
Luisa Lin, MBA, CFA, CSM®
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About me
Associate Director | Commercial Excellence | Strategic Planning & Analysis | Business Intelligence | AmCham NextGen
Education

National Chengchi University
2003 - 2007Bachelor of Arts Public FinanceActivities and Societies: Student Representative of the class, 2004

University of Arizona, Eller College of Management
2010 - 2012MBA/MS in Finance Concentration: MIS (Management Information Systems)• Granted academic merit-based scholarship• Vice-President, Taiwan Graduate Students Association, 2011
Experience

Nong Xue Corporation
Jun 2006 - Sept 2006Internship• Inspected Publishing Integrated System by employing a small dataset to test every function and collaborated with engineers in both Taiwan and China to fix malfunctions in the system• Developed Software Requirement Specification of the Publishing Integrated System as a tutorial of the system required by Ministry of Economic Affairs, R.O.C.

Deloitte
Jul 2007 - Aug 2009Semi-Senior Tax Consultant• Performed statistics-based financial comparisons to test intercompany transactions for arm’s length transactions and develop transfer pricing reports to verify client compliance with Taiwan Transfer Pricing Guidelines• Conducted on-site audits of annual financial statements and income tax return filing to evaluate client compliance with accounting standards and Taiwan tax regulations in foreign multinational companies• Provided tax advisory and consulting services to 15 long-term clients, helping them achieve business objectives, manage risk, and improve overall business performance Show less

Justtravel Entertainment Enterprise Company
Oct 2009 - Jun 2010Assistant Manager, Department of Accounting and Personnel• Developed HR and accounting policies that were approved and implemented by management to resolve undefined operational processes, resulting in more accurate overtime calculations saving the company over 50% in overtime pay• Improved operational efficiency at a 17-person team by diagnosing and eliminating redundant cash handling processes, resulting in faster cash processing that saved the company labor dollars• Implemented a new point-of-sale module and financial reporting system that managed supply chain and generated accurate financial reports, providing executives a better view of current sales performance Show less

The University of Arizona
Aug 2011 - May 2012Graduate Teaching AssistantTeaching Assistant of Quantitative Financial Management Course

American Express
Aug 2012 - Aug 2015Statutory Reporting & Financial Control Analyst, Controllership• Designated as Deputy Accounting Manager & Tax Team Leader, ensuring accurate accounting treatments, financial reporting, tax filing, and disbursement• Analyzed financials and present to board of directors to support senior management decision-making process and deliver firm-wide reporting, ensuring compliance with relevant policies/regulations and enabling achievement of P&L targets• Appointed as IT Expert to respond to Oracle queries raised by local business units, to act as market pilot user for new launched systems, and to conduct sessions of MS Office, Cognos, and spreadsheet control, improving efficiency and productivity• Drove process improvement to boost overall adequacy and efficiency by eliminating unnecessary low-value tasks and automating manual processes, reducing more than 100 working hours annually with more accurate results• Led a regional team to run a SharePoint-based forum, engaging more than 100 users to collaborate and network on the platform• Acted as relationship lead with Financial Center-East in India to resolve reconciliation issues and monitor outsourced activities, managing outsourcing risks and verifying fulfillment of local outsourcing regulations Show less

Baxter International Inc.
Aug 2015 - Sept 2020• Lead 3-BU (w/ direct & distributor models) planning, forecasting, pricing activities to commit and deliver US$70MM+ of top-line w/ 500+ SKU and secure SG&A budget• Develop financial models and business cases, incorporating sales & marketing insights, to evaluate P&L impacts of R&O for existing products and new product launch, supporting BUD's & GM's decision making and strategy development• Design incentive plan and set sales target for sales team, clinical team, and distributors to achieve 100%+ of overall Renal team goal• Review Renal team performance & sales force effectiveness to ensure alignment with global strategic plan Show less • Managed financial planning & analysis activities, including annual/long range planning, quarterly forecasting, monthly financial update, product profitability, and ad-hoc analysis• Worked with cross-functional teams to conduct feasibility studies and cost-benefit analysis to evaluate potential business opportunities• Acted as Pricing Supervisor to ensure appropriate prices implemented, evaluate financial impacts of pricing decisions, and streamline pricing setup process• Built a database in MS Access for over 1 million sales orders to monitor business performance and support decision making without additional costs Show less
Associate Manager, Business Intelligence, Renal Products
Apr 2018 - Sept 2020Business Intelligence Analyst, Renal Products
Apr 2017 - Mar 2018Sr. Financial Analyst - FP&A, Finance
Aug 2015 - Mar 2017

Zuellig Pharma
Sept 2020 - Mar 2021Financial Planning & Analysis Manager• Led FP&A team of 2 Financial Analysts to review and justify an aspirational but realistic P&L and net working capital target• Developed price proposals to respond to RFPs from healthcare companies, growing sales and improving profitability• Acted as Procurement Manager to coach a specialist and expedite insurance certificate for COVID-19 vaccine tender

MSD
Mar 2021 - now• Manage diversified products and partner with distributor to drive externalized business, reaching ~0.2M patients annually• Lead SFE team to drive sales force effectiveness, derive sales intelligence, and develop go to market strategy with 130+ salesforce• Deploy data-driven multi-channel cycle plan and smart suggestions in Veeva as the 1st AP pilot market to optimize omni-channel engagement model, improving salesforce digital engagement by 40% and HCP digital coverage by 27% of total company in a year• Launch regional sales and engagement dashboards to build salesforce analytic capability from planning to execution• Act as Product SKU Optimization Country Implementation Lead to evaluate and eliminate low value and non-standard SKUs Show less
Commercial Excellence and New Product Planning Lead
Apr 2024 - nowSFE and Alliance Lead
Jan 2023 - Mar 2024Sales Force Effectiveness Lead
Mar 2021 - Dec 2022
Licenses & Certifications

National Information Assurance Training Standard for Risk Analysts (Entry Level)
CNSS • National Security SystemsMar 2011- View certificate

Certified ScrumMaster® (CSM®)
Scrum AllianceOct 2021 - View certificate

10-Year Professional Learning Milestone
CFA InstituteDec 2023 - View certificate

CFA Institute Charterholder
CFA InstituteJun 2014
Honors & Awards
- Awarded to Luisa Lin, MBA, CFA, CSM®Winner of Annual High Five Award MSD Jan 2025
- Awarded to Luisa Lin, MBA, CFA, CSM®Winner of Annual High Five Award MSD Jan 2022
- Awarded to Luisa Lin, MBA, CFA, CSM®Commercial Excellence Award Nominee Baxter Healthcare 2019
- Awarded to Luisa Lin, MBA, CFA, CSM®Winner of Best Team Collaboration Award Baxter Healthcare 2019 Extraneal New NHIA Reimbursement Criteria & Price Management(also Best Team Collaboration Award nominee for Claria with Sharesouce Launch)
- Awarded to Luisa Lin, MBA, CFA, CSM®Best Support Award Nominee Baxter International Inc. 2017
- Awarded to Luisa Lin, MBA, CFA, CSM®Best Support Award Nominee Baxter International Inc. 2016
- Awarded to Luisa Lin, MBA, CFA, CSM®Winner of Best Team Collaboration Award Baxter International Inc. 2016
- Awarded to Luisa Lin, MBA, CFA, CSM®Best New Hire Award Nominee Baxter Internation Inc. 2015
Languages
- enEnglish
- maMandarin chinese
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