conducted UAT to ensure quality deliverables
Programmer / Systems Analyst
Bank of Montreal (BMO)
01.2001 - 01.2005
- Supported financial applications through operational enhancements using Mainframe technology.
- Developed and maintained SQL, FOCUS, and WebFOCUS applications supporting banking operations and reporting
- Collaborated with cross-functional teams on system maintenance, operational support, and data integrity initiatives
Education
Certified Business Analysis Profession (CBAP) - Business Analysis Body of Knowledge (BABOK)
IIBA
12-2025
Applied Information Technology Certificate Program - undefined
Information Technology Institute (ITI)
01.2000
Skills
- Requirements analysis
- Release timeline management
- Business requirements analysis
- Product backlog management
- Roadmap development
- Proficient in agile frameworks
- Product lifecycle management
- User acceptance testing
- Feature prioritization
- Product planning
- Story planning
- User story creation
- Requirements elicitation
- Microsoft office
- Training and onboarding
- Strategic planning and alignment
Languages
English
Native or Bilingual
Certification
- Agile Development & Scrum Practices – ADP Canada, Mississauga
- Story Point Estimation & Definition – ADP Canada, Mississauga
- User Requirements Gathering & Documentation – CDI, Toronto
- Problem Solving & Decision Making – Institute for Learning, Toronto
- Facilitating Client Requirements – Institute for Learning, Toronto
Timeline
Product Owner (PO), Senior Business Analyst (BA)
Summitt Energy
01.2018 - Current
Product Owner (PO)
ADP Canada
01.2015 - 01.2018
Senior Business Analyst (Contract)
RBC
01.2012 - 01.2016
Senior Business Analyst (Contract)
TD Wealth
01.2007 - 01.2017
Business Analyst (Contract)
Agora Consulting
01.2005 - 01.2007
Programmer / Systems Analyst
Bank of Montreal (BMO)
01.2001 - 01.2005
Applied Information Technology Certificate Program - undefined
Information Technology Institute (ITI)
Certified Business Analysis Profession (CBAP) - Business Analysis Body of Knowledge (BABOK)
IIBA
Hobbies and Interests
Completed two half-marathons (Oakville 2011, Niagara Falls 2014) and two Spartan Sprint obstacle races (Toronto 2015, 2016), Self-published author: founded a lifestyle blog and designed accompanying websites
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