Professional Summary

Professional Overview

Michele Wu is a seasoned finance executive with over 20 years of experience in the financial services industry. As the Senior Vice President, Chief Financial Officer, and Treasurer at Ameritas, she is responsible for leading the company's financial strategy, risk management, and treasury operations. With a strong background in capital markets, mergers and acquisitions, and international tax, Michele has built a reputation as a strategic and analytical leader.

Experience Summary

Current Role

In her current role at Ameritas, Michele is responsible for overseeing the company's financial operations, including financial reporting, budgeting, and forecasting. She also plays a key role in strategic decision-making, providing critical insights to the executive team and board of directors. Under her leadership, the finance function has implemented several process improvements and technological initiatives to enhance efficiency and data-driven decision-making.

Career Progression

Prior to joining Ameritas, Michele held various leadership positions at Principal Financial Group, where she served as the Director of Capital Markets and the Financial Controller for International Tax and M&A. In these roles, she demonstrated her expertise in financial planning, risk management, and cross-border transactions. Earlier in her career, Michele was a Tax Director in the Mergers & Acquisitions practice at PwC, where she advised clients on complex tax structures and integration strategies.

Academic Background

Michele holds a Bachelor's degree in Accounting from the University of Nebraska-Lincoln. She is a Certified Public Accountant (CPA) and has completed executive education programs at leading institutions, further strengthening her leadership and strategic management capabilities.

Areas of Expertise

• Financial planning and analysis

• Capital markets and treasury management

• Mergers and acquisitions

• International tax and finance

• Risk management and compliance

• Business strategy and transformation

Professional Impact

Throughout her career, Michele has played a pivotal role in driving financial excellence and strategic initiatives. At Principal Hong Kong, she led the transformation of the finance function, implementing advanced data analytics and automation to enhance decision-making and operational efficiency. Her contributions have been recognized by industry peers, and she is a frequent speaker at finance and accounting conferences.

Conclusion

With her comprehensive financial expertise, strategic mindset, and proven track record of success, Michele Wu is well-positioned to continue driving value for Ameritas and its stakeholders. Her commitment to innovation, risk management, and financial stewardship makes her a valuable asset in the evolving financial services landscape.