Open to opportunities

William Tu

@williamtu

Message

Experienced CPA specializing in financial analysis and reporting.

United States

Message

What I'm looking for

I am looking for a role that fosters growth, values diversity, and challenges me to innovate in financial analysis.

As a Senior Associate at PricewaterhouseCoopers, I specialize in Emerging Company Solutions, where I drive month-end and quarter close review analyses for various clients, ensuring accurate financial reporting under GAAP. My analytical skills allow me to assess P&L, revenue forecasts, and key performance indicators, presenting insights that guide internal audit partners and senior management in strategic decision-making.

Throughout my career, I have developed sophisticated revenue and OPEX forecast models, enhancing resource allocation and cash flow validation. My commitment to diversity initiatives has also led to successful events that significantly increased full-time offer conversion rates. With a strong foundation in financial due diligence and asset management, I am passionate about leveraging my skills to contribute to impactful financial strategies.

Experience

Work history, roles, and key accomplishments

Current

Senior Associate – Emerging Company Solutions (ECS)

Current

PricewaterhouseCoopers

Jul 2022 - Present (3 years)

Drove month-end and quarter close review analyses for SaaS, Consumer Products, and Financial Services clients, validating the accuracy of income statements, balance sheets, and statements of cash flows, with a focus in revenue, ensuring timely financial reporting under GAAP. Analyzed the full P&L, revenue forecasts, and KPI metrics like ARR, DBNRR, and CAC, to derive and present insights regarding

GAAP Revenue Recognition Financial Reporting P&L management KPIs Forecasting Power BI Microsoft Excel Client Management Project Management

Associate - Asset Wealth Management (AWM)

PricewaterhouseCoopers

Oct 2021 - Present (3 years 9 months)

Assessed and strengthened internal controls over key AWM processes (e.g., NAV calculations, investor allocations, and valuation of Level 2/3 assets), enhancing the accuracy of fund performance metrics and supporting reliable inputs for financial modeling and investment analysis. Contributed to audit engagements for public asset managers with $20B+ in AUM, deepening knowledge of complex investment

Internal Controls NAV Calculation Valuation Fund Operations Financial Reporting Financial Modeling

START & Advance Intern – Banking Capital Markets

PricewaterhouseCoopers

Jun 2019 - Present (6 years 1 month)

Re-designed operational model of non-profit business, resulting in a 3 place finish within a program-wide case competition.

Case Competition Strategic Planning Business Analysis

Financial Due Diligence Analyst

Marriott & Co.

Sep 2018 - Present (6 years 10 months)

Conducted preliminary financial due diligence on acquisition targets, analyzing operational metrics to support M&A evaluations for both active and prospective client mandates.

Due Diligence Financial Analysis Risk Assessment Data Analysis Report Writing

Equities Analyst

Goldman Sachs

Jul 2018 - Present (7 years)

Conducted a portfolio simulation of a $100M multi-asset fund, achieving a +15.8% in projected ending fair value.

Multi Asset Funds Financial Modeling Investment Analysis Data Analysis Financial Markets Risk Management Quantitative Analysis Reporting

Education

Degrees, certifications, and relevant coursework

University of Richmond, Robins School of Business

Bachelor of Science, Business Administration, Accounting Concentration

Grade: 3.65 / 4.00

Activities and societies: Created 3 new volunteer opportunities for Alpha Phi Omega-National Service Fraternity through networking and outreach within the Richmond community. Actively managed and participated in charity events for Lambda Chi Alpha Fraternity, raising $10k for Feeding America.

Completed a Bachelor of Science in Business Administration with a concentration in Accounting. Achieved a cumulative GPA of 3.65/4.00 and a major GPA of 3.83/4.00.