About Steven Wu

Steven Wu is the Head of Global FP&A at Qualtrics, the experience management platform recently acquired by SAP for $8 billion. Before Qualtrics, Steven was VP Finance & Strategy at the publicly-traded Anaplan (NYSE: Plan), now valued at over $6 billion. Steven started his career in corporate development at Oracle and went to become VP at Qatalyst Partners where he completed over $30 billion in transactions.

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What we cover in our chat

1) Why Steven left the world of investing at Qatalyst Partners and made his way into corporate finance at the company leading financial planning technology, Anaplan? How Steven handled the transition into an operator role? What his big lesson for anyone looking to get into corporate finance?

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2) How Steven thinks about building FP&A teams? What should small, early teams prioritize?  How do teams typically scale? What works? What does not?

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3) Anaplan leads the way in financial planning or "Connected Planning", so how does Steven think about building out systems? What questions have to be answered to know you're ready for a financial systems? What is Steven's best tip to achieve  success in building out your financial systems?

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4) How have things changed for Steven at Qualtrics following their major acquisition by SAP? What was it like getting ready for an IPO and working through an acquisition? What can corporate finance teams do better now to prepare for IPO or major acquisition?

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