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California JPIA Welcomes Accountant Lucy (Yulu) Lee

The California JPIA is pleased to welcome Lucy (Yulu) Lee as its newest accountant.

After earning a bachelor’s degree in history in Taiwan, Lee discovered her interest in financial management when she moved to the United States. “Looking back, it is interesting to see how my journey went from studying the past to balancing the books,” said Lee. “It turns out that both fields require curiosity, attention to detail, patience, and the ability to uncover the story behind the information. Whether researching historical information or reviewing financial records, I enjoy putting pieces together and finding meaningful connections.”

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She began her career at a Certified Public Accountant firm, gaining experience working alongside tax professionals and managing client financial records. She later transitioned into local government accounting, developing expertise in fund accounting, budgeting, and financial reporting. During her tenure in municipal government, Lee collaborated closely with city departments and gained direct exposure to risk management practices. That experience introduced her to public agency insurance pools and the California JPIA.

“When I saw an opening at the California JPIA, I decided to apply because it was a great opportunity to combine my accounting background with my interest in risk management and public service,” said Lee. “I appreciate being part of an organization that supports public agencies, and I look forward to contributing to the mission of the Authority.”

“Lucy is a fantastic addition to our team, bringing an ambitious mindset and a wealth of great experience,” said Finance Director Jason McBride. “She is exceptionally thoughtful and thorough in her work, which not only elevates our internal team operations but also ensures we deliver the highest level of accuracy and value to the Authority and its members.”

For Lee, reviewing financial statements extends far beyond balancing numbers. She views financial recordkeeping as an essential tool for organizational clarity and strategic problem-solving. “Every number tells a story,” said Lee. “Behind every report or reconciliation, there is a reason why the numbers look the way they do. I enjoy investigating differences, finding solutions, and helping create accurate financial information that people can rely on.”

Alongside her quantitative curiosity, Lee brings adaptability and a dual perspective gained from both private sector accounting and local government administration. Her background enables her to evaluate financial processes, identify connections to risk management, and enhance operational efficiency. “As we modernize our finance function, her fresh perspective and willingness to adapt processes are invaluable,” said McBride.

“The most rewarding part of my work is solving problems and seeing improvements,” said Lee. “Whether it is resolving a reconciliation issue, learning a new system, or improving a process, I enjoy seeing how small improvements can make daily operations more efficient.”

Welcome to the Authority, Lucy!

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