Colin (Jianjun) Wu

Colin (Jianjun) Wu is a finance and analytics professional and an independent consultant based in Wellington, New Zealand. With a background in financial and analytics leadership roles across global corporates and the New Zealand public sector, he focuses on advancing the practical application of IBCS® principles in management reporting and data-driven decision-making.

About

Colin (Jianjun) Wu is a finance and analytics professional and an independent consultant based in Wellington, New Zealand, currently on a professional sabbatical after leading finance and performance insights functions in the public sector.

He has over 20 years of experience in financial planning & analysis (FP&A), business partnering, and performance reporting across global corporates and the New Zealand public sector. Colin spent over 14 years with Dell in the Asia-Pacific and Greater China regions, holding FP&A and Finance Business Partner / Controller roles supporting operations and strategic decision-making. Most recently, at Education Payroll Limited (New Zealand), he led a Power BI-driven analytics team and developed an integrated performance and insights framework covering customer, operational, financial, risk, and workforce perspectives.

He is a CPA Australia, IBCS® Certified Consultant, Advanced Financial Modeler (AFM), Financial Modeling & Valuation Analyst (FMVA®), and Microsoft Certified Power BI Data Analyst Associate — reflecting his integrated expertise across finance, analytics, and data visualisation.

His focus:

  • Building integrated performance and analytics frameworks that unify financial, operational, customer, workforce, and risk perspectives — enabling data-driven performance management and fostering a stronger culture of analytical thinking across the organisation.
  • Clarifying the widespread misconceptions in management reporting — where complexity is mistaken for sophistication and surface-level simplicity for clarity — and championing data visualisation as analytical reasoning in visual form, where IBCS® principles turn well-structured information into immediate, shared understanding.
  • Developing reports rigorously compliant with IBCS® notation and structure using out-of-the-box Excel functionality — demonstrating how these principles can be effectively applied with commonly available tools, making them practical for organisations and valuable for consultants to prototype and visualise reporting concepts.

IBCS® Certified Consultant

Colin (Jianjun) Wu has successfully completed the IBCS® certification for successful design of reports and presentations at the IBCS Institute in October 2025.

Work samples

These work samples reflect my focus on designing actionable reports for typical management reporting patterns that communicate insights with clarity and impact. Both samples were built using out-of-the-box Excel functionality, demonstrating how IBCS® principles can be effectively applied with standard tools to produce structured and consistent management reports that deliver meaningful insight.

  • Work sample 1 The P&L Performance One-Pager integrates a structured table and charts to show actual results and variances versus prior year and budget. IBCS semantic notation is rigorously applied to visualise the calculation scheme, the grouping structure (row gaps and a broken y-axis), and the favourable (green) and unfavourable (red) variances that differ from mere positive or negative values for clearer interpretation.

  • Work sample 2 The Monthly Sales Performance One-Pager provides a clear monthly overview combining actuals, forecasts, and full-year outlooks in a consistent layout that highlights key drivers and trends. It is designed to communicate performance transparently while aligning visual language and notation with IBCS® principles.