Web3 FinOps, Strategy & AI-assisted Operations
IPO audit foundation, TRON finance operations, institutional custody, and practical AI automation. Building financial systems that scale on-chain.
Career / Compound Stack
Not a pivot — a compound skill. Audit gave rigour. Project management gave delivery discipline. Web3 gave on-chain fluency. TRON gave architecture ownership. AI gives leverage.
HKEX, SFC, prospectus, due diligence, regulatory filing.
Cross-functional PM, client liaison, ERM & web development.
Multi-chain payments, CEX wallets, DeFi, custody.
LLM agents, process automation, risk triggers.
Experience / 4 Chapters
Progression from execution to architecture ownership, with increasing responsibility for financial operations, team leadership, and strategic decision-making.
Improved group-wide financial operations through automation, data restructuring, and process redesign.
Integrated AI Agent concepts into payment review workflows with human-in-the-loop approval logic.
Restructured financial data architecture for multi-chain ledger consistency.
Coordinated parallel cross-functional initiatives across Finance, Tech, Compliance, Legal.
Prepared financial architecture diagnostics and decision materials for senior management.
Supported throughput growth through workflow redesign and resource optimization.
Led 15-FTE multi-functional team (AP/AR, Operations, Treasury, Liquidity, Financial Reporting).
Owned end-to-end workflows for Blockchain, DeFi, and Custody verticals.
Managed CEX warm-wallet daily flow, multi-chain cash flow planning, and liquidity allocation.
Built Poloniex P&L reporting framework and settled DeFi investment yield to general ledger.
Designed market-making team master/sub-account architecture with API isolation and position boundaries.
Represented finance on exchange compliance queries; on-chain forensics to Legal & Compliance.
Executed group-wide multi-chain payments across ETH, BTC, TRON, SOL and cross-chain bridges.
Performed DEX token swap operations and cross-chain asset transfers for treasury needs.
4-dimension pre-flight validation: address, amount, network, memo.
Monitored on-chain broadcast and TxID confirmation; real-time anomaly escalation.
Led development management of enterprise ERM system from requirements gathering to delivery.
Managed VR/AR and web-based project development — virtual tours, mini-games, interactive experiences.
Liaison between production and clients — translated demand into delivery roadmaps.
End-to-end management of NFT and Metaverse projects: artwork, production, community.
Managed IPO projects end-to-end ensuring on-time filing — SEC Edgar & HKEX Form A1/5A.
Led cross-functional teams across professional parties; ensured effective stakeholder communication.
Monitored project progress, identified risks, and implemented mitigation strategies.
Planned and executed multi-industry audit and review engagements.
Drafted and reviewed prospectuses, annual reports, earnings announcements.
Executed special audits and annual audit due diligence across sectors.
Drafted and discussed regulatory responses to HKEX and SFC inquiries.
Selected Engagements
Capabilities / 6 Modules
Focused expertise at the intersection of financial control, Web3 execution, risk awareness, and practical automation.
Cold/warm/hot wallet design, wBTC Mint/Redeem protocol, custodian coordination, exception handling.
LLM Agent in payment approval pipelines, human-in-the-loop risk triggers, quantifiable interception rate.
Technical opinion documents for Legal & Compliance casework, exchange query resolution.
Group-level multi-department parallel projects, governance frameworks, auditable deliverables.
HKEX & SFC compliance, prospectus drafting, due diligence, response letters.
Direct delivery to C-suite, data-driven, outcome metrics and risk assessment only.
Philosophy / 3 Principles
01
Scale throughput without headcount. Skills reshuffling and role redesign unlock latent capacity.
"Zero headcount, doubled output."
02
Strip manually-stitched workflows. Scripts seal off human-error risk and deliver closed-loop systems.
"Humans tire. Code doesn't."
03
Delegate decision rights to team leads through standardized process and clear authorization.
"Decentralization is real resilience."
Education & Skills
University
Hong Kong Metropolitan University
Bachelor of Business Administration
Languages
Cantonese (native) · English (professional) · Mandarin (professional)
Web3 财务运营、战略与 AI 辅助自动化
IPO 审计基础、TRON 财务运营、机构级 Custody、实用 AI 自动化。构建链上规模化的财务系统。
职业 / 复合技能栈
不是转行——是叠加。审计给了财务纪律，项目管理给了交付能力，Web3 给了链上深度，TRON 给了架构主导权，AI 给了杠杆。
HKEX、SFC、招股书、尽调、监管申报。
跨部门 PM、客户对接、ERM 与网页开发。
多链支付、CEX 钱包、DeFi、Custody。
LLM Agent、流程自动化、风险触发。
职业经历 / 4 章
从执行到架构主导，财务运营责任、团队领导力和战略决策权逐步提升。
通过自动化、数据重整和流程重设提升集团财务运营。
将 AI Agent 概念接入支付审核流程，包含人机协同审批逻辑。
重整财务数据架构，提升多链账本与清结算数据一致性。
协调 Finance、Tech、Compliance、Legal 与业务团队的多项目并行交付。
向高层准备财务架构诊断与决策材料。
通过流程重设与资源优化支撑业务规模扩张。
统筹 15 人多职能团队（AP/AR、Operations、Treasury、Liquidity、Financial Reporting）。
主理 Blockchain / DeFi / Custody 财务操作流程设计与落地。
管理 CEX 温钱包出入金运作，多链现金流规划与流动性调度。
搭建 Poloniex 损益报表框架，结算 DeFi 投出收益并对齐总账。
统筹做市团队主/子账户架构设置，API 隔离与仓位边界。
代表财务部回答合规问题，为法律部提供链上交易分析意见。
执行集团多链全网络支付——ETH / BTC / TRON / SOL 及跨链桥接。
执行 DEX 换币操作与跨链资产调拨，支持资金管理需求。
四维验证：地址、金额、Network、Memo。
监控链上广播与 TxID 确认，异常即时上报。
主导企业 ERM 系统开发管理，从需求调研到交付落地。
管理 VR/AR 及网页项目开发——虚拟导览、小游戏、互动体验。
产品团队与客户间的桥梁——需求转化为交付路线图。
端到端管理 NFT 与元宇宙项目：美术、生产、社群运营。
端到端管理 IPO 项目，确保按时申报——SEC Edgar & HKEX Form A1/5A。
统筹跨专业团队协作，确保各方有效沟通。
监控项目进度，识别风险并制定应对策略。
规划并执行多行业审计与审阅业务。
起草及审阅招股书、年报、业绩公告。
执行特别审计及年度审计的尽职调查。
起草并讨论回复监管机构（HKEX、SFC）的回函。
核心能力 / 6 模组
财务控制、Web3 执行、风险意识与实用自动化相交叉的专业能力。
冷/温/热钱包设计、wBTC Mint/Redeem 协议、Custodian 对接。
LLM Agent 支付审批、人机协同触发、可量化风险阻断率。
技术意见文件、交易追踪、交易所问询支援。
集团级多部门并行项目、治理框架、可审计输出。
HKEX & SFC 合规、招股书、尽调、监管回函。
直接交付最高决策层，数据导向，结果数字与风险判断。
工作原则 / 3 条
01
不增加编制，通过技能重组全面支撑核心业务。
「零增编，撑业务倍增。」
02
砍掉人工堆砌的流程，自动化脚本封死人为操作风险。
「人会疲劳，代码不会。」
03
将决策权下放至团队骨干，标准化流程与清晰授权。
「去中心化，才是真韧性。」
教育与技能
大学
香港都会大学
工商管理学士
语言
粤语（母语）· 英语（专业）· 普通话（专业）