Teams at CFA Institute

Lead a team of business-facing program managers to oversee a multi-million-dollar strategic portfolio. Define governance, plans, dependencies, risks, milestones and benefits; partner with senior stakeholders to translate strategy into delivery; champion change-management discipline and pragmatic use of agile, waterfall and hybrid approaches; improve PMO operating model, tooling and analytics.

Lead and deliver risk-based internal audits across operational, financial, compliance and technology areas. Develop audit methodology, workpapers and quality standards. Support audit planning, control testing and GRC tooling implementation. Use data, analytics and AI-enabled approaches, manage co-source partners, engage senior stakeholders, and recommend practical control and process improvements while building internal capability.

Lead end-to-end localization programs for Simplified Chinese: manage projects, ensure linguistic quality, govern TMs/termbases/glossaries, optimize tooling (Phrase/MemoQ/Trados/XTM), oversee vendors, control costs, enforce content security, and drive continuous improvement across localization workflows.