Hong Kong SAR
I am a technology-driven auditor with a distinctive background in bank treasury, financial reporting and FinTech. Currently at Deloitte, I work on audits of large-scale technology groups and apply data analytics, VBA, LLMs and workflow automation to improve audit quality, streamline procedures and reduce repetitive manual work. I also have extensive hands-on experience designing agentic AI workflows using Claude Code, Codex and Hermes. My experience includes integrating external APIs, configuring reusable skills and toolchains, deploying local AI models through MLX, and developing custom applications for research, data processing, documentation and recurring task automation. My projects include automated market-intelligence workflows, multi-agent document-processing systems, a photography workflow application and AI-agent monitoring tools. I also actively help colleagues adopt technologies such as DataSnipper and AI coding agents. I am currently preparing for CFA Level I in August 2026 and the HKICPA Qualification Programme examinations in Business Finance and Taxation. I am particularly interested in M&A, financial due diligence, valuation, financial-services audit and consulting. Outside of work, I am a passionate skier, photographer and videographer.
Contributed to the global group audit of a multi-billion dollar precision electronics leader, utilizing VBA, internal AI tools and advanced Excel automation to enhance audit efficiency across international jurisdictions.
Balance Sheet Management working for both BSM and Financial Reporting preparing NIM, FTP, RWA and ALCO meeting materials preparing and submitting various returns (e.g. CAR) to Hong Kong Monetary Authority through STET preparing regulatory reports to the public, and updating daily balance sheet and interest rate changes
collect audit evidence and prepare audit report by using Excel research and summarize company background by using Tianyancha