Terence Lau

Experience

• 

  Citi

  Jul 1997 - Jun 2024

  Partnered with Asia CCB head and senior management to formulate and implement Asia strategy, driving digitization initiatives to enhance sales management and improve business performance reporting• Developed and executed regional business strategies focused on revenue growth, productivity improvement, and strengthening client relationship• Analyzed client and financial data to provide strategic recommendations• Produced performance reports analyzing operational and financial metrics to identify strategic improvement opportunities • Collaborated with cross-functional teams to support budgeting and forecasting process• Coordinated the Asia CCB scorecard target setting process with global CCB business management office to track KPIs for country heads and bankers• Collaborated with Finance to ensure timely publication of monthly KPIs• Created internal newsletters, marketing materials, and summaries of landmark transactions to highlight business momentum and achievements• Prepared Town Hall presentation including content creation and coordination of speaker materials• Developed senior management review presentations and conducted strategic research, including client quality and share of wallet analytics• Spearheaded the implementation of Salesforce, a robust client relationship management (CRM) platform, to enhance client engagement and deepen wallet share• Directed the adoption of Tableau, improving reporting capabilities and supporting data-driven decision-making Show less Oversaw FP&A processes across Asia Compliance, Finance, Legal, Human Resources, Risk Management, Internal Audit, and Citi Securities & Investigation Services • Collaborated with heads of Global Functions to ensure effective execution of FP&A process, including monthly expense analysis, budgeting, forecasting, and management business reviews• Spearheaded the expense allocation process, ensuring appropriate costs distribution across functions and business units• Partnered with business stakeholders to implement productivity and cost-saving initiatives aligned with strategic objectives, resulting in measurable efficiency improvements Show less Managed the FP&A processes for a portfolio of over 500 branches with an approximate US$800 million expense base• Led a team of five in executing FP&A processes, including monthly results analysis, budgeting, forecasting and management business reviews• Directed client allocations analysis to understand expense drivers and optimize resource utilization across the portfolio• Collaborated with business partners to achieve productivity and re-engineering targets totaling to US$55MM• Partnered with business stakeholders to establish scorecards and performance metrics• Drove the migration of CRS FP&A functions to the Mumbai Center of Excellence Show less

  • Business Planning & Analytics Lead / Business Unit Manager of Asia Commercial Bank (CCB)

    Dec 2015 - Jun 2024

  • Head of Financial Planning & Analytics (FP&A) of Asia Global Functions

    Jun 2014 - Nov 2015

  • Financial Planning & Analytics Lead of Asia Citi Realty Services

    Sept 2012 - Jun 2014

  • Financial Planning & Analytics of Asia Treasury and Trade Solutions & Securities Services

    Oct 2010 - Aug 2012

  • Head of Financial Planning & Analytics of Asia Operations

    Mar 2003 - Sept 2010

  • Accountant

    Jul 1997 - Feb 2003