AI Deployment
& Business Systems
Operations Executive at a media startup. I turn teams’ requests into the workflows, automations, CRM/VRM and AI agents they use every day — on a foundation in finance and audit.
Recent work includes multi-agent operations, CRM/VRM systems, platform migrations and project knowledge workflows.
Professional snapshot
- Current
- Operations Executive
- VX Media
- Education
- M.S. Management Information Systems
- Database Technologies · New York University · GPA 3.87
- Credential
- Salesforce Certified Platform Administrator
- Foundation
- Finance · Accounting · Audit · Operations
Selected work,
from discovery to deployment.
Four systems I led across AI operations, business platforms, relationship data and project intelligence.
- 01Finance · HR · Legal · IT · Operations · Project Management
AI-Enabled Operations Layer
The requestThe same questions were asked again and again — and answered by the same person.
What I builtBuilt a governed multi-agent operations layer: an orchestrator in front, specialized agents by business area, and a shared operations agent across Finance, Legal, IT, HR and Operations.
ResultTeams get answers and routine actions from specialized agents instead of waiting on one person — with approval gates wherever an action carries risk.
Interactive demo · Route a requestRead the case - 02CRM · Vendor relationship management · Data
Client & Vendor Intelligence Platform
The requestYears of client and vendor history sat in cluttered, duplicated records across old tools and projects.
What I builtRebuilt years of cluttered client and vendor history into a CRM with re-engagement workflows and a VRM with structured scorecards and tiers.
ResultEvery client relationship has an owner and a next step, and every vendor evaluation starts from what the company already knows.
Interactive demo · Explore the CRM and VRMRead the case - 03Operations · Project management · Contracts
Business Systems Transformation
The requestA new platform meant every workflow, field and automation had to be rebuilt.
What I builtRan each platform migration as a project — rebuilt workflows, fields, permissions, automations and integrations, then trained teams and rolled out.
ResultWhen the platforms changed, the way work was requested, approved, tracked and reported kept working.
Interactive demo · Check migration readinessRead the case - 04Project management · Knowledge management · Reporting
Project Intelligence & Operating Systems
The requestEvery new project was set up by hand.
What I builtBuilt an approval-to-workspace project model and a recurring knowledge pipeline that turns project communication into current context for a team agent and a shared Project Hub.
ResultEvery approved project starts with a ready workspace, and the team’s agent works from current project information instead of a stale snapshot.
Interactive demo · Approve a project, then run a refreshRead the case
From a team’s request
to a tool people use.
Most of my work starts with a request from a team. I run it as a project — scoped, designed, built and delivered — and choose automation, workflow or AI based on what the work needs.
- 01ListenStart from what a team needs: the request, the pain behind it, and who is involved.
- 02ScopeTurn the request into a project: deliverables, tasks, owners and a delivery plan.
- 03DesignDesign the workflow, records and access rules before choosing tools.
- 04coreBuildRules where the work is predictable; AI agents where judgment on unstructured information helps.
- 05DeliverUAT with the people who do the work, documentation, training and launch support.
- 06ImproveWatch how it is used, review exceptions, and keep improving it.
Business foundation.
Systems thinking. Applied AI.
A cumulative path: accounting and audit, then finance and operations, then the systems, automation and AI built on top of them.
Experience
- JOYY GroupInternal AuditorSep 2022 – Jan 2023
- PrudentialCapital Management InternJul – Aug 2022
- RSM ChinaIPO Program Inventory AuditorJun – Jul 2022
- PwC YouPlusAssociate Consultant
Education
- M.S. Management Information Systems — Database TechnologiesGPA 3.87New York University
- Bachelor of Management in AccountingGPA 3.70Guangdong University of Foreign Studies
- Business / Finance / Data courseworkGPA 3.91UC Berkeley Haas · additional coursework
- SalesforceCertified Platform Administrator
- TableauDesktop Specialist
- ACCADiploma in Accounting & Business8 of 13 exams completed
Full scope, credentials and tools on the Background page — or download the résumé.
Explore full backgroundI learned systems
from the operations side.
My background began in accounting, audit and finance. Today I am most interested in the space where business understanding meets technical deployment.
Full backgroundBased in New York, NY. Open to AI deployment, business systems and solutions roles.
Download résumé (PDF)