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AMY MIN LIU

*** ******** **

SAN RAMON, CA 94583

925-***-****

ad1ow0@r.postjobfree.com

HIGHLIGHTS

Strong leadership, stakeholder management, excellent communication, and presentation skills.

Strategic thinking, capable of managing competing priorities, and a customer-centric team player.

Operate effectively in a fast-paced matrix environment and adapt quickly to organizational changes.

20+ years’ experience in Financial Management, Business Management, and Strategic Planning.

15+ years’ experience in recruiting, building, and managing high-performance teams.

Advanced in Excel, PowerPoint, Word, and Essbase & financial modeling.

Results driven, with great attention to details. Able to travel up to 50% if needed. EXPERIENCE

WELLS FARGO BANK

SVP Finance, Corporate and Investment Banking (CIB) Capital Markets March 2015 – Now San Francisco, USA

• Lead stress test efforts to ensure proper control/governance and help improve the efficiency and effectiveness: work closely with modeling team to develop, validate and implement balance sheet and income statement forecasting models and create a model performance monitoring framework.

• Coordinate with enterprise Recovery and Resolution Plan (RRP) office and upstream/downstream partners to review and update balance sheet assumptions line by line and generate forecasts, addressing challenges from Corporate Finance and Financial Risk Management teams to meet regulatory requirements.

• Act as the Finance Service Contact for CIB Markets in setting up indirect cost allocation methodologies and leading the execution and annual driver refresh efforts, for CIB Market Quants team, E-trading, Economics and Research teams etc.

• Lead the performance of the Risk Control and Self-Assessment (RCSA) process and manage operational risk – following RCSA policy, supported by ongoing maintenance and reporting. Have self-identified audit issues, execute the mitigations and see things through.

• Train/Mentor new team members on Stress Test/Resolution Plan policies, processes, procedures and systems to help them build the right expertise to deliver quality results on time.

• Led Foreign Exchange/Interest Rates Derivatives/Commodities Business Finance team, providing consultative financial support and business analytics to four lines of businesses. o Proactively develop and manage relationships with business partners and other key stakeholders

(Market Risk, Middle Office, Compliance, Controllers, Internal Audit, Technology and Operations, and Enterprise Finance, etc.) for an effective delivery of a full-service control and oversight model. o Managed FX Finance’s integration to CIB Capital Markets – coordinated efforts of Front office, middle office and back office to support the transition, ensuring data integrity from reporting systems. o Managed Finance team through transformations/challenges, assisting with skill building to increase engagement and ensure career development aligned with the company’s strategic initiatives. o Led Monthly Forecasts and Annual Budgeting/Planning with thoughtful trend analysis/business insights being key inputs and align forecasts to multiple uses (annual budget, Stress Tests, Assets and Liabilities Management, Resolution Plan, and 5-year strategic plan) for consistency. o Identify risk factors and ensure appropriate controls, supporting regulatory-related internal and external reviews/audits/examinations. Represent Finance in regular business risk review meetings. o Established and implemented cost allocation methodologies and analytics to support business decisions and regulatory requirements. Review investment details with project management team for proper governance.

o Conduct monthly in-depth direct and indirect expense analyses – helped business executives understand expense drivers and cost allocation methodologies, and identified opportunities for cost savings. Worked with Business Head and pushed for $14mm indirect cost allocation savings. o Regularly present to Business leadership team on financial highlights and analytical insights. Page 2 of 2

STANDARD CHARTERED BANK 2008 –2012

General Manager, Retail Banking Products, Consumer Banking, China Shanghai, China

• Managed Consumer Banking's Products P&L and Balance Sheet, covering Secured/Unsecured Lending and Retail Deposit products. Led mortgage and personal loan growth despite unfavorable regulatory environment.

• Led a team of over 50 people to develop short term and long-term product strategies in tier one and growing cities, aligned with Sales models, Credit Policies/Underwriting Model, Operations model, Branch Expansion plan and led the execution.

• Worked with Global and Regional Offices to assess the lending portfolio to ensure the alignment with the Bank’s Risk Appetite, China growth strategy and overall product development strategy.

• Partnered with Credit Risk Team and played first line defense role in identifying, measuring, assessing, monitoring, aggregating and reporting risks as well as controlling and mitigating certain risks.

• Drove Consumer Banking deposit growth to fulfill the regulatory Assets/Deposits Ratio requirements.

• Communicated regularly with Regulators, Media and Customers on product/service offerings and long-term strategies.

CFO, Consumer Banking, China

Champion of Diversity & Inclusion, China

• Partnered with Consumer Banking (CB) Head and Leadership Team to drive and track the 5-year business plan.

• Partnered the business in developing and maintaining an optimal balance sheet structure which balances capital efficiency, liquidity, risk and funding costs and meeting regulatory requirements.

• Partnered the business in development of strategy and its translation into specific operational & financial plans. Continuously provided a balanced view of business performance, advised decision making in investments, new products, pricing, balance sheet and cost management to drive optimal decisions, superior performance and appropriate rewards.

• Ensured costs & investments are aligned to business strategy and deliver targeted returns.

• Monitored business results, working with business leaders to develop plans to deliver appropriate returns. CITIBANK GLOBAL CONSUMER GROUP (GCG) 2004 –2008

Head of Strategic Planning Shanghai, China

Chairman of Women’s Council

• Developed and implemented China Consumer Banking organic growth strategies.

• Built financial models and negotiated with credit card partners on merger and acquisition opportunities.

• Prepared and presented business reviews to regional and global senior executives on a regular basis.

• Conducted data analytics and competitive research to support strategic decision-making and planning. PRICE WATERHOUSE COOPER (PWC) CONSULTING 2002 –2004 Senior Project Manager on Financial Services Industry Shanghai, China

• Part of the team in identifying strategically-driven business opportunities that can leverage the company’s various solution offerings – Strategy, Operations, Financial/Risk Management, Customer Relationship Management, Human Resource and eBusiness Intelligence.

• Led end-to-end large project management to ensure high-impact and success – from defining project scope, developing project plan, identifying resources, creating deliverable milestones, tracking and monitoring progress, presenting to clients, to making recommendations and supporting on implementations. CAPITAL ONE, LOAN PRICING CORP, CITIBANK NORTH AMERICA (CBNA) 1996 –2002 Vice President – CBNA Finance, Business Planning & Analytics New York, USA Conducted databased marketing analytics to understand customer behavior to increase response and reduce risk. EDUCATION YALE UNIVERSITY, SCHOOL OF MANAGEMENT

MBA, Finance and Strategies; Dean’s Scholarship.

STONY BROOK UNIVERSITY

PhD, Economics.

PEKING UNIVERSITY

BA, International Economics. Admitted with no National College Examination.

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