Luisa Lin, MBA, CFA, CSM®

Luisa Lin, MBA, CFA, CSM®

Internship

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  • Timeline

  • About me

    Associate Director | Commercial Excellence | Strategic Planning & Analysis | Business Intelligence | AmCham NextGen

  • Education

    • National Chengchi University

      2003 - 2007
      Bachelor of Arts Public Finance

      Activities and Societies: Student Representative of the class, 2004

    • University of Arizona, Eller College of Management

      2010 - 2012
      MBA/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 2006
      Internship

      • 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 2009
      Semi-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 2010
      Assistant 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 2012
      Graduate Teaching Assistant

      Teaching Assistant of Quantitative Financial Management Course

    • American Express

      Aug 2012 - Aug 2015
      Statutory 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 2020
      • Business Intelligence Analyst, Renal Products

        Apr 2017 - Mar 2018
      • Sr. Financial Analyst - FP&A, Finance

        Aug 2015 - Mar 2017
    • Zuellig Pharma

      Sept 2020 - Mar 2021
      Financial 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 - now
      • SFE and Alliance Lead

        Jan 2023 - Mar 2024
      • Sales Force Effectiveness Lead

        Mar 2021 - Dec 2022
  • Licenses & Certifications

    • National Information Assurance Training Standard for Risk Analysts (Entry Level)

      CNSS • National Security Systems
      Mar 2011
    • Certified ScrumMaster® (CSM®)

      Scrum Alliance
      Oct 2021
      View certificate certificate
    • 10-Year Professional Learning Milestone

      CFA Institute
      Dec 2023
      View certificate certificate
    • CFA Institute Charterholder

      CFA Institute
      Jun 2014
      View certificate certificate
  • 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