Business foundation. Systems thinking. Applied AI.
VX Media
Expanded from finance and operations ownership into business systems, automation and applied AI as the company’s operational infrastructure evolved.
Working in a lean, cross-functional operating environment meant that finance, operations, systems and internal tooling were tightly connected. As the business grew, my role expanded from owning operational workflows to redesigning the systems behind them.
What I do now
Current role
AI & Automation
- Multi-agent operations
- AI knowledge workflows
- Tool orchestration
- Human approval controls
Business Systems
- CRM / VRM
- Platform migrations
- Workflow architecture
- Permissions and integrations
Project Delivery
- Requirements gathering
- Scoping and task planning
- Milestones and status
- UAT and rollout
- Training and handover
Finance & Operations
- AR / AP
- Billing
- Vendor operations
- Contracts and approvals
- Operating reviews
Data & Reporting
- Salesforce
- Scorecards
- Operational reporting
- Analytics
- Data structure
Key contributions
AI Deployment
Built multi-agent operational workflows and project knowledge systems with scoped tools and human controls.
Systems Transformation
Led repeated migrations across work-management and collaboration platforms, rebuilding workflows, fields, permissions and automations.
Operational Infrastructure
Built and maintained workflows across finance, contracts, vendors, people operations and company-wide reporting.
Project Delivery
Ran internal requests as projects — requirements, scoping, task plans, milestones, UAT, training and rollout — so each automation or tool was delivered and adopted.
Data & Intelligence
Designed structured CRM/VRM records, scorecards and reusable operational knowledge layers.
Earlier experience
Accounting, audit and finance
- JOYY GroupInternal AuditorSep 2022 – Jan 2023
- PrudentialCapital Management InternJul – Aug 2022
- RSM ChinaIPO Program Inventory AuditorJun – Jul 2022
- PwC YouPlusAssociate ConsultantJul – Aug 2020
Credentials
Enterprise systems · analytics · accounting & finance
SalesforceCertified Platform Administrator
Enterprise SystemsView credential
TableauTableau Desktop Specialist
AnalyticsView credential- ACCA
Diploma in Accounting and Business
8 of 13 ACCA exams completed
Accounting & Finance
Education
- M.S. Management Information Systems — Database TechnologiesNew York UniversityGPA 3.87
- Bachelor of Management in AccountingGuangdong University of Foreign Studies · ACCA / International Innovation ProgramGPA 3.70
- Additional courseworkBusiness / Finance / Data courseworkUC Berkeley HaasGPA 3.91
Systems & tools
Grouped by depth of use
- Business Systems
- Lark
- Salesforce
- ClickUp
- Airtable
- Monday
- DocuSign
- AI & Automation
- Claude
- Codex
- AnyGen
- Make
- Custom Apps
- Browser Automation
Integration methodsAPIs · Webhooks- Finance & Operations
- QuickBooks
- Ramp
- Excel
- SQL
- Tableau
- Power BI
- Looker Studio
- Python
- R
- Zapier
- SAP / ERP
How I got here
- Accounting & Auditfoundation
- Finance & Operations+ how work runs
- Business Systems+ structure
- Automation & Data+ flow
- Applied AI+ newest layer
Looking for
Roles where understanding the business problem and implementing the system are the same job.
- AI Deployment
- Business Systems
- Solutions / Implementation
Languages
- English
- Mandarin
- Cantonese
- French (basic)
Let’s talk about
the system behind the work.
Based in New York, NY · open to remote roles across countries and time zones. Interested in AI deployment, business systems and solutions roles.
Download résumé (PDF)