As Director of Finance for major auxiliary, Babson Executive Education (BEE) & Assistant Controller of Babson Global Inc. (BGI) oversees all organizational accounting/financial functions and activities related to the budgeting, forecasting, financial reporting and analysis, cash flows, financial modeling for program pricing and support the contract financial management activities for BGI, Babson Global Center for Entrepreneurial Leadership (BGCEL), and BEE. Specifically, responsible for planning, analyzing, and monitoring BGI’s & BEE’s annual operating budgets, maintaining complete and accurate subsidiary cost ledgers and financial statements, and working with the BGI Board of Directors, the BGI CEO, the BEE CEO and BEE Director of Administration to ensure that BGI’s & BEE’s missions and Business/Financial Plan goals and objectives are met.
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 provisions, strategic tax planning, tax compliance and worked on corporate mergers & acquisitions including spin-offs for tax free reorganizations. She managed multiple engagements and projects including staffing workload balance and represented clients in federal, state, and local audits.
She has a Bachelor’s degree and a Masters in Taxation from Bentley University. She also holds a MBA from Babson College and she is a licensed CPA in Massachusetts.