Jenny Lui Email & Phone Number
Senior Budget Systems and Reporting Analyst, Office of Budget and Financial Planning @ UMass Boston
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Jenny Lui Location
- Boston, MA, US
Jenny Lui Work
- Senior Budget Systems and Reporting Analyst, Office of Budget and Financial Planning @ (October 2022 - Present)
- Budget and Reporting Analyst, Office of Budget and Financial Planning @ (April 2018 - September 2022)
- THE MARTIN TRUST CENTER FOR MIT ENTREPRENEURSHIP - BUSINESS ANALYST @ (September 2017 - October 2017)
- BOFA GLOBAL CAPITAL MANAGEMENT FINANCE REPORTING and FORECASTING TEAM – FINANCIAL ANALYST @ (September 2012 - August 2016)
- BOFA GLOBAL CAPITAL MANAGEMENT FINANCE CONTROLLERS TEAM - FINANCIAL ANALYST @ (January 2006 - September 2012)
- INTERNATIONAL FINANCE CORPORATION FUND GROUP - AUDITOR @ (April 2004 - December 2005)
- STATE OF ALASKA FUND GROUP - AUDITOR @ (September 2003 - April 2004)
- STATE OF ALASKA FUND GROUP – PORTFOLIO ACCOUNTANT @ (July 2000 - September 2003)
- TAX ACCOUNTANT @ (January 2000 - April 2000)
- STATIONARY PRODUCTS DIVISION-ASSOCIATE FINANCIAL ANALYST @ (January 1999 - June 1999)
- ASSISTANT FINANCIAL ANALYST @ (January 1998 - June 1998)
- TAX PROCESSING INTERN @ (January 1997 - June 1997)
Jenny Lui Education
- Northeastern University
BSBA (Accounting & MIS)
1995-2000
Jenny Lui Skills
- Accounting
- Analysis
- Analytical Skills
- Finance
- Financial Reporting
- Portfolio Management
- Management
- Project Management
- PowerPoint
- Microsoft Word
- Microsoft Excel
- Marketing
- Fiduciary
- Variance Analysis
- Capital Management
- Key Management
- Monthly Closing
- Payments
- Expenses
- Ability to Work Independently
- Windows
- Sales
- Navigators
- Work Under Pressure
- Accruals
- Cost
- Fee
- Compensation Administration
- Cycles
- Business Administration
- SEP IRA
- Stress
- Admin
- Legal
- Month End Closings
- Cantonese
- Travel
- Adhoc
- Securities Lending
- Revenue
- Financial Statements
- Ability to Learn Quickly
- Science
- Indices
- Line of Business
- Funding
- Alaska
- Repossessions
- Investment Management
- Resolve
- Boston
- NAV
- Quarter
- Human Resources
- Bonds
- Financial Forecasting
- Commentary
- Financial Results
- Detail Oriented
- Profit
- Year End
- Networking
- Forecasting
- System
- Bloomberg
- Gathering Information
- Asset Allocation
- Reports
- Futures
- Account Reconciliation
- Billing Process
- UPS systems
- Microsoft Office
- Meeting Deadlines
- Testing
- Mtd
- Policy
- Wealth
- Calculations
- Documentation
- Research
- Results Driven
- Cooperative Education
- Reporting
- Shares
- Investigation
- Microsoft
- Headcount Reporting
- SAP
- Fixed Income
- Business Applications
- Journal Entries
- Controllers
- Market Planning
- Internet Software
- Swaps
- Private Bank
- Business Development
- Stress Testing
- Validity
- Firefox
- Macro
- MBS
- Exceptions
- Credit
- Essbase
- Project Planning
- GAAP
- Project
- Contractual Agreements
- Compensation
- Accounts Receivable
- Presentations
- Income
- Pricing
- Computer Proficiency
- Business Systems
- Mch
- Responsibility
- Internal Audit
- Internet Explorer
- Regulations
- International
- Cross Training
- PeopleSoft
- Executive Management
- Portfolio
- Fund Administration
- Tax Managers
- Interest Rate Swaps
- Tax
- Google Chrome
- Mortgage Lending
- Financial Services
- Compliance
- Equities
- Outlook
- Stationery
- Proposal Writing
- Cash
- Internal Controls
- Special Projects
- Invoicing
- Treasury
- Accounting Applications
- Ifc
- Risk
- Problem Solving
- Tolerance
- Tax Returns
- MIS
- North American
- Accounting System
- Securities
- Coordinate
- International Finance
Jenny Lui Summary
- Jenny Lui, based in Boston, MA, US, is currently a Senior Budget Systems and Reporting Analyst, Office of Budget and Financial Planning at UMass Boston. Jenny Lui brings experience from previous roles at UMass Boston, MIT Sloan School of Management and Bank of America. Jenny Lui holds a 1995 - 2000 BSBA in Accounting & MIS @ Northeastern University. With a robust skill set that includes Accounting, Analysis, Analytical Skills, Finance, Financial Reporting and more. Jenny Lui has 2 emails and 3 mobile phone numbers on RocketReach.
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