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Yi Dong (Terry) Wu

Senior Business Analyst & Certified SAFe 4.0 Advanced AGILE Scrum Master - Digital & Mobile Project Delivery at Westpac

A Sr. Business Analyst who has worked in a large variety of projects and assignments in the banking, accounting, auditing, risk analysis, digital/enterprise technology, business and product spaces.

I bring to the table a unique variety of experiences, skills and knowledge relating to business, technology, operations, risk, finance and of course all fundamental business analysis competencies. This is in addition to my educational background of finance, accounting and engineering, which has influenced me to have a very technical and analytical approach to my work.

My working experiences started with internal auditing at KPMG, which not only allowed me to experience the fundamental business and financial aspects of various companies from a multitude of industries, including but not limited to; enterprise technology, retail, agriculture, digital design and development, engineering, utilities/infrastructure and finance to name a few.

Eventually I moved onto banking and was fortunate enough to enter the St.George Graduate Program. This opportunity allowed me to move across various and vastly different areas of the bank and gained a multitude of experience and knowledge, ranging from building million dollar deals with the front-line Corporate and business bankers, to implementing hundreds and thousands of dollars worth of trades with the financial markets teams and eventually developing and implementing strategic projects with the Business Segments team.

My eventual transition into business analysis in Westpac's Program delivery business was due to my personal passion and interest in technology and also recognizing the current business landscape where there is greater emphasis on digital adoption and evolution

Since then, I have spent several years working on a several multi-million dollar projects for Westpac, helping deliver business, product and technological strategic solutions that have produced stellar customer experience and business results.

Work experience

Nov 2013Present

Senior Business Analyst/Scrum Master - Digital Program Delivery - Australian Financial Services


I am a Senior Business Analyst & Scrum Master for Westpac's native mobile banking app release train, covering all financial products, services and mobile development streams (iPhone, iPad, Android). I work closely with tech leads, architects, developers, CX designers and business stakeholders to deliver the #1 Banking app in Australia (as ranked by Forrester in 2016)
I ensure that all initiatives in Westpac's mobile digital pipeline are adequately prepared for development, with user stories, CX design & relevant stakeholder engagement.

My experience focuses on utilising both Waterfall and AGILE methodologies, to deliver multi-million dollar technology solutions that improve upon products, services, customer experience, platforms and infrastructure across various product channels (emphasis on banking and financial products & services).

I have delivered digital transformation projects and solutions into multiple backend infrastructure systems/platforms, as well as various digital channels (Online, Mobile and Tablet), whilst working independently & amongst wider teams.

My detailed skill set includes the following fundamental Business Analyst competencies.

- Business Requirements Elicitation
- Business Requirements Documentation
- User story creation
- Business Process mapping
- Systems Integration Testing
- User Acceptance & Post Implementation Verification (UAT & PIV) Testing
- Test scenario and test case drafting and documentation
- Stakeholder, Customer & Change management impacts
- Systems integration & platform enhancements
- Process improvement
- Wireframe/prototyping
- Software Requirements/Specification documentation
- Working with web and native app development
- Statistical research & analysis
- Financial analysis
- Software/Functional/Technical requirements analysis
- Both AGILE and IIBA/CBAP Business Analysis study/training
- Experience with several BA tools such as Rally, JIRA and various process mapping applications

Apr 2012Nov 2013

Business Analyst - Australian Financial Services - Secure Lending Product Projects


Business Analyst in the Westpac Australian Financial Services Business, within the Secure Lending Product Projects team.

Assisting in the ongoing delivery and implementation of financial and technology projects, which improve upon the products and infrastructure of the overall banking organisation.

Experience include:
- Business Requirements Elicitation
- Process mapping
- Process improvement
- Business Analysis
- Software/Functional/Technical requirements analysis
- User Acceptance Testing
- Input and assistance with Project management
- Stakeholder analysis and management
- Customer impact and research assessment
- Project business benefit analysis

and overall Project delivery and implementation

Feb 2011Apr 2012

Account Executive

St. George Bank

Graduate in St.George's Corporate and Business Banking division.

Undertook various roles including:

- Account Executive in the St.George Corporate and Business Bank

Providing detailed financial analysis and lending risk assessments of high value Corporate and Business segment customers. Worked closely with high performing Senior Relationship Managers on various business development endeavours, to provide financial product solutions for our customers.
Prepared both financial and legal documentation and followed the detailed credit approval & settlement processes for each transaction. Used the various fundamental banking systems required during processing and understood the structure of the bank's systems architecture

- Dealer in St.George Financial Markets - Corporate Investments Desk
- Dealer in St.George Financial Markets - Foreign Exchange Desk
- Dealer in St.George Financial Markets - Interest Rate Risk Management Desk

Worked intimately with St.George's highly reputable financial markets and economics team, dealing first hand with high value personal and corporate customers for their investment and foreign exchange needs.
Also worked with the Interest Rate Risk management desk to review and manage interest rate risk of various individual Liabilities.
Provided detailed analysis and market updates to customers and subscribers via daily Foreign exchange and global Economic reports (utilising various financial markets news & data services and trading tools)

- Business Analyst in St.George Business Segments division

Provided detailed data analysis to the business to assist with both reporting and business case benefit & opportunity analysis. Designed and produced various presentations and plans for proposed business opportunities relating to Business banking (both Corporate and SME segments). Worked closely with Marketing and Product management teams to deliver a significant Business Banking sales campaign project, with highly successful and profitable results.

Aug 2010Feb 2011

Internal Audit Advisor


Advisor in KPMG's Internal Audit, Risk and Compliance (IARCS) Advisory Services division.
- IPCG (Intellectual Property and Contract Governance) Compliance Advisory
- Alliancing (Major Projects Advisory)
- Enterprise Risk Management Advisory
- Internal Risk and Control Advisory
- Review and develop governance practices
- Business Process mapping and analysis

Provided internal auditing, governance and risk advisory services to various established and high value entities including:
Microsoft, Lenovo, Graincorp, Railcorp, Sinclair Knight Merz and Health NSW

Sep 2012Present

Founder, Director

Lifestyle Luxuries Pty Ltd

In my part time I pursue and manage my entrepreneurship interests through my self founded business, Lifestyle Luxuries

We are an online based, B2B and B2C retail and wholesale trading eCommerce business.

We have over tens of thousands of active retail customers and business dealings with very large B2B clients both domestically and internationally in countries such as UAE (Dubai), Canada, Hong Kong, France and New Zealand

We procure, supply and retail various high end and popular consumer products to both our retail and business customers.

My activities include:
- Business management
- Procurement
- Business Development
- Sales, Brand management and Marketing
- Digital solutions and eCommerce
- Customer support
- Logistics, shipping and warehousing
- International trade, import and export
- International stakeholder communications
- and various financial duties (finance, accounting, tax and budgeting)

Nov 2007Sep 2010

Product Specialist


Product Specialist and Certified Apple sales professional



Bachelor of Commerce - B.Com (Accounting and Finance)

University of New South Wales

Including studies in Accounting, Finance, Analysis, Legal and Compliance studies, Statistics, Mathematics and Economics


Bachelor of Mechatronic Engineering/Masters of Biomedical Engineering

University of New South Wales

Including studies in Physics, mechatronic engineering, materials sciences, mechanical engineering, computer science and biomedical studies


Higher School Certificate

James Ruse Agricultural High School

Completed Higher School Certificate in Australia's highest ranking selective high school.

Completing studies in:
- Economics
- Software Design and Development
- Physics
- Mathematics Extension
- Agriculture
- English
- Ancient History



SAFe Agilist (Leading SAFe)

Scaled Agile, Inc.

Lic No. 14238432-6365


SAFe® 4.0 Advanced Scrum Master

Scaled Agile, Inc.

License No. 68871564-2880


ICAgile Certified Professional (ICP)



Business and Financial Analysis

Financial Analysis
Business Analysis
Business Process Mapping
Business Requirements
Agile & Waterfall Methodologies
Agile Methodologies
Digital Strategy
Technical Analysis
Data Analysis
Mobile Application Development
Stakeholder Management
Risk Management
Business Strategy
Test Management
Test Planning
User Acceptance Testing
Post Implementation Verfication testing
Mobile Devices
Software design
Web Design
Software Prototyping
Graphic Design
Operational Risk Management
Enterprise Risk Management
Digital Security
Business Development
Product Management
Account Management