CFO AI Office Automation
I designed an AI-assisted CFO workflow for reporting and analysis, which reduced reporting cycles and enabled faster, more consistent financial decision-making at enterprise scale.
This portfolio is AI-generated and still a work in progress. For the traditional version or to browse project files, use the links below.
I design enterprise human–AI workflows and complex platforms that teams can ship, trust, and operate at scale.
Most organizations are past AI experimentation and focused on execution: identifying which processes are worth automating, what level of risk and oversight is required, and whether the economics make sense. I help teams move from review and prioritization into production by designing human–AI systems that fit real workflows, constraints, and decision-making practices.
About
I'm a designer and researcher by training, with over 15 years of experience designing and leading complex digital systems across fintech, education, and enterprise platforms. My foundation in UX research and product design shapes how I approach AI: grounded in real user behavior, operational constraints, and measurable outcomes.
Today, most AI challenges aren't about models—they're about readiness. Teams struggle to understand which workflows can be automated, where human judgment is required, how outputs should be reviewed, and what it will cost to run systems reliably over time.
My work focuses on bridging that gap. I map real processes, identify high-leverage opportunities for automation, and design human-in-the-loop experiences that make AI usable in production—so it becomes part of how work gets done, not an isolated experiment.
SELECTED WORK
A collection of projects spanning AI systems, enterprise platforms and human-centered design solutions for leading organizations.
I designed an AI-assisted CFO workflow for reporting and analysis, which reduced reporting cycles and enabled faster, more consistent financial decision-making at enterprise scale.
I built an AI workflow that automated recruiter email replies, resume tailoring, and follow-ups, reducing manual effort while maintaining timely, high-quality communication with hiring teams.
I led the design of IBM Watson–powered conversational AI to handle global customer support at scale, automating roughly 80% of conversations, cutting support costs by about 75%, and reducing response wait times to near zero—freeing human agents to focus on complex, high-value issues.
I led a complete redesign of Lord Abbett's digital presence, introducing mobile tools, personalized user experiences, and clear data visualization—resulting in a cohesive platform that delivered tailored insights and new capabilities for each investor.
I led UX for the nationwide implementation of Common Core standards across U.S. public schools, designing personalized learning and teaching tools that enabled educators to tailor instruction to individual student needs—delivered at national scale in collaboration with Apple.
I led and scaled a global UX research and design organization, shifting product development to a data-driven model and delivering personalization initiatives—including recommender systems and blockchain-based loyalty—which increased platform revenue by roughly 30% in the first year.
I designed a custom search engine interfacing with hundreds of global government and industry databases, enabling rapid discovery of domain experts worldwide while supporting complex compliance and review requirements.
I led UX research and rapid prototyping for an AI-driven intelligence platform, translating complex analytical models into usable workflows through clear user journeys, personas, and natural-language interaction patterns.
I conducted a comprehensive UX audit and competitive analysis of trading platforms, identifying usability gaps and actionable improvements to support faster, more confident decision-making for active traders.
What I Do
Bridging the gap between complex technology and human needs through research-driven design and strategic thinking.
Designing intelligent interfaces that seamlessly integrate AI capabilities while maintaining human-centered experiences.
Deep user research and strategic thinking to uncover insights that drive product decisions and user experiences.
End-to-end service design that connects touchpoints and creates cohesive experiences across digital and physical channels.
Leading cross-functional teams to deliver products that balance business goals, technical constraints, and user needs.