As Assistant Controller and Treasurer, Lulu is responsible for overseeing the management and reporting of Babson Global’s finances. Her responsibilities include financial and operation areas including budgeting, forecasting, cash flow, accounting and keeping the Board informed of key financial events, trends, and concerns.
Lulu’s background includes over 12 years of experience working in CPA firms where she specialized in in-depth research and analysis of complex tax issues, bringing clarity to opaque areas of the tax code. She handled corporate income tax provision, strategic tax planning, tax compliance and worked on a corporate merger, acquisition, and spin-off for a tax free reorganization. Lulu managed multiple engagements and projects including staffing workload balance and represented clients in federal, state, and local audits.
Lulu has a Bachelor’s degree in Accounting and Master’s degree in Taxation from Bentley University. She also holds a MBA from Babson College and is licensed CPA in Massachusetts.