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Sophie Li

@sophieli

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Implementation Analyst with expertise in financial reporting and data analytics.

United States

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What I'm looking for

I am looking for a role that challenges my analytical skills and offers opportunities for growth in data analytics and financial reporting.

I'm a dedicated Implementation Analyst with a Master of Science in Business Analytics from Fordham University. My experience includes leading the implementation of eFront for Sequoia Capital, where I engineered over 20 automated financial reports using JavaScript, SQL, and Excel. I have a strong foundation in fund accounting and reporting, having managed NAV processes and ensured compliance with GAAP at Alter Domus.

My technical skills span across various programming languages and data analytics tools, including Python, R, Tableau, and Power BI. I thrive in environments that challenge my problem-solving abilities and allow me to leverage my financial acumen to create scalable solutions. I am passionate about optimizing processes and enhancing system functionalities to drive efficiency and accuracy in financial reporting.

Experience

Work history, roles, and key accomplishments

Current

Implementation Analyst

Current

Linnovate Partners

Jan 2022 - Present (3 years 4 months)

Lead eFront implementation and system enhancements for private equity funds. Engineered and optimized automated financial reports using JavaScript, VB.net, SQL, and Excel. Handled full report lifecycle and trained internal teams for platform adoption.

EFront JavaScript SQL VB.NET Excel Financial Reporting Requirements Gathering System Implementation Training

Fund Accounting Analyst

Alter Domus

Sep 2017 - Aug 2019 (1 year 11 months)

Managed NAV process deliverables, including financial statements and investor reporting. Conducted reconciliation and variance analysis to ensure compliance with GAAP, and calculated management and incentive fees for funds.