Teams at CFA Institute

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.

Lead build-out of Revenue Operations for CFA Institute's Institutional Solutions: design segmentation, opportunity definitions, pipeline discipline, forecasting, sales playbooks, governance, commercial enablement, and scale the RevOps team while partnering with Finance, Legal, People, and leadership to translate strategy into scalable operating models.