David Liu
About David Liu
David Liu serves as the Senior Director of Financial Planning and Analysis at Minted, a position he has held since 2021. He possesses extensive experience in finance, strategic consulting, and program management across various companies in the San Francisco Bay Area.
Work at Minted
David Liu has served as the Senior Director of Financial Planning and Analysis (FP&A) at Minted since 2021. In this role, he is responsible for overseeing financial strategies and ensuring effective financial management within the organization. His position in the San Francisco Bay Area allows him to leverage his extensive experience in finance to contribute to Minted's growth and operational efficiency.
Previous Experience in Financial Leadership
Prior to his role at Minted, David Liu held several significant positions in the financial sector. He worked at Analysis Team, Inc. as the Director of the Strategic Consulting Practice from 2014 to 2016. He also served as a Business Partner at Anaplan from 2018 to 2020. His earlier experience includes a 14-year tenure at PMI Mortgage Insurance Co., where he held various roles including Vice President and Director of Financial Planning & Analysis.
Education and Expertise
David Liu earned both his MBA and BS in Business Administration from the University of California, Berkeley, Haas School of Business. His studies focused on Strategy, Marketing, Finance, and Real Estate. His educational background supports his expertise in managing alliances, partnerships, and corporate development, particularly in mergers and acquisitions.
Background in Mortgage Insurance and Education Finance
David Liu possesses significant experience in loan origination and servicing, especially within the mortgage insurance and education finance sectors. His background includes roles that emphasize financial strategy and regulatory affairs, which enhance his capabilities in corporate finance and strategic planning.
Data Analytics and Program Management Skills
David Liu has a comprehensive understanding of data analytics, which plays a crucial role in his financial planning and analysis responsibilities. He has also been involved in program and product management, demonstrating a blend of technical and strategic leadership skills throughout his career.