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<!DOCTYPE html>
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  <title>Coco — Finance &amp; Business Analysis</title>
  <meta name="description" content="Finance professional with a mathematics background, working towards business analysis in finance systems and process automation. Based in the UK." />
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    <!-- ============ HEADER ============ -->
    <header class="profile-header">
      <div class="avatar" aria-hidden="true">C</div>
      <div class="profile-id">
        <h1>Coco</h1>
        <p class="profile-title">Finance &amp; Business Analysis · Process Automation</p>
        <p class="profile-loc">United Kingdom</p>
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    <!-- ============ ABOUT ============ -->
    <section aria-labelledby="h-about">
      <h2 id="h-about">About</h2>
      <p>
        I am a finance professional with a <strong>mathematics background</strong>, working
        at the point where finance operations meet systems. I served as the
        <strong>finance-side key user</strong> in a company-wide
        <strong>workflow automation (OA) rollout</strong> — mapping approval and expense
        processes, consolidating requirements from finance and operations stakeholders,
        and coordinating <strong>user acceptance testing</strong> across departments
        through to adoption.
      </p>
      <p>
        Alongside day-to-day finance work (AP/AR, reconciliation, month-end close),
        I build <strong>Python and AI-agent automations</strong> for recurring data
        collection and reporting, and I am developing towards a
        <strong>business analyst</strong> role in finance systems and process automation.
      </p>
      <div class="callout">
        <p>
          <strong>I'm open to Business Analyst and finance-systems opportunities.</strong>
          If my background fits what you're building, feel free to
          <a href="#" id="callout-reach">reach out</a>.
        </p>
      </div>
    </section>

    <!-- ============ EXPERIENCE ============ -->
    <section aria-labelledby="h-exp">
      <h2 id="h-exp">Experience</h2>
      <article class="entry">
        <div class="entry-head">
          <h3>Finance Officer · OA Rollout Key User</h3>
          <span class="entry-meta">Present</span>
        </div>
        <p class="entry-sub">Finance operations &amp; company-wide workflow-automation implementation</p>
        <ul>
          <li>Mapped existing approval and expense processes, identified pain points, and translated them into system requirements.</li>
          <li>Represented finance in requirements discussions; consolidated stakeholder input and escalated conflicts between system workflows and policy manuals for management decision.</li>
          <li>Coordinated cross-department UAT — shared defect log, follow-ups with the development team, verification of fixes.</li>
          <li>Produced weekly progress reports and decision briefings for senior management on status, risks and sign-off items.</li>
          <li>Day-to-day operations: AP/AR, bank reconciliation, payment runs, invoice processing, month-end close support under internal controls.</li>
        </ul>
      </article>
    </section>

    <!-- ============ PROJECTS ============ -->
    <section aria-labelledby="h-proj">
      <h2 id="h-proj">Selected Projects</h2>

      <article class="entry">
        <div class="entry-head">
          <h3>Quant — Portfolio Risk Analytics</h3>
          <a class="entry-link" href="https://github.com/coco062/quant" target="_blank" rel="noopener">GitHub</a>
        </div>
        <p>
          Python toolkit that analyses an existing portfolio's risk–return structure
          across US equities and crypto: annualised return, volatility,
          <strong>Sharpe / Sortino</strong>, max drawdown, correlation matrix, weight
          drift and contribution attribution. Deliberately descriptive — no predictions,
          no signals.
        </p>
      </article>

      <article class="entry">
        <div class="entry-head">
          <h3>Workflow &amp; Data Automation</h3>
          <span class="entry-tag">Python · TypeScript · Claude agents · MCP</span>
        </div>
        <p>
          Agent-based pipelines that collect, format and forward recurring information
          updates, standardised into templates for quick review and hand-over —
          cutting the manual effort out of research and reporting. Includes a custom
          MCP search server that gives AI assistants structured retrieval over
          archived chat history: a reusable layer that can plug into reporting,
          status dashboards or knowledge-base ingestion.
        </p>
      </article>

      <article class="entry">
        <div class="entry-head">
          <h3>Competitor Intelligence Hub</h3>
          <span class="entry-tag">Research · Analysis</span>
        </div>
        <p>
          A consolidated repository of competitor products: feature matrices,
          positioning, pricing signals and review highlights — a structured comparison
          framework supporting faster product and marketing decisions.
        </p>
      </article>

      <article class="entry">
        <div class="entry-head">
          <h3>EQ Playbook</h3>
          <a class="entry-link" href="https://github.com/coco062/eq-playbook" target="_blank" rel="noopener">GitHub</a>
        </div>
        <p>
          A bilingual (English + 中文) playbook of high-EQ phrases for everyday and
          workplace situations, written in natural British English — doubles as
          language-learning material.
        </p>
      </article>

      <article class="entry">
        <div class="entry-head">
          <h3>Personal Knowledge Base</h3>
          <a class="entry-link" href="https://github.com/coco062/personal-knowledge-base" target="_blank" rel="noopener">GitHub</a>
        </div>
        <p>
          A self-growing knowledge-base skeleton: ingest pipelines, agent-compiled wiki
          pages and provenance links back to raw sources. Framework only — content
          lives in a private repo.
        </p>
      </article>
    </section>

    <!-- ============ SKILLS ============ -->
    <section aria-labelledby="h-skills">
      <h2 id="h-skills">Skills</h2>
      <ul class="skills-list">
        <li><strong>Business analysis &amp; systems:</strong> process mapping, requirements gathering, stakeholder communication, UAT coordination, workflow automation (OA/BPM), issue tracking and reporting</li>
        <li><strong>Finance &amp; operations:</strong> AP/AR, bank reconciliation, payment runs, invoice processing, month-end close support, internal controls</li>
        <li><strong>Data &amp; tools:</strong> Excel (advanced), Google Workspace, Python (automation), Claude Code (AI-agent workflows), Matlab, PowerPoint, Word</li>
      </ul>
    </section>

    <!-- ============ EDUCATION ============ -->
    <section aria-labelledby="h-edu">
      <h2 id="h-edu">Education &amp; Languages</h2>
      <ul class="skills-list">
        <li><strong>Education:</strong> BSc Mathematics</li>
        <li><strong>Languages:</strong> Mandarin Chinese (native) · English (professional working proficiency)</li>
      </ul>
    </section>

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      <p>© <span id="year">2026</span> Coco</p>
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