Andy Wu Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

- Took ownership of project planning, execution and project management activities, leading both internal teams and external stakeholders with clarity and impact- Demonstrated active and adaptive leadership role in firm initiatives and promoted diversity and inclusion, creating a positive work environment- Led the L&D stream and liaised closely with senior management to conduct skills assessment, map capabilities and organise training events aligned to team strategiesProcess Re-Engineering: - Facilitated stakeholder workshops and orchestrate inputs to identify pain points and root causes- Effectively synthesised complex and disjoint information and concisely articulated current state, often via visual representation - Designed the target state process iteratively with stakeholders, supported by detailed procedural documentation and cross-functional RACI charterProject Management:- Worked alongside senior management to translate business requirements into prioritisation criteria and mapped work breakdown structure to implementation roadmap- Monitored delivery of multiple streams and communicated progress through RAID logs to ensure alignment of stakeholders and escalation of issues for timely resolutionCustomer Experience Design:- Designed event-driven, data-led omni-channel customer use cases enabling relevant in-the-moment conversations- Collaborated with third party creative agency and managed the quality of output and alignment of content creation to design- Managed the delivery through extensive approval process against strict go-live timeline- Worked closely to Technology and Digital to plan and conduct extensive QA and LIVES testing of creativesOperational Excellence:- Led 6 coaches to deliver ~15% productivity uplift across 17 operations teams and 300+ staff- Coached senior managers and team leaders on structured problem solving and leveraging data to drive high-performance teams

Sydney, New South Wales, Australia

Sydney, Australia

- Advise the Directors on the vision, strategy and operations of the business for its 2020 targets- Advise on new potential business opportunities, including evaluation, prioritisation and strategy- Responsible for the business expansion into the Greater Parramatta region- Source corporate clients and promote business services through lasting relationships- Consult the clients on their business challenges and provide tailored training solutions that create sustaining change in staff performance

Sydney, Australia

- As part of the deal team, supported the multiple concurrent investment in funds and co-investments by: • Conducting quantitative and qualitative due diligence including analysis and assessment of drivers of performance, alignment of interest, consistency of strategy, team depth, value creation and growth levers, market dynamics, competitor analysis, financial analysis, reference checks, etc. • Drafting key decision-making investment memos and presenting to the team and Investment Committee • Liaising with both internal and external advisors and the General Partner in carrying out the Investment execution- Participated in all investments by providing well-supported point of view on areas of attractions and due diligence points - Promoted the branding of MLC PE through the creation of high-quality market commentary, performance update, portfolio look-through, and magazine stock storiesAchievements:- Significantly contributed to a c.$200m secondary transaction via portfolio company research, fund modelling and valuation, liaison with agency and preparation of investment proposals- Materially improved the portfolio management process by establishing quarterly portfolio exposure monitoring tools and automating 75% of the update

Sydney

- Responsible for capital raising, including business plan, due diligence, business valuation, DCF model, term sheets and liaising with brokers- Built complex business excel models including forecast, cash flow, budget and valuation models- Responsible for business operation and strategies- Identified and analysed acquisition and business opportunities, challenges and operational inefficiencies- Represented, promoted, explored, identified, assessed, negotiated and executed on potential collaborative partnerships - Responsible for the international expansion into Asia, including the navigation through local legislations and regulations to establish a local office and negotiation with local partners such as gyms and shopping centres- Established global governance framework and oversaw operations in the US and China - Hands-on management of HR, operations, finance, admin and legal- Lead business expansion in China, including negotiations with shopping centres, gyms, distributors and investorsAchievements:- Grew revenue by 36% per month on average in the last five months and user base by 3000 new scans every week- Held 26 pending patents around the world on 3D body scanning and downstream measurements utilities - Negotiated a national agreement with LA Fitness to install scanners in all 674 gyms and established a staffed LA office within two months- Established an office in Beijing and negotiated a partnership with 63% gross margin with an emerging gym chain within 2 weeks of leading business expansion in China

Sydney, Australia

- Worked directly with the CIO and Head of Investment on managing super funds of A$50b in AUM by optimizing risk-return profiles, scenario testing and interviewing fund managers and assessing their investment processes- Collaborated and assisted both internal and external stakeholders with portfolio performance modelling- Analysed and monitored fund exposures- Monitored the market trends and macroeconomic factorsAchievements:- Established framework and collaborative process with Head of Actuarial team to model performances of insurance funds using Black-Scholes model and VBA and reduced inefficiency by 30%- Model employee awarded with honorary top performance rating 5A

Sydney, Australia

- Liaised with major external fund rating agencies and managed investment profiles of funds- Responsible for quarterly market update published for investors- Researched into asset classes such as gold and timber- Built on the scenario model that was central to MLC Asset Management portfolio managementAchievements:- Led division wide integration of new transformational industry standards such as Standard Risk Measure- Improved reliability and efficiency of scenario model by over 80% through formatting, coding, consolidation and automation

Performance calculation; attribution analysis; competitor analysis; spreadsheet building; macro; performance reporting; relationship building; consulting support; analysis; buddying; process improvements

customer service; cross sale; telephone banking assistance; internet banking assistance; credit card; customer account management

Bachelor Of Commerce And Bachelor Of Applied Finance, Actuarial Studies And Applied Finance

Activities and Societies: Global Leadership Program, Treasurer of Actuarial Students Society (ASSOC), Project Manager of ASSOC, Member.

Education record

Activities and Societies: House Captain, Valentines Orchestra (Violin), Senior Debating Team, Open A Chess Team, Basketball Team, Speech.