William Lai

William Lai is a financial professional with extensive experience in financial planning and analysis. Currently serving as Financial Planning and Analysis Manager at Medically Home since May 2022, William previously held the position of Senior Financial Analyst at the same company. Prior roles include Financial Analysis Associate at athenahealth and Senior Fund Accounting and Reporting Specialist at BNY Mellon, where responsibilities involved managing complex financial issues, performing reconciliations, and ensuring timely delivery of financial reports. Earlier experience includes a managerial position at Fugakyu Japanese Cuisine, where William demonstrated strong leadership and problem-solving skills. William holds a Bachelor's degree in Business and Personal/Financial Services Marketing Operations from Suffolk University, obtained in 2017.