Coco Wu, Cfa Email & Phone Number

Hong Kong

• Research and decide asset allocation among asset classes, including equities, fixed income, commodities, alternatives, etc., with focuses on US and Asia Pacific markets. • Conduct detailed fundamental analyses on companies in various industries, e.g. tech, healthcare, renewable energy, consumers, financials, industrials, materials, etc. • Conduct detailed analyses on global macroeconomics.• Trade various financial assets. • Monitor and manage investment portfolio risks.

Hong Kong Sar

• Advised clients on short-term cross-border financing, e.g. loans, leases, customer finance, supplier finance, letter of credit, bank draft, guarantees, etc. • Advised clients on cash and liquidity management, e.g. cash pooling. • Advised clients on financial risk management, e.g. FX, interest rates, commodity prices, etc.

Hong Kong; Philadelphia, Us

• Manage liquidity across countries and business units in Asia Pacific region; design both long term and short term optimal funding strategies; determine optimal capital structure. - Sourced lower-cost funding on EM markets, saving interest cost at both local entities level and group global level. - Liberated trapped cash of on capital regulated EM markets, reducing group’s global debt and interest expenses. - Establish cross-border cash pool, saving interest cost at both local entities level and group global level. • Manage currency risks: design currency hedging strategy and conduct currency hedging. • Lead working capital improvement projects in the region, such as supply chain finance, customer finance, etc.. • Lead corporate restructuring, including formation and re-organization of legal entities, and managing relationship with joint venter partners. • Lead M&A deal closing activities by country in the region. • Integrate newly acquired business/companies.• Guide subsidiaries on cash management. • Build and develop regional treasury team. • Manage insurance, employee pension/retirement plan/incentive plan, and others.

Charlotte, North Carolina Area

• Led valuation of all strategic investment opportunities across division, including emerging business entry (new technology/product, new business line, new business model, cost saving, etc), capacity expansion, restructuring, new business partnership/alliance establishment, business divestiture, and acquisition.  Created valuation model, projected financial results and analyzed economic value of investment projects.  Assessed investment risks, e.g. currency, inflation, commodity, operation, etc., and conducted sensitivity and scenario analyses.  Prepared deal structuring and negotiation. • Led division 5 year long range planning, and ensured delivering a growing and achievable long range plan. • Partnered with global commercial group and operation group to drive division financial commitment: Led global commercial forecasting and budgeting, and ensured actual results achieve target; Analyzed actual commercial results, and provided valuable suggestions for improvement; Provided other financial analysis to lead commercial group to make decisions, such as global pricing analysis.

Greater St. Louis Area

• Conducted various financial analysis to guide the global manufacturing organization to make decisions: Analyzed actual operation results, and provided recommendations for business improvement; Led global budgeting, forecasting and long range planning process.  Provided financial analysis to the Product Management teams on global product line planning decisions.• Analyzed global demand/supply trends of agriculture products, and forecasted commodity prices.

Chongqing, China; Melbourne, Australia

• Established and maintained product profitability evaluation models, supporting senior management to make various decisions on product development.• Led cross-functional product development teams to drive key product lines’ financial commitment: Determined new product pricing, product feature design, volume/mix planning and freshening programs, increasing sales by 40%; Decided on material sourcing, design change and cost reduction, achieving $1000 cost savings per vehicle.

Guangzhou, China

• Performed financial statement audits of both IPO companies and listed companies that carried significant assets and liabilities and generated substantial earnings/losses subject to fair value accounting. • Validated the reasonableness of the valuations and assumptions behind the valuations of those assets, liabilities and earnings.

Mba

Master

Bachelor Of Arts