Strategic Finance & Technology Leader

Finance Transformation,
Executed at Scale.

I lead finance transformation across systems, data, and intelligent workflows in regulated, high-stakes environments.

By bridging Fiscal Governance with Technical Fluency, I translate strategy into scalable platforms, controlled automation, and measurable operating outcomes.

CPA & PMP  ·  Forté Fellow  ·  $65M+ Portfolio Governance  ·  Enterprise Systems

Platform & Innovation Strategy Operating & Leadership Experience →
Edith Wang Profile

Executive Snapshot

Finance & Platform Transformation

Leading finance modernization across systems, data, and intelligent workflows at enterprise scale in regulated environments.

Automation with Control

Translating strategy into scalable platforms, controlled automation, and decision-grade financial intelligence.

Enterprise Leadership

Operating across finance, engineering, and vendors to align governance, delivery, and accountable outcomes.

Trusted with $65M+ portfolios, enterprise ERP platforms, and high-stakes financial systems.

Award Recipient Global Innovation Night Pitch Competition

Applied AI for Financial Compliance

I am developing and leading the development of an applied AI platform focused on reducing complexity, error, and access barriers in cross-border tax and financial compliance.

The initiative addresses systemic challenges where fragmented rules and manual workflows increase compliance risk and economic friction.

Structured intake for complex cross-border scenarios
AI-assisted validation with professional oversight
Audit-ready workflows for regulated environments

Current focus: refining structured intake, validation logic, and professional review workflows.

Live Platform: AskTaxly.com
Read Strategy & Context

Open to conversations with advisors, institutional partners, and aligned investors.

Applied Projects

Enterprise-sponsored work applying strategy, governance, and execution across healthcare, financial services, and commercial sectors.

Supply Chain Optimization

Mayo Clinic

Inventory Logistics & Root Cause Analysis

Leading a DMAIC project to reduce 40–50% tote underutilization and improve end‑to‑end warehouse‑to‑hospital supply flow efficiency.

Risk Governance

Member Support Service

Risk Assessment & Governance Framework

Designed a standardized risk assessment framework, addressing security, vulnerability, and operational risk domains to support consistent risk identification and governance oversight.

Commercial Strategy

Ecolab

F&B Flat Fee Strategy & Execution

Evaluated billing arrangements to drive long-term margin growth. Optimized commercial execution and tracking visibility to improve cash collection and sales performance.

Multidimensional Career Journey

Bridging FinTech, Corporate Leadership, and Entrepreneurship.

2024 - Present
AI Strategy Product Mgmt

MBA Candidate & Innovation Lead

Arizona State University (W. P. Carey School of Business)

Forté Fellow: Full Merit Scholarship Recipient
Net Investor Award: Peer-Nominated for Exceptional Community Impact
President: Graduate Women's Leadership Association

Specializing in AI for Business. Transitioning from Governance to Product Leadership.

2022 - 2024
FinTech Governance Portfolio Mgmt ($65M)

Senior Portfolio Manager, Technology

Citibank

Managed financial governance for the Tech Sector of a global bank. Bridged engineering delivery and financial accountability, automating reporting via Power BI to drive decision-making.

2019 - 2024
Founder P&L Management Venture Operations

Founder / Director

IDEA Lab Kids (East Oakville)

Founded and scaled a STEAM education franchise over 5 years. Directed all business operations, from government licensing and construction to financial planning and marketing.

2021 - 2023
Board Leadership VP Finance

Vice President Finance

PMI-CTT (Canada's Technology Triangle)

Board member overseeing financial operations, investments, and regulatory compliance (CRA) for the chapter.

2017 - 2022
Controllership ERP Implementation

Controller / Finance Manager

Contessa Developments | Amica Senior Lifestyles

Directed full-cycle accounting for $100M+ real estate developments. Led Yardi ERP Implementation and modernized financial systems to increase operational efficiency.

Earlier Career
CPA Foundation Financial Operations

Financial Foundations

Various Roles (Canada)

Foundations in accounting and finance roles across real estate and professional services in Canada.

Proven Impact

Quantifiable results across Governance, Automation, and Strategy.

$65M
Portfolio Governance

Managed a global technology investment portfolio across multi-year programs at Citi, ensuring 100% budget adherence.

80%
Reporting Automated

Slashed manual reporting effort by implementing Python scripts and Power BI APIs, freeing up strategic capacity.

$18M
Margin Opportunity

Identified significant margin improvements through complex pricing and scenario modeling during MBA tenure.

-5 Days
Month-End Close

Accelerated the close cycle by redesigning workflows and implementing Sisense/Payscan systems.

Latest Insights

Thought leadership on the intersection of Finance & AI.

The "Month-End Close" is Broken

Why predictive modeling is the only way to fix reactive accounting workflows and reduce cycle times.

Read on LinkedIn →

AI Agents in Tax Compliance

Moving beyond calculators to autonomous regulatory adherence. How LLMs are changing the audit landscape.

Read on LinkedIn →

Leadership in the Age of AI

How Finance leaders must evolve into Product Owners to drive digital transformation effectively.

Read on LinkedIn →
View All Insights →

Let's Talk Strategy.

I am always open to meeting like-minded professionals, discussing FinTech trends, or exploring potential collaborations.

Schedule a Coffee Chat Connect on LinkedIn
Professional Credentials
CPA Canada
PMP®
PMI-ACP®
Azure Fundamentals
Six Sigma (In Progress)
Ask Edith
Edith AI Concierge
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