Sophia Li
About Sophia Li
Sophia Li is an Associate Fund Controller with a strong background in accounting, currently working at Carta since 2022. She has held various accounting roles in the San Francisco Bay Area, including positions at WI Harper Group, Nuveen, and Carmel Partners, and holds a BS in Accounting from San Francisco State University.
Current Role at Carta
Sophia Li serves as an Associate Fund Controller at Carta, a position she has held since 2022. In this role, she is responsible for overseeing fund accounting processes and ensuring compliance with financial regulations. Her work involves managing financial reporting and maintaining accurate records for various funds. This position builds on her extensive background in accounting and finance.
Previous Experience in Accounting
Prior to her current role, Sophia Li worked in several accounting positions. She was a Senior Accountant at WI Harper Group from 2015 to 2019, where she gained significant experience in fund accounting. She also served as an Investment Accountant II at Nuveen for one year, from 2019 to 2020. Earlier in her career, she worked as a Fund Accountant at Carmel Partners for five months in 2015 and completed a busy season internship at Novogradac & Company LLP in 2013.
Educational Background in Accounting
Sophia Li studied at San Francisco State University, where she earned a Bachelor of Science in Accounting. Her studies spanned from 2009 to 2011, providing her with a solid foundation in accounting principles and practices. This educational background supports her professional expertise in the field.
Technical Skills and Proficiencies
Sophia Li is proficient in various accounting software, including ProSystem and QuickBooks. She has experience using Microsoft Office tools, particularly Word, Excel, and PowerPoint, which are essential for her accounting tasks. Her technical skills complement her understanding of Generally Accepted Accounting Principles (GAAP), enhancing her effectiveness in financial reporting and analysis.
Professional Attributes and Skills
Sophia Li possesses strong communication skills and a detail-oriented approach to her work. She has a good customer relations background, which aids in her interactions with clients and stakeholders. Her self-motivation and comprehensive understanding of accounting principles contribute to her success in the finance industry.