AI智能对账自动化项目负责人 | 2025 - 至今 AI Reconciliation Automation Project Lead | 2025 – Present

• 从日常BA工作中发现运营团队手工对账环节占工时超40%的核心痛点，联合运营部门做根因分析，作为AI解决方案主导自动化立项
• 主导AI对账Agent从需求到交付：撰写PRD，提出可解释AI三层处理架构（规则引擎+AI Agent+人工兜底），确保合规可控；对接Bloomberg等第三方数据源建立 tool call获取实时估值与持仓数据，规划三阶段灰度发布策略
• 协同运营、合规与技术团队推动上线，上线后人工对账工时缩短近40%
• Identified from daily BA work that manual reconciliation consumed over 40% of the operations team's hours; ran root-cause analysis with the operations department and led the automation initiative as an AI solution.
• Drove the AI reconciliation Agent from requirements to delivery: authored the PRD, proposed an explainable-AI three-tier architecture (rules engine + AI Agent + human fallback) ensuring compliance and controllability; integrated Bloomberg and other third-party data sources via tool calls for real-time valuation and position data; planned a three-phase canary release strategy.
• Coordinated operations, compliance, and engineering teams to drive rollout; reduced manual reconciliation hours by nearly 40% post-launch.

推动团队AI转型与AI工具日常应用 | 2024 - 至今 Team AI Transformation & Daily AI Tool Adoption | 2024 – Present

• AI Workflow工作流梳理：推动团队采用自然语言描述→自动生成AS-IS/TO-BE流程图草稿
• AI测试用例生成：推动测试团队基于PRD验收标准，用AI批量生成边界值与异常场景测试用例
• AI组织转型：组织Copilot使用培训，带动团队从工具试用向常态化AI工作流转型
• AI Workflow streamlining: drove the team to adopt natural-language-to-flowchart generation, replacing manual Visio drawing — BAs produce AS-IS/TO-BE flowchart drafts by describing business steps.
• AI test-case generation: guided the QA team to batch-generate boundary and edge-case test cases from PRD acceptance criteria using AI.
• AI organizational transformation: organized Copilot training, shifting the team from tool trial to normalized AI-workflow adoption.

资管数据平台迭代升级 | 2022 - 至今 Asset Management Data Platform — Iteration & Upgrade | 2022 – Present

• 推动CRIMS前台交易系统与SSCD数据报告系统融合，参与多次版本迭代，解决前台交易与后台报告数据割裂问题
• 制定UAT测试策略，编写测试用例，拦截10+个高危缺陷；对接美欧客户需求，通过Jira管理Backlog与Sprint，推动产品交付
• Drove the convergence of the CRIMS front-office trading system with the SSCD data reporting system across multiple version iterations, resolving the disconnect between front-office trading and back-office reporting data.
• Defined the UAT test strategy and authored test cases, intercepting 10+ high-severity defects; gathered requirements from US/EU clients, managed Backlog and Sprint via Jira, and drove product delivery.

客户定制化产品敏捷交付 | 2023-2025 Client Customized Product Agile Delivery | 2023–2025

• 主导Settled Cash Reconciliation Report与Daily Detailed NAV Compare Report等客户定制产品从需求到上线，自动化报告生成节约运营时间约70%
• Led client-customized products such as the Settled Cash Reconciliation Report and Daily Detailed NAV Compare Report from requirements to launch; automated report generation cut operations time by ~70%.

• 管理多只私募股权基金的会计核算与资产估值，审查财务数据并编制NAV报告，协调资金催缴及收益分配；因疫情及家庭原因决定回国发展
• Managed accounting and asset valuation for multiple private-equity funds, reviewed financial data and prepared NAV reports, and coordinated capital calls and distributions; returned to China due to pandemic and family reasons.

• 与券商及基金经理合作核算交易差异、控制交易风险，使用彭博终端验证场内场外衍生品定价；开发自动化工具将数据导入时间从2小时缩短至15分钟
• Partnered with brokers and fund managers to resolve trade breaks and control trading risk; validated exchange-traded and OTC derivatives pricing using the Bloomberg Terminal; developed automation tooling that cut data-import time from 2 hours to 15 minutes.

• 管理多资产类别基金交易运营与每日现金对账，开发期货佣金对账等自动化工具覆盖数据提取到报表生成，将手工处理时间从8小时缩短至1小时，累计节省0.5个FTE
• Managed multi-asset fund trade operations and daily cash reconciliation; built automation tooling (e.g., futures commission reconciliation) covering data extraction to report generation, cutting manual processing time from 8 hours to 1 hour and saving 0.5 FTE cumulatively.

• 主讲本科及硕士商科金融课程（公司金融、投资组合管理、衍生品等），编写备课方案，培训新辅导老师；组建并运营本地CFA培训项目
• Taught undergraduate and graduate finance courses, authored lesson plans, trained new tutors, and built and ran a local CFA training program.