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Wolfgang Schoenberger

Deals Associate | Financial Reporting & Analysis

Wolfgang.S2000@gmail.com (415) 297-7293 San Francisco, CA

Work Experience

Deals Associate

PricewaterhouseCoopers (PwC)

August 2022 - Present | San Francisco, CA

  • Developed expertise in preparing 10-Q, 6-K, and SEC Rule 701 financial statements.
  • Directed preparation of SEC Rule 701 financials for an autonomous tech client (8 periods).
  • Managed client communications, walkthroughs, and status calls.
  • Advised SaaS companies on ASC 606 revenue recognition; led efforts for the largest IPO of 2023, improving engagement margin.
  • Automated SAP data upload (10,000+ records, $500M+ expenses) using Python for an aerospace client's FP&A team.
  • Core member of Bay Area/Northwest market IPO targeting team; researching 1,000+ companies and contributing to significant revenue generation.
  • Supported acquisitions (e.g., $7B deal balance sheet crosswalk) and IPO readiness project management.
  • Contributed to practice building through onboarding and organizing social events.

Deals Intern

PricewaterhouseCoopers (PwC)

June 2021 - August 2021 | San Francisco, CA

  • Supported accounting advisory engagements: summarized revenue contracts, benchmarked disclosures, compiled research.
  • Assisted in preparing S/4 financials for a $4.3B SPAC, ensuring consistency and accuracy.

Data Annotator

Ciitizen

January 2020 - March 2020 | Palo Alto, CA

Annotated thousands of healthcare documents for machine learning algorithm training in a startup environment.

Wealth Management Intern

Martin Wealth Management

September 2019 - December 2019 | Menlo Park, CA

Supported client services: managed inquiries, transfers, liquidation requests; conducted client calls.

Education

Santa Clara University

B.Com, Accounting & Information Systems

Graduated June 2022 | Santa Clara, CA

Honors: Cum Laude

Extracurriculars: Debate Team, MENA Culture Club

Skills

Financial Reporting (10-Q, 10-K, 6-K, Rule 701) ASC 606 Revenue Recognition Data Analysis Python Automation VBA SAP Alteryx Tableau PowerBI Advanced Excel Project Management Client Communication Team Collaboration