William Tu

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

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

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

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

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

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.