Siyi (Edward) Liu, MBA

Researcher
DISC Type : Cs

Strategic Finance & Insights Lead at Roche

London, England, United Kingdom

Overview

Siyi (Edward) Liu is a Strategic Finance & Insights Lead at Roche, leveraging his Duke MBA to drive business planning and strategy for key therapeutic franchises. His expertise spans market research, sales forecasting, and go-to-market strategy, built upon a foundation in finance at J. P. Morgan and consulting at Deloitte.

His professional journey has been distinctly global, with assignments in Switzerland, the UK, and Finland as part of a leadership program. This international exposure suggests an appreciation for diverse business cultures and environments, complementing his analytical and strategic mindset.

He is an alumnus of Roches flagship global finance leadership rotation program.

Personality Overview

Self-Disciplined

Perfectionist

Cost Conscious

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Pharmaceutical Finance
His career at Roche is centered on financial planning and strategic insights for key franchises like Ophthalmology and Lung Cancer.
Go-to-Market Strategy
He is directly involved in developing GTM strategy, including field force sizing, account segmentation, and assessing pipeline assets.
Leadership Development
As an alumnus of Roche's flagship global leadership program, he has a background in and likely appreciation for structured career growth.

Media Appearances

Meet Edward – Strategic Finance & Insights Lead at Roche. Featured in Roche Careers

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Work History

9-2021
Strategic Finance & Insights Lead at Roche
9-2019 - 8-2021
Global Finance Leadership Development Program at Roche
5-2018 - 9-2018
Asset and Wealth Management at J.P. Morgan
10-2015 - 5-2017
Senior Consultant at Deloitte
10-2013 - 10-2015
Associate at Deloitte

Education

2017 - 2019
Master of Business Administration - MBA from Duke University - The Fuqua School of Business
2008 - 2013
Bachelor of Science - BS from Tongji University

More Information

Social Presence :

Prographics :

Exp : 10 Location : London, England, United Kingdom Job Level : N/A Designation : Strategic Finance & Insights Lead at Roche
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Insights For Selling To Siyi (Edward)

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Siyi (Edward) is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Siyi (Edward)

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Siyi (Edward) move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Siyi (Edward) take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Siyi (Edward)

Personality Compatibility


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