About
I am a finance professional with a mathematics background, working
at the point where finance operations meet systems. I served as the
finance-side key user in a company-wide
workflow automation (OA) rollout — mapping approval and expense
processes, consolidating requirements from finance and operations stakeholders,
and coordinating user acceptance testing across departments
through to adoption.
Alongside day-to-day finance work (AP/AR, reconciliation, month-end close),
I build Python and AI-agent automations for recurring data
collection and reporting, and I am developing towards a
business analyst role in finance systems and process automation.
I'm open to Business Analyst and finance-systems opportunities.
If my background fits what you're building, feel free to
reach out.
Experience
Finance Officer · OA Rollout Key User
Present
Finance operations & company-wide workflow-automation implementation
- Mapped existing approval and expense processes, identified pain points, and translated them into system requirements.
- Represented finance in requirements discussions; consolidated stakeholder input and escalated conflicts between system workflows and policy manuals for management decision.
- Coordinated cross-department UAT — shared defect log, follow-ups with the development team, verification of fixes.
- Produced weekly progress reports and decision briefings for senior management on status, risks and sign-off items.
- Day-to-day operations: AP/AR, bank reconciliation, payment runs, invoice processing, month-end close support under internal controls.
Selected Projects
Quant — Portfolio Risk Analytics
GitHub
Python toolkit that analyses an existing portfolio's risk–return structure
across US equities and crypto: annualised return, volatility,
Sharpe / Sortino, max drawdown, correlation matrix, weight
drift and contribution attribution. Deliberately descriptive — no predictions,
no signals.
Workflow & Data Automation
Python · TypeScript · Claude agents · MCP
Agent-based pipelines that collect, format and forward recurring information
updates, standardised into templates for quick review and hand-over —
cutting the manual effort out of research and reporting. Includes a custom
MCP search server that gives AI assistants structured retrieval over
archived chat history: a reusable layer that can plug into reporting,
status dashboards or knowledge-base ingestion.
Competitor Intelligence Hub
Research · Analysis
A consolidated repository of competitor products: feature matrices,
positioning, pricing signals and review highlights — a structured comparison
framework supporting faster product and marketing decisions.
A bilingual (English + 中文) playbook of high-EQ phrases for everyday and
workplace situations, written in natural British English — doubles as
language-learning material.
Personal Knowledge Base
GitHub
A self-growing knowledge-base skeleton: ingest pipelines, agent-compiled wiki
pages and provenance links back to raw sources. Framework only — content
lives in a private repo.
Skills
- Business analysis & systems: process mapping, requirements gathering, stakeholder communication, UAT coordination, workflow automation (OA/BPM), issue tracking and reporting
- Finance & operations: AP/AR, bank reconciliation, payment runs, invoice processing, month-end close support, internal controls
- Data & tools: Excel (advanced), Google Workspace, Python (automation), Claude Code (AI-agent workflows), Matlab, PowerPoint, Word
Education & Languages
- Education: BSc Mathematics
- Languages: Mandarin Chinese (native) · English (professional working proficiency)