Jenny Lui
About Jenny Lui
Jenny Lui is a Budget and Reporting Analyst at the University of Massachusetts Boston, specializing in financial planning and analysis. With extensive experience in various financial roles, she has contributed to projects in profitability, billing processes, and management reporting across multiple organizations.
Current Role at UMass Boston
Jenny Lui serves as a Budget and Reporting Analyst in the Office of Budget and Financial Planning at the University of Massachusetts Boston. She has held this position since 2018, contributing to the financial planning and budgeting processes within the university. Her role involves analyzing financial data, preparing reports, and supporting strategic decision-making to enhance the university's financial health.
Previous Experience in Financial Analysis
Prior to her current role, Jenny Lui accumulated extensive experience in financial analysis across various organizations. She worked at Bank of America for ten years in the Finance Reporting and Forecasting team, where she focused on financial reporting and forecasting. Additionally, she served as an Auditor for the International Finance Corporation Fund Group at State Street Corporation from 2000 to 2005, where she was involved in financial audits and compliance.
Educational Background in Accounting and MIS
Jenny Lui studied at Northeastern University, where she earned a Bachelor of Science in Business Administration (BSBA) with a focus on Accounting and Management Information Systems (MIS). Her studies spanned from 1995 to 2000, providing her with a strong foundation in financial principles and analytical skills that she has applied throughout her career.
Contributions to Financial Projects
Throughout her career, Jenny Lui has participated in various financial projects that highlight her analytical skills. Notably, she contributed to a Fund Profitability project during her brief tenure at the MIT Sloan School of Management in 2017. This project involved financial analysis and strategic planning, showcasing her ability to engage in complex financial evaluations.
Diverse Roles in Financial Services
Jenny Lui has held diverse roles in the financial services sector, beginning her career as a Tax Processing Intern at Coopers & Lybrand in 1997. She later worked as a Tax Accountant at BankBoston and as an Assistant Financial Analyst at MFS Investment Management. Her experience spans various functions, including tax accounting, financial analysis, and oversight of billing processes, demonstrating her versatility in the field.