Lucy Ni

Critic
DISC Type : C

Managing Director at Baker Tilly US

Seattle, Washington, United States

Overview

Lucy Ni is a Managing Director with over two decades of experience in public accounting, specializing in international and US tax strategy for multinational companies. A Certified Public Accountant with an MBA from the University of Toronto, she has led global engagements for Fortune 100 firms in the high-tech, renewable energy, and financial services sectors.

Outside of her professional role, Lucy is deeply committed to mentorship and community service. She actively serves as a mentor and facilitator for the RISE2GETHER leadership program, supports local professional groups like the Seattle Chinese HR community, and champions community organizations through charitable nominations.

She recently facilitated a leadership workshop focused on personal branding and influence.

Personality Overview

Information Seeker

ROI Driven

Negotiator

They prefer to do logical analysis and value evidence over emotions.  They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often.

Topics They Care About

Mentorship & Leadership
Serves as a mentor and has recently facilitated workshops for the RISE2GETHER Manager Leadership Program, indicating a passion for developing future leaders.
Global Tax Strategy
Her career is focused on advising multinational companies on international and US tax compliance, compensation planning, and global mobility solutions.
Community Engagement
Actively participates in and speaks at events for the Seattle Chinese HR and Biomedical communities, showing a strong commitment to local professional networks.

Media Appearances

Lucy has no verified media appearances

Work History

1-2025
Managing Director at Baker Tilly US
4-2022 - 1-2025
Partner at Vialto Partners (formerly PwC’s Global Mobility and Immigration practice)
9-2004 - 4-2022
Director at PwC
1-2002 - 8-2004
Intern at KPMG Canada

Education

2001 - 2003
MBA from University of Toronto
2000 - 2001
MA from University of Guelph

More Information

Social Presence :

Prographics :

Exp : 23 Location : Seattle, Washington, United States Job Level : Mid-senior Designation : Managing Director at Baker Tilly US
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Insights For Selling To Lucy

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lucy is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Lucy

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Lucy move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Lucy take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Lucy

Personality Compatibility


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