Kathy Lieu is a seasoned finance professional and a licensed CPA with over 15 years of experience in the financial services industry. Currently serving as the Finance Planning and Analysis Director at Truist, Kathy plays a pivotal role in providing comprehensive financial management and strategic...
Kathy Lieu is a seasoned finance professional and a licensed CPA with over 15 years of experience in the financial services industry. Currently serving as the Finance Planning and Analysis Director at Truist, Kathy plays a pivotal role in providing comprehensive financial management and strategic insights to the Asset Finance Group. Her expertise encompasses a wide array of financial disciplines, including audit, financial technologies, risk and controls, and regulatory compliance, with a strong focus on GAAP and IFRS reporting.
In her current position, Kathy acts as a trusted performance advisor and business partner to the leaders of the Asset Finance Group and various product heads. She is responsible for tactical business decision support, ensuring that financial results are interpreted and analyzed effectively on a monthly basis. Kathy's proficiency in multi-year financial planning and forecasting allows her to deliver actionable insights that drive informed decision-making and enhance overall business performance.
Kathy's skill set is bolstered by her advanced knowledge of financial analysis, auditing, and regulatory submissions, complemented by her technical expertise in tools such as Microsoft Excel, SQL Server, and Toad. Her ability to leverage data analytics and financial modeling enables her to identify trends, assess risks, and optimize financial strategies. As a result, Kathy not only contributes to the financial health of Truist but also fosters a culture of accountability and transparency within the organization. Her commitment to excellence and her strategic mindset make her an invaluable asset in navigating the complexities of the financial landscape.
