Sophia Morales
Asset Management Audit Associate @ KPMG | Bachelor\'s in Accounting | Pursuing CPA by the State of California
- Role
- Audit Associate at KPMG
- Location
- Belmont, CA, US
- LinkedIn followers
- 500 followers
About Sophia Morales
Hi, I\'m Sophia Morales. I grew up in the Bay Area and recently graduated from the University of San Francisco with a Bachelor\'s degree in Accounting and a minor in Economics. Inspired by my father, I developed an interest in finance and accounting from a young age. Growing up around our family business, I gained valuable insights into both external and internal operations, shaping who I am today. As the first person in my Mexican and Guatemalan immigrant family to attend and graduate from university, I am deeply grateful to my parents and God for their support and the opportunities I\'ve been blessed with.
Experience
Audit Associate
Oct 2024 — Present · San Francisco, CA, US
Supported audits for over 6 public and private asset management clients, ensuring compliance with AICPA, GAAS, PCAOB, and U.S. GAAP standards. • Led a private equity engagement, coordinating with Tax, Valuation, and Cayman teams to achieve 100% completion-to-plan. • Assisted in a public real estate audit by preparing SEC filings and managing 30+ PBC requests to enhance client collaboration.
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