Stephen Hsu Email and Phone Number
Stephen Hsu is the senior deputy manager of Cathay United Bank and one of initial members of the Financial Planning and Analysis Team, which was established in 2019. In 2020, Stephen led a cross-functional team to develop medium-term/annual strategy and budget, facilitate and ensure BUs to set challenging and feasible objectives. Currently, he is responsible for Institutional Banking Business Unit strategic and financial planning.From 2016 to 2018, Stephen served in various positions and rotated through several departments at Cathay Financial Holdings, Cathay Life Insurance, Cathay United Bank, and Cathay United Bank Cambodia, participating in crucial projects including transforming Small and Medium Enterprises business, evaluating and processing the Consumer Financial Company in China, assisting Symphox to improve E-commerce Operation Agents and Telecommunication business.Prior to Cathay Financial Holdings, he served as an analyst and relationship manager of Liabilities and Investment Team of DBS (Taiwan) from 2013 to 2015. At the end of June 2015, he increased $8 million new assets from more than 60 clients and generated more than $0.6 million revenues in the second year. Before joining DBS, Stephen was an executive trainee and assistant relationship manager of Large Corporate Financial Center of COSMOS Bank (which was acquired by China Development Financial Holdings), assisting the team to complete preparation for more than 30 syndicated loans.He graduated summa cum laude from National University of Science and Technology in 2009 with a major in Business Management and received an MBA from National Cheng Chi University in 2011. He also studied in the Electrical Engineering and Computer Science Undergraduate Honor Program at National Chiao Tung University (but did not finish).
Cathay United Bank
View- Website:
- cathaybk.com.tw
- Employees:
- 1146
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Vice PresidentCathay United Bank Jan 2024 - PresentTaipei City, TaiwanCorporate Banking Strategy & Marketing Department -
Senior Deputy ManagerCathay United Bank Apr 2020 - Dec 2023Taipei, TaiwanTransformation Office/Strategic Planning DepartmentAct as a transformation officer. Assist two teams(Service Model/Standardization of Process and Credit) to facilitate and transform the institutional business.Financial Planning and Analysis (FP&A) Team/Strategic Planning Department-Responsible for the Institutional Banking Business Unit strategic and financial planning. Work closely with several business units to develop competing capability, cooperate with finance teams to execute annual cost planning, and execute corporate strategies to realize business growth.-Cooperate with the Transformation Office and Private Banking Group to improve the customer service and business process to strengthen capabilities and smooth transfer within different business groups. -Co-lead a cross-functional team of 35 members (including Financial and Accounting, Human Resources, and General Affairs Department), to execute financial planning and budgeting, including identifying cost-saving and profit-maximizing opportunitiesbased on internal and external research and analysis.-Co-led a team of 4 members to drive Wealth Management Business through efficient and effective data analysis, collaborating with product divisions to develop business plans in 2021.-Led a cross-functional team of 6 members to develop medium-term/annual financial planning and budgeting, facilitate BUs to achieve strategic objectives (6% increase profit target) in 2020.-Provide insightful financial analysis and perspective, raise critical issues, deliver presentations related to the financial performance of CUB and its competitors, and launch convention for CEO and senior managers to develop action plans, evaluate and ensure strategic and tactical execution by interacting regularly with BUs. -
Deputy ManagerCathay United Bank Jan 2018 - Mar 2020Taipei City, TaiwanStrategic Planning Department (2019)-Set up the Financial Planning & Analysis Team and provided leadership the multi-year strategic planning, coordinated inputs from different departments (Finance and Accounting, Human Resource, Risk, Product, Business Units) for both Revenues and Operating Costs.-Provided essential insights into key market and business trends and identify risks and opportunities, supported business units to set up specific strategies and actions to ensure delivery of the short-term financial targets and long-term strategic targets. Cathay Financial Holdings (2018)-Assisted Symphox, one of LinYuan Group's subsidiaries, to improve E-commerce Agent business performance including re-positioning target markets, strengthening logistics, establishing future plan.-Rebuilt Symphox's network communication business and operation including improving the cooperation between Symphox and Cathay Life Insurance and Cathay United Bank, delivering potential development blueprint. -
Assistant ManagerCathay Financial Holdings Co., Ltd. Jan 2017 - Dec 2017Taipei City, TaiwanStrategic Planning Department, Cathay United Bank-Rebuilt the SME (Small and Medium Enterprises) business including reconstructing business units to focus on specific types of customers, setting up end-to-end (from branches to credit analysis, risk control, and operations) system and mechanism, and successfully improved SME business after 18 months trial run.-Joined Cathay United Bank Cambodia (CUBC) headquarters at Phnom Penh, Cambodia for 1.5 months to improve business process and to draft midterm business plan. -
Group Management AssociateCathay Financial Holdings Co., Ltd. Jul 2015 - Dec 2016Taipei City, TaiwanConsumer Finance Planning Department, Cathay United Bank-Researched ESCO (Energy Service Company) industry and drafted feasible financial solutions.Strategic Planning Department, Cathay Life Insurance-Assisted different teams to accelerate and execute several projects including improving travel insurance business, implementing multidimensional customer views to upgrade customer services, designing marketing tools and tutorial for new product, researching blockchain's impact on insurance and providing further actions.-Cooperated with Xindian branch's colleagues to execute the agents improving program, called AG 2.0, with field investigation and on-site assistance. -
Relationship Manager-Institutional Banking GroupDbs Bank Aug 2013 - Jul 2015Taipei City, TaiwanLiabilities and Investment Team.-Managed portfolio of more than 60 clients, and generated more than $0.6 million revenues and increased $8 million assets in the second year. -Cooperated with Treasury & Market Department to establish hedging positions on currencies exchange gap with swaps and options for professional investors, and provided financial suggestions on asset allocation with FX, structured investment product, and mutual funds.-Supported 4 Institutional Banking Group SME teams to provide holistic services and integrated financial solutions. -
Assistant Relationship Manager-Large Corporate Financial Center凱基銀行 Kgi Bank Aug 2012 - Jul 2013Taipei City, Taiwan -
Second LieutenantMinistry Of National Defence - Republic Of China Aug 2011 - Jul 2012Kinmen County, Taiwan
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Project AssistantAdvantech May 2010 - Jan 2011Taipei City, Taiwan-Assisted Advantech to establish M&A strategy and post M&A management at Taipei and Beijing headquarters.-Completed master's dissertation, "Integration and Management of Post Mergers and Acquisitions," by in-depth and intensive study on Advantech's three acquisition cases.
Stephen Hsu Skills
Stephen Hsu Education Details
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Gpa 4.0/4.0 -
Electrical Engineering And Computer Science Undergraduate Honor Program
Frequently Asked Questions about Stephen Hsu
What company does Stephen Hsu work for?
Stephen Hsu works for Cathay United Bank
What is Stephen Hsu's role at the current company?
Stephen Hsu's current role is Strategic Planning|Project Management.
What schools did Stephen Hsu attend?
Stephen Hsu attended National Chengchi University, National Taiwan University Of Science And Technology, National Chiao Tung University.
What skills is Stephen Hsu known for?
Stephen Hsu has skills like Strategic Planning, Microsoft Office, Microsoft Excel, Management, Business Strategy, Powerpoint, Business Development, Business Analysis, Project Management, Financial Analysis.
Who are Stephen Hsu's colleagues?
Stephen Hsu's colleagues are Seng Soksan, Bruce (Li-Kang) Huang, 吳子行, Hong Meynea, Juntin Lin, Samuel Chen, Bunchhoeun Yim.
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