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