Steven Wu
About Steven Wu
Steven Wu is the CFO of Guideline, with extensive experience in finance and strategy roles at various companies including Qualtrics, Anaplan, and Oracle.
Current Role as CFO at Guideline
Steven Wu currently serves as the Chief Financial Officer (CFO) at Guideline. He has held this role since 2022, where he oversees all financial activities, including strategic planning, budgeting, and investment management. His responsibilities ensure the company's financial health and operational efficiency.
Professional Experience at Qualtrics
Steven Wu worked at Qualtrics from 2018 to 2022. He initially served as the Head of Corporate Strategy and later transitioned to Head of FP&A and Investor Relations. His role involved managing financial planning and analysis functions and maintaining investor relations to support the company’s growth.
Tenure at Anaplan
From 2015 to 2018, Steven Wu held the position of Vice President, Finance and Strategy at Anaplan in the San Francisco Bay Area. During his three-year tenure, he focused on financial strategy and business planning, contributing to the company's operational and financial improvements.
Vice President Role at Qatalyst Partners
Between 2010 and 2014, Steven Wu served as Vice President at Qatalyst Partners in the San Francisco Bay Area. His responsibilities included managing client relationships and advising on strategic financial matters, mergers, and acquisitions.
Early Career at Oracle and Morgan Stanley
Steven Wu began his career at Morgan Stanley as an Investment Banking Analyst from 2006 to 2008 in the Greater New York City Area. He then worked as a Corporate Development Associate at Oracle from 2008 to 2010 in the San Francisco Bay Area. In these roles, he developed his skills in financial analysis and corporate development.