Jeff Li
Senior Associate, FP&A
Jeffrey Li is a Senior Associate in G2’s finance department. He focuses on providing strategic insights and financial analysis to support decision-making across the firm’s business units. His work includes budgeting, forecasting, financial modeling, and analyzing key performance indicators (KPIs) to assess financial performance and identify growth opportunities. Jeffrey also works to streamline and automate financial processes to drive profitability, optimize costs, and ensure alignment between financial objectives and broader business strategies.
Before joining G2, Jeffrey worked at EBI Consulting as a Financial Analyst and Senior Financial Analyst, focusing on financial reporting, performance evaluation, and process improvements.
Earlier in his career, he worked at PwC LLP as a Tax Associate and Intern, serving asset and wealth management companies ensuring compliance with tax and regulatory requirements.
Jeffrey earned both a bachelor’s and a master’s degree in accounting and finance with a minor in business management from Bridgewater State University.
A Boston native, Jeffrey now resides in South Boston. Outside of work, he enjoys spending time with friends and family, traveling, working out, running, participating in recreational sports, and spending time outdoors.
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