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.

Support CAS platforms (LogicGate, Onit, NetDocuments) by migrating manual processes into structured workflows. Elicit and document requirements, user stories, and acceptance criteria. Drive system enhancements, configuration, testing/UAT, issue resolution, and small-project delivery. Partner with legal, risk, compliance, product and engineering to improve controls, data integrity and operational efficiency.

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.