Sophia Leung, Cpa
About Sophia Leung, Cpa
Sophia Leung is a Fin Ops Manager with extensive experience in the financial services industry, particularly in asset management and fund accounting. She has held various positions at notable firms, including PwC and RSM US LLP, and currently oversees financial operations at brightwheel in the San Francisco Bay Area.
Work at Brightwheel
Sophia Leung serves as the FinOps Manager at Brightwheel, a role she has held since 2019. In this position, she oversees financial operations and manages multiple portfolio companies within a startup incubator. Her responsibilities include preparing financial statements, cash flow projections, and handling sales and use tax filings. Her experience in financial services and asset management contributes to her effectiveness in this role.
Previous Experience in Financial Services
Sophia Leung has a significant background in the financial services industry, particularly in asset management. She worked at PwC from 2010 to 2014 as part of the Asset Management team. Prior to that, she was a Senior Associate at RSM US LLP from 2006 to 2010. Her experience also includes a position as a Tax Consulting Intern at US Trust from 2006 to 2007 and as a Senior Fund Accountant in the private sector from 2014 to 2017. Additionally, she worked in Corporate Finance at Loeb.nyc from 2017 to 2019.
Education and Expertise
Sophia Leung earned her Bachelor of Business Administration (BBA) degree in Accounting from Baruch College, where she studied from 2002 to 2006. She possesses expertise in managing venture capital and private equity funds, as well as skills in fund of funds management, which involves investing in other investment funds rather than directly in securities. Her educational background and professional experience equip her with a strong foundation in financial management.
Background in Asset Management
Sophia Leung has a demonstrated history of working in asset management within the financial services sector. Her career includes various roles that have focused on managing financial operations and providing consulting services. Her experience spans over a decade, during which she has developed a comprehensive understanding of the financial landscape, particularly in managing funds and financial reporting.