Sonia Barron
Boston,MA
Summary
Results-driven alternative investments professional with extensive experience in financial reporting, fund accounting, operational oversight, and project management within private equity and hedge funds. Skilled in analyzing fund structures, preparing and reviewing financial statements, and optimizing processes to improve efficiency. Proven leader in managing and developing high-performing teams, driving strategic initiatives, overseeing large-scale projects, and ensuring compliance in fund administration and investment operations. Seeking to leverage expertise in fund accounting, reporting, leadership, and project execution to enhance operational excellence and financial transparency.
Overview
18
18
years of professional experience
Work History
Assistant Vice President - Client Service Team Leader - Alternative Investments
Brown Brothers Harriman
08.2023 - Current
- Oversee fund accounting, administration, and custody operations for private equity and hedge fund clients.
- Manage financial reporting deliverables, including NAV packages, capital statements, and audited financials.
- Ensure accurate performance fee calculations, investor allocations, and reconciliations.
- Identify opportunities for process improvements to enhance workflows and reporting accuracy.
- Lead cross-functional project initiatives to enhance client service strategies and improve operational efficiencies.
- Develop and mentor client service supervisors, fostering expertise and leadership growth.
Director of Strategic Initiatives
Ultimus Leverpoint
01.2022 - 08.2023
- Led strategic initiatives and large-scale projects within private equity and alternative investment operations.
- Designed financial reporting enhancements to improve investor communication and transparency.
- Developed process improvements for capital calls, distributions, and investment valuations.
- Managed relationships with auditors, legal teams, and fund administrators.
- Oversaw multi-departmental projects aimed at optimizing fund accounting processes and investor reporting standards.
Fund Accountant to Assistant Vice President
SS&C ALPS Alternative Investment Services, LLC
02.2008 - 01.2022
- Managed fund accounting processes for hedge funds and private equity funds.
- Oversaw NAV calculations, investor allocations, and expense reconciliations.
- Led and executed operational projects to implement automation and improve reporting accuracy.
- Trained and mentored fund accountants and supervisors in financial reporting and compliance.
- Strengthened internal controls and risk management frameworks to support regulatory compliance.
- Coordinated with internal stakeholders to execute cross-functional initiatives aimed at enhancing financial reporting accuracy and workflow efficiency.
Education
Bachelor of Science - Finance, Economics
University of Massachusetts Amherst
Amherst, MASkills
- Alternative Investment Fund Accounting/Administration
- Financial Statement Preparation & Analysis
- Management Calculations
- Performance & Carried Interest Calculations
- Investor Reporting
- Hedge & Private Equity Capital Activity
- Middle & Back Office Services
- Reconciliations, Valuations, & NAV Calculations
- Oversight of Third-Party Service Providers
- Process Improvement
- Workflow Optimization
- Leadership & Mentoring
- Team Development
- Project management
- Regulatory compliance
Hobbies and Interests
- Event Planning
- Pickleball
- Yoga
- Tennis
Timeline
Assistant Vice President - Client Service Team Leader - Alternative Investments
Brown Brothers Harriman
08.2023 - Current
Director of Strategic Initiatives
Ultimus Leverpoint
01.2022 - 08.2023
Fund Accountant to Assistant Vice President
SS&C ALPS Alternative Investment Services, LLC
02.2008 - 01.2022
Bachelor of Science - Finance, Economics
University of Massachusetts Amherst