Michael Tu MBA

Senior Manager leading Central Sales and Marketing (SAM) FP&A team. Strategic partner for CFO driving operational and financial improvements. Led global consolidation, analysis, and operating mechanisms for extended finance staff of 10+. Coordinated and managed in-year and long-term planning cycles.

Supported the CFO in corporate strategy, business development, M&A analysis, IR and enterprise effectiveness. Developed and maintained a view of market dynamics across all segments. Facilitated business problem-solving through establishing strategic context, performing detailed analyses, synthesizing insights and aligning to execution plans. Corporate Strategy and Business Development • Leveraged key insights from external sources to guide senior executives on strategic direction for M&A targets and initiatives. Developed and delivered recommendations to executive management. • Developed economic models to evaluate acquisitions and new business models. • Identified and scoped new projects for business plan implementation and value realization. • Designed operating model and organization design, process engineering and improvement, governance and metrics frameworks, automation, and cutting-edge ways of approaching old and new ways of working. • Lead projects and teams, scanning the market, developing business cases, applying analytics metrics that help define structure and/or measure progress against KPIs/benchmarks. Capital Planning • Examined and approved capital expenditures that averaged an ROIC hurdle of 20%+ over two years. • Collaborated business units to devise and execute an $8B Mobility Annual Budget and 6-year integrated plan. • Analyzed and presented monthly financial results to Business Units, FP&A executives, and other stakeholders, in addition to developing Price/Volume (PxQ) models to forecast budgets, outlooks, and long-term objectives. Investor Relations and Communications • Presented quarterly and industry peer benchmarking while maintaining intelligence on corporate strategy and operational trends to senior management, the investment community, and sell-side Wall Street analysts.

Oversaw strategic advisory and planning, business development, finance and accounting, project development and management, human resources administration, and third-party vendor management. Facilitated capital financing activities with investors and venture capital firms, and conducted industry due diligence feasibility analysis while forecasting through market, revenue, and financial models.

Conducted preliminary due diligence on Africa-based companies seeking private or public financing, and secured relationships with C-level executives, investors, industry experts, and government officials. Covered key Sub-Saharan African nations - including Ghana, Kenya, Nigeria, and South Africa - and sectors such as healthcare, agriculture, consumer, technology, industrial, and telecommunications.

Equity analyst leader with experience in conducting due diligence and investment research for boutique and bulge bracket investment banks on Wall Street. Assessed all aspects of diverse companies specializing in healthcare and technology. Leveraged significant finance and technical acumen to build and forecast complex three-statement, valuation, and market models. Evaluated and kept abreast of leading industry trends. Published investment research and white papers on healthcare companies and industry. Established and cultivated buyside relationships with both long-only and hedge funds. Developed and led teams of junior associates and analysts.

I served as the lead analyst for US- and China-based healthcare companies - with a focus on medical devices, diagnostics, and healthcare services - while commencing research coverage on BRLI, DGX, LH and CO, CPHI, MR, NPD, SCR, SSRX, and SVA. KEY ACHIEVEMENT ★ Developed relationships with healthcare company management teams - resulting in investment banking engagements - published reports, built financial models, and advised the sales force and clients on investment strategies.

I published various reports and provided advisory services to the sales force and clients on medical device companies and industry trends, and initiated research coverage on BFRM, HOLX, ISRG, and TOMO while co-covering ARAY, ELOS, MNT, MR, OMRI, and VAR. KEY ACHIEVEMENT ★ Ranked in the Top 15% of the peer group - obtaining an overall internal ranking of #8 out of a possible 55 associates - and built and forecasted detailed market, revenue, three-statement, and valuation models.

I proposed medical technology investment ideas to institutional and hedge fund investors and developed financial models while publishing investment reports on companies and the medical technology sector.